Kane Co Wealth Management, Inc. Diversified Active

Location: Johnston, IA

CIK: 0002109915 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Feb 5, 2026

Total Value: $113M (100.0% shares, 0.0% debt)

Holdings (50)

DFAC DIMENSIONAL ETF TRUST 16.9%
Value $19.14M Shares 483,347 Est. Cost $39.59 Unrealized
DFCF DIMENSIONAL ETF TRUST 10.2%
Value $11.53M Shares 270,870 Est. Cost $42.56 Unrealized
DFIC DIMENSIONAL ETF TRUST 5.9%
Value $6.689M Shares 194,120 Est. Cost $34.46 Unrealized
DFSD DIMENSIONAL ETF TRUST 5.8%
Value $6.523M Shares 136,041 Est. Cost $47.95 Unrealized
AVUV AMERICAN CENTY ETF TR 4.3%
Value $4.889M Shares 47,944 Est. Cost $101.98 Unrealized
DFAX DIMENSIONAL ETF TRUST 4.1%
Value $4.684M Shares 143,101 Est. Cost $32.73 Unrealized
DFSV DIMENSIONAL ETF TRUST 4.0%
Value $4.523M Shares 137,524 Est. Cost $32.89 Unrealized
DFAS DIMENSIONAL ETF TRUST 3.8%
Value $4.312M Shares 61,890 Est. Cost $69.67 Unrealized
USFR WISDOMTREE TR 3.3%
Value $3.783M Shares 75,181 Est. Cost $50.32 Unrealized
DISV DIMENSIONAL ETF TRUST 3.0%
Value $3.401M Shares 89,488 Est. Cost $38.00 Unrealized
DFEM DIMENSIONAL ETF TRUST 2.9%
Value $3.298M Shares 99,696 Est. Cost $33.08 Unrealized
DFAT DIMENSIONAL ETF TRUST 2.8%
Value $3.202M Shares 53,777 Est. Cost $59.54 Unrealized
DFAU DIMENSIONAL ETF TRUST 2.7%
Value $3.011M Shares 64,334 Est. Cost $46.80 Unrealized
AVLV AMERICAN CENTY ETF TR 2.6%
Value $2.929M Shares 38,662 Est. Cost $75.77 Unrealized
DFUS DIMENSIONAL ETF TRUST 2.5%
Value $2.829M Shares 38,142 Est. Cost $74.17 Unrealized
DIHP DIMENSIONAL ETF TRUST 2.1%
Value $2.413M Shares 76,189 Est. Cost $31.67 Unrealized
DFUV DIMENSIONAL ETF TRUST 2.0%
Value $2.234M Shares 47,954 Est. Cost $46.59 Unrealized
AVUS AMERICAN CENTY ETF TR 1.9%
Value $2.138M Shares 19,128 Est. Cost $111.78 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.8%
Value $2.083M Shares 54,668 Est. Cost $38.11 Unrealized
DUHP DIMENSIONAL ETF TRUST 1.5%
Value $1.708M Shares 44,917 Est. Cost $38.03 Unrealized
DFIS DIMENSIONAL ETF TRUST 1.5%
Value $1.646M Shares 49,967 Est. Cost $32.94 Unrealized
DFNM DIMENSIONAL ETF TRUST 1.2%
Value $1.339M Shares 27,790 Est. Cost $48.17 Unrealized
DFGP DIMENSIONAL ETF TRUST 1.1%
Value $1.207M Shares 22,329 Est. Cost $54.07 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.1%
Value $1.198M Shares 36,768 Est. Cost $32.57 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.9%
Value $1.071M Shares 31,736 Est. Cost $33.74 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.7%
Value $846K Shares 16,953 Est. Cost $49.90 Unrealized
PFF ISHARES TR 0.7%
Value $830K Shares 26,803 Est. Cost $30.96 Unrealized
AVDV AMERICAN CENTY ETF TR 0.7%
Value $762K Shares 8,109 Est. Cost $93.97 Unrealized
BOXX EA SERIES TRUST 0.7%
Value $754K Shares 6,552 Est. Cost $115.10 Unrealized
DUSB DIMENSIONAL ETF TRUST 0.6%
Value $720K Shares 14,224 Est. Cost $50.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $665K Shares 1,322 Est. Cost $497.53 Unrealized 0.0%
MGC VANGUARD WORLD FD 0.6%
Value $632K Shares 2,515 Est. Cost $251.17 Unrealized
DE DEERE & CO 0.5%
Value $553K Shares 1,188 Est. Cost $467.69 Unrealized 0.0%
DFGR DIMENSIONAL ETF TRUST 0.5%
Value $551K Shares 20,872 Est. Cost $26.42 Unrealized
DEHP DIMENSIONAL ETF TRUST 0.5%
Value $511K Shares 15,834 Est. Cost $32.25 Unrealized
MUB ISHARES TR 0.4%
Value $503K Shares 4,700 Est. Cost $107.11 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value $503K Shares 10,000 Est. Cost $50.29 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.4%
Value $440K Shares 10,583 Est. Cost $41.56 Unrealized
DGCB DIMENSIONAL ETF TRUST 0.3%
Value $396K Shares 7,300 Est. Cost $54.24 Unrealized
PFFD GLOBAL X FDS 0.3%
Value $367K Shares 19,410 Est. Cost $18.91 Unrealized
AVSC AMERICAN CENTY ETF TR 0.3%
Value $330K Shares 5,625 Est. Cost $58.74 Unrealized
DEXC DIMENSIONAL ETF TRUST 0.3%
Value $326K Shares 5,385 Est. Cost $60.52 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.3%
Value $314K Shares 9,188 Est. Cost $34.21 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.3%
Value $307K Shares 3,484 Est. Cost $83.87 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.2%
Value $255K Shares 989 Est. Cost $258.00 Unrealized
PEP PEPSICO INC 0.2%
Value $241K Shares 1,680 Est. Cost $145.91 Unrealized 0.0%
DFSU DIMENSIONAL ETF TRUST 0.2%
Value $205K Shares 4,725 Est. Cost $43.43 Unrealized
AAPL APPLE INC 0.2%
Value $204K Shares 750 Est. Cost $268.34 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.2%
Value $204K Shares 270 Est. Cost $755.09 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.2%
Value $201K Shares 3,825 Est. Cost $52.64 Unrealized