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