WEST DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
21.5%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Full voting authority
2.03M
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 | 147.10K | SH | $18.26M 7.81% | 147.10K | 0.00 | 0.00 |
ISHARES TrDFND | RUS 1000 VAL ETF | 70.54K | SH | $17.10M 7.31% | 70.54K | 0.00 | 0.00 |
Vanguard Whitehall FDSDFND | HIGH DIV YLD | 94.58K | SH | $14.95M 6.39% | 94.58K | 0.00 | 0.00 |
Vanguard Whitehall FDSDFND | INTL HIGH ETF | 147.66K | SH | $14.50M 6.20% | 147.66K | 0.00 | 0.00 |
ISHARES TrDFND | RUS MID CAP ETF | 114.96K | SH | $12.68M 5.42% | 114.96K | 0.00 | 0.00 |
Vanguard Index FDSDFND | MID CAP ETF | 156K | SH | $12.57M 5.38% | 156K | 0.00 | 0.00 |
Vanguard Index FDSDFND | S&P 500 ETF SHS | 17.47K | SH | $12.00M 5.13% | 17.47K | 0.00 | 0.00 |
Vanguard Index FDSDFND | GROWTH ETF | 129.08K | SH | $11.12M 4.75% | 129.08K | 0.00 | 0.00 |
West Bancorporation INCDFND | CAP STK | 415.41K | SH | $11.02M 4.71% | 415.41K | 0.00 | 0.00 |
ISHARES TrDFND | CORE S&P500 ETF | 12.81K | SH | $9.59M 4.10% | 12.81K | 0.00 | 0.00 |
SPDR S&P 500 EFT TrustDFND | TR UNIT | 12.68K | SH | $9.47M 4.05% | 12.68K | 0.00 | 0.00 |
Vanguard Index FDSDFND | SMALL CP ETF | 24.58K | SH | $7.45M 3.19% | 24.58K | 0.00 | 0.00 |
Vanguard Tax-Managed FDSDFND | VAN FTSE DEV MKT | 92.17K | SH | $6.57M 2.81% | 92.17K | 0.00 | 0.00 |
Invesco Qqq TrustDFND | UNIT SER 1 | 8.08K | SH | $5.95M 2.54% | 8.08K | 0.00 | 0.00 |
Apple INCDFND | COM | 16.40K | SH | $4.75M 2.03% | 16.40K | 0.00 | 0.00 |
Vanguard Index FDSDFND | VALUE ETF | 21.66K | SH | $4.72M 2.02% | 21.66K | 0.00 | 0.00 |
Brookfield Asset Management Ltd Mngmt ADFND | CL A LMT VTG SHS | 93.09K | SH | $4.18M 1.79% | 93.09K | 0.00 | 0.00 |
Microsoft CorpDFND | COM | 8.70K | SH | $3.25M 1.39% | 8.70K | 0.00 | 0.00 |
Vanguard Intl Equity Index FDFND | ALLWRLD EX US | 36.96K | SH | $3.10M 1.32% | 36.96K | 0.00 | 0.00 |
ISHARES TrDFND | RUSSELL 2000 ETF | 9.90K | SH | $2.97M 1.27% | 9.90K | 0.00 | 0.00 |
ISHARES MSCI ACWI Index FundDFND | MSCI ACWI ETF | 17.53K | SH | $2.75M 1.18% | 17.53K | 0.00 | 0.00 |
JPMORGAN Chase & CODFND | COM | 6.24K | SH | $2.04M 0.87% | 6.24K | 0.00 | 0.00 |
Alphabet INCDFND | CAP STK CL C | 5.63K | SH | $1.99M 0.85% | 5.63K | 0.00 | 0.00 |
Schwab Strategic TrustDFND | US DIVIDEND EQ | 51.99K | SH | $1.65M 0.70% | 51.99K | 0.00 | 0.00 |
Nvidia CorpDFND | COM | 7.25K | SH | $1.45M 0.62% | 7.25K | 0.00 | 0.00 |