Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Sept. 30, 2020

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 31 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 29.0 $42M 680k 62.09
Ishares Tr Msci Min Vol Etf (USMV) 27.8 $40M 635k 63.73
Ishares Tr Core S&p500 Etf (IVV) 9.9 $14M 43k 336.07
Ishares Core MF Closed and MF Open (IUSV) 9.4 $14M 253k 54.29
Spdr Gold Tr Gold Shs (GLD) 6.1 $8.9M 50k 177.13
Ishares Tr Us Home Cons Etf (ITB) 4.6 $6.7M 118k 56.65
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.6 $5.2M 127k 40.90
Invesco Exch Traded Fd Tr Ii Emerng Mkt Svrg (PCY) 1.4 $2.1M 114k 18.30
Ishares Tr National Mun Etf (MUB) 1.1 $1.5M 13k 115.90
Apple (AAPL) 1.0 $1.4M 12k 115.77
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $960k 3.00 320000.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $731k 3.4k 213.06
Costco Wholesale Corporation (COST) 0.4 $644k 1.8k 354.82
Vanguard Index Fds Growth Etf (VUG) 0.4 $594k 2.6k 227.59
Amazon (AMZN) 0.4 $576k 183.00 3147.54
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $571k 5.0k 114.82
Microsoft Corporation (MSFT) 0.4 $564k 2.7k 210.21
Disney Walt Com Disney (DIS) 0.4 $546k 4.4k 123.98
Visa Com Cl A (V) 0.3 $485k 2.4k 199.92
Alphabet Cap Stk Cl C (GOOG) 0.3 $482k 328.00 1469.51
Johnson & Johnson (JNJ) 0.2 $328k 2.2k 148.75
Bristol Myers Squibb (BMY) 0.2 $309k 5.1k 60.33
Adobe Systems Incorporated (ADBE) 0.2 $296k 603.00 490.88
At&t (T) 0.2 $291k 10k 28.52
Facebook Cl A (META) 0.2 $289k 1.1k 261.78
Ishares Core S&p Mcp Etf (IJH) 0.2 $289k 5.8k 50.06
Starbucks Corporation (SBUX) 0.2 $260k 3.0k 85.78
Home Depot (HD) 0.2 $258k 930.00 277.42
Enterprise Products Partners (EPD) 0.1 $196k 12k 15.77
Lumos Pharma (LUMO) 0.1 $163k 12k 13.86
Clear Channel Outdoor Holdings (CCO) 0.0 $10k 10k 1.00