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 |