0001803005-21-000001.txt : 20210212 0001803005-21-000001.hdr.sgml : 20210212 20210212103518 ACCESSION NUMBER: 0001803005-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21623941 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 12-31-2020 12-31-2020 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 02-12-2021 0 41 161445 false
INFORMATION TABLE 2 13F4QWAI2020.xml 4Q 13F ADOBE INC COM 00724F101 524 1048 SH SOLE 0 0 1048 ALPHABET INC CAP STK CL C 02079K107 575 328 SH SOLE 0 0 328 AMAZON COM INC COM 023135106 720 221 SH SOLE 0 0 221 APPLE INC COM 037833100 1888 14231 SH SOLE 0 0 14231 AT&T INC COM 00206R102 590 20502 SH SOLE 0 0 20502 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 832 3589 SH SOLE 0 0 3589 BERKSHIRE HATHAWAY INC DEL Cl A 084670108 1043 3 SH SOLE 0 0 3 BLACKROCK SHORT U S ETF TR 46431W507 212 4229 SH SOLE 0 0 4229 BRISTOL MYERS SQUIBB CO COM 110122108 318 5122 SH SOLE 0 0 5122 CONSTELLATION BRANDS INC CL A 21036P108 226 1031 SH SOLE 0 0 1031 COSTCO WHSL CORP NEW COM 22160K105 684 1816 SH SOLE 0 0 1816 DISNEY WALT CO COM DISNEY 254687106 802 4424 SH SOLE 0 0 4424 ENTERPRISE PROD PARTNERS L COM 293792107 319 16288 SH SOLE 0 0 16288 FACEBOOK INC CL A 30303M102 302 1104 SH SOLE 0 0 1104 HOME DEPOT INC COM 437076102 247 930 SH SOLE 0 0 930 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 3431 118979 SH SOLE 0 0 118979 INVESCO QQQ TR UNIT SER 1 46090E103 8442 26909 SH SOLE 0 0 26909 ISHARES CORE S&P MCP ETF 464287507 4622 20112 SH SOLE 0 0 20112 ISHARES INC CORE MSCI EMKT 46434G103 15624 251845 SH SOLE 0 0 251845 ISHARES TR CORE US AGGBD ET 464287226 543 4590 SH SOLE 0 0 4590 ISHARES TR CORE S&P US VLU 464287663 11878 191001 SH SOLE 0 0 191001 ISHARES TR CORE S&P500 ETF 464287200 24589 65503 SH SOLE 0 0 65503 ISHARES TR MSCI MIN VOL ETF 46429B697 25942 382173 SH SOLE 0 0 382173 ISHARES TR NATIONAL MUN ETF 464288414 1601 13663 SH SOLE 0 0 13663 JOHNSON & JOHNSON COM 478160104 347 2205 SH SOLE 0 0 2205 JPMORGAN CHASE & CO COM 46625H100 295 2319 SH SOLE 0 0 2319 LUMOS PHARMA INC COM 55028X109 420 11760 SH SOLE 0 0 11760 MICROSOFT CORP COM 594918104 680 3058 SH SOLE 0 0 3058 NIKE INC CL B 654106103 201 1422 SH SOLE 0 0 1422 PIMCO ETF TR ENHANCED SHRT MA AC 72201R833 286 2806 SH SOLE 0 0 2806 SELECT SECTOR SPDR TR ENERGY 81369Y506 5007 132121 SH SOLE 0 0 132121 SPDR GOLD TR GOLD SHS 78463V107 8810 49393 SH SOLE 0 0 49393 SPDR SERIES TR SPDR BLOOMBERG 78468R663 769 8400 SH SOLE 0 0 8400 STARBUCKS CORP COM 855244109 324 3032 SH SOLE 0 0 3032 TARGET CORP Common Stock 87612E106 207 1175 SH SOLE 0 0 1175 VANGUARD INDEX FDS GROWTH ETF 922908736 706 2787 SH SOLE 0 0 2787 VANGUARD INDEX FDS TOTAL STK MKT 922908769 780 4006 SH SOLE 0 0 4006 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 29468 478376 SH SOLE 0 0 478376 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6442 136464 SH SOLE 0 0 136464 VERIZON COMMUNICATIONS INC COM 92343V104 213 3633 SH SOLE 0 0 3633 VISA INC COM CL A 92826C839 536 2451 SH SOLE 0 0 2451