AMES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
40.1%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Full voting authority
1.19M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 IndexDFND | CORE S&P500 ETF | 63.57K | SH | $41.53M 24.92% | 63.57K | 0.00 | 0.00 |
Vanguard Short-Term BondDFND | SHORT TRM BOND | 163.07K | SH | $12.79M 7.67% | 163.07K | 0.00 | 0.00 |
Vanguard Total Bond MarketDFND | TOTAL BND MRKT | 169.23K | SH | $12.46M 7.48% | 169.23K | 0.00 | 0.00 |
iShares Core US Aggregate BondDFND | CORE US AGGBD ET | 123.84K | SH | $12.29M 7.38% | 123.84K | 0.00 | 0.00 |
Vanguard Total International StockDFND | VG TL INTL STK F | 78.17K | SH | $6.03M 3.62% | 78.17K | 0.00 | 0.00 |
MicrosoftDFND | COM | 15.86K | SH | $5.87M 3.52% | 15.86K | 0.00 | 0.00 |
iShares Russell Mid-Cap IndexDFND | RUS MID CAP ETF | 54.31K | SH | $5.28M 3.17% | 54.31K | 0.00 | 0.00 |
Vanguard Short-Term Inflation-Protected SecuritiesDFND | STRM INFPROIDX | 96.24K | SH | $4.81M 2.88% | 96.24K | 0.00 | 0.00 |
AppleDFND | COM | 17.68K | SH | $4.49M 2.69% | 17.68K | 0.00 | 0.00 |
iShares Russell 2000 IndexDFND | RUSSELL 2000 ETF | 15.92K | SH | $3.95M 2.37% | 15.92K | 0.00 | 0.00 |
iShares Core S&P Mid-CapDFND | CORE S&P MCP ETF | 57.82K | SH | $3.90M 2.34% | 57.82K | 0.00 | 0.00 |
Goeppinger Enterprises IncDFND | COM | 1.20K | SH | $3.42M 2.05% | 1.20K | 0.00 | 0.00 |
Vanguard Total Stock MarketDFND | TOTAL STK MKT | 10.17K | SH | $3.26M 1.96% | 10.17K | 0.00 | 0.00 |
State Street Technology Select Sector SPDRDFND | STATE STREET TEC | 24.49K | SH | $3.25M 1.95% | 24.49K | 0.00 | 0.00 |
Alphabet CDFND | CAP STK CL C | 9.54K | SH | $2.74M 1.64% | 9.54K | 0.00 | 0.00 |
Johnson & JohnsonDFND | COM | 11.10K | SH | $2.71M 1.63% | 11.10K | 0.00 | 0.00 |
iShares Core S&P Small-CapDFND | CORE S&P SCP ETF | 21.15K | SH | $2.63M 1.58% | 21.15K | 0.00 | 0.00 |
Home DepotDFND | COM | 7.87K | SH | $2.58M 1.55% | 7.87K | 0.00 | 0.00 |
Berkshire Hathaway BDFND | CL B NEW | 4.70K | SH | $2.24M 1.34% | 4.70K | 0.00 | 0.00 |
JPMorgan ChaseDFND | COM | 7.41K | SH | $2.17M 1.30% | 7.41K | 0.00 | 0.00 |
ChevronDFND | COM | 8.49K | SH | $1.76M 1.06% | 8.49K | 0.00 | 0.00 |
Exxon MobilDFND | COM | 8.77K | SH | $1.49M 0.89% | 8.77K | 0.00 | 0.00 |
McDonald'sDFND | COM | 4.46K | SH | $1.38M 0.83% | 4.46K | 0.00 | 0.00 |
Travelers CompaniesDFND | COM | 4.57K | SH | $1.33M 0.80% | 4.57K | 0.00 | 0.00 |
Ames NationalDFND | COM | 46.56K | SH | $1.31M 0.79% | 46.56K | 0.00 | 0.00 |