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CIK 0000354923 • 7 13F filings • Apr 17, 2025 – Oct 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $792K | 0.3%Prev: 0.4% | 4,319 SH | Decreased-17 SH |
| ALPHABET INC | CAP STK CL A | $314K | 0.1%Prev: 0.1% | 914 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $15.4M | 5.5%Prev: 5.7% | 45,074 SH | Increased-16,402 SH |
| ALPS ETF TR | ALERIAN MLP | $15.6M | 5.6%Prev: 6.3% | 301,702 SH | Decreased-50,700 SH |
| AMAZON COM INC | COM | $13.4M | 4.8%Prev: 4.7% | 53,584 SH | Increased-3,070 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $30.2M | 10.8% | 335,109 SH | New |
| APPLE INC | COM | $15.0M | 5.4%Prev: 4.8% | 45,192 SH | Increased-4,808 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $12.0M | 4.3%Prev: 4.5% | 24,106 SH | Increased+444 SH |
| CASEYS GEN STORES INC | COM | $205K | 0.1% | 337 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $11.9M | 4.3%Prev: 7.7% | 246,067 SH | Decreased-161,364 SH |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | $12.4M | 4.4% | 69,851 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $252K | 0.1%Prev: 0.1% | 1,148 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $16.0M | 5.7%Prev: 6.9% | 103,234 SH | Decreased-14,378 SH |
| ISHARES INC | MSCI EURZONE ETF | $14.3M | 5.1% | 212,356 SH | New |
| ISHARES TR | RUS TOP 200 ETF | $33.3M | 11.9%Prev: 11.3% | 175,133 SH | Increased-3,353 SH |
| ISHARES TR | ULTRA SHORT DUR | $559K | 0.2%Prev: 0.2% | 11,093 SH | Increased+1,924 SH |
| META PLATFORMS INC | CL A | $248K | 0.1% | 342 SH | New |
| NVIDIA CORPORATION | COM | $919K | 0.3%Prev: 0.3% | 4,022 SH | Increased+75 SH |
| TESLA INC | COM | $1.7M | 0.6%Prev: 0.8% | 4,752 SH | Decreased-9 SH |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $30.7M | 11.0% | 391,186 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $30.4M | 10.9% | 106,739 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $1.6M | 0.6% | 4,153 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.6M | 2.7%Prev: 3.1% | 10,899 SH | Decreased-2,316 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $14.6M | 5.2%Prev: 5.5% | 112,002 SH | Increased+1,124 SH |
| WALMART INC | COM | $401K | 0.1%Prev: 0.2% | 3,860 SH | Increased+10 SH |
| 13F-HR |
| 0000354923-25-000007 |
| $263.1M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0000354923-26-000007 | $298.2M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0000354923-25-000005 | $246.0M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0000354923-26-000006 | $269.6M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0000354923-25-000004 | $231.1M | View |