Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Vanguard Whitehall FDS | 46,226 | 61,098 | +14,872 | 5,898 | 7,879 | 5.35% | +1,981 |
| Vanguard Index FDS | 15,603 | 24,073 | +8,470 | 3,749 | 5,338 | 3.63% | +1,589 |
| ISHARES Tr | 57,768 | 64,613 | +6,845 | 10,695 | 12,158 | 8.26% | +1,463 |
| Vanguard Tax-Managed FDS | 0 | 76,423 | +76,423 | 0 | 3,885 | 2.64% | +3,885 |
| Vanguard Intl Equity Index F | 13,666 | 19,880 | +6,214 | 785 | 1,206 | 0.82% | +421 |
| Vanguard Index FDS | 8,075 | 9,831 | +1,756 | 2,133 | 2,542 | 1.73% | +410 |
| Berkshire Hathaway INC | 600 | 1,174 | +574 | 272 | 625 | 0.42% | +353 |
| Ishares Gold Trust(IAU) | 0 | 3,961 | +3,961 | 0 | 234 | 0.16% | +234 |
| Anheuser Busch Inbev SA/NV(BUD) | 0 | 3,780 | +3,780 | 0 | 233 | 0.16% | +233 |
| Philip Morris International INC(PM) | 0 | 1,445 | +1,445 | 0 | 229 | 0.16% | +229 |
| Ecolab Inc(ECL) | 0 | 801 | +801 | 0 | 203 | 0.14% | +203 |
| Eli Lilly And CO(LLY) | 369 | 565 | +196 | 285 | 467 | 0.32% | +182 |
| Abbvie INC(ABBV) | 5,471 | 5,471 | 0 | 972 | 1,146 | 0.78% | +174 |
| ISHARES Tr | 0 | 106,590 | +106,590 | 0 | 9,068 | 6.16% | +9,068 |
| Southern CO(SO) | 13,820 | 13,820 | 0 | 1,138 | 1,271 | 0.86% | +133 |
| Vanguard Specialized Funds | 11,260 | 11,749 | +489 | 2,205 | 2,279 | 1.55% | +74 |
| Principal Financial Group INC(PFG) | 10,610 | 10,610 | 0 | 821 | 895 | 0.61% | +74 |
| American Electric Power Company INC | 2,644 | 2,861 | +217 | 244 | 313 | 0.21% | +69 |
| Mcdonalds Corp(MCD) | 3,054 | 3,054 | 0 | 885 | 954 | 0.65% | +69 |
| International Business Machines Corp(IBM) | 2,365 | 2,365 | 0 | 520 | 588 | 0.40% | +68 |
| AT&T INC(T) | 11,919 | 11,919 | 0 | 271 | 337 | 0.23% | +66 |
| Abbott Laboratories | 5,180 | 4,875 | -305 | 586 | 647 | 0.44% | +61 |
| Unitedhealth Group INC(UNH) | 679 | 763 | +84 | 343 | 400 | 0.27% | +56 |
| JPMORGAN Chase & CO(JPM) | 5,303 | 5,400 | +97 | 1,271 | 1,325 | 0.90% | +53 |
| Altria Group INC(MO) | 6,279 | 6,279 | 0 | 328 | 377 | 0.26% | +49 |
| Chevron Corp(CVX) | 2,103 | 2,103 | 0 | 305 | 352 | 0.24% | +47 |
| SPDR Gold Trust(GLD) | 934 | 934 | 0 | 226 | 269 | 0.18% | +43 |
| Boston Scientific Corp(BSX) | 2,921 | 2,905 | -16 | 261 | 293 | 0.20% | +32 |
| Costco Wholesale Corp(COST) | 1,361 | 1,351 | -10 | 1,247 | 1,278 | 0.87% | +31 |
| Amphenol Corp A | 3,183 | 3,835 | +652 | 221 | 252 | 0.17% | +30 |
| Fastenal Co(FAST) | 5,387 | 5,379 | -8 | 387 | 417 | 0.28% | +30 |
| Cadence Design Systems Inc(CDNS) | 746 | 989 | +243 | 224 | 252 | 0.17% | +27 |
| Mondelez International INC(MDLZ) | 3,355 | 3,355 | 0 | 200 | 228 | 0.15% | +27 |
| Corteva INC(CTVA) | 4,330 | 4,330 | 0 | 247 | 272 | 0.19% | +26 |
| Vici Properties INC(VICI) | 7,609 | 7,538 | -71 | 222 | 246 | 0.17% | +24 |
| Cisco Systems INC(CSCO) | 8,798 | 8,798 | 0 | 521 | 543 | 0.37% | +22 |
| Fiserv INC(FISV) | 1,176 | 1,170 | -6 | 242 | 258 | 0.18% | +17 |
| Wells Fargo CO(WFC) | 9,450 | 9,450 | 0 | 664 | 678 | 0.46% | +15 |
| Mastercard INC(MA) | 652 | 651 | -1 | 343 | 357 | 0.24% | +14 |
| Eog Resources INC(EOG) | 2,297 | 2,274 | -23 | 282 | 292 | 0.20% | +10 |
| Tractor Supply Co(TSCO) | 4,250 | 4,230 | -20 | 226 | 233 | 0.16% | +8 |
| Union Pacific Corp(UNP) | 989 | 980 | -9 | 226 | 232 | 0.16% | +6 |
| Sherwin Williams Co(SHW) | 596 | 593 | -3 | 203 | 207 | 0.14% | +4 |
| S&P Global INC(SPGI) | 476 | 472 | -4 | 237 | 240 | 0.16% | +3 |
| Spotify Technology S A(SPOT) | 799 | 653 | -146 | 357 | 359 | 0.24% | +2 |
| Vanguard Admiral FDS INC | 3,450 | 3,450 | 0 | 637 | 635 | 0.43% | -1 |
| L3harris Technologies INC(LHX) | 1,009 | 1,003 | -6 | 212 | 210 | 0.14% | -2 |
| Public Service Enterprise Group INC(PEG) | 3,039 | 3,039 | 0 | 257 | 250 | 0.17% | -7 |
| Dupont De Nemours INC(DD) | 4,250 | 4,250 | 0 | 324 | 317 | 0.22% | -7 |
| Visa INC(V) | 671 | 585 | -86 | 212 | 205 | 0.14% | -7 |
| Ishares Tr CORE MSCI EAFE | 18,257 | 16,862 | -1,395 | 1,283 | 1,276 | 0.87% | -7 |
| Intuit(INTU) | 379 | 375 | -4 | 238 | 230 | 0.16% | -8 |
| Pepsico INC(PEP) | 4,907 | 4,907 | 0 | 746 | 736 | 0.50% | -10 |
| Exxon Mobil Corp | 2,184 | 1,874 | -310 | 235 | 223 | 0.15% | -12 |
| Archer Daniels Midland CO | 6,859 | 6,859 | 0 | 347 | 329 | 0.22% | -17 |
| Walmart INC(WMT) | 7,440 | 7,440 | 0 | 672 | 653 | 0.44% | -19 |
| J P MORGAN Exchange Traded F EQUITY PREMIUM | 13,725 | 13,485 | -240 | 790 | 771 | 0.52% | -19 |
| Pfizer INC(PFE) | 22,463 | 22,463 | 0 | 596 | 569 | 0.39% | -27 |
| Select Sector SPDR TR ST STR TECHN ETF | 1,028 | 1,028 | 0 | 239 | 212 | 0.14% | -27 |
| ISHARES Tr | 2,356 | 2,336 | -20 | 271 | 244 | 0.17% | -27 |
| Procter & Gamble CO(PG) | 2,199 | 1,999 | -200 | 369 | 341 | 0.23% | -28 |
| Vanguard Index FDS | 13,479 | 13,032 | -447 | 2,282 | 2,251 | 1.53% | -31 |
| ISHARES Tr | 2,930 | 2,801 | -129 | 266 | 233 | 0.16% | -33 |
| Vanguard World FD CONSUM DIS ETF | 680 | 680 | 0 | 255 | 221 | 0.15% | -34 |
| First Trust Enhanced Equity Income Fund | 16,621 | 16,006 | -615 | 344 | 309 | 0.21% | -35 |
| Honeywell International INC(HON) | 2,984 | 2,984 | 0 | 674 | 632 | 0.43% | -42 |
| Hp INC(HPQ) | 9,121 | 9,121 | 0 | 298 | 253 | 0.17% | -45 |
| Invesco Qqq Trust | 1,225 | 1,225 | 0 | 626 | 574 | 0.39% | -52 |
| ISHARES Tr | 7,227 | 6,023 | -1,204 | 546 | 492 | 0.33% | -54 |
| ISHARES Tr | 4,693 | 4,403 | -290 | 604 | 537 | 0.36% | -66 |
| Servicenow INC(NOW) | 263 | 261 | -2 | 279 | 208 | 0.14% | -71 |
| Ross Stores INC(ROST) | 3,439 | 3,439 | 0 | 520 | 439 | 0.30% | -81 |
| Invesco Exchange Traded FD T S&P500 EQL WGT | 3,043 | 2,595 | -448 | 533 | 450 | 0.31% | -84 |
| Amazon com INC(AMZN) | 4,461 | 4,574 | +113 | 979 | 870 | 0.59% | -108 |
| Goldman Sachs Equity Etf | 4,471 | 3,646 | -825 | 515 | 401 | 0.27% | -114 |
| Schwab Strategic Tr | 59,238 | 53,554 | -5,684 | 1,618 | 1,497 | 1.02% | -121 |
| ISHARES Tr | 14,562 | 15,493 | +931 | 3,218 | 3,091 | 2.10% | -127 |
| Chipotle Mexican Grill INC(CMG) | 5,757 | 4,154 | -1,603 | 347 | 209 | 0.14% | -139 |
| Wisdomtree Tr(WT) | 10,781 | 7,781 | -3,000 | 550 | 385 | 0.26% | -164 |
| SPDR SER TR ST STR SP DIV | 5,520 | 3,868 | -1,652 | 729 | 525 | 0.36% | -204 |
| Alphabet INC(GOOG) | 6,069 | 6,042 | -27 | 1,156 | 944 | 0.64% | -212 |
| Pacer Global Cash Cows Dividend Etf Dividn GLOBL CASH ETF | 6,435 | 0 | -6,435 | 217 | 0 | — | -217 |
| ISHARES Tr | 14,082 | 14,350 | +268 | 8,290 | 8,063 | 5.48% | -227 |
| Generac Holdings INC(GNRC) | 1,495 | 0 | -1,495 | 232 | 0 | — | -232 |
| Deckers Outdoor Corp(DECK) | 1,286 | 0 | -1,286 | 261 | 0 | — | -261 |
| Pure Storage INC A(P) | 4,299 | 0 | -4,299 | 264 | 0 | — | -264 |
| Walt Disney CO(DIS) | 2,542 | 0 | -2,542 | 283 | 0 | — | -283 |
| Vanguard Total Stock Market VIPERs ETF | 997 | 0 | -997 | 289 | 0 | — | -289 |
| SPDR S&P 500 EFT Trust(SPY) | 11,922 | 11,922 | 0 | 6,987 | 6,669 | 4.53% | -318 |
| Vanguard Index FDS | 10,241 | 10,389 | +148 | 4,203 | 3,852 | 2.62% | -351 |
| Nvidia Corp(NVDA) | 9,857 | 8,555 | -1,302 | 1,324 | 927 | 0.63% | -397 |
| Microsoft Corp(MSFT) | 8,382 | 8,319 | -63 | 3,533 | 3,123 | 2.12% | -410 |
| Vanguard Index FDS | 16,293 | 16,240 | -53 | 8,779 | 8,346 | 5.67% | -433 |
| Apple INC(AAPL) | 14,927 | 14,856 | -71 | 3,738 | 3,300 | 2.24% | -438 |
| Brookfield Asset Management Ltd Mngmt A(BAM) | 93,091 | 93,091 | 0 | 5,045 | 4,510 | 3.06% | -534 |
| West Bancorporation INC | 433,392 | 430,557 | -2,835 | 9,383 | 8,585 | 5.83% | -798 |
| ISHARES Tr | 33,919 | 34,245 | +326 | 13,621 | 12,366 | 8.40% | -1,256 |
| Pacer FDS Tr US CASH COWS 100 | 0 | 37,155 | +37,155 | 0 | 2,035 | 1.38% | +2,035 |
| Pacer FDS Tr US SM CAP CA ETF | 0 | 49,430 | +49,430 | 0 | 1,854 | 1.26% | +1,854 |