Wealth Advisors of Iowa, LLC
88 holdingsFiling period: 2026-03-31Current AUM: $347.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 372.4K | $37.5M | $37.5M | 10.78% | +356.4K | 2026-03-31 |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | 635.1K | $35.3M | $37.0M | 10.64% | +16.1K | 2026-03-31 |
| 3 | SPDW | SPDR INDEX SHS FDS | 648.3K | $29.6M | $32.5M | 9.33% | +49.0K | 2026-03-31 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 149.3K | $28.7M | $32.1M | 9.23% | -688 | 2026-03-31 |
| 5 | SPYM | SPDR SERIES TRUST | 320.5K | $24.5M | $28.2M | 8.10% | -284 | 2026-03-31 |
| 6 | SPYV | SPDR SERIES TRUST | 415.0K | $23.5M | $25.8M | 7.40% | +31.5K | 2026-03-31 |
| 7 | USMV | ISHARES TR | 197.3K | $18.3M | $19.3M | 5.56% | +695 | 2026-03-31 |
| 8 | XLU | SELECT SECTOR SPDR TR | 369.8K | $17.0M | $16.4M | 4.71% | -7,902 | 2026-03-31 |
| 9 | BIL | SPDR SERIES TRUST | 70.8K | $6.5M | $6.5M | 1.86% | +41.6K | 2026-03-31 |
| 10 | QINT | AMERICAN CENTY ETF TR | 92.8K | $6.1M | $6.6M | 1.89% | -37,778 | 2026-03-31 |
| 11 | SPYG | SPDR SERIES TRUST | 55.7K | $5.5M | $6.5M | 1.88% | +9.3K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 21.0K | $5.3M | $6.5M | 1.87% | -1,045 | 2026-03-31 |
| 13 | IVV | ISHARES TR | 7.9K | $5.2M | $6.0M | 1.71% | -788 | 2026-03-31 |
| 14 | EFAV | ISHARES TR | 53.5K | $4.9M | $5.0M | 1.43% | -3,548 | 2026-03-31 |
| 15 | LDUR | PIMCO ETF TR | 49.6K | $4.8M | $4.7M | 1.36% | +32.7K | 2026-03-31 |
| 16 | USMC | PRINCIPAL EXCHANGE TRADED FD | 61.7K | $4.0M | $4.6M | 1.31% | -143,403 | 2026-03-31 |
| 17 | MINT | PIMCO ETF TR | 38.6K | $3.9M | $3.9M | 1.12% | -- | 2026-03-31 |
| 18 | BOND | PIMCO ETF TR | 41.1K | $3.8M | $3.7M | 1.07% | +19.9K | 2026-03-31 |
| 19 | PYLD | PIMCO ETF TR | 120.6K | $3.2M | $3.2M | 0.91% | +25.4K | 2026-03-31 |
| 20 | SPSM | SPDR SERIES TRUST | 56.6K | $2.7M | $3.2M | 0.92% | +14.0K | 2026-03-31 |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | 41.9K | $2.6M | $3.0M | 0.87% | -23,484 | 2026-03-31 |
| 22 | IUSV | ISHARES TR | 25.0K | $2.6M | $2.8M | 0.81% | -91 | 2026-03-31 |
| 23 | DE | DEERE & CO | 4.5K | $2.5M | $2.7M | 0.77% | +2.5K | 2026-03-31 |
| 24 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | $2.2M | 0.62% | -- | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 7.4K | $2.1M | $2.6M | 0.76% | +44 | 2026-03-31 |
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