Wealth Advisors of Iowa as of March 31, 2021
Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 52 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Core Msci Emkt (IEMG) | 11.8 | $21M | 329k | 64.36 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 11.1 | $20M | 405k | 49.11 | |
| Invesco Exchange Traded Fdt S&p 500 Eql Wgt (RSP) | 11.1 | $20M | 140k | 141.66 | |
| Ishares Tr Core S&p500 Etf (IVV) | 9.7 | $18M | 44k | 397.82 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 7.5 | $14M | 196k | 68.90 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 7.1 | $13M | 208k | 61.52 | |
| Ishares Tr Msci Min Vol Etf (USMV) | 7.1 | $13M | 184k | 69.19 | |
| Ishares Tr Core Msci Eafe (IEFA) | 5.6 | $10M | 140k | 72.05 | |
| Select Sector Spdr Tr Energy (XLE) | 4.8 | $8.7M | 177k | 49.06 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.0 | $7.2M | 66k | 108.53 | |
| Ishares Core S&p Mcp Etf (IJH) | 4.0 | $7.1M | 272k | 26.08 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $5.0M | 24k | 206.71 | |
| Investco Emrng Mkt Svrg (PCY) | 1.9 | $3.4M | 126k | 26.77 | |
| Ishares Tr National Mun Etf (MUB) | 1.1 | $1.9M | 16k | 116.04 | |
| Apple (AAPL) | 1.0 | $1.8M | 15k | 122.12 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.2M | 3.00 | 385666.67 | |
| At&t (T) | 0.5 | $944k | 31k | 30.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $917k | 3.6k | 255.50 | |
| Disney Walt Com Disney (DIS) | 0.5 | $816k | 4.4k | 184.45 | |
| Verizon Communications (VZ) | 0.4 | $733k | 13k | 58.13 | |
| Microsoft Corporation (MSFT) | 0.4 | $721k | 3.1k | 235.78 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $717k | 2.8k | 256.90 | |
| Amazon (AMZN) | 0.4 | $696k | 225.00 | 3093.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $689k | 333.00 | 2069.07 | |
| Costco Wholesale Corporation (COST) | 0.4 | $640k | 1.8k | 352.42 | |
| Visa Com Cl A (V) | 0.3 | $519k | 2.5k | 211.75 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $498k | 1.0k | 475.19 | |
| Altria (MO) | 0.3 | $490k | 9.6k | 51.16 | |
| Enterprise Products Partners (EPD) | 0.3 | $486k | 22k | 22.02 | |
| Pfizer (PFE) | 0.2 | $435k | 12k | 36.21 | |
| Etf Managers Tr Etfmg Altr Hrvst | 0.2 | $417k | 18k | 22.91 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $406k | 3.6k | 113.95 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $390k | 1.1k | 369.32 | |
| Facebook Cl A (META) | 0.2 | $369k | 1.3k | 294.26 | |
| Johnson & Johnson (JNJ) | 0.2 | $362k | 2.2k | 164.17 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $353k | 2.3k | 152.16 | |
| Dow (DOW) | 0.2 | $336k | 5.3k | 64.00 | |
| B&G Foods (BGS) | 0.2 | $325k | 11k | 31.10 | |
| Bristol Myers Squibb (BMY) | 0.2 | $324k | 5.1k | 63.03 | |
| Starbucks Corporation (SBUX) | 0.2 | $315k | 2.9k | 109.30 | |
| General Motors Company (GM) | 0.2 | $295k | 5.1k | 57.48 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $290k | 1.8k | 159.69 | |
| Home Depot (HD) | 0.2 | $284k | 930.00 | 305.38 | |
| Marriott International (MAR) | 0.1 | $261k | 1.8k | 148.21 | |
| Blackrock Short U S Etf Tr (NEAR) | 0.1 | $254k | 5.1k | 50.28 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $245k | 4.4k | 55.76 | |
| Constellation Brands Cl A (STZ) | 0.1 | $235k | 1.0k | 227.93 | |
| Target Corporation (TGT) | 0.1 | $233k | 1.2k | 198.30 | |
| Pimco Etf Tr Enhanced Shrt Ma Ac (MINT) | 0.1 | $219k | 2.2k | 101.86 | |
| BP Sponsored Adr (BP) | 0.1 | $219k | 9.0k | 24.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $204k | 99.00 | 2060.61 | |
| Lumos Pharma (LUMO) | 0.1 | $138k | 12k | 11.73 |
