The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APPLE INC | COM | 037833100 | 907,384 | 5,503 | SH | SOLE | 0 | 0 | 5,503 | |||
CASEYS GEN STORES INC | COM | 147528103 | 258,949 | 1,197 | SH | SOLE | 0 | 0 | 1,197 | |||
DEERE & CO | COM | 244199105 | 445,829 | 1,079 | SH | SOLE | 0 | 0 | 1,079 | |||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 241,611 | 9,482 | SH | SOLE | 0 | 0 | 9,482 | |||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 3,148,492 | 27,623 | SH | SOLE | 0 | 0 | 27,623 | |||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 352,475 | 10,369 | SH | SOLE | 0 | 0 | 10,369 | |||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,815,386 | 25,683 | SH | SOLE | 0 | 0 | 25,683 | |||
KEURIG DR PEPPER INC | COM | 49271V100 | 350,239 | 9,927 | SH | SOLE | 0 | 0 | 9,927 | |||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 15,569,716 | 161,840 | SH | SOLE | 0 | 0 | 161,840 | |||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 504,208 | 6,785 | SH | SOLE | 0 | 0 | 6,785 | |||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 18,192,314 | 387,806 | SH | SOLE | 0 | 0 | 387,806 | |||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 24,322,704 | 373,187 | SH | SOLE | 0 | 0 | 373,187 | |||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 48,758,508 | 743,504 | SH | SOLE | 0 | 0 | 743,504 | |||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 19,761,508 | 291,229 | SH | SOLE | 0 | 0 | 291,229 | |||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 19,731,715 | 470,550 | SH | SOLE | 0 | 0 | 470,550 | |||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 6,334,017 | 78,429 | SH | SOLE | 0 | 0 | 78,429 | |||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,282,431 | 15,561 | SH | SOLE | 0 | 0 | 15,561 | |||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 38,188,928 | 240,523 | SH | SOLE | 0 | 0 | 240,523 | |||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 3,254,864 | 17,170 | SH | SOLE | 0 | 0 | 17,170 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 8,156,901 | 59,056 | SH | SOLE | 0 | 0 | 59,056 | |||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 529,539 | 7,385 | SH | SOLE | 0 | 0 | 7,385 | |||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 19,417,349 | 50,320 | SH | SOLE | 0 | 0 | 50,320 | |||
WALMART INC | COM | 931142103 | 214,982 | 1,458 | SH | SOLE | 0 | 0 | 1,458 |