Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ADVISORS OF IOWA LLC | 02-08-2024 | 12-31-2023 | 59 | 148,963,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 1 | $24,835,875 | 318,286 | 0.02 | 0.02 | -9,322 | -2.85 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $23,352,899 | 417,762 | 0.02 | 0.02 | -148,715 | -26.25 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3 | $17,524,082 | 111,053 | 0.01 | 0.01 | 3,590 | 3.34 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 4 | $14,783,418 | 317,037 | 0.01 | 0.01 | -11,308 | -3.44 | 12-31-2023 |
