0001803005-22-000001.txt : 20220214 0001803005-22-000001.hdr.sgml : 20220214 20220214133429 ACCESSION NUMBER: 0001803005-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22628896 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 12-31-2021 12-31-2021 Wealth Advisors of Iowa, LLC

1601 WEST LAKES PARKWAY STE 200 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-20222 N Kellie Masters 515-219-4835 Kellie Masters West Des Moines IA 02-14-2022 0 59 182840 false INFORMATION TABLE 2 13F4Q21WAI.xml 13F 4Q 2021 ABBVIE INC COM 00287Y109 493 3643 SH SOLE 0 0 3643 ADOBE INC COM 00724F101 594 1048 SH SOLE 0 0 1048 ALPHABET INC CAP STK CL A 02079K305 301 104 SH SOLE 0 0 104 ALPHABET INC CAP STK CL C 02079K107 940 325 SH SOLE 0 0 325 ALTRIA GROUP INC COM 02209S103 645 13618 SH SOLE 0 0 13618 AMAZON COM INC COM 023135106 1057 317 SH SOLE 0 0 317 APPLE INC COM 037833100 2597 14626 SH SOLE 0 0 14626 B&G FOODS INC NEW COM 05508R106 564 18362 SH SOLE 0 0 18362 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 596 1994 SH SOLE 0 0 1994 BERKSHIRE HATHAWAY INC DEL Cl A 084670108 1352 3 SH SOLE 0 0 3 BP PLC SPONSORED ADR 055622104 223 8391 SH SOLE 0 0 8391 BRISTOL MYERS SQUIBB CO COM 110122108 221 3546 SH SOLE 0 0 3546 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 555 14844 SH SOLE 0 0 14844 CONSTELLATION BRANDS INC CL A 21036P108 259 1031 SH SOLE 0 0 1031 COSTCO WHSL CORP NEW COM 22160K105 883 1556 SH SOLE 0 0 1556 DNP SELECT INOME FD INC COM 23325P104 851 78244 SH SOLE 0 0 78244 DOW INC COM 260557103 337 5946 SH SOLE 0 0 5946 ENBRIDGE INC COM 29250N105 394 10079 SH SOLE 0 0 10079 ENTERPRISE PROD PARTNERS L COM 293792107 657 29912 SH SOLE 0 0 29912 GENERAL MTRS CO COM 37045V100 285 4865 SH SOLE 0 0 4865 HOME DEPOT INC COM 437076102 666 1606 SH SOLE 0 0 1606 INTERNATIONAL BUSINESS MACHS COM 459200101 386 2892 SH SOLE 0 0 2892 INVESCO QQQ TR UNIT SER 1 46090E103 229 576 SH SOLE 0 0 576 INVESCO EXCHANGE TRADED FD T S&P 500 EQL WGT 46137V357 6278 38576 SH SOLE 0 0 38576 ISHARES TR CORE S&P SCP ETF 464287804 2311 20181 SH SOLE 0 0 20181 ISHARES CORE S&P MCP ETF 464287507 2415 8529 SH SOLE 0 0 8529 ISHARES TR CORE S&P US VLU 464287663 5120 67072 SH SOLE 0 0 67072 ISHARES TR CORE S&P500 ETF 464287200 52016 109050 SH SOLE 0 0 109050 ISHARES TR MSCI MIN VOL ETF 46429B697 38549 476499 SH SOLE 0 0 476499 ISHARES TR NATIONAL MUN ETF 464288414 1941 16689 SH SOLE 0 0 16689 SIHARES TR CORE S&P US GWT 464287671 10128 87586 SH SOLE 0 0 87586 JOHNSON & JOHNSON COM 478160104 292 1705 SH SOLE 0 0 1705 KINDER MORGAN INC DEL 49456B101 325 20483 SH SOLE 0 0 20483 KROEGER CO COM 501044101 362 8000 SH SOLE 0 0 8000 LUMOS PHARMA INC COM 55028X109 81 11699 SH SOLE 0 0 11699 MARRIOTT INTL INC NEW COM 571903202 340 2058 SH SOLE 0 0 2058 MERCK & CO INC COM 58933Y105 440 5739 SH SOLE 0 0 5739 META PLATFORMS INC CL A 30303M102 424 1262 SH SOLE 0 0 1262 MICROSOFT CORP COM 594918104 1197 3558 SH SOLE 0 0 3558 MORGAN STANLEY COM NEW 617446448 270 2750 SH SOLE 0 0 2750 NEW YORK CMTY BANCORP INC COM 649445103 489 40010 SH SOLE 0 0 40010 NIKE INC COM 654106103 237 1422 SH SOLE 0 0 1422 PEPSICO INC COM 713448108 224 1289 SH SOLE 0 0 1289 PFIZER INC COM 717081103 585 9900 SH SOLE 0 0 9900 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 201 1976 SH SOLE 0 0 1976 PROCTER & GAMBLE CO COM 742718109 228 1391 SH SOLE 0 0 1391 SELECT SECTOR SPDR TR ENERGY 81369Y506 2113 38073 SH SOLE 0 0 38073 SPDR GOLD TR GOLD SHS 78463V107 342 2000 SH SOLE 0 0 2000 SPDR SER TR PORTFOLIO S&P 500 78464A854 646 11565 SH SOLE 0 0 11565 STARBUCKS CORP COM 855244109 316 2701 SH SOLE 0 0 2701 UNION PACIFIC CORP COM 907818108 202 800 SH SOLE 0 0 800 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12769 250080 SH SOLE 0 0 250080 VANGUARD INDEX FDS GROWTH ETF 922908736 558 1738 SH SOLE 0 0 1738 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 16430 270096 SH SOLE 0 0 270096 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7681 31813 SH SOLE 0 0 31813 VERIZON COMMUNICATIONS INC COM 92343V104 653 12570 SH SOLE 0 0 12570 VISA INC COM CL A 92826C839 543 2507 SH SOLE 0 0 2507 WALMART INC COM 931142103 326 2250 SH SOLE 0 0 2250 DISNEY WALT CO COM DISNEY 254687106 723 4666 SH SOLE 0 0 4666