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CIK 0001713112 • 7 13F filings • Apr 23, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $268K | 0.1%Prev: 0.1% | 1,220 SH | Decreased |
| AMGEN INC | COM | $221K | 0.1% | 784 SH | New |
| APPLE INC | COM | $1.8M | 0.5%Prev: 0.4% | 6,880 SH | Decreased-246 SH |
| CASEYS GEN STORES INC | COM | $1.2M | 0.3%Prev: 0.4% | 2,140 SH | Decreased-5 SH |
| DEERE & CO | COM | $539K | 0.1%Prev: 0.2% | 1,179 SH | Decreased-9 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $331K | 0.1% | 8,581 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $234K | 0.1%Prev: 0.1% | 4,023 SH | Decreased-43 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $4.4M | 1.1%Prev: 1.2% | 19,679 SH | Decreased+969 SH |
| HOME DEPOT INC | COM | $210K | 0.1% | 518 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $284K | 0.1%Prev: 0.1% | 636 SH | Increased+51 SH |
| ISHARES TR | ESG AWARE MSCI | $477K | 0.1%Prev: 0.1% | 10,579 SH | Decreased+587 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.3M | 0.9%Prev: 0.8% | 29,720 SH | Decreased-3,289 SH |
| ISHARES TR | PFD AND INCM SEC | $216K | 0.1% | 6,825 SH | New |
| ISHARES TR | TIPS BD ETF | $262K | 0.1%Prev: 0.1% | 2,354 SH | Decreased-66 SH |
| KEURIG DR PEPPER INC | COM | $200K | 0.1%Prev: 0.1% | 7,848 SH | Decreased-205 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.3%Prev: 0.3% | 5,981 SH | Decreased-91 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $218K | 0.1% | 1,197 SH | New |
| PIMCO ETF TR | INV GRD CRP BD | $23.1M | 6.0%Prev: 5.7% | 233,877 SH | Decreased-38,540 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $593K | 0.2%Prev: 0.2% | 7,151 SH | Decreased+99 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $26.2M | 6.9%Prev: 6.5% | 1,116,296 SH | Decreased-180,996 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $37.2M | 9.7%Prev: 8.8% | 1,164,482 SH | Decreased-41,584 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $85.8M | 22.5%Prev: 22.7% | 2,948,293 SH | Decreased-65,310 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $32.5M | 8.5%Prev: 9.0% | 1,096,069 SH | Decreased-33,745 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $33.1M | 8.7%Prev: 9.3% | 1,187,656 SH | Decreased+3,751 SH |
| SPDR SERIES TRUST | ICE PFD SEC ETF | $257K | 0.1% | 7,785 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $263K | 0.1% | 5,384 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $353K | 0.1% | 1,265 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $8.7M | 2.3%Prev: 2.3% | 91,449 SH | Decreased-230 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $203K | 0.1%Prev: 0.0% | 422 SH | Decreased-2,036 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.5M | 1.2%Prev: 1.1% | 15,377 SH | Decreased-48,517 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $64.6M | 16.9%Prev: 17.3% | 309,726 SH | Decreased-18,192 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.4M | 1.2%Prev: 1.2% | 17,374 SH | Decreased-321 SH |
| VANGUARD INDEX FDS | VALUE ETF | $11.6M | 3.0%Prev: 3.0% | 62,231 SH | Decreased-389 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $254K | 0.1%Prev: 0.1% | 5,067 SH | Decreased-130 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $481K | 0.1%Prev: 0.1% | 4,061 SH | Decreased+195 SH |
| VANGUARD WORLD FD | INF TECH ETF | $31.9M | 8.3%Prev: 8.3% | 42,690 SH | Decreased-279,339 SH |
| WALMART INC | COM | $540K | 0.1%Prev: 0.1% | 5,241 SH | Decreased+36 SH |
| WELLS FARGO CO NEW | COM | $433K | 0.1% | 5,165 SH | New |
| 13F-HR |
| 0001713112-25-000004 |
| $382.3M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001713112-26-000003 | $461.7M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003955 | $353.7M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001713112-26-000002 | $399.5M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002248 | $323.9M | View |