Wealth Advisors of Iowa as of March 31, 2020
Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr usa min vo (USMV) | 51.8 | $65M | 1.2M | 54.01 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 25.6 | $32M | 520k | 62.34 | |
| Invesco Qqq Trust Series 1 (QQQ) | 9.1 | $12M | 60k | 190.41 | |
| Ishares Tr eafe min volat (EFAV) | 3.7 | $4.6M | 75k | 62.04 | |
| iShares Lehman Aggregate Bond (AGG) | 2.5 | $3.1M | 27k | 115.36 | |
| Apple (AAPL) | 0.9 | $1.2M | 4.5k | 254.35 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.8 | $987k | 8.7k | 113.03 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $816k | 3.00 | 272000.00 | |
| Berkshire Hathaway (BRK.A) | 0.6 | $701k | 3.8k | 182.74 | |
| Visa (V) | 0.4 | $530k | 3.3k | 161.09 | |
| Microsoft Corporation (MSFT) | 0.4 | $522k | 3.3k | 157.70 | |
| Costco Wholesale Corporation (COST) | 0.4 | $509k | 1.8k | 285.15 | |
| Amazon (AMZN) | 0.3 | $437k | 224.00 | 1950.89 | |
| Walt Disney Company (DIS) | 0.3 | $401k | 4.2k | 96.63 | |
| Vanguard Growth ETF (VUG) | 0.3 | $407k | 2.6k | 156.54 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $373k | 321.00 | 1161.99 | |
| At&t (T) | 0.3 | $327k | 11k | 29.19 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $316k | 993.00 | 318.23 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $298k | 2.3k | 128.73 | |
| Johnson & Johnson (JNJ) | 0.2 | $287k | 2.2k | 131.17 | |
| Bristol Myers Squibb (BMY) | 0.2 | $286k | 5.1k | 55.84 | |
| Facebook Inc cl a (META) | 0.2 | $263k | 1.6k | 167.09 | |
| Starbucks Corporation (SBUX) | 0.1 | $188k | 2.9k | 65.83 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $182k | 2.0k | 89.83 | |
| Enterprise Products Partners (EPD) | 0.1 | $178k | 12k | 14.32 | |
| Lumos Pharma (LUMO) | 0.1 | $100k | 12k | 8.50 | |
| iShares S&P 500 Index (IVV) | 0.0 | $0 | 13k | 0.00 |
