Fund HoldingsWEST BANCORPORATION INC

Total Portfolio Value
$154.90M
Total Bought
$11.47M
Total Sold
$6.53M
Net Transaction
+$4.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
West Bancorporation INC425,762445,347+19,5856,9449,4416.10%+2,497
ISHARES Russell 1000 Growth ETF33,38935,991+2,6028,88110,9117.04%+2,030
ISHARES Russell Midcap ETF120,849121,221+3728,3699,4236.08%+1,054
Pacer US Small Cap Cash Cows 100 Etf
US SM CAP CA ETF
23,72736,207+12,4809891,7391.12%+750
Russell 1000 Value Ishare ETF60,15559,546-6099,1339,8406.35%+707
Vanguard Index Funds Vanguard Growth ETF6,4707,829+1,3591,7622,4341.57%+672
Spdr S&p 500 Etf Trust(SPY)12,54912,54905,3645,9653.85%+600
ISHARES Core S&P 500 ETF10,64110,711+704,5705,1163.30%+546
Microsoft Corp(MSFT)11,29110,929-3623,5654,1102.65%+545
Vanguard Index Funds S&p 500 ETF9,2119,498+2873,6174,1492.68%+532
ISHARES Russell 2000 Index Fd ETF19,03218,772-2603,3643,7682.43%+404
Vanguard Small Cap ETF15,33915,384+452,9003,2822.12%+382
Pacer US Cash Cows 100 Etf
US CASH COWS 100
7,93613,985+6,0493927270.47%+335
Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg03,195+3,19503000.19%+300
Starbucks Corp(SBUX)02,800+2,80002690.17%+269
Intuit INC(INTU)0412+41202580.17%+258
American Equity Investment Life Holding CO365,341355,341-10,00019,59719,82812.80%+231
Coca-cola CO(KO)03,745+3,74502210.14%+221
Eli Lilly And CO(LLY)0371+37102160.14%+216
Honeywell International INC(HON)8,4188,41801,5551,7651.14%+210
Technology Select Sector SPDR
ST STR TECHN ETF
01,091+1,09102100.14%+210
Vanguard Consumer Discretionary Etf
CONSUM DIS ETF
0680+68002070.13%+207
ISHARES Russell 2000 Growth Index Fund0821+82102070.13%+207
American Electric Power Company INC02,486+2,48602020.13%+202
Copart INC(CPRT)04,084+4,08402000.13%+200
JPMORGAN Chase & CO(JPM)5,7126,041+3298281,0280.66%+199
Apple INC(AAPL)17,07715,955-1,1222,9243,0721.98%+148
Vanguard Dividend Appreciation ETF10,73310,502-2311,6681,7901.16%+122
Vanguard Mid Cap ETF7,0056,779-2261,4591,5771.02%+118
ISHARES MSCI EAFE Index Fd ETF10,36311,028+6657148310.54%+117
Ishares Core Msci Eafe Etf
CORE MSCI EAFE
19,55119,509-421,2581,3720.89%+114
Intel Corp(INTC)8,1127,978-1342884010.26%+113
Costco Wholesale Corp(COST)1,5131,465-488559670.62%+112
Home Depot INC(HD)2,4752,47507488580.55%+110
Mcdonald's Corp(MCD)3,0843,08408129140.59%+102
Blackstone INC(BX)4,1734,17304475460.35%+99
Amazon.com INC(AMZN)4,4444,336-1085656590.43%+94
Ross Stores INC(ROST)3,4393,43903884760.31%+87
Abbott Laboratories7,6187,493-1257388250.53%+87
Wells Fargo & CO(WFC)9,5509,55003904700.30%+80
Southern CO(SO)13,82013,82008949690.63%+75
Fastenal Co(FAST)7,5177,404-1134114800.31%+69
Blackrock INC(BLK)465454-113013690.24%+68
Vanguard S&p 500 Value Index Fund Etf3,4503,45005135790.37%+66
Principal Financial Group INC(PFG)10,67810,610-687708350.54%+65
Nvidia Corp(NVDA)1,3561,322-345906550.42%+65
Unitedhealth Group INC Grp(UNH)562646+842833400.22%+57
International Business Machines Corp(IBM)2,4512,415-363443950.25%+51
ISHARES S&P 1500 Index Fund4,4874,48704234720.30%+50
Servicenow INC(NOW)379367-122122590.17%+47
Alphabet INC(GOOG)6,5786,430-1488679060.59%+39
Union Pacific Corp(UNP)1,1201,082-382282660.17%+38
Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight
S&P500 EQL WGT
3,8453,685-1605455810.38%+37
Amphenol Corp A2,9182,829-892452800.18%+35
Hp INC(HPQ)9,3089,121-1872392740.18%+35
Visa INC(V)1,1231,104-192582870.19%+29
Anheuser Busch Inbev SA/NV(BUD)3,8963,780-1162152440.16%+29
Illinois Tool Works INC(ITW)89689602062350.15%+28
Caseys General Stores INC(CASY)8,0008,00002,1722,1981.42%+26
Abbvie INC(ABBV)6,1636,085-789199430.61%+24
ISHARES Core S & P Small Cap ETF4,3524,017-3354114350.28%+24
AT&T INC(T)11,91911,91901792000.13%+21
Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf5,4055,353-522803010.19%+20
Vanguard FTSE Developed Markets ETF92,49484,823-7,6714,0444,0632.62%+19
Chipotle Mexican Grill INC(CMG)175148-273213380.22%+18
Ge Healthcare Technologies INC(GEHC)3,1022,952-1502112280.15%+17
ISHARES Russell Midcap Growth ETF2,2812,155-1262082250.15%+17
Wisdomtree US Smallcap Dividend Fund Etf(WT)67,51259,677-7,8351,9041,9201.24%+16
Eog Resources INC(EOG)2,6462,893+2473353500.23%+15
Mastercard INC(MA)545538-72162290.15%+14
Berkshire Hathaway INC1,8041,80406326430.42%+11
Mondelez International INC(MDLZ)3,4773,47702412520.16%+11
Dow INC(DOW)4,3644,246-1182252330.15%+8
Dupont De Nemours INC(DD)4,9284,844-843683730.24%+5
Paychex INC(PAYX)2,8992,849-503343390.22%+5
Procter & Gamble CO(PG)3,0143,01404404420.29%+2
Johnson & Johnson(JNJ)1,3381,33802082100.14%+1
United Parcel Service INC(UPS)1,9871,947-403103060.20%-4
Pepsico INC(PEP)5,7625,719-439769710.63%-5
Pioneer Natural Resources CO Resource937900-372152020.13%-13
Wisdomtree US Mid Cap Dividend ETF(WT)76,34468,133-8,2113,1273,1132.01%-14
Altria Group INC(MO)6,5926,468-1242772610.17%-16
Corteva INC(CTVA)4,4524,330-1222282070.13%-20
ISHARES Intl Select Dividend ETF12,70710,752-1,9553233010.19%-22
Archer Daniels Midland CO6,8596,85905174950.32%-22
ISHARES S&P Mid-Cap 400 Growth Index3,6652,930-7352652320.15%-33
Spdr S&p Dividend Etf
ST STR SP DIV
7,6856,683-1,0028848350.54%-49
Lumen Technologies INC(LUMN)36,4000-36,400520-52
Cisco Systems INC(CSCO)16,58416,354-2308928260.53%-65
Merck & CO INC(MRK)4,5273,611-9164663940.25%-72
Chevron Corp(CVX)4,7564,75608027090.46%-93
Exxon Mobil Corp6,1156,039-767196040.39%-115
Pfizer INC(PFE)26,89726,429-4688927610.49%-131
Vanguard Index Funds Vanguard Value ETF21,04718,312-2,7352,9032,7381.77%-165
Humana INC(HUM)4320-4322100-210
ISHARES S&P Mid-Cap 400 Value Index2,2110-2,2112230-223
Vanguard High Dividend Yield ETF48,84443,137-5,7075,0474,8153.11%-231
Tractor Supply Co(TSCO)1,1890-1,1892410-241
Bank Of America Corp8,9810-8,9812460-246
Schwab US Dividend Equity ETF30,63424,858-5,7762,1681,8921.22%-275
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