0001803005-20-000002.txt : 20200428 0001803005-20-000002.hdr.sgml : 20200428 20200428110539 ACCESSION NUMBER: 0001803005-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200428 DATE AS OF CHANGE: 20200428 EFFECTIVENESS DATE: 20200428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealth Advisors of Iowa, LLC CENTRAL INDEX KEY: 0001803005 IRS NUMBER: 421478310 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20222 FILM NUMBER: 20823169 BUSINESS ADDRESS: STREET 1: 1601 WEST LAKES PARKWAY STREET 2: STE 200 CITY: WEST DES MOINES STATE: IA ZIP: 50266 BUSINESS PHONE: 5152007812 MAIL ADDRESS: STREET 1: 1601 WEST LAKES PARKWAY STREET 2: STE 200 CITY: WEST DES MOINES STATE: IA ZIP: 50266 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001803005 XXXXXXXX 03-31-2020 03-31-2020 Wealth Advisors of Iowa, LLC
1601 WEST LAKES PARKWAY STE 200 WEST DES MOINES IA 50266
13F HOLDINGS REPORT 028-20222 N
Kellie Masters Chief Compliance Officer 515-219-4835 Kellie Masters West Des Moines IA 04-28-2020 0 27 126247 false
INFORMATION TABLE 2 13F1Q2020WA.xml WAI 1Q 13F ADOBE INC COM 00724F101 316 993 SH SOLE 0 0 993 ALPHABET INC CAP STK CL C 02079K107 373 321 SH SOLE 0 0 321 AMAZON COM INC COM 023135106 437 224 SH SOLE 0 0 224 APPLE INC COM 037833100 1154 4537 SH SOLE 0 0 4537 AT&T INC COM 00206R102 327 11202 SH SOLE 0 0 11202 BERKSHIRE HATHAWAY INC DEL Cl A 084670108 701 3836 SH SOLE 0 0 3786 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 816 3 SH SOLE 0 0 3 BRISTOL MYERS SQUIBB CO COM 110122108 286 5122 SH SOLE 0 0 5122 COSTCO WHSL CORP NEW COM 22160K105 509 1785 SH SOLE 0 0 1785 ENTERPRISE PROD PARTNERS L COM 293792107 178 12428 SH SOLE 0 0 12428 FACEBOOK INC CL A 30303M102 263 1574 SH SOLE 0 0 1574 INVESCO QQQ TR UNIT SER 1 46090E103 11464 60208 SH SOLE 0 0 59049 ISHARES TR CORE US AGGBD ET 464287226 3119 27038 SH SOLE 0 0 26931 ISHARES TR CORE S&P500 ETF 464287200 0 12910 SH SOLE 0 0 12756 ISHARES TR MIN VOL EAFE ETF 46429B689 4638 74753 SH SOLE 0 0 74659 ISHARES TR MSCI MIN VOL ETF 46429B697 65381 1210537 SH SOLE 0 0 1201450 ISHARES TR NATIONAL MUN ETF 464288414 987 8732 SH SOLE 0 0 8732 JOHNSON & JOHNSON COM 478160104 287 2188 SH SOLE 0 0 2188 JPMORGAN CHASE & CO COM 46625H100 182 2026 SH SOLE 0 0 2026 LUMOS PHARMA INC COM 55028X109 100 11760 SH SOLE 0 0 11760 MICROSOFT CORP COM 594918104 522 3310 SH SOLE 0 0 3310 STARBUCKS CORP COM 855244109 188 2856 SH SOLE 0 0 2856 VANGUARD INDEX FDS GROWTH ETF 922908736 407 2600 SH SOLE 0 0 2600 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 32383 519458 SH SOLE 0 0 500802 VANGUARD INDEX FDS TOTAL STK MKT 922908769 298 2315 SH SOLE 0 0 1401 VISA INC COM CL A 92826C839 530 3290 SH SOLE 0 0 3290 DISNEY WALT CO COM DISNEY 254687106 401 4150 SH SOLE 0 0 4150