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Iowa State Bank

All holdings · as of Dec 31, 2025

120 positions

CompanyClassValueShares% of portfolio
MCDONALD'S CORP$3.10M10,1460.6%
SCHWAB CHARLES CORP$3.02M30,2660.6%
WASTE MANAGEMENT INC$2.93M13,3350.5%
GILEAD SCIENCES, INC.$2.79M22,7040.5%
Walmart Inc.$2.76M24,7540.5%
State Street SPDR S&P 500 Growth ETF$2.73M25,6060.5%
ANALOG DEVICES INC$2.67M9,8460.5%
HONEYWELL INTERNATIONAL INC$2.58M13,2500.5%
American Tower Corp$2.52M14,3800.5%
BRISTOL MYERS SQUIBB CO$2.52M46,7980.5%
iShares Core U.S. Agg Bond ETF$2.51M25,1730.5%
FREEPORT-MCMORAN INC$2.49M49,0590.5%
Johnson Controls International plc$2.39M19,9890.4%
EOG RESOURCES INC$2.39M22,7140.4%
TJX Cos Inc/The$2.37M15,4390.4%
Cencora Inc$2.31M6,8530.4%
LINDE PLC$2.31M5,4140.4%
Digital Realty Trust Inc$2.23M14,3820.4%
PFIZER INC$2.22M89,2580.4%
iShares Core S&P 500 ETF$2.19M3,2010.4%
MASCO CORP /DE$2.19M34,4570.4%
AT&T INC.$2.10M84,6120.4%
COSTCO WHOLESALE CORP /NEW$1.80M2,0900.3%
ABBOTT LABORATORIES$1.74M13,9270.3%
Medtronic plc$1.73M18,0150.3%
Mondelez International, Inc.$1.71M31,8540.3%
Vanguard Value Index Fund ETF$1.70M8,8910.3%
NIKE, Inc.$1.68M26,4420.3%
CVS HEALTH Corp$1.68M21,2230.3%
PayPal Holdings, Inc.$1.67M28,5400.3%
Exelon Corp$1.43M32,6920.3%
NORFOLK SOUTHERN CORP$1.39M4,8210.3%
Vanguard Total Stock Market$1.36M4,0460.3%
SYSCO CORP$1.30M17,6020.2%
DuPont de Nemours, Inc.$1.02M25,4870.2%
ING Groep NV ADR$884.5K31,5880.2%
Dimensional International Value Fund ETF$789.0K15,8120.1%
iShares Russell 2000 Index ETF$760.6K3,0900.1%
HOME DEPOT, INC.$681.3K1,9800.1%
SPDR MSCI ACWI ex-US ETF$630.3K17,5480.1%
Invesco QQQ Trust$627.8K1,0220.1%
WELLS FARGO & COMPANY/MN$585.5K6,2820.1%
Dimensional National ETF$542.9K11,2710.1%
Vanguard Small-Cap Value ETF$536.0K2,5310.1%
Principal Financial Group Inc$505.4K5,7300.1%
QUALCOMM INC/DE$485.8K2,8400.1%
Ishares Dow Jones US Health Care Prov Index$479.4K10,0000.1%
Vanguard FTSE Dev Mkt ETF$469.2K7,5110.1%
iShares National Muni Bond ETF$441.9K4,1260.1%
State Street SPDR Portfolio S&P 500 Value ETF$403.4K7,1000.1%
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