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Midwest Heritage Bank, FSB

All holdings · as of Dec 31, 2025

59 positions

CompanyClassValueShares% of portfolio
FORD MOTOR CO$131.2K10,0020.0%
NUVEEN SELECT TAX FREE INCOME PORTFOLIONXPClosed-End Fund$169.0K11,9850.1%
ISHARES TR$201.4K4260.1%
Owens Corning$203.9K1,8220.1%
SPDR SERIES TRUST$206.2K7,0440.1%
INTERNATIONAL BUSINESS MACHINES CORP$210.6K7110.1%
WELLS FARGO & COMPANY/MN$215.0K2,3070.1%
ISHARES TR$226.9K1,0700.1%
ISHARES INC$238.6K3,5490.1%
ISHARES TR$241.1K2,5320.1%
Warren E. Buffett$259.4K5160.1%
CASEYS GENERAL STORES INC$282.1K5100.1%
ALTRIA GROUP, INC.$284.4K4,9330.1%
CAPITAL GRP FIXED INCM ETF T$286.3K10,7960.1%
Apple Inc.$305.9K1,1250.1%
SCHWAB STRATEGIC TR$335.1K14,3380.1%
ISHARES TR$350.6K7,5330.1%
AMERICAN CENTY ETF TR$360.3K3,2230.1%
ISHARES TR$365.5K1,8300.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$387.1K6,3660.1%
CHEVRON CORP$392.2K2,5730.1%
Amazon.com Inc$409.7K1,7750.1%
ISHARES TR$412.6K3,6220.1%
ISHARES TR$444.4K3,6050.2%
FIRST TR EXCHANGE-TRADED FD$460.9K10,0450.2%
DIMENSIONAL ETF TRUST$467.7K10,9890.2%
CAPITAL GRP FIXED INCM ETF T$472.2K17,0970.2%
EXXON MOBIL CORP$489.4K4,0670.2%
CAPITAL GRP FIXED INCM ETF T$536.1K19,5800.2%
FIDELITY COVINGTON TRUST$553.1K2,4620.2%
ISHARES TR$657.5K9,2080.2%
CAPITAL GRP FIXED INCM ETF T$689.9K27,0740.2%
BERKSHIRE HATHAWAY INC DEL$754.8K10.3%
DIMENSIONAL ETF TRUST$793.6K24,2460.3%
JOHN HANCOCK EXCHANGE TRADED$1.02M24,3160.4%
ISHARES TR$1.09M7,3060.4%
ISHARES TR$1.44M2,1040.5%
VANGUARD INDEX FDS$1.60M2,5530.6%
iShares MSCI UAE ETF$2.10M10,5700.7%
DIMENSIONAL ETF TRUST$2.19M69,1140.8%
ISHARES TR$2.19M15,4860.8%
AMERICAN CENTY ETF TR$2.88M37,9761.0%
iShares MSCI UAE ETF$3.72M42,6701.3%
CAPITAL GROUP CONSERVATIVE E$4.37M143,2121.5%
FIRST TR EXCHANGE-TRADED ALP$4.75M55,0851.6%
ISHARES TR$6.79M81,9472.3%
AMERICAN CENTY ETF TR$6.82M66,9022.4%
DIMENSIONAL ETF TRUST$7.13M218,9492.5%
FIRST TR EXCH TRADED FD III$7.18M394,1552.5%
SPDR SERIES TRUST$7.51M93,6642.6%
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