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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 | $256K | 0.1%Prev: 0.1% | 1,220 SH | Increased |
| AMGEN INC | COM | $239K | 0.1%Prev: 0.1% | 680 SH | Decreased-269 SH |
| APPLE INC | COM | $1.8M | 0.5%Prev: 0.4% | 7,118 SH | Increased+1,039 SH |
| CASEYS GEN STORES INC | COM | $1.6M | 0.4%Prev: 0.3% | 2,145 SH | Increased+16 SH |
| DEERE & CO | COM | $668K | 0.2%Prev: 0.2% | 1,185 SH | Increased+43 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $335K | 0.1%Prev: 0.1% | 8,622 SH | Increased+91 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $253K | 0.1%Prev: 0.1% | 4,053 SH | Increased+67 SH |
| EXXON MOBIL CORP | COM | $268K | 0.1% | 1,582 SH | New |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $4.0M | 1.0%Prev: 1.0% | 19,388 SH | Increased-728 SH |
| INTUITIVE SURGICAL INC | COM NEW | $295K | 0.1%Prev: 0.1% | 636 SH | Decreased |
| ISHARES TR | ESG AWARE MSCI | $469K | 0.1%Prev: 0.1% | 9,971 SH | Increased+1,426 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.6M | 0.9%Prev: 1.0% | 32,870 SH | Increased+2,228 SH |
| ISHARES TR | TIPS BD ETF | $263K | 0.1%Prev: 0.1% | 2,381 SH | Increased+81 SH |
| KEURIG DR PEPPER INC | COM | $210K | 0.1%Prev: 0.1% | 7,984 SH | Decreased+241 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.3%Prev: 0.1% | 6,064 SH | Increased+4,029 SH |
| PIMCO ETF TR | INV GRD CRP BD | $25.0M | 6.2%Prev: 6.6% | 257,877 SH | Increased+36,566 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $631K | 0.2%Prev: 0.2% | 7,001 SH | Increased-25 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $28.7M | 7.2%Prev: 7.7% | 1,235,661 SH | Increased+165,659 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $34.7M | 8.7%Prev: 8.8% | 1,190,628 SH | Increased+48,150 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $91.8M | 23.0%Prev: 23.5% | 3,008,501 SH | Increased+142,929 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $35.2M | 8.8%Prev: 8.5% | 1,135,511 SH | Increased+84,512 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $34.8M | 8.7%Prev: 8.2% | 1,196,865 SH | Increased+62,373 SH |
| SHERWIN WILLIAMS CO | COM | $210K | 0.1% | 656 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $432K | 0.1% | 1,265 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $9.7M | 2.4%Prev: 2.3% | 95,072 SH | Increased+6,395 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.7M | 1.2%Prev: 1.2% | 16,385 SH | Increased+842 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $70.5M | 17.6%Prev: 17.1% | 324,494 SH | Increased+27,095 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.8M | 1.2%Prev: 1.2% | 18,302 SH | Increased+1,090 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.7M | 3.2%Prev: 3.3% | 64,553 SH | Increased+2,110 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $257K | 0.1%Prev: 0.1% | 5,153 SH | Increased+170 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $433K | 0.1%Prev: 0.2% | 3,857 SH | Decreased-1,165 SH |
| VANGUARD WORLD FD | INF TECH ETF | $28.8M | 7.2%Prev: 7.0% | 41,215 SH | Increased-602 SH |
| WALMART INC | COM | $644K | 0.2%Prev: 0.2% | 5,185 SH | Increased-517 SH |
| WELLS FARGO & CO | COM | $339K | 0.1% | 4,264 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 |