Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Vanguard Index Funds S&p 500 ETF | 13,713 | 16,293 | +2,580 | 7,236 | 8,779 | 5.77% | +1,543 |
| West Bancorporation INC | 440,347 | 433,392 | -6,955 | 8,371 | 9,383 | 6.16% | +1,012 |
| Vanguard Index Funds Vanguard Growth ETF | 8,540 | 10,241 | +1,701 | 3,279 | 4,203 | 2.76% | +925 |
| Brookfield Asset Management Ltd Mngmt A(BAM) | 93,091 | 93,091 | 0 | 4,402 | 5,045 | 3.31% | +642 |
| Vanguard High Dividend Yield ETF | 41,047 | 46,226 | +5,179 | 5,262 | 5,898 | 3.88% | +636 |
| Vanguard Small Cap ETF | 13,206 | 15,603 | +2,397 | 3,133 | 3,749 | 2.46% | +616 |
| ISHARES Russell 1000 Growth ETF | 34,957 | 33,919 | -1,038 | 13,122 | 13,621 | 8.95% | +499 |
| Vanguard Mid Cap ETF | 6,914 | 8,075 | +1,161 | 1,824 | 2,133 | 1.40% | +309 |
| Vanguard Total Stock Market VIPERs ETF | 0 | 997 | +997 | 0 | 289 | 0.19% | +289 |
| Deckers Outdoor Corp(DECK) | 0 | 1,286 | +1,286 | 0 | 261 | 0.17% | +261 |
| Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf | 8,396 | 13,666 | +5,270 | 529 | 785 | 0.52% | +256 |
| Generac Holdings INC(GNRC) | 0 | 1,495 | +1,495 | 0 | 232 | 0.15% | +232 |
| Apple INC(AAPL) | 15,051 | 14,927 | -124 | 3,507 | 3,738 | 2.46% | +231 |
| SPDR Gold Trust(GLD) | 0 | 934 | +934 | 0 | 226 | 0.15% | +226 |
| Cadence Design Systems, Inc(CDNS) | 0 | 746 | +746 | 0 | 224 | 0.15% | +224 |
| Vanguard Dividend Appreciation ETF | 10,013 | 11,260 | +1,247 | 1,983 | 2,205 | 1.45% | +222 |
| Visa INC(V) | 0 | 671 | +671 | 0 | 212 | 0.14% | +212 |
| Amazon.com INC(AMZN) | 4,236 | 4,461 | +225 | 789 | 979 | 0.64% | +189 |
| Spdr S&p 500 Etf Trust(SPY) | 11,922 | 11,922 | 0 | 6,840 | 6,987 | 4.59% | +147 |
| JPMORGAN Chase & CO(JPM) | 5,367 | 5,303 | -64 | 1,132 | 1,271 | 0.84% | +139 |
| Wells Fargo & CO(WFC) | 9,450 | 9,450 | 0 | 534 | 664 | 0.44% | +130 |
| Alphabet INC(GOOG) | 6,174 | 6,069 | -105 | 1,032 | 1,156 | 0.76% | +124 |
| Nvidia Corp(NVDA) | 9,933 | 9,857 | -76 | 1,206 | 1,324 | 0.87% | +117 |
| Mastercard INC(MA) | 517 | 652 | +135 | 255 | 343 | 0.23% | +88 |
| Walmart INC(WMT) | 7,440 | 7,440 | 0 | 601 | 672 | 0.44% | +71 |
| ISHARES S&P 1500 Index Fund | 4,280 | 4,693 | +413 | 538 | 604 | 0.40% | +66 |
| Honeywell International INC(HON) | 2,984 | 2,984 | 0 | 617 | 674 | 0.44% | +57 |
| Spotify Technology Sa(SPOT) | 827 | 799 | -28 | 305 | 357 | 0.23% | +53 |
| Cisco Systems INC(CSCO) | 8,798 | 8,798 | 0 | 468 | 521 | 0.34% | +53 |
| Pure Storage INC A(P) | 4,299 | 4,299 | 0 | 216 | 264 | 0.17% | +48 |
| Servicenow INC(NOW) | 271 | 263 | -8 | 242 | 279 | 0.18% | +36 |
| Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg | 4,250 | 4,471 | +221 | 480 | 515 | 0.34% | +35 |
| Walt Disney CO(DIS) | 2,606 | 2,542 | -64 | 251 | 283 | 0.19% | +32 |
| Invesco Qqq Trust Series 1 Invsc Srs Etf | 1,225 | 1,225 | 0 | 598 | 626 | 0.41% | +28 |
| Vanguard Consumer Discretionary Etf CONSUM DIS ETF | 680 | 680 | 0 | 232 | 255 | 0.17% | +24 |
| AT&T INC(T) | 11,919 | 11,919 | 0 | 262 | 271 | 0.18% | +9 |
| Altria Group INC(MO) | 6,279 | 6,279 | 0 | 320 | 328 | 0.22% | +8 |
| Amphenol Corp A | 3,287 | 3,183 | -104 | 214 | 221 | 0.15% | +7 |
| Boston Scientific Corp(BSX) | 3,033 | 2,921 | -112 | 254 | 261 | 0.17% | +7 |
| First Trust Enhanced Equity Income Fund | 16,621 | 16,621 | 0 | 338 | 344 | 0.23% | +6 |
| Chipotle Mexican Grill INC(CMG) | 5,921 | 5,757 | -164 | 341 | 347 | 0.23% | +6 |
| Ross Stores INC(ROST) | 3,439 | 3,439 | 0 | 518 | 520 | 0.34% | +3 |
| ISHARES S&P Mid-Cap 400 Growth Index | 2,930 | 2,930 | 0 | 269 | 266 | 0.18% | -3 |
| International Business Machines Corp(IBM) | 2,365 | 2,365 | 0 | 523 | 520 | 0.34% | -3 |
| Berkshire Hathaway INC | 600 | 600 | 0 | 276 | 272 | 0.18% | -4 |
| Intuit INC(INTU) | 391 | 379 | -12 | 243 | 238 | 0.16% | -5 |
| Fastenal Co(FAST) | 5,499 | 5,387 | -112 | 393 | 387 | 0.25% | -5 |
| ISHARES Core S & P Small Cap ETF | 2,381 | 2,356 | -25 | 278 | 271 | 0.18% | -7 |
| Technology Select Sector SPDR ST STR TECHN ETF | 1,091 | 1,028 | -63 | 246 | 239 | 0.16% | -7 |
| Eog Resources INC(EOG) | 2,353 | 2,297 | -56 | 289 | 282 | 0.18% | -8 |
| Corteva INC(CTVA) | 4,330 | 4,330 | 0 | 255 | 247 | 0.16% | -8 |
| Procter & Gamble CO(PG) | 2,199 | 2,199 | 0 | 381 | 369 | 0.24% | -12 |
| Public Service Enterprise Group INC(PEG) | 3,039 | 3,039 | 0 | 271 | 257 | 0.17% | -14 |
| S&p Global INC(SPGI) | 492 | 476 | -16 | 254 | 237 | 0.16% | -17 |
| Unitedhealth Group INC Grp(UNH) | 621 | 679 | +58 | 363 | 343 | 0.23% | -20 |
| Vanguard S&p 500 Value Index Fund Etf | 3,450 | 3,450 | 0 | 658 | 637 | 0.42% | -21 |
| Union Pacific Corp(UNP) | 1,021 | 989 | -32 | 252 | 226 | 0.15% | -26 |
| JPMORGAN Equity Premium Income Etf EQUITY PREMIUM | 13,725 | 13,725 | 0 | 817 | 790 | 0.52% | -27 |
| Pacer Global Cash Cows Dividend Etf Dividn GLOBL CASH ETF | 6,705 | 6,435 | -270 | 245 | 217 | 0.14% | -28 |
| Exxon Mobil Corp | 2,248 | 2,184 | -64 | 264 | 235 | 0.15% | -29 |
| Hp INC(HPQ) | 9,121 | 9,121 | 0 | 327 | 298 | 0.20% | -30 |
| Tractor Supply Co(TSCO) | 878 | 4,250 | +3,372 | 255 | 226 | 0.15% | -30 |
| Sherwin Williams Co(SHW) | 616 | 596 | -20 | 235 | 203 | 0.13% | -33 |
| Costco Wholesale Corp(COST) | 1,445 | 1,361 | -84 | 1,281 | 1,247 | 0.82% | -34 |
| Chevron Corp(CVX) | 2,303 | 2,103 | -200 | 339 | 305 | 0.20% | -35 |
| L3harris Technologies INC(LHX) | 1,045 | 1,009 | -36 | 249 | 212 | 0.14% | -36 |
| American Electric Power Company INC | 2,744 | 2,644 | -100 | 282 | 244 | 0.16% | -38 |
| Vici Properties INC Pptys(VICI) | 7,889 | 7,609 | -280 | 263 | 222 | 0.15% | -41 |
| Eli Lilly And CO(LLY) | 369 | 369 | 0 | 327 | 285 | 0.19% | -42 |
| Mcdonald's Corp(MCD) | 3,054 | 3,054 | 0 | 930 | 885 | 0.58% | -45 |
| Mondelez International INC(MDLZ) | 3,355 | 3,355 | 0 | 247 | 200 | 0.13% | -47 |
| ISHARES Core S&P 500 ETF | 14,458 | 14,082 | -376 | 8,340 | 8,290 | 5.45% | -50 |
| Pfizer INC(PFE) | 22,463 | 22,463 | 0 | 650 | 596 | 0.39% | -54 |
| Fiserv INC(FISV) | 1,648 | 1,176 | -472 | 296 | 242 | 0.16% | -54 |
| Dupont De Nemours INC(DD) | 4,250 | 4,250 | 0 | 379 | 324 | 0.21% | -55 |
| Archer Daniels Midland CO | 6,859 | 6,859 | 0 | 410 | 347 | 0.23% | -63 |
| Abbott Laboratories | 5,773 | 5,180 | -593 | 658 | 586 | 0.38% | -72 |
| Schwab US Dividend Equity ETF | 20,153 | 59,238 | +39,085 | 1,704 | 1,618 | 1.06% | -85 |
| Spdr S&p Dividend Etf ST STR SP DIV | 5,739 | 5,520 | -219 | 815 | 729 | 0.48% | -86 |
| Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight S&P500 EQL WGT | 3,468 | 3,043 | -425 | 621 | 533 | 0.35% | -88 |
| Principal Financial Group INC(PFG) | 10,610 | 10,610 | 0 | 911 | 821 | 0.54% | -90 |
| Abbvie INC(ABBV) | 5,471 | 5,471 | 0 | 1,080 | 972 | 0.64% | -108 |
| Southern CO(SO) | 13,820 | 13,820 | 0 | 1,246 | 1,138 | 0.75% | -109 |
| ISHARES MSCI EAFE Index Fd ETF | 8,217 | 7,227 | -990 | 687 | 546 | 0.36% | -141 |
| ISHARES Russell 2000 Index Fd ETF | 15,245 | 14,562 | -683 | 3,367 | 3,218 | 2.11% | -150 |
| Russell 1000 Value Ishare ETF | 57,146 | 57,768 | +622 | 10,846 | 10,695 | 7.03% | -152 |
| Ishares Core Msci Eafe Etf CORE MSCI EAFE | 18,389 | 18,257 | -132 | 1,435 | 1,283 | 0.84% | -152 |
| Pepsico INC(PEP) | 5,377 | 4,907 | -470 | 914 | 746 | 0.49% | -168 |
| Vanguard Index Funds Vanguard Value ETF | 14,132 | 13,479 | -653 | 2,467 | 2,282 | 1.50% | -185 |
| United Parcel Service INC(UPS) | 1,490 | 0 | -1,490 | 203 | 0 | — | -203 |
| Copart INC(CPRT) | 3,937 | 0 | -3,937 | 206 | 0 | — | -206 |
| Ge Healthcare Technologies INC(GEHC) | 2,246 | 0 | -2,246 | 211 | 0 | — | -211 |
| Lam Research Corp(LRCX) | 259 | 0 | -259 | 211 | 0 | — | -211 |
| ISHARES Intl Select Dividend ETF | 7,105 | 0 | -7,105 | 215 | 0 | — | -215 |
| Thermo Fisher Scientific INC(TMO) | 355 | 0 | -355 | 220 | 0 | — | -220 |
| Mettler-Toledo, Inc.(MTD) | 149 | 0 | -149 | 223 | 0 | — | -223 |
| Microsoft Corp(MSFT) | 0 | 8,382 | +8,382 | 0 | 3,533 | 2.32% | +3,533 |
| Anheuser Busch Inbev SA/NV(BUD) | 3,780 | 0 | -3,780 | 251 | 0 | — | -251 |
| Wisdomtree US Mid Cap Dividend ETF(WT) | 16,020 | 10,781 | -5,239 | 819 | 550 | 0.36% | -270 |
| Wisdomtree US Smallcap Dividend Fund Etf(WT) | 8,865 | 0 | -8,865 | 306 | 0 | — | -306 |