Kane Co Wealth Management, Inc. Diversified Active

Location: Johnston, IA

CIK: 0002109915 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 21, 2026

Total Value: $119M (100.0% shares, 0.0% debt)

Holdings (51)

DFAC DIMENSIONAL ETF TRUST 15.7%
Value $18.62M Shares 479,279 Est. Cost $39.59 Unrealized
DFCF DIMENSIONAL ETF TRUST 10.2%
Value $12.06M Shares 285,716 Est. Cost $42.54 Unrealized
DFIC DIMENSIONAL ETF TRUST 5.9%
Value $7.009M Shares 197,283 Est. Cost $34.48 Unrealized
DFSD DIMENSIONAL ETF TRUST 5.5%
Value $6.528M Shares 136,349 Est. Cost $47.95 Unrealized
AVUV AMERICAN CENTY ETF TR 4.6%
Value $5.488M Shares 49,676 Est. Cost $102.28 Unrealized
DFSV DIMENSIONAL ETF TRUST 4.3%
Value $5.085M Shares 145,127 Est. Cost $33.00 Unrealized
DFAX DIMENSIONAL ETF TRUST 3.9%
Value $4.674M Shares 137,601 Est. Cost $32.73 Unrealized
DFAS DIMENSIONAL ETF TRUST 3.7%
Value $4.44M Shares 62,424 Est. Cost $69.67 Unrealized
USFR WISDOMTREE TR 3.1%
Value $3.729M Shares 74,083 Est. Cost $50.32 Unrealized
DFEM DIMENSIONAL ETF TRUST 3.1%
Value $3.653M Shares 105,727 Est. Cost $33.16 Unrealized
DISV DIMENSIONAL ETF TRUST 2.9%
Value $3.48M Shares 88,224 Est. Cost $38.00 Unrealized
DFAT DIMENSIONAL ETF TRUST 2.8%
Value $3.287M Shares 52,632 Est. Cost $59.54 Unrealized
AVLV AMERICAN CENTY ETF TR 2.7%
Value $3.185M Shares 39,514 Est. Cost $75.87 Unrealized
DFAU DIMENSIONAL ETF TRUST 2.3%
Value $2.772M Shares 61,441 Est. Cost $46.80 Unrealized
DIHP DIMENSIONAL ETF TRUST 2.3%
Value $2.691M Shares 83,518 Est. Cost $31.71 Unrealized
DFUS DIMENSIONAL ETF TRUST 2.2%
Value $2.622M Shares 36,977 Est. Cost $74.17 Unrealized
AVUS AMERICAN CENTY ETF TR 2.1%
Value $2.465M Shares 22,175 Est. Cost $111.70 Unrealized
DFUV DIMENSIONAL ETF TRUST 1.8%
Value $2.188M Shares 45,150 Est. Cost $46.59 Unrealized
DUHP DIMENSIONAL ETF TRUST 1.7%
Value $2.017M Shares 54,864 Est. Cost $37.80 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.7%
Value $2.002M Shares 51,376 Est. Cost $38.11 Unrealized
DFNM DIMENSIONAL ETF TRUST 1.5%
Value $1.789M Shares 37,315 Est. Cost $48.11 Unrealized
DFIS DIMENSIONAL ETF TRUST 1.4%
Value $1.676M Shares 49,776 Est. Cost $32.94 Unrealized
DFGP DIMENSIONAL ETF TRUST 1.1%
Value $1.352M Shares 25,039 Est. Cost $54.06 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.1%
Value $1.261M Shares 37,244 Est. Cost $32.59 Unrealized
DFEV DIMENSIONAL ETF TRUST 1.0%
Value $1.151M Shares 32,179 Est. Cost $33.77 Unrealized
DUSB DIMENSIONAL ETF TRUST 0.7%
Value $862K Shares 16,999 Est. Cost $50.66 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.7%
Value $844K Shares 15,983 Est. Cost $49.90 Unrealized
AVDV AMERICAN CENTY ETF TR 0.7%
Value $812K Shares 8,133 Est. Cost $93.97 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.7%
Value $809K Shares 15,420 Est. Cost $52.50 Unrealized
PFF ISHARES TR 0.7%
Value $791K Shares 26,103 Est. Cost $30.96 Unrealized
BOXX EA SERIES TRUST 0.6%
Value $747K Shares 6,427 Est. Cost $115.10 Unrealized
DE DEERE & CO 0.6%
Value $658K Shares 1,169 Est. Cost $467.69 Unrealized +17.9%
MUB ISHARES TR 0.5%
Value $642K Shares 6,050 Est. Cost $106.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $634K Shares 1,322 Est. Cost $497.53 Unrealized -0.8%
DFGR DIMENSIONAL ETF TRUST 0.5%
Value $618K Shares 23,248 Est. Cost $26.44 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.5%
Value $615K Shares 14,745 Est. Cost $41.60 Unrealized
MGC VANGUARD WORLD FD 0.5%
Value $594K Shares 2,515 Est. Cost $251.17 Unrealized
DEHP DIMENSIONAL ETF TRUST 0.5%
Value $580K Shares 17,166 Est. Cost $32.37 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value $449K Shares 9,000 Est. Cost $50.29 Unrealized
DGCB DIMENSIONAL ETF TRUST 0.3%
Value $395K Shares 7,300 Est. Cost $54.24 Unrealized
AVSC AMERICAN CENTY ETF TR 0.3%
Value $386K Shares 6,195 Est. Cost $59.07 Unrealized
DEXC DIMENSIONAL ETF TRUST 0.3%
Value $383K Shares 5,910 Est. Cost $60.91 Unrealized
PFFD GLOBAL X FDS 0.3%
Value $357K Shares 19,410 Est. Cost $18.91 Unrealized
AVEE AMERICAN CENTY ETF TR 0.3%
Value $340K Shares 5,366 Est. Cost $63.41 Unrealized
TLH ISHARES TR 0.3%
Value $314K Shares 3,120 Est. Cost $100.72 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.3%
Value $312K Shares 8,739 Est. Cost $34.21 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value $279K Shares 3,118 Est. Cost $83.87 Unrealized +10.5%
PEP PEPSICO INC 0.2%
Value $261K Shares 1,680 Est. Cost $145.91 Unrealized +6.1%
VB VANGUARD INDEX FDS 0.2%
Value $259K Shares 989 Est. Cost $258.00 Unrealized
WMT WALMART INC 0.2%
Value $206K Shares 1,659 Est. Cost $122.03 Unrealized 0.0%
AVES AMERICAN CENTY ETF TR 0.2%
Value $206K Shares 3,428 Est. Cost $59.98 Unrealized