Midwestern Financial, LLC /IA 13F Holdings
CIK 0002083276 · IOWA CITY, IA
As of Sep 30, 2025, Midwestern Financial, LLC /IA reported 54 positions worth
CIK 0002083276 · IOWA CITY, IA
As of Sep 30, 2025, Midwestern Financial, LLC /IA reported 54 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 15,289 | 0.2M | 8.74% |
| AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF | FLV | — | 110,506 | $8.1M | 7.00% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 80,197 | $8.0M | 6.90% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 92,992 | $6.0M | 5.19% |
| VANGUARD VALUE INDEX FUND | VTV | — | 31,914 | $6.0M | 5.11% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 72,348 | $5.7M | 4.90% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 75,014 | $5.6M | 4.84% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 208,456 | $5.4M | 4.60% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 15,758 | $5.2M | 4.44% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 73,358 | $3.7M | 3.19% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 15,301 | $3.2M | 2.74% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 52,742 | $3.2M | 2.71% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 20,408 | $2.8M | 2.41% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,563 | $2.7M | 2.35% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 43,730 | $2.6M | 2.21% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 49,014 | $2.5M | 2.16% |
| META PLATFORMS INC | META | Communication Services | 3,253 | $2.4M | 2.05% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 72,584 | $2.0M | 1.74% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 18,664 | $2.0M | 1.71% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 6,641 | $2.0M | 1.67% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 38,430 | .9M | 1.65% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 7,876 | .7M | 1.46% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 8,480 | .6M | 1.42% |
| NVIDIA CORP | NVDA | Technology | 8,699 | .6M | 1.39% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 26,858 | .5M | 1.25% |