Fund HoldingsWEST BANCORPORATION INC

Total Portfolio Value
$148.88M
Total Bought
$12.15M
Total Sold
$2.68M
Net Transaction
+$9.47M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
American Equity Investment Life Holding CO375,341375,341013,69619,55913.14%+5,863
Vanguard Index Funds Vanguard Growth ETF9785,428+4,4502441,5361.03%+1,292
ISHARES Russell 1000 Growth ETF29,58230,074+4927,2288,2765.56%+1,048
West Bancorporation INC394,215428,897+34,6827,2027,8965.30%+694
Microsoft Corp(MSFT)10,87811,131+2533,1363,7912.55%+654
Spdr S&p 500 Etf Trust(SPY)12,15312,549+3964,9755,5633.74%+587
Apple INC(AAPL)16,17216,712+5402,6673,2422.18%+575
ISHARES Core S&P 500 ETF10,21910,654+4354,2014,7493.19%+548
Russell 1000 Value Ishare ETF62,81263,468+6569,56410,0176.73%+453
Vanguard Small Cap ETF13,44314,782+1,3392,5482,9401.97%+392
Fastenal Co(FAST)06,630+6,63003910.26%+391
Exxon Mobil Corp(XOM)1,8365,440+3,6042015830.39%+382
Vanguard Index Funds S&p 500 ETF7,8928,197+3052,9683,3382.24%+371
Vanguard FTSE Developed Markets ETF76,88082,174+5,2943,4733,7952.55%+322
ISHARES Russell Midcap ETF114,959114,460-4998,0388,3595.61%+321
Vanguard High Dividend Yield ETF51,04453,729+2,6855,3855,6993.83%+314
Honeywell International INC(HON)6,8577,750+8931,3111,6081.08%+298
Amazon.com INC(AMZN)2,6784,304+1,6262775610.38%+284
Visa INC(V)01,084+1,08402570.17%+257
Johnson & Johnson(JNJ)01,496+1,49602480.17%+248
Amphenol Corp A02,897+2,89702460.17%+246
Fortinet INC(FTNT)03,208+3,20802420.16%+242
Albemarle Corp(ALB)01,032+1,03202300.15%+230
Union Pacific Corp(UNP)01,114+1,11402280.15%+228
Illinois Tool Works INC(ITW)0896+89602240.15%+224
Caseys General Stores INC(CASY)8,0008,00001,7321,9511.31%+219
Mastercard INC(MA)0541+54102130.14%+213
Servicenow INC(NOW)0375+37502110.14%+211
Vanguard Mid Cap ETF6,1476,790+6431,2971,4951.00%+198
Ishares Core Msci Eafe Etf
CORE MSCI EAFE
16,07718,295+2,2181,0751,2350.83%+160
Nvidia Corp(NVDA)1,6251,431-1944516050.41%+154
JPMORGAN Chase & CO(JPM)5,1245,617+4936688170.55%+149
Chipotle Mexican Grill INC(CMG)131174+432243720.25%+148
Procter & Gamble CO(PG)3,3544,134+7804996270.42%+129
Alphabet INC(GOOG)6,5696,554-156837930.53%+110
Wisdomtree US Mid Cap Dividend ETF(WT)78,69379,264+5713,2253,3332.24%+108
ISHARES Core S & P Small Cap ETF3,6514,616+9653534600.31%+107
ISHARES Russell 2000 Index Fd ETF20,06019,551-5093,5793,6612.46%+83
Pepsico INC(PEP)5,4705,751+2819971,0650.72%+68
Costco Wholesale Corp(COST)1,5101,51007508130.55%+63
Wells Fargo & CO(WFC)11,55011,55004324930.33%+61
Vanguard Dividend Appreciation ETF11,08510,881-2041,7071,7671.19%+60
Merck & CO INC(MRK)10,54510,226-3191,1221,1800.79%+58
Berkshire Hathaway INC1,7801,78005506070.41%+57
Bank Of America Corp9,11010,709+1,5992613070.21%+47
Lam Research Corp(LRCX)41141102182640.18%+46
Abbott Laboratories7,8807,722-1587988420.57%+44
Eog Resources INC(EOG)2,1852,553+3682502920.20%+42
Dupont De Nemours INC(DD)4,4044,931+5273163520.24%+36
Pacer US Small Cap Cash Cows 100 Etf
US SM CAP CA ETF
7,5557,939+3842883230.22%+36
Cisco Systems INC(CSCO)15,53816,308+7708128440.57%+32
ISHARES S&P 1500 Index Fund4,5014,487-144084390.29%+31
Vanguard S&p 500 Value Index Fund Etf3,4503,45005065370.36%+31
Vanguard Information Technology Etf
INF TECH ETF
53653602072370.16%+30
United Parcel Service INC(UPS)1,6731,975+3023253540.24%+29
Chevron Corp(CVX)2,3032,571+2683764050.27%+29
Blackstone INC(BX)4,3474,34703824040.27%+22
ISHARES Russell Mid-Cap Value ETF25,40424,760-6442,6982,7201.83%+22
Ross Stores INC(ROST)3,4393,43903653860.26%+21
Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight
S&P500 EQL WGT
3,8453,84505565750.39%+19
Mcdonald's Corp(MCD)3,7443,566-1781,0471,0640.71%+17
Principal Financial Group INC(PFG)10,72610,716-107978130.55%+16
Copart INC(CPRT)3,0622,677-3852302440.16%+14
ISHARES S&P Mid-Cap 400 Growth Index3,7703,77002702830.19%+13
ISHARES Russell Midcap Growth ETF2,2812,28102082200.15%+13
Hp INC(HPQ)9,4029,390-122762880.19%+12
Mondelez International INC(MDLZ)3,3553,35502342450.16%+11
Southern CO(SO)15,82015,82001,1011,1110.75%+11
ISHARES S&P Mid-Cap 400 Value Index2,3712,37102442540.17%+10
Blackrock INC(BLK)46346303103200.21%+10
International Business Machines Corp(IBM)3,9353,924-115165250.35%+9
Wisdomtree US Smallcap Dividend Fund Etf(WT)69,89569,645-2501,9962,0051.35%+9
Pinnacle West Capital(PNW)2,9772,966-112362420.16%+6
Unitedhealth Group INC Grp(UNH)55655602632670.18%+4
Intel Corp(INTC)8,2498,175-742692730.18%+4
Altria Group INC(MO)6,7396,675-643013020.20%+2
ISHARES MSCI EAFE Index Fd ETF10,64610,454-1927617580.51%-3
Paychex INC(PAYX)2,8922,89203313240.22%-8
Dow INC(DOW)4,4444,420-242442350.16%-8
ISHARES Russell 2000 Value16,03915,527-5122,1982,1861.47%-11
Lumen Technologies INC(LUMN)36,40036,400096820.06%-14
Corteva INC(CTVA)4,5284,508-202732580.17%-15
3M CO(MMM)3,1073,10703273110.21%-16
Tractor Supply Co(TSCO)1,1811,18102782610.18%-16
Vanguard FTSE Emerging Markets ETF6,7366,055-6812722460.17%-26
Archer Daniels Midland CO6,8596,85905465180.35%-28
ISHARES Intl Select Dividend ETF14,40913,618-7913963590.24%-38
Pfizer INC(PFE)25,49427,183+1,6891,0409970.67%-43
Anheuser Busch Inbev SA/NV(BUD)4,0193,968-512682250.15%-43
Schwab US Dividend Equity ETF31,92931,525-4042,3362,2891.54%-47
Verizon Communications INC(VZ)15,35614,724-6325975480.37%-50
Spdr S&p Dividend Etf
ST STR SP DIV
9,8459,507-3381,2181,1650.78%-53
Abbvie INC(ABBV)5,6526,064+4129018170.55%-84
Vanguard Index Funds Vanguard Value ETF24,39823,031-1,3673,3703,2732.20%-97
AT&T INC(T)19,85714,721-5,1363822350.16%-147
Home Depot INC(HD)3,5032,495-1,0081,0347750.52%-259
Coca-cola CO4,1720-4,1722590-259
Diageo P L C Spon1,5710-1,5712850-285
Vanguard Sht-term Inflation-protected Sec Idx Shrt Inf Prot Index Etf7,6280-7,6283650-365
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