Wealth Advisors of Iowa as of Dec. 31, 2020
Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 41 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 18.3 | $30M | 478k | 61.60 | |
| Ishares Tr Msci Min Vol Etf (USMV) | 16.1 | $26M | 382k | 67.88 | |
| Ishares Tr Core S&p500 Etf (IVV) | 15.2 | $25M | 66k | 375.39 | |
| Ishares Core Msci Emkt (IEMG) | 9.7 | $16M | 252k | 62.04 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 7.4 | $12M | 191k | 62.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 5.5 | $8.8M | 49k | 178.37 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.2 | $8.4M | 27k | 313.72 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 4.0 | $6.4M | 137k | 47.21 | |
| Select Sector Spdr Tr Energy (XLE) | 3.1 | $5.0M | 132k | 37.90 | |
| Ishares Core S&p Mcp Etf (IJH) | 2.9 | $4.6M | 20k | 229.81 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 2.1 | $3.4M | 119k | 28.84 | |
| Apple (AAPL) | 1.2 | $1.9M | 14k | 132.67 | |
| Ishares Tr National Mun Etf (MUB) | 1.0 | $1.6M | 14k | 117.18 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.0M | 3.00 | 347666.67 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $832k | 3.6k | 231.82 | |
| Disney Walt Com Disney (DIS) | 0.5 | $802k | 4.4k | 181.28 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $780k | 4.0k | 194.71 | |
| Spdr Series Tr Spdr Bloomberg (BIL) | 0.5 | $769k | 8.4k | 91.55 | |
| Amazon (AMZN) | 0.4 | $720k | 221.00 | 3257.92 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $706k | 2.8k | 253.32 | |
| Costco Wholesale Corporation (COST) | 0.4 | $684k | 1.8k | 376.65 | |
| Microsoft Corporation (MSFT) | 0.4 | $680k | 3.1k | 222.37 | |
| At&t (T) | 0.4 | $590k | 21k | 28.78 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $575k | 328.00 | 1753.05 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $543k | 4.6k | 118.30 | |
| Visa Com Cl A (V) | 0.3 | $536k | 2.5k | 218.69 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $524k | 1.0k | 500.00 | |
| Lumos Pharma (LUMO) | 0.3 | $420k | 12k | 35.71 | |
| Johnson & Johnson (JNJ) | 0.2 | $347k | 2.2k | 157.37 | |
| Starbucks Corporation (SBUX) | 0.2 | $324k | 3.0k | 106.86 | |
| Enterprise Products Partners (EPD) | 0.2 | $319k | 16k | 19.59 | |
| Bristol Myers Squibb (BMY) | 0.2 | $318k | 5.1k | 62.09 | |
| Facebook Cl A (META) | 0.2 | $302k | 1.1k | 273.55 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $295k | 2.3k | 127.21 | |
| Pimco Etf Tr Enhanced Shrt Ma Ac (MINT) | 0.2 | $286k | 2.8k | 101.92 | |
| Home Depot (HD) | 0.2 | $247k | 930.00 | 265.59 | |
| Constellation Brands Cl A (STZ) | 0.1 | $226k | 1.0k | 219.20 | |
| Verizon Communications (VZ) | 0.1 | $213k | 3.6k | 58.63 | |
| Blackrock Short U S Etf Tr (NEAR) | 0.1 | $212k | 4.2k | 50.13 | |
| Target Corp Common Stock (TGT) | 0.1 | $207k | 1.2k | 176.17 | |
| Nike CL B (NKE) | 0.1 | $201k | 1.4k | 141.35 |
