Foster Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Foster Group, Inc. reported 224 stock positions worth $2.7 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.1% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 7.6%) and Vanguard Total Bond Market (BND, 5.8%). Compared with Q4 2024, it opened 33 new positions, sold out of 7, added to 137 and reduced 42. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001841544
- Portfolio Value
- $2.7B (Q1 2025)
- SEC Filing
- 0001085146-25-002048 ↗ filed Apr 11, 2025
Holdings Value
Holdings 224 stocks · $2.7B
| VTI VG Morningstar TS MKT ETF-US | 13.11% | 1,274,391 | $350.3M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.63% | 1,179,490 | $203.7M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 5.78% | 2,101,364 | $154.3M | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 5.28% | 2,775,466 | $141.1M | Add +1.8% |
| DFIV Dimensional International Va | 5.02% | 3,409,170 | $134.2M | Reduce -3.1% |
| VGIT Vanguard Intermediate-Term T | 4.88% | 2,194,151 | $130.3M | Add +2.1% |
| QUAL iShares MSCI USA Quality Fac | 4.31% | 674,001 | $115.2M | Add +2.5% |
| DFLV Dim US Large Cap Value ETF | 3.90% | 3,411,049 | $104.3M | Add +1.5% |
| DFAE Dimensional Emerging Core Eq | 3.49% | 3,606,350 | $93.4M | Add +1.5% |
| DUHP Dimensional US High Profi Et | 2.53% | 2,036,741 | $67.5M | Add +0.4% |
| DFUS Dimensional US Eq MKT ETF | 2.31% | 1,019,063 | $61.6M | Reduce -0.6% |
| MTUM iShares MSCI USA Momentum Fa | 2.26% | 299,088 | $60.5M | Add +0.4% |
| MUB iShares National Muni Bond E | 2.26% | 573,186 | $60.4M | Add +7.6% |
| AVUV Avantis US Small Cap Value | 2.17% | 663,812 | $57.9M | Add +9.3% |
| DFUV Dimensional US Marketwide Va | 2.06% | 1,337,763 | $55.1M | Reduce -0.7% |
| DFNM Dimensional National Muni BD | 1.97% | 1,104,373 | $52.5M | Reduce -3.5% |
| IDEV iShares Core MSCI Dev MKTS | 1.88% | 729,956 | $50.3M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 1.66% | 79,103 | $44.4M | Add +6.0% |
| AVDV Avantis Intl S/C Value ETF | 1.61% | 617,393 | $43.1M | No change |
| ICSH iShares Ultra Short Duration | 1.58% | 835,272 | $42.3M | Add +1.1% |
| VGSH Vanguard Short-Term Treasury | 1.52% | 692,207 | $40.6M | Reduce -1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.44% | 775,053 | $38.5M | Reduce -1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.43% | 205,279 | $38.2M | Reduce -2.1% |
| GOVT iShares US Treasury Bond ETF | 1.42% | 1,645,060 | $37.8M | Reduce -2.4% |
| DIHP Dimensional International Hi | 1.25% | 1,241,429 | $33.4M | Add +0.2% |
| AAPL Apple Inc. | 1.20% | 144,750 | $32.2M | Add +4.1% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.98% | 519,693 | $26.1M | Add +1.2% |
| IEMG iShares Core MSCI Emerging | 0.97% | 481,914 | $26.0M | Add +3.9% |
| DFAS Dimensional US Small Cap ETF | 0.90% | 402,886 | $24.1M | Reduce -4.2% |
| DFAT Dimensional US Target Value | 0.90% | 465,020 | $23.9M | Reduce -0.5% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.83% | 491,429 | $22.1M | Reduce -1.6% |
| IQLT iShares MSCI International Q | 0.71% | 476,272 | $18.9M | Add +4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 35,734 | $16.8M | Reduce -0.2% |
| VLUE iShares MSCI USA Value Facto | 0.56% | 139,030 | $14.8M | Add +5.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.51% | 17 | $13.6M | New |
| IVLU iShares MSCI International V | 0.46% | 404,684 | $12.3M | Reduce -1.4% |
| IWM iShares Russell 2000 ETF | 0.44% | 59,463 | $11.9M | Reduce -11.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 22,216 | $11.8M | Add +0.9% |
| VT Vanguard Tot World STK ETF | 0.42% | 96,073 | $11.1M | Add +4.3% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 216,135 | $9.8M | Add +11.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 17,480 | $7.3M | Reduce -0.0% |
| AXP American Express Co. | 0.26% | 26,134 | $7.0M | Add +1.1% |
| VTWO Vanguard Russell 2000 ETF | 0.25% | 82,690 | $6.7M | Add +0.8% |
| OVV Ovintiv Inc. | 0.25% | 154,717 | $6.6M | Add +0.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.22% | 125,859 | $6.0M | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 65,368 | $5.5M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.18% | 8,575 | $4.9M | Add +8.3% |
| MSFT Microsoft Corp. | 0.17% | 11,924 | $4.5M | Add +11.8% |
| DE Deere & Co. | 0.16% | 9,009 | $4.2M | Add +12.3% |
| GOOGL Alphabet Inc. Class A | 0.15% | 25,578 | $4.0M | Add +10.3% |
| AMZN Amazon.com Inc. | 0.13% | 18,639 | $3.5M | Add +16.8% |
| SCHF Schwab Intl Equity ETF | 0.13% | 178,508 | $3.5M | Add +2.8% |
| NVDA Nvidia Corp. | 0.12% | 29,167 | $3.2M | Add +28.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 33,687 | $3.2M | Reduce -1.4% |
| CASY Casey's General Stores Inc. | 0.12% | 7,153 | $3.1M | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 38,590 | $3.0M | Add +79.5% |
| WFC Wells Fargo & Co. | 0.11% | 41,396 | $3.0M | Add +5.0% |
| DAL Delta Air Lines Inc. | 0.11% | 65,779 | $2.9M | Add +0.3% |
| MCD McDonald's Corp. | 0.10% | 8,936 | $2.8M | Add +3.5% |
| ESGU iShares ESG Aware MSCI USA | 0.09% | 20,309 | $2.5M | Reduce -0.1% |
| SCHA Schwab US Small-Cap ETF | 0.08% | 96,848 | $2.3M | Add +1.1% |
| VCIT Vanguard Int-Term Corporate | 0.08% | 26,837 | $2.2M | Add +2.7% |
| COP Conocophillips | 0.08% | 20,194 | $2.1M | Reduce -0.5% |
| EAGG iShares ESG Aware US Aggrega | 0.08% | 44,126 | $2.1M | Add +1.0% |
| SCHB Schwab US Broad Market ETF | 0.08% | 96,349 | $2.1M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.07% | 15,767 | $1.9M | Add +9.7% |
| JPM JPMorgan Chase & Co. | 0.07% | 7,372 | $1.8M | Add +15.8% |
| WMT Walmart Inc. | 0.07% | 20,589 | $1.8M | Add +2.4% |
| ETN Eaton Corp. PLC | 0.07% | 6,541 | $1.8M | Add +1.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.06% | 36,733 | $1.7M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.06% | 7,901 | $1.7M | Add +10.0% |
| TSLA Tesla Inc. | 0.06% | 6,226 | $1.6M | Add +22.0% |
| SCHX Schwab US Large-Cap ETF | 0.06% | 69,738 | $1.5M | Add +0.3% |
| PM Philip Morris International | 0.06% | 9,652 | $1.5M | Add +8.6% |
| LLY Eli Lilly & Co. | 0.06% | 1,848 | $1.5M | Add +15.9% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.05% | 61,003 | $1.4M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.05% | 7,245 | $1.2M | Add +5.8% |
| FCX Freeport-McMoran Inc. | 0.05% | 32,329 | $1.2M | Reduce -0.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.05% | 15,590 | $1.2M | Reduce -5.8% |
| VOO Vanguard S&P 500 ETF | 0.05% | 2,347 | $1.2M | Add +1.5% |
| DFCF Dimensional Core Fixed Inc. | 0.05% | 28,666 | $1.2M | Reduce -0.2% |
| REET iShares Global REIT ETF | 0.04% | 48,206 | $1.2M | Reduce -5.0% |
| V Visa Inc. Class A | 0.04% | 3,236 | $1.1M | Add +25.7% |
| SCHC Schwab Intl Small-Cap Equity | 0.04% | 31,435 | $1.1M | No change |
| SPGI S&P Global Inc. | 0.04% | 2,217 | $1.1M | Add +3.9% |
| ORCL Oracle Corp. | 0.04% | 7,843 | $1.1M | Add +4.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.04% | 38,797 | $1.1M | Add +8.3% |
| FDX FedEx Corp. | 0.04% | 4,385 | $1.1M | Add +1.6% |
| PFG Principal Financial Group | 0.04% | 12,543 | $1.1M | Add +0.1% |
| VPU Vanguard Utilities ETF | 0.04% | 5,878 | $1.0M | Add +0.7% |
| AVGO Broadcom Inc. | 0.04% | 5,911 | $990K | Add +19.0% |
| HD Home Depot Inc. | 0.04% | 2,672 | $979K | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.04% | 1,014 | $959K | Add +18.7% |
| TT Trane Technologies PLC | 0.04% | 2,833 | $954K | Add +1.2% |
| ABT Abbott Laboratories | 0.04% | 7,179 | $952K | Add +11.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 5,494 | $912K | Add +20.7% |
| MA Mastercard Inc. Class A | 0.03% | 1,580 | $866K | Add +57.5% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 12,416 | $842K | Add +14.2% |
| VNQ Vanguard Real Estate ETF | 0.03% | 9,238 | $836K | Reduce -23.5% |
| DFAW Dimensional World Eqty ETF | 0.03% | 13,357 | $819K | Add +25.9% |
Portfolio Sells Q4 2024 → Q1 2025
| DFUS Dimensional US Eq MKT ETF | Reduce -0.6% | 2.31% | −0.19 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.1% | 1.43% | −0.15 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.2% | 0.90% | −0.14 |
| IWM iShares Russell 2000 ETF | Reduce -11.9% | 0.44% | −0.12 |
| DFNM Dimensional National Muni BD | Reduce -3.5% | 1.97% | −0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.5% | 7.63% | −0.11 |
| DFAT Dimensional US Target Value | Reduce -0.5% | 0.90% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.63% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.4% | 1.44% | −0.06 |
| GOVT iShares US Treasury Bond ETF | Reduce -2.4% | 1.42% | −0.06 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -1.6% | 0.83% | −0.04 |
| DFUV Dimensional US Marketwide Va | Reduce -0.7% | 2.06% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.3% | 1.52% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -23.5% | 0.03% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.0% | 0.27% | −0.01 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.01 |
| DFSD Dimensional Short Duration | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Sold out | 0.00% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.1% | 0.09% | −0.01 |
| ASX Ase Technology Holding -ADR | Sold out | 0.00% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.7% | 0.02% | −0.00 |
| SUB iShares Short-Term National | Reduce -28.8% | 0.01% | −0.00 |
| IWN iShares Russell 2000 Value E | Reduce -4.5% | 0.02% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.3% | 0.22% | −0.00 |
| HD Home Depot Inc. | Reduce -1.1% | 0.04% | −0.00 |
| ALB Albemarle Corp. | Reduce -9.7% | 0.01% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -5.5% | 0.02% | −0.00 |
| REET iShares Global REIT ETF | Reduce -5.0% | 0.04% | −0.00 |
| ACN Accenture PLC Class A | Reduce -7.5% | 0.01% | −0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.2% | 0.02% | −0.00 |
| FCX Freeport-McMoran Inc. | Reduce -0.6% | 0.05% | −0.00 |
| ABEV Ambev SA-ADR | Sold out | 0.00% | −0.00 |
| HDB HDFC Bank Ltd.-ADR | Reduce -12.8% | 0.01% | −0.00 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.0% | 0.01% | −0.00 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -0.4% | 0.03% | −0.00 |
| LCID Lucid Group Inc. | Reduce -2.4% | 0.00% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.4% | 0.06% | −0.00 |
| DFCF Dimensional Core Fixed Inc. | Reduce -0.2% | 0.05% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -5.5% | 0.02% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.02% | +0.00 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -0.7% | 0.01% | +0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -5.8% | 0.05% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.4% | 0.12% | +0.00 |
| COP Conocophillips | Reduce -0.5% | 0.08% | +0.00 |
| CASY Casey's General Stores Inc. | Reduce -0.7% | 0.12% | +0.01 |
| IVLU iShares MSCI International V | Reduce -1.4% | 0.46% | +0.03 |
| DFIV Dimensional International Va | Reduce -3.1% | 5.02% | +0.26 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.51% | +0.51 |
| VEA Vanguard Ftse Developed ETF | Add +1.8% | 5.28% | +0.31 |
| BND Vanguard Total Bond Market | Add +4.4% | 5.78% | +0.26 |
| IDEV iShares Core MSCI Dev MKTS | Add +3.4% | 1.88% | +0.15 |
| VGIT Vanguard Intermediate-Term T | Add +2.1% | 4.88% | +0.12 |
| MUB iShares National Muni Bond E | Add +7.6% | 2.26% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.44% | +0.06 |
| DIHP Dimensional International Hi | Add +0.2% | 1.25% | +0.06 |
| IQLT iShares MSCI International Q | Add +4.0% | 0.71% | +0.06 |
| DFAE Dimensional Emerging Core Eq | Add +1.5% | 3.49% | +0.06 |
| DFLV Dim US Large Cap Value ETF | Add +1.5% | 3.90% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +3.9% | 0.97% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +79.5% | 0.11% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +11.9% | 0.37% | +0.04 |
| DE Deere & Co. | Add +12.3% | 0.16% | +0.03 |
| VLUE iShares MSCI USA Value Facto | Add +5.0% | 0.56% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +0.5% | 0.21% | +0.02 |
| PM Philip Morris International | Add +8.6% | 0.06% | +0.02 |
| ABBV Abbvie Inc. | Add +10.0% | 0.06% | +0.01 |
| MA Mastercard Inc. Class A | Add +57.5% | 0.03% | +0.01 |
| V Visa Inc. Class A | Add +25.7% | 0.04% | +0.01 |
| XOM Exxon Mobil Corp. | Add +9.7% | 0.07% | +0.01 |
| BSX Boston Scientific Corp. | New | 0.01% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.01% | +0.01 |
| WELL Welltower Inc. | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +15.9% | 0.06% | +0.01 |
| CB Chubb Ltd. | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | New | 0.01% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +2.8% | 0.13% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +15.8% | 0.07% | +0.01 |
| VZ Verizon Communications Inc. | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| UNP Union Pacific Corp. | New | 0.01% | +0.01 |
| TMUS T-Mobile US Inc. | New | 0.01% | +0.01 |
| AMGN Amgen Inc. | New | 0.01% | +0.01 |
| AFL Aflac Inc. | New | 0.01% | +0.01 |
| MCD McDonald's Corp. | Add +3.5% | 0.10% | +0.01 |
| PAYX Paychex Inc. | New | 0.01% | +0.01 |
| OVV Ovintiv Inc. | Add +0.0% | 0.25% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | New | 0.01% | +0.01 |
| SO The Southern Co. | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | New | 0.01% | +0.01 |
| FISV Fiserv Inc. | New | 0.01% | +0.01 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.01% | +0.01 |
| WF Woori Financial-Spon ADR | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +8.3% | 0.18% | +0.01 |
| QCOM Qualcomm Inc. | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| UMC United Microelectron-SP ADR | Add +232.9% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 318 | $3.8B | VTI, VEA, BND, QUAL, VGIT |
| Q1 2026 | 284 | $3.4B | VTI, VEA, BND, VGIT, DFIV |
| Q4 2025 | 300 | $3.3B | VTI, VEA, BND, DFIV, VGIT |
| Q3 2025 | 268 | $3.2B | VTI, VEA, BND, DFIV, VGIT |
| Q2 2025 | 264 | $2.9B | VTI, VTV, BND, VEA, DFIV |
| Q1 2025 | 224 | $2.7B | VTI, VTV, BND, VEA, DFIV |
| Q4 2024 | 198 | $2.6B | VTI, VTV, BND, VEA, DFIV |
| Q3 2024 | 203 | $2.7B | VTI, VTV, BND, VEA, DFIV |
| Q2 2024 | 196 | $2.5B | VTI, VTV, BND, DFIV, VEA |
| Q1 2024 | 198 | $2.0B | VTI, VTV, BND, VEA, VGIT |