Midwestern Financial, LLC /IA
54 holdingsFiling period: 2026-03-31Current AUM: $138.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 20.0K | $13.0M | $14.9M | 10.78% | +3.1K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 98.6K | $9.8M | $9.6M | 6.94% | +15.0K | 2026-03-31 |
| 3 | FLV | AMERICAN CENTY ETF TR | 123.2K | $9.4M | $10.6M | 7.65% | +11.4K | 2026-03-31 |
| 4 | ACWX | ISHARES TR | 120.7K | $8.3M | $9.1M | 6.57% | +18.9K | 2026-03-31 |
| 5 | AVEM | AMERICAN CENTY ETF TR | 83.8K | $6.8M | $7.5M | 5.43% | +5.6K | 2026-03-31 |
| 6 | AVDE | AMERICAN CENTY ETF TR | 79.5K | $6.7M | $7.2M | 5.24% | +5.8K | 2026-03-31 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 109.5K | $5.5M | $5.5M | 4.00% | +27.4K | 2026-03-31 |
| 8 | VTV | VANGUARD INDEX FDS | 25.2K | $4.9M | $5.5M | 4.01% | -6,262 | 2026-03-31 |
| 9 | SCHB | SCHWAB STRATEGIC TR | 180.3K | $4.5M | $5.2M | 3.76% | -5,693 | 2026-03-31 |
| 10 | VTI | VANGUARD INDEX FDS | 11.0K | $3.5M | $4.1M | 2.94% | -2,079 | 2026-03-31 |
| 11 | IAGG | ISHARES TR | 67.5K | $3.4M | $3.4M | 2.43% | +13.3K | 2026-03-31 |
| 12 | SCHA | SCHWAB STRATEGIC TR | 104.3K | $3.0M | $3.5M | 2.53% | +20.6K | 2026-03-31 |
| 13 | VO | VANGUARD INDEX FDS | 10.1K | $2.9M | $3.3M | 2.37% | +2.2K | 2026-03-31 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | 45.4K | $2.9M | $3.2M | 2.32% | -10,322 | 2026-03-31 |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | 20.7K | $2.9M | $3.2M | 2.34% | +24 | 2026-03-31 |
| 16 | VTEB | VANGUARD MUN BD FDS | 55.0K | $2.7M | $2.7M | 1.97% | +10.3K | 2026-03-31 |
| 17 | VBR | VANGUARD INDEX FDS | 12.0K | $2.6M | $2.9M | 2.12% | -3,889 | 2026-03-31 |
| 18 | QQQ | INVESCO QQQ TR | 4.4K | $2.5M | $3.0M | 2.18% | +5 | 2026-03-31 |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | 37.4K | $2.2M | $2.2M | 1.57% | -4,858 | 2026-03-31 |
| 20 | SHYD | VANECK ETF TRUST | 93.5K | $2.1M | $2.1M | 1.53% | +17.3K | 2026-03-31 |
| 21 | SUB | ISHARES TR | 18.1K | $1.9M | $1.9M | 1.39% | -94 | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 3.3K | $1.9M | $1.8M | 1.32% | +3 | 2026-03-31 |
| 23 | QUAL | ISHARES TR | 9.6K | $1.8M | $2.1M | 1.53% | -114 | 2026-03-31 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | 7.8K | $1.7M | $1.9M | 1.35% | +30 | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 8.7K | $1.5M | $1.7M | 1.26% | -- | 2026-03-31 |
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