WEST DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
22.2%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 1.69M
Full voting authority
1.69M
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 TrDFND | RUS 1000 GRW ETF | 36.91K | SH | $15.74M 7.85% | 36.91K | 0.00 | 0.00 |
ISHARES TrDFND | RUS 1000 VAL ETF | 73.13K | SH | $15.63M 7.80% | 73.13K | 0.00 | 0.00 |
Vanguard Whitehall FDSDFND | HIGH DIV YLD | 88.55K | SH | $13.11M 6.54% | 88.55K | 0.00 | 0.00 |
Vanguard Whitehall FDSDFND | INTL HIGH ETF | 133.24K | SH | $12.56M 6.26% | 133.24K | 0.00 | 0.00 |
Vanguard Index FDSDFND | S&P 500 ETF SHS | 17.48K | SH | $10.44M 5.21% | 17.48K | 0.00 | 0.00 |
ISHARES TrDFND | RUS MID CAP ETF | 106.08K | SH | $10.31M 5.15% | 106.08K | 0.00 | 0.00 |
West Bancorporation INCDFND | CAP STK | 418.16K | SH | $9.95M 4.96% | 418.16K | 0.00 | 0.00 |
ISHARES TrDFND | CORE S&P500 ETF | 13.30K | SH | $8.69M 4.34% | 13.30K | 0.00 | 0.00 |
SPDR S&P 500 EFT TrustDFND | TR UNIT | 12.68K | SH | $8.24M 4.11% | 12.68K | 0.00 | 0.00 |
Vanguard Index FDSDFND | GROWTH ETF | 15.55K | SH | $6.79M 3.39% | 15.55K | 0.00 | 0.00 |
Vanguard Index FDSDFND | SMALL CP ETF | 23.67K | SH | $6.20M 3.09% | 23.67K | 0.00 | 0.00 |
Vanguard Tax-Managed FDSDFND | VAN FTSE DEV MKT | 86.01K | SH | $5.51M 2.75% | 86.01K | 0.00 | 0.00 |
Vanguard Index FDSDFND | MID CAP ETF | 15.96K | SH | $4.58M 2.29% | 15.96K | 0.00 | 0.00 |
Apple INCDFND | COM | 17.11K | SH | $4.34M 2.17% | 17.11K | 0.00 | 0.00 |
Brookfield Asset Management Ltd Mngmt ADFND | CL A LMT VTG SHS | 93.09K | SH | $4.14M 2.06% | 93.09K | 0.00 | 0.00 |
Invesco Qqq TrustDFND | UNIT SER 1 | 6.05K | SH | $3.49M 1.74% | 6.05K | 0.00 | 0.00 |
Microsoft CorpDFND | COM | 9.18K | SH | $3.40M 1.70% | 9.18K | 0.00 | 0.00 |
Vanguard Index FDSDFND | VALUE ETF | 15.65K | SH | $3.07M 1.53% | 15.65K | 0.00 | 0.00 |
Vanguard Intl Equity Index FDFND | ALLWRLD EX US | 39.91K | SH | $3.00M 1.50% | 39.91K | 0.00 | 0.00 |
ISHARES TrDFND | RUSSELL 2000 ETF | 11.09K | SH | $2.75M 1.37% | 11.09K | 0.00 | 0.00 |
ISHARES MSCI ACWI Index FundDFND | MSCI ACWI ETF | 17.88K | SH | $2.47M 1.23% | 17.88K | 0.00 | 0.00 |
Vanguard specialized FundsDFND | DIV APP ETF | 9.71K | SH | $2.09M 1.04% | 9.71K | 0.00 | 0.00 |
JPMORGAN Chase & CODFND | COM | 6.60K | SH | $1.94M 0.97% | 6.60K | 0.00 | 0.00 |
Alphabet INCDFND | CAP STK CL C | 6.36K | SH | $1.83M 0.91% | 6.36K | 0.00 | 0.00 |
Schwab Strategic TrustDFND | US DIVIDEND EQ | 54.52K | SH | $1.67M 0.83% | 54.52K | 0.00 | 0.00 |