Wealth Advisors of Iowa as of June 30, 2020
Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 29 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Min Vol Etf (USMV) | 35.9 | $48M | 785k | 60.63 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 23.0 | $31M | 492k | 62.20 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.7 | $16M | 63k | 247.60 | |
| Spdr Gold Tr Gold Shs (GLD) | 5.8 | $7.7M | 46k | 167.37 | |
| Ishares Core S&p Mcp Etf (IJH) | 4.9 | $6.6M | 37k | 177.81 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $5.6M | 18k | 309.68 | |
| Ishares Tr Min Vol Eafe Etf (EFAV) | 3.8 | $5.0M | 76k | 66.06 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $3.5M | 30k | 118.20 | |
| Apple (AAPL) | 1.2 | $1.6M | 4.5k | 364.87 | |
| Ishares Tr National Mun Etf (MUB) | 0.8 | $1.1M | 9.4k | 115.45 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $802k | 3.00 | 267333.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $692k | 3.9k | 178.53 | |
| Microsoft Corporation (MSFT) | 0.5 | $674k | 3.3k | 203.63 | |
| Amazon (AMZN) | 0.4 | $577k | 209.00 | 2760.77 | |
| Costco Wholesale Corporation (COST) | 0.4 | $541k | 1.8k | 303.08 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $527k | 2.6k | 202.30 | |
| Disney Walt Com Disney (DIS) | 0.4 | $489k | 4.4k | 111.57 | |
| Visa Com Cl A (V) | 0.4 | $465k | 2.4k | 193.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $464k | 328.00 | 1414.63 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $432k | 993.00 | 435.05 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $340k | 2.2k | 156.61 | |
| Johnson & Johnson (JNJ) | 0.2 | $310k | 2.2k | 140.59 | |
| At&t (T) | 0.2 | $308k | 10k | 30.19 | |
| Bristol Myers Squibb (BMY) | 0.2 | $301k | 5.1k | 58.77 | |
| Facebook Cl A (META) | 0.2 | $251k | 1.1k | 227.36 | |
| Enterprise Products Partners (EPD) | 0.2 | $226k | 12k | 18.18 | |
| Starbucks Corporation (SBUX) | 0.2 | $215k | 2.9k | 73.73 | |
| Lumos Pharma (LUMO) | 0.1 | $194k | 12k | 16.50 | |
| Altria (MO) | 0.1 | $104k | 2.6k | 39.36 |
