Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Vanguard Index FDS | 15,959 | 155,999 | +140,040 | 4,583 | 12,569 | 5.38% | +7,986 |
| Vanguard Index FDS | 15,554 | 129,076 | +113,522 | 6,794 | 11,119 | 4.75% | +4,325 |
| ISHARES Tr | 36,906 | 147,096 | +110,190 | 15,737 | 18,265 | 7.81% | +2,528 |
| Invesco Qqq Trust | 6,051 | 8,078 | +2,027 | 3,493 | 5,949 | 2.54% | +2,456 |
| ISHARES Tr | 106,076 | 114,958 | +8,882 | 10,314 | 12,682 | 5.42% | +2,368 |
| Vanguard Whitehall FDS | 133,241 | 147,657 | +14,416 | 12,557 | 14,500 | 6.20% | +1,943 |
| Vanguard Whitehall FDS | 88,546 | 94,584 | +6,038 | 13,114 | 14,947 | 6.39% | +1,833 |
| Vanguard Index FDS | 15,650 | 21,664 | +6,014 | 3,071 | 4,721 | 2.02% | +1,651 |
| Vanguard Index FDS | 17,479 | 17,468 | -11 | 10,445 | 11,997 | 5.13% | +1,553 |
| ISHARES Tr | 73,131 | 70,539 | -2,592 | 15,626 | 17,101 | 7.31% | +1,475 |
| Vanguard Index FDS | 23,672 | 24,582 | +910 | 6,200 | 7,451 | 3.19% | +1,251 |
| SPDR S&P 500 EFT Trust(SPY) | 0 | 12,676 | +12,676 | 0 | 9,466 | 4.05% | +9,466 |
| West Bancorporation INC | 418,161 | 415,411 | -2,750 | 9,948 | 11,021 | 4.71% | +1,073 |
| Vanguard Tax-Managed FDS | 86,009 | 92,168 | +6,159 | 5,511 | 6,567 | 2.81% | +1,056 |
| ISHARES Tr | 0 | 12,811 | +12,811 | 0 | 9,594 | 4.10% | +9,594 |
| Apple INC(AAPL) | 17,109 | 16,400 | -709 | 4,342 | 4,746 | 2.03% | +403 |
| Micron Technology Inc(MU) | 0 | 334 | +334 | 0 | 386 | 0.16% | +386 |
| Cisco Systems INC(CSCO) | 8,385 | 8,385 | 0 | 651 | 985 | 0.42% | +334 |
| Lam Research Corp.(LRCX) | 1,942 | 1,704 | -238 | 415 | 738 | 0.32% | +323 |
| Principal Financial Group INC(PFG) | 10,610 | 11,714 | +1,104 | 956 | 1,263 | 0.54% | +306 |
| Invesco Exch Traded FD TR II S&P500 PUR GWT | 17,164 | 17,164 | 0 | 802 | 1,096 | 0.47% | +294 |
| ISHARES MSCI ACWI Index Fund | 17,881 | 17,531 | -350 | 2,474 | 2,752 | 1.18% | +278 |
| Adams Diversified Equity FD | 46,890 | 49,490 | +2,600 | 1,026 | 1,264 | 0.54% | +238 |
| Flextronics Intl(FLEX) | 0 | 1,431 | +1,431 | 0 | 232 | 0.10% | +232 |
| Vanguard Short-Term Bond ETF | 0 | 2,886 | +2,886 | 0 | 225 | 0.10% | +225 |
| ISHARES Tr | 11,087 | 9,898 | -1,189 | 2,750 | 2,974 | 1.27% | +224 |
| Invesco Exchange Traded FD T S&P500 EQL WGT | 4,347 | 4,922 | +575 | 834 | 1,047 | 0.45% | +213 |
| Taiwan Semiconductor Manufacturing CO Ltd(TSM) | 0 | 430 | +430 | 0 | 205 | 0.09% | +205 |
| Vanguard Financials Etf FINANCIALS ETF | 0 | 1,530 | +1,530 | 0 | 201 | 0.09% | +201 |
| Johnson & Johnson(JNJ) | 1,730 | 2,396 | +666 | 423 | 609 | 0.26% | +186 |
| Abbvie INC(ABBV) | 4,940 | 4,940 | 0 | 1,074 | 1,243 | 0.53% | +169 |
| Alphabet INC(GOOG) | 6,364 | 5,629 | -735 | 1,826 | 1,989 | 0.85% | +163 |
| Altria Group INC(MO) | 6,516 | 7,848 | +1,332 | 430 | 565 | 0.24% | +135 |
| Alphabet INC(GOOG) | 1,912 | 1,912 | 0 | 550 | 683 | 0.29% | +133 |
| Vanguard Mid-cap Growth Index Fund Mid Cap Etf | 2,318 | 2,318 | 0 | 597 | 710 | 0.30% | +113 |
| Eli Lilly And CO(LLY) | 670 | 604 | -66 | 616 | 724 | 0.31% | +108 |
| JPMORGAN Chase & CO(JPM) | 0 | 6,244 | +6,244 | 0 | 2,044 | 0.87% | +2,044 |
| Broadcom INC(AVGO) | 1,055 | 1,135 | +80 | 327 | 429 | 0.18% | +102 |
| ISHARES Tr | 4,513 | 4,513 | 0 | 643 | 741 | 0.32% | +99 |
| Vanguard Intl Equity Index F | 39,911 | 36,958 | -2,953 | 2,997 | 3,095 | 1.32% | +98 |
| Pure Storage INC A(P) | 4,299 | 4,299 | 0 | 254 | 339 | 0.14% | +85 |
| Invesco Exchange Traded FD T RAFI US 1000 ETF | 12,942 | 12,942 | 0 | 615 | 699 | 0.30% | +84 |
| Nushares ETF Tr NUVEEN ESG SMLCP | 7,986 | 8,485 | +499 | 360 | 442 | 0.19% | +82 |
| Goldman Sachs Equity Etf | 3,629 | 3,629 | 0 | 454 | 515 | 0.22% | +61 |
| International Business Machines Corp(IBM) | 1,565 | 1,565 | 0 | 379 | 440 | 0.19% | +61 |
| ISHARES Tr | 2,258 | 2,292 | +34 | 281 | 340 | 0.15% | +59 |
| Chemed Corp New(CHE) | 650 | 650 | 0 | 246 | 303 | 0.13% | +57 |
| Vanguard Admiral FDS INC | 3,450 | 3,450 | 0 | 703 | 756 | 0.32% | +53 |
| Berkshire Hathaway INC | 1,678 | 1,708 | +30 | 804 | 855 | 0.37% | +51 |
| Visa INC(V) | 855 | 878 | +23 | 258 | 301 | 0.13% | +43 |
| DBX ETF TR | 4,035 | 4,035 | 0 | 240 | 278 | 0.12% | +38 |
| Brookfield Asset Management Ltd Mngmt A(BAM) | 0 | 93,091 | +93,091 | 0 | 4,175 | 1.79% | +4,175 |
| ISHARES Tr | 2,140 | 2,140 | 0 | 215 | 251 | 0.11% | +36 |
| Vanguard Small-cap Growth Index Fund Small Cap Etf | 1,367 | 1,214 | -153 | 413 | 444 | 0.19% | +31 |
| Industrial Select Sector SPDR ST STR INDL ETF | 1,257 | 1,257 | 0 | 203 | 233 | 0.10% | +30 |
| Vanguard Mid-cap Value Index Fund Mid Cap Etf | 1,991 | 1,991 | 0 | 367 | 393 | 0.17% | +27 |
| Vanguard World FD CONSUM DIS ETF | 680 | 680 | 0 | 244 | 270 | 0.12% | +26 |
| Amphenol Corp A | 2,520 | 1,938 | -582 | 318 | 342 | 0.15% | +23 |
| Honeywell International INC(HON) | 1,492 | 1,513 | +21 | 337 | 360 | 0.15% | +23 |
| Flexshares TR QLT DIV DEF IDX | 2,664 | 2,664 | 0 | 213 | 232 | 0.10% | +19 |
| Wells Fargo CO(WFC) | 9,826 | 9,555 | -271 | 782 | 790 | 0.34% | +7 |
| Chevron Corp(CVX) | 2,263 | 2,863 | +600 | 468 | 475 | 0.20% | +6 |
| Factset Resh Sys Inc(FDS) | 932 | 902 | -30 | 202 | 208 | 0.09% | +5 |
| Monster Beverage Corp(MNST) | 3,272 | 2,473 | -799 | 237 | 238 | 0.10% | +1 |
| Nvidia Corp(NVDA) | 8,374 | 7,251 | -1,123 | 1,460 | 1,451 | 0.62% | -10 |
| ISHARES Tr | 4,731 | 4,309 | -422 | 460 | 448 | 0.19% | -12 |
| Ross Stores INC(ROST) | 3,439 | 3,439 | 0 | 745 | 732 | 0.31% | -13 |
| ISHARES Tr CORE MSCI EAFE | 16,065 | 14,920 | -1,145 | 1,454 | 1,441 | 0.62% | -13 |
| Uber Technologies INC(UBER) | 3,242 | 2,937 | -305 | 233 | 212 | 0.09% | -21 |
| Schwab Strategic Trust | 54,520 | 51,986 | -2,534 | 1,673 | 1,648 | 0.70% | -24 |
| Philip Morris International INC(PM) | 1,617 | 1,305 | -312 | 267 | 236 | 0.10% | -31 |
| Vanguard Energy Index Fund Etf ENERGY ETF | 1,495 | 1,495 | 0 | 259 | 224 | 0.10% | -34 |
| SPDR SER TR ST STR SP DIV | 2,685 | 2,336 | -349 | 392 | 355 | 0.15% | -36 |
| Caseys General Stores INC(CASY) | 357 | 272 | -85 | 260 | 216 | 0.09% | -44 |
| Amazon com INC(AMZN) | 5,842 | 4,902 | -940 | 1,217 | 1,168 | 0.50% | -48 |
| Ishares Gold Trust(IAU) | 3,961 | 3,961 | 0 | 349 | 299 | 0.13% | -50 |
| SPDR Gold Trust(GLD) | 934 | 934 | 0 | 402 | 344 | 0.15% | -58 |
| Fastenal Co(FAST) | 11,532 | 9,906 | -1,626 | 535 | 476 | 0.20% | -59 |
| American Electric Power Company INC | 2,481 | 1,941 | -540 | 325 | 266 | 0.11% | -60 |
| Meta Platforms INC A(META) | 1,880 | 1,763 | -117 | 1,076 | 993 | 0.42% | -83 |
| Corteva INC(CTVA) | 4,330 | 3,262 | -1,068 | 362 | 276 | 0.12% | -86 |
| Mastercard INC(MA) | 588 | 400 | -188 | 294 | 205 | 0.09% | -88 |
| Vanguard Small Cap Value Etf | 1,662 | 1,111 | -551 | 361 | 270 | 0.12% | -91 |
| Abbott Laboratories | 5,142 | 4,713 | -429 | 528 | 428 | 0.18% | -100 |
| ISHARES Russell Mid-Cap Value ETF | 2,208 | 1,278 | -930 | 322 | 210 | 0.09% | -111 |
| Exxon Mobil Corp | 3,018 | 2,893 | -125 | 512 | 396 | 0.17% | -117 |
| Pfizer INC(PFE) | 19,775 | 17,975 | -1,800 | 555 | 433 | 0.19% | -122 |
| Costco Wholesale Corp(COST) | 1,310 | 1,255 | -55 | 1,305 | 1,174 | 0.50% | -131 |
| Mcdonalds Corp(MCD) | 3,362 | 3,362 | 0 | 1,045 | 909 | 0.39% | -136 |
| Walmart INC(WMT) | 8,400 | 7,943 | -457 | 1,044 | 900 | 0.38% | -144 |
| Microsoft Corp(MSFT) | 0 | 8,703 | +8,703 | 0 | 3,246 | 1.39% | +3,246 |
| Southern CO(SO) | 9,816 | 8,285 | -1,531 | 947 | 793 | 0.34% | -154 |
| Procter & Gamble CO(PG) | 3,410 | 2,045 | -1,365 | 493 | 300 | 0.13% | -193 |
| Eog Resources INC(EOG) | 1,665 | 0 | -1,665 | 241 | 0 | — | -241 |
| ISHARES Tr | 5,757 | 0 | -5,757 | 245 | 0 | — | -245 |
| Public Service Enterprise Group INC(PEG) | 3,039 | 0 | -3,039 | 246 | 0 | — | -246 |
| Emerson Electric CO(EMR) | 1,992 | 0 | -1,992 | 261 | 0 | — | -261 |
| AT&T INC(T) | 9,698 | 0 | -9,698 | 281 | 0 | — | -281 |
| L3harris Technologies INC(LHX) | 849 | 0 | -849 | 293 | 0 | — | -293 |
| Wisdomtree TR(WT) | 7,031 | 0 | -7,031 | 369 | 0 | — | -369 |