CIK: 0001132651 · Show all filings
Period: Q4 2024 (Next →)
Filing Date: Feb 18, 2025
Total Value ($000): $148,513 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 Index | 51,324 | $30,213 | 20.3% | $588.68 | — | CORE S&P500 ETF | 464287200 |
| BSV | Vanguard Short-Term Bond | 137,283 | $10,608 | 7.1% | $77.27 | — | SHORT TRM BOND | 921937827 |
| AGG | iShares Core US Aggregate Bond | 105,103 | $10,184 | 6.9% | $96.90 | — | CORE US AGGBD ET | 464287226 |
| BND | Vanguard Total Bond Market | 140,584 | $10,109 | 6.8% | $71.91 | — | TOTAL BND MRKT | 921937835 |
| MSFT | Microsoft | 18,813 | $7,930 | 5.3% | $422.35 | 0.0% | COM | 594918104 |
| IWR | iShares Russell Mid-Cap Index | 61,758 | $5,459 | 3.7% | $88.40 | — | RUS MID CAP ETF | 464287499 |
| AAPL | Apple | 19,034 | $4,766 | 3.2% | $234.51 | 0.0% | COM | 037833100 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities | 88,855 | $4,302 | 2.9% | $48.42 | — | STRM INFPROIDX | 922020805 |
| VXUS | Vanguard Total International Stock | 72,186 | $4,254 | 2.9% | $58.93 | — | VG TL INTL STK F | 921909768 |
| IWM | iShares Russell 2000 Index | 18,172 | $4,015 | 2.7% | $220.96 | — | RUSSELL 2000 ETF | 464287655 |
| — | GOEPPINGER ENTERPRISES INC | 1,202 | $3,339 | 2.2% | $2777.75 | — | COM | GEI001202 |
| HD | Home Depot | 8,574 | $3,335 | 2.2% | $397.26 | 0.0% | COM | 437076102 |
| XLK | Technology Select Sector SPDR | 13,745 | $3,196 | 2.2% | $232.52 | — | TECHNOLOGY | 81369Y803 |
| VTI | Vanguard Total Stock Market | 10,269 | $2,976 | 2.0% | $289.81 | — | TOTAL STK MKT | 922908769 |
| IJH | iShares Core S&P Mid-Cap | 41,663 | $2,596 | 1.7% | $62.31 | — | CORE S&P MCP ETF | 464287507 |
| JPM | JPMorgan Chase | 9,260 | $2,220 | 1.5% | $228.03 | 0.0% | COM | 46625H100 |
| PG | Procter & Gamble | 12,035 | $2,074 | 1.4% | $165.73 | 0.0% | COM | 742718109 |
| GOOG | Alphabet C | 10,745 | $2,046 | 1.4% | $175.67 | 0.0% | CAP STK CL C | 02079K107 |
| JNJ | Johnson & Johnson | 13,157 | $1,903 | 1.3% | $149.59 | 0.0% | COM | 478160104 |
| ADP | Automatic Data Processing | 5,975 | $1,749 | 1.2% | $287.90 | 0.0% | COM | 053015103 |
| MCD | McDonald's | 5,690 | $1,649 | 1.1% | $290.22 | 0.0% | COM | 580135101 |
| IJR | iShares Core S&P Small-Cap | 14,022 | $1,616 | 1.1% | $115.22 | — | CORE S&P SCP ETF | 464287804 |
| VOO | Vanguard S&P 500 | 2,941 | $1,585 | 1.1% | $538.81 | — | S&P 500 ETF SHS | 922908363 |
| TRV | Travelers Companies | 6,537 | $1,575 | 1.1% | $244.86 | 0.0% | COM | 89417E109 |
| BRK/B | Berkshire Hathaway B | 3,365 | $1,525 | 1.0% | $461.73 | 0.0% | CL B NEW | 084670702 |
| UNP | Union Pacific | 5,817 | $1,327 | 0.9% | $230.22 | 0.0% | COM | 907818108 |
| CVX | Chevron | 8,962 | $1,298 | 0.9% | $145.50 | 0.0% | COM | 166764100 |
| UNH | UnitedHealth Group | 2,174 | $1,100 | 0.7% | $552.89 | 0.0% | COM | 91324P102 |
| XOM | Exxon Mobil | 9,071 | $976 | 0.7% | $112.36 | 0.0% | COM | 30231G102 |
| MRK | Merck | 9,739 | $969 | 0.7% | $98.70 | 0.0% | COM | 58933Y105 |
| PFF | iShares Preferred and Income Securities | 29,412 | $925 | 0.6% | $31.44 | — | PFD AND INCM SEC | 464288687 |
| WMT | Wal-Mart | 9,942 | $898 | 0.6% | $85.80 | 0.0% | COM | 931142103 |
| CSCO | Cisco Systems | 14,611 | $865 | 0.6% | $55.37 | 0.0% | COM | 17275R102 |
| BLK | BlackRock | 741 | $760 | 0.5% | $991.05 | 0.0% | COM | 09290D101 |
| GD | General Dynamics | 2,747 | $724 | 0.5% | $281.95 | 0.0% | COM | 369550108 |
| BX | Blackstone | 4,000 | $690 | 0.5% | $168.78 | 0.0% | COM | 09260D107 |
| QCOM | Qualcomm | 4,384 | $673 | 0.5% | $159.52 | 0.0% | COM | 747525103 |
| PEP | PepsiCo | 4,422 | $672 | 0.5% | $156.55 | 0.0% | COM | 713448108 |
| V | Visa | 1,999 | $632 | 0.4% | $298.33 | 0.0% | COM CL A | 92826C839 |
| AMGN | Ames National Corp | 35,409 | $582 | 0.4% | $286.05 | 0.0% | COM | 031162100 |
| PPG | PPG Industries | 4,598 | $549 | 0.4% | $121.53 | 0.0% | COM | 693506107 |
| GOOGL | Alphabet A | 2,863 | $542 | 0.4% | $174.14 | 0.0% | CAP STK CL A | 02079K305 |
| NSC | Norfolk Southern | 2,200 | $516 | 0.3% | $248.46 | 0.0% | COM | 655844108 |
| SPY | SPDR S&P 500 | 878 | $515 | 0.3% | $586.08 | — | TR UNIT | 78462F103 |
| NKE | Nike | 6,328 | $479 | 0.3% | $76.48 | 0.0% | CL B | 654106103 |
| CASY | Casey's General Stores | 1,200 | $475 | 0.3% | $400.59 | 0.0% | COM | 147528103 |
| SYY | Sysco | 6,135 | $469 | 0.3% | $73.94 | 0.0% | COM | 871829107 |
| DE | Deere & Co | 1,058 | $448 | 0.3% | $413.99 | 0.0% | COM | 244199105 |
| VYM | Vanguard High Dividend Yield | 3,400 | $434 | 0.3% | $127.59 | — | HIGH DIV YLD | 921946406 |
| PFE | Pfizer | 16,162 | $429 | 0.3% | $25.12 | 0.0% | COM | 717081103 |
| DIS | Walt Disney | 3,817 | $425 | 0.3% | $103.52 | 0.0% | COM | 254687106 |
| AFL | Aflac | 4,035 | $417 | 0.3% | $106.42 | 0.0% | COM | 001055102 |
| VZ | Verizon Communications | 10,172 | $407 | 0.3% | $39.40 | 0.0% | COM | 92343V104 |
| ATLO | Ames National | 24,499 | $403 | 0.3% | $16.52 | 0.0% | COM | 031001100 |
| APD | Air Products & Chemicals | 1,285 | $373 | 0.3% | $304.00 | 0.0% | COM | 009158106 |
| LNT | Alliant Energy | 5,742 | $340 | 0.2% | $58.37 | 0.0% | COM | 018802108 |
| T | AT&T | 14,037 | $320 | 0.2% | $21.51 | 0.0% | COM | 00206R102 |
| KO | Coca-Cola | 4,947 | $308 | 0.2% | $63.09 | 0.0% | COM | 191216100 |
| EMR | Emerson Electric | 2,200 | $273 | 0.2% | $119.02 | 0.0% | COM | 291011104 |
| SYK | Stryker | 745 | $268 | 0.2% | $366.32 | 0.0% | COM | 863667101 |
| RTX | RTX Corporation | 2,278 | $264 | 0.2% | $118.27 | 0.0% | COM | 75513E101 |
| ABT | Abbott Laboratories | 2,325 | $263 | 0.2% | $113.33 | 0.0% | COM | 002824100 |
| ABBV | Abbvie Inc | 1,465 | $260 | 0.2% | $177.41 | 0.0% | COM | 00287Y109 |
| SHV | iShares Short Treasury Bond | 2,161 | $238 | 0.2% | $110.11 | — | SHORT TREAS BD | 464288679 |
| VEA | Vanguard FTSE Developed Markets | 4,850 | $232 | 0.2% | $47.82 | — | VAN FTSE DEV MKT | 921943858 |
| DHR | Danaher | 955 | $219 | 0.1% | $243.95 | 0.0% | COM | 235851102 |
| WFC | Wells Fargo & Co | 3,000 | $211 | 0.1% | $66.67 | 0.0% | COM | 949746101 |
| — | DNP Select Income | 13,845 | $122 | 0.1% | $8.82 | — | COM | 23325P104 |