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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $201K | 0.1% | 937 SH | New |
| AMAZON COM INC | COM | $282K | 0.1%Prev: 0.1% | 1,220 SH | Increased |
| AMGEN INC | COM | $243K | 0.1%Prev: 0.1% | 744 SH | Increased-40 SH |
| APPLE INC | COM | $1.9M | 0.5%Prev: 0.5% | 6,884 SH | Increased+4 SH |
| CASEYS GEN STORES INC | COM | $1.2M | 0.3%Prev: 0.3% | 2,144 SH | Decreased+4 SH |
| DEERE & CO | COM | $550K | 0.1%Prev: 0.1% | 1,183 SH | Increased+4 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $340K | 0.1%Prev: 0.1% | 8,600 SH | Increased+19 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $240K | 0.1%Prev: 0.1% | 4,039 SH | Increased+16 SH |
| ELI LILLY & CO | COM | $229K | 0.1% | 213 SH | New |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $4.4M | 1.1%Prev: 1.1% | 19,540 SH | Increased-139 SH |
| INTUITIVE SURGICAL INC | COM NEW | $360K | 0.1%Prev: 0.1% | 636 SH | Increased |
| ISHARES TR | ESG AWARE MSCI | $479K | 0.1%Prev: 0.1% | 10,412 SH | Increased-167 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.5M | 0.9%Prev: 0.9% | 31,791 SH | Increased+2,071 SH |
| ISHARES TR | TIPS BD ETF | $262K | 0.1%Prev: 0.1% | 2,381 SH | Decreased+27 SH |
| KEURIG DR PEPPER INC | COM | $222K | 0.1%Prev: 0.1% | 7,918 SH | Increased+70 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.3%Prev: 0.3% | 5,982 SH | Decreased+1 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $222K | 0.1%Prev: 0.1% | 1,248 SH | Increased+51 SH |
| PIMCO ETF TR | INV GRD CRP BD | $23.4M | 5.9%Prev: 6.0% | 238,772 SH | Increased+4,895 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $636K | 0.2%Prev: 0.2% | 7,209 SH | Increased+58 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $26.9M | 6.8%Prev: 6.9% | 1,152,078 SH | Increased+35,782 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $38.4M | 9.6%Prev: 9.7% | 1,177,961 SH | Increased+13,479 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $90.3M | 22.7%Prev: 22.5% | 3,048,461 SH | Increased+100,168 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $34.2M | 8.6%Prev: 8.5% | 1,138,481 SH | Increased+42,412 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $34.7M | 8.7%Prev: 8.7% | 1,217,796 SH | Increased+30,140 SH |
| SHERWIN WILLIAMS CO | COM | $212K | 0.1% | 654 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $265K | 0.1%Prev: 0.1% | 5,315 SH | Increased-69 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $384K | 0.1%Prev: 0.1% | 1,265 SH | Increased |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $9.3M | 2.3%Prev: 2.3% | 94,834 SH | Increased+3,385 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $206K | 0.1%Prev: 0.1% | 423 SH | Increased+1 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.6M | 1.2%Prev: 1.2% | 15,953 SH | Increased+576 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $68.5M | 17.2%Prev: 16.9% | 323,418 SH | Increased+13,692 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.6M | 1.2%Prev: 1.2% | 17,965 SH | Increased+591 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.2M | 3.1%Prev: 3.0% | 63,956 SH | Increased+1,725 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $258K | 0.1%Prev: 0.1% | 5,124 SH | Increased+57 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $473K | 0.1%Prev: 0.1% | 3,907 SH | Decreased-154 SH |
| VANGUARD WORLD FD | INF TECH ETF | $32.2M | 8.1%Prev: 8.3% | 42,697 SH | Increased+7 SH |
| WALMART INC | COM | $577K | 0.1%Prev: 0.1% | 5,174 SH | Increased-67 SH |
| WELLS FARGO CO NEW | COM | $396K | 0.1%Prev: 0.1% | 4,243 SH | Decreased-922 SH |
| 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 |