Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Dec. 31, 2021

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 59 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 28.4 $52M 109k 476.99
Ishares Tr Msci Min Vol Etf (USMV) 21.1 $39M 477k 80.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.0 $16M 270k 60.83
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.0 $13M 250k 51.06
Sihares Tr Core S&p Us Gwt (IUSG) 5.5 $10M 88k 115.63
Vanguard Index Fds Total Stk Mkt (VTI) 4.2 $7.7M 32k 241.44
Invesco Exchange Traded Fd T S&p 500 Eql Wgt (RSP) 3.4 $6.3M 39k 162.74
Ishares Tr Core S&p Us Vlu (IUSV) 2.8 $5.1M 67k 76.34
Apple (AAPL) 1.4 $2.6M 15k 177.56
Ishares Core S&p Mcp Etf (IJH) 1.3 $2.4M 8.5k 283.15
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.3M 20k 114.51
Select Sector Spdr Tr Energy (XLE) 1.2 $2.1M 38k 55.50
Ishares Tr National Mun Etf (MUB) 1.1 $1.9M 17k 116.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.4M 3.00 450666.67
Microsoft Corporation (MSFT) 0.7 $1.2M 3.6k 336.43
Amazon (AMZN) 0.6 $1.1M 317.00 3334.38
Alphabet Cap Stk Cl C (GOOG) 0.5 $940k 325.00 2892.31
Costco Wholesale Corporation (COST) 0.5 $883k 1.6k 567.48
DNP Select Income Fund (DNP) 0.5 $851k 78k 10.88
Disney Walt Com Disney (DIS) 0.4 $723k 4.7k 154.95
Home Depot (HD) 0.4 $666k 1.6k 414.69
Enterprise Products Partners (EPD) 0.4 $657k 30k 21.96
Verizon Communications (VZ) 0.4 $653k 13k 51.95
Spdr Ser Tr Portfolio S&p 500 (SPLG) 0.4 $646k 12k 55.86
Altria (MO) 0.4 $645k 14k 47.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $596k 2.0k 298.90
Adobe Systems Incorporated (ADBE) 0.3 $594k 1.0k 566.79
Pfizer (PFE) 0.3 $585k 9.9k 59.09
B&G Foods (BGS) 0.3 $564k 18k 30.72
Vanguard Index Fds Growth Etf (VUG) 0.3 $558k 1.7k 321.06
British Amern Tob Sponsored Adr (BTI) 0.3 $555k 15k 37.39
Visa Com Cl A (V) 0.3 $543k 2.5k 216.59
Abbvie (ABBV) 0.3 $493k 3.6k 135.33
New York Community Ban (NYCB) 0.3 $489k 40k 12.22
Merck & Co (MRK) 0.2 $440k 5.7k 76.67
Meta Platforms Cl A (META) 0.2 $424k 1.3k 335.97
Enbridge (ENB) 0.2 $394k 10k 39.09
International Business Machines (IBM) 0.2 $386k 2.9k 133.47
Kroger (KR) 0.2 $362k 8.0k 45.25
Spdr Gold Tr Gold Shs (GLD) 0.2 $342k 2.0k 171.00
Marriott International (MAR) 0.2 $340k 2.1k 165.21
Dow (DOW) 0.2 $337k 5.9k 56.68
Wal-Mart Stores (WMT) 0.2 $326k 2.3k 144.89
Kinder Morgan Del (KMI) 0.2 $325k 21k 15.87
Starbucks Corporation (SBUX) 0.2 $316k 2.7k 116.99
Alphabet Cap Stk Cl A (GOOGL) 0.2 $301k 104.00 2894.23
Johnson & Johnson (JNJ) 0.2 $292k 1.7k 171.26
General Motors Company (GM) 0.2 $285k 4.9k 58.58
Morgan Stanley Com New (MS) 0.1 $270k 2.8k 98.18
Constellation Brands Cl A (STZ) 0.1 $259k 1.0k 251.21
Nike (NKE) 0.1 $237k 1.4k 166.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $229k 576.00 397.57
Procter & Gamble Company (PG) 0.1 $228k 1.4k 163.91
Pepsi (PEP) 0.1 $224k 1.3k 173.78
BP Sponsored Adr (BP) 0.1 $223k 8.4k 26.58
Bristol Myers Squibb (BMY) 0.1 $221k 3.5k 62.32
Union Pacific Corporation (UNP) 0.1 $202k 800.00 252.50
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $201k 2.0k 101.72
Lumos Pharma (LUMO) 0.0 $81k 12k 6.92