Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| iShares Core S&P 500 Index | 53,794 | 55,284 | +1,490 | 30,227 | 34,326 | 22.20% | +4,099 |
| Vanguard Short-Term Bond | 0 | 31,167 | +31,167 | 0 | 2,453 | 1.59% | +2,453 |
| Microsoft(MSFT) | 18,859 | 17,226 | -1,633 | 7,079 | 8,568 | 5.54% | +1,489 |
| Wells Fargo(WFC) | 3,135 | 11,135 | +8,000 | 225 | 892 | 0.58% | +667 |
| Vanguard Total International Stock | 75,551 | 74,768 | -783 | 4,692 | 5,166 | 3.34% | +474 |
| Technology Select Sector SPDR ST STR TECHN ETF | 14,475 | 13,505 | -970 | 2,989 | 3,420 | 2.21% | +431 |
| ConocoPhillips(COP) | 0 | 3,787 | +3,787 | 0 | 340 | 0.22% | +340 |
| Vanguard Total Stock Market | 10,269 | 10,269 | 0 | 2,822 | 3,121 | 2.02% | +299 |
| iShares Russell Mid-Cap Index | 61,543 | 59,972 | -1,571 | 5,235 | 5,516 | 3.57% | +280 |
| Abbvie Inc(ABBV) | 0 | 1,465 | +1,465 | 0 | 272 | 0.18% | +272 |
| iShares Core S&P Mid-Cap | 45,906 | 46,986 | +1,080 | 2,679 | 2,914 | 1.88% | +235 |
| JPMorgan Chase(JPM) | 9,090 | 8,490 | -600 | 2,230 | 2,461 | 1.59% | +232 |
| International Business Machines(IBM) | 0 | 779 | +779 | 0 | 230 | 0.15% | +230 |
| Vanguard S&P 500 | 2,981 | 3,091 | +110 | 1,532 | 1,756 | 1.14% | +224 |
| Alphabet C(GOOG) | 10,925 | 10,855 | -70 | 1,707 | 1,926 | 1.25% | +219 |
| Vanguard FTSE Developed Markets | 0 | 3,736 | +3,736 | 0 | 213 | 0.14% | +213 |
| Kimberly-Clark(KMB) | 0 | 1,675 | +1,675 | 0 | 207 | 0.13% | +207 |
| iShares Core S&P Small-Cap | 15,635 | 16,846 | +1,211 | 1,635 | 1,841 | 1.19% | +206 |
| Ames National | 42,497 | 51,557 | +9,060 | 745 | 918 | 0.59% | +174 |
| iShares Russell 2000 Index | 18,017 | 17,454 | -563 | 3,594 | 3,766 | 2.44% | +172 |
| DNP Select Income(DNP) | 13,845 | 26,845 | +13,000 | 137 | 263 | 0.17% | +126 |
| Cisco Systems(CSCO) | 14,611 | 14,777 | +166 | 902 | 1,025 | 0.66% | +124 |
| Wal-Mart(WMT) | 9,892 | 9,837 | -55 | 868 | 962 | 0.62% | +93 |
| Walt Disney(DIS) | 3,232 | 3,232 | 0 | 319 | 401 | 0.26% | +82 |
| Nike(NKE) | 6,328 | 6,528 | +200 | 402 | 464 | 0.30% | +62 |
| Alphabet A(GOOG) | 2,863 | 2,863 | 0 | 443 | 505 | 0.33% | +62 |
| General Dynamics(GD) | 2,747 | 2,747 | 0 | 749 | 801 | 0.52% | +52 |
| SPDR S&P 500(SPY) | 878 | 878 | 0 | 491 | 542 | 0.35% | +51 |
| Norfolk Southern(NSC) | 2,200 | 2,200 | 0 | 521 | 563 | 0.36% | +42 |
| Blackstone(BX) | 3,900 | 3,900 | 0 | 545 | 583 | 0.38% | +38 |
| RTX Corporation(RTX) | 2,278 | 2,278 | 0 | 302 | 333 | 0.22% | +31 |
| Qualcomm(QCOM) | 4,384 | 4,409 | +25 | 673 | 702 | 0.45% | +29 |
| PPG Industries(PPG) | 4,598 | 4,570 | -28 | 503 | 520 | 0.34% | +17 |
| Vanguard High Dividend Yield | 3,400 | 3,400 | 0 | 438 | 453 | 0.29% | +15 |
| AT&T(T) | 14,037 | 14,037 | 0 | 397 | 406 | 0.26% | +9 |
| Abbott Laboratories | 2,325 | 2,325 | 0 | 308 | 316 | 0.20% | +8 |
| Automatic Data Processing | 5,975 | 5,940 | -35 | 1,826 | 1,832 | 1.18% | +6 |
| Union Pacific(UNP) | 3,768 | 5,982 | +2,214 | 1,374 | 1,376 | 0.89% | +2 |
| GOEPPINGER ENTERPRISES INC | 1,202 | 1,202 | 0 | 3,339 | 3,339 | 2.16% | 0 |
| Coca-Cola(KO) | 4,947 | 4,947 | 0 | 354 | 350 | 0.23% | -4 |
| Air Products & Chemicals | 1,285 | 1,285 | 0 | 379 | 362 | 0.23% | -17 |
| Visa(V) | 2,074 | 1,999 | -75 | 727 | 710 | 0.46% | -17 |
| Pfizer(PFE) | 16,162 | 16,162 | 0 | 410 | 392 | 0.25% | -18 |
| Aflac(AFL) | 4,035 | 4,035 | 0 | 449 | 426 | 0.28% | -23 |
| BlackRock(BLK) | 771 | 669 | -102 | 730 | 702 | 0.45% | -28 |
| Sysco(SYY) | 5,560 | 5,095 | -465 | 417 | 386 | 0.25% | -31 |
| Deere & Co(DE) | 1,058 | 908 | -150 | 497 | 462 | 0.30% | -35 |
| Travelers Companies(TRV) | 6,617 | 6,407 | -210 | 1,750 | 1,714 | 1.11% | -36 |
| Chevron(CVX) | 8,962 | 6,492 | -2,470 | 1,499 | 1,460 | 0.94% | -40 |
| Verizon Communications(VZ) | 10,003 | 8,763 | -1,240 | 454 | 379 | 0.25% | -75 |
| Exxon Mobil | 9,071 | 9,071 | 0 | 1,079 | 978 | 0.63% | -101 |
| Alliant Energy(LNT) | 5,745 | 4,285 | -1,460 | 370 | 259 | 0.17% | -111 |
| Home Depot(HD) | 8,549 | 8,196 | -353 | 3,133 | 3,005 | 1.94% | -128 |
| Merck(MRK) | 9,664 | 9,314 | -350 | 867 | 737 | 0.48% | -130 |
| Johnson & Johnson(JNJ) | 13,127 | 12,635 | -492 | 2,177 | 2,018 | 1.30% | -159 |
| iShares Preferred and Income Securities | 29,492 | 23,462 | -6,030 | 906 | 720 | 0.47% | -186 |
| PepsiCo(PEP) | 4,380 | 3,380 | -1,000 | 657 | 446 | 0.29% | -210 |
| McDonald's(MCD) | 5,690 | 5,320 | -370 | 1,777 | 1,554 | 1.01% | -223 |
| Emerson Electric(EMR) | 2,200 | 0 | -2,200 | 241 | 0 | — | -241 |
| Vanguard Short-Term Inflation-Protected Securities | 92,705 | 86,650 | -6,055 | 4,626 | 4,356 | 2.82% | -270 |
| Procter & Gamble(PG) | 11,440 | 10,250 | -1,190 | 1,950 | 1,633 | 1.06% | -317 |
| Berkshire Hathaway B | 4,902 | 4,674 | -228 | 2,611 | 2,270 | 1.47% | -340 |
| Apple(AAPL) | 18,859 | 18,234 | -625 | 4,189 | 3,741 | 2.42% | -448 |
| UnitedHealth Group(UNH) | 2,174 | 2,174 | 0 | 1,139 | 678 | 0.44% | -460 |
| iShares Core US Aggregate Bond | 110,306 | 104,836 | -5,470 | 10,911 | 10,400 | 6.73% | -512 |
| Vanguard Total Bond Market | 148,945 | 141,555 | -7,390 | 10,940 | 10,423 | 6.74% | -517 |
| Casey's General Stores(CASY) | 1,200 | 0 | -1,200 | 521 | 0 | — | -521 |
| Vanguard Short-Term Bond | 144,535 | 106,587 | -37,948 | 11,314 | 8,388 | 5.42% | -2,926 |