13F-HR filed by Wealth Advisors of Iowa, LLC
Wealth Advisors of Iowa, LLC filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-04-28, with 27 holding rows worth $126,247,000.
- Accession
- 0001803005-20-000002
- Filer
- CIK 1803005
- Filed
- 2020-04-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 27 entries on the cover page, a total value of $126,247,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $126,247,000 with VALUE read as thousands by filing date, 13F file number 028-20222. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 1,210,537 | $65,381,000 | thousands by filing date | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 519,458 | $32,383,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 60,208 | $11,464,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 74,753 | $4,638,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 27,038 | $3,119,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 4,537 | $1,154,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 8,732 | $987,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 3 | $816,000 | thousands by filing date | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 3,836 | $701,000 | thousands by filing date | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| Visa Inc | 92826C839 | COM | 3,290 | $530,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 3,310 | $522,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,785 | $509,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 224 | $437,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 2,600 | $407,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 4,150 | $401,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 321 | $373,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 11,202 | $327,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 993 | $316,000 | thousands by filing date | |
| VTI | 922908769 | COM | 2,315 | $298,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 2,188 | $287,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,122 | $286,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,574 | $263,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 2,856 | $188,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,026 | $182,000 | thousands by filing date | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 12,428 | $178,000 | thousands by filing date | |
| LUMOS PHARMA INC | 55028X109 | COM | 11,760 | $100,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 12,910 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803005-20-000002 | this filing | 2020-04-28 | acceptance time not in the bulk data set |