Foster Group, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Foster Group, Inc. reported 284 stock positions worth $3.4 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.4%) and Vanguard Total Bond Market (BND, 5.3%). Compared with Q4 2025, it opened 19 new positions, sold out of 35, added to 173 and reduced 79. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +23%) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −2%).

Most Recent 13F
Q2 2026
Location
WEST DES MOINES, IA
CIK
0001841544
Portfolio Value
$3.4B (Q1 2026)
SEC Filing
0001841544-26-000003 ↗ filed Apr 13, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.0B Q1 2024 Q2 2024: $2.5B Q2 2024 Q3 2024: $2.7B Q3 2024 Q4 2024: $2.6B Q4 2024 Q1 2025: $2.7B Q1 2025 Q2 2025: $2.9B Q2 2025 Q3 2025: $3.2B Q3 2025 Q4 2025: $3.3B Q4 2025 Q1 2026: $3.4B $3.4B Q1 2026 Q2 2026: $3.8B Q2 2026

Holdings 284 stocks · $3.4B

VTI VG Morningstar TS MKT ETF-US 13.33% 1,396,012 $447.9M Add +3.9%
VEA Vanguard Ftse Developed ETF 5.41% 2,834,008 $181.6M Add +1.2%
BND Vanguard Total Bond Market 5.34% 2,434,537 $179.3M Add +5.3%
VGIT Vanguard Intermediate-Term T 4.71% 2,655,598 $158.1M Add +7.5%
DFIV Dimensional International Va 4.60% 2,931,247 $154.7M Reduce -5.5%
DFLV Dim US Large Cap Value ETF 4.31% 4,059,266 $145.0M Reduce -2.0%
QUAL iShares MSCI USA Quality Fac 4.28% 750,295 $143.9M Add +4.3%
DFAE Dimensional Emerging Core Eq 3.82% 3,795,256 $128.5M Reduce -3.5%
VTV Vanguard Mrngstr Val ETF-Aui 3.53% 604,953 $118.7M Reduce -1.2%
IUSV iShares Core S&P U.S. Value 3.38% 1,112,192 $113.7M Add +2.9%
DUHP Dimensional US High Profi Et 3.36% 3,073,069 $113.0M Add +3.3%
AVUV Avantis US Small Cap Value 2.31% 702,392 $77.6M Reduce -3.4%
MTUM iShares MSCI USA Momentum Fa 2.27% 317,760 $76.3M Add +3.1%
IVV iShares Core S&P 500 ETF 2.22% 114,123 $74.5M Add +23.0%
DFNM Dimensional National Muni BD 2.08% 1,460,226 $70.0M Reduce -0.4%
DFUS Dimensional US Eq MKT ETF 2.00% 947,149 $67.2M Reduce -1.8%
IDEV iShares Core MSCI Dev MKTS 1.93% 775,736 $64.8M Reduce -0.3%
DFUV Dimensional US Marketwide Va 1.84% 1,274,002 $61.7M Reduce -0.6%
MUB iShares National Muni Bond E 1.71% 542,700 $57.6M Add +10.4%
ICSH iShares Ultra Short Duration 1.69% 1,119,419 $56.7M Add +6.7%
DIHP Dimensional International Hi 1.63% 1,701,646 $54.8M Add +0.3%
VGSH Vanguard Short-Term Treasury 1.51% 864,813 $50.6M Add +6.1%
AVDV Avantis Intl S/C Value ETF 1.47% 495,563 $49.5M Reduce -9.4%
VTEB Vanguard Tax-Exempt Bond ETF 1.32% 885,687 $44.2M Reduce -0.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.21% 186,794 $40.6M Add +0.2%
AAPL Apple Inc. 1.13% 150,060 $38.1M Add +2.4%
GOVT iShares US Treasury Bond ETF 1.08% 1,590,125 $36.4M Reduce -0.1%
IEMG iShares Core MSCI Emerging 0.97% 466,690 $32.6M Reduce -2.0%
MEAR Ishrs Short Mat Muni Act ETF 0.88% 589,876 $29.7M Add +7.1%
DFAT Dimensional US Target Value 0.73% 394,234 $24.6M Reduce -1.9%
IQLT iShares MSCI International Q 0.73% 529,006 $24.5M Add +1.6%
DFAS Dimensional US Small Cap ETF 0.69% 323,858 $23.0M Reduce -2.5%
QQQ Invesco QQQ Trust Series 1 0.68% 39,765 $23.0M Reduce -7.8%
TFI SS SPDR N Ice Muni Bond ETF 0.64% 476,439 $21.6M Add +1.2%
VLUE iShares MSCI USA Value Facto 0.58% 136,913 $19.5M Reduce -0.1%
VWO Vanguard Ftse Emerging Marke 0.54% 337,847 $18.3M Add +17.8%
IVLU iShares MSCI International V 0.43% 366,792 $14.6M Reduce -4.7%
VT Vanguard Tot World STK ETF 0.42% 102,636 $14.2M Add +0.4%
BRK.A Berkshire Hathaway Inc. Class A 0.38% 18 $12.9M Add +5.9%
BRK.B Berkshire Hathaway Inc. Class B 0.34% 24,176 $11.6M Add +7.2%
IWM iShares Russell 2000 ETF 0.30% 41,106 $10.2M Reduce -4.0%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.24% 17,577 $8.1M No change
AXP American Express Co. 0.24% 26,501 $8.0M Add +0.8%
GOOGL Alphabet Inc. Class A 0.24% 27,848 $8.0M Add +4.3%
NVDA Nvidia Corp. 0.22% 43,140 $7.5M Add +9.3%
DE Deere & Co. 0.20% 11,825 $6.7M Add +30.0%
PLTR Palantir Technologies Inc. Class A 0.19% 43,908 $6.4M Reduce -28.3%
SHM SS SPDR N Ice St Muni ETF 0.17% 121,164 $5.8M Reduce -0.2%
CASY Casey's General Stores Inc. 0.17% 7,894 $5.7M Reduce -0.0%
MSFT Microsoft Corp. 0.17% 15,237 $5.6M Add +7.3%
META Meta Platforms Inc. Class A 0.15% 9,048 $5.2M Add +2.7%
SCHF Schwab Intl Equity ETF 0.15% 197,262 $4.9M Add +5.7%
DFSU Dimensional US Sus CORE1 ETF 0.14% 117,845 $4.8M Add +0.7%
AMZN Amazon.com Inc. 0.13% 21,371 $4.5M Reduce -0.2%
OVV Ovintiv Inc. 0.13% 74,583 $4.4M No change
WFC Wells Fargo & Co. 0.11% 46,644 $3.7M Add +12.3%
BSV Vanguard Short-Term Bond ETF 0.11% 46,819 $3.7M Add +1.5%
VCIT Vanguard Int-Term Corporate 0.10% 42,449 $3.5M Add +1.8%
ESGU iShares ESG Aware MSCI USA 0.10% 24,680 $3.5M Reduce -2.3%
ITOT iShares Core S&P Total U.S. 0.10% 23,654 $3.4M Add +0.1%
SCHA Schwab US Small-Cap ETF 0.10% 111,400 $3.2M Add +4.6%
COP Conocophillips 0.10% 24,275 $3.2M Add +1.2%
USMV iShares MSCI USA Min Vol Fac 0.09% 33,615 $3.1M Reduce -2.6%
DFCF Dimensional Core Fixed Inc. 0.09% 73,820 $3.1M Reduce -0.0%
EAGG iShares ESG Aware US Aggrega 0.09% 61,936 $2.9M Add +3.0%
VTWO Vanguard Russell 2000 ETF 0.09% 29,108 $2.9M Reduce -7.5%
TSLA Tesla Inc. 0.09% 7,836 $2.9M Add +6.5%
VCSH Vanguard S/T Corp. Bond ETF 0.09% 36,595 $2.9M Add +5.9%
WMT Walmart Inc. 0.09% 23,262 $2.9M Add +3.3%
SCHB Schwab US Broad Market ETF 0.09% 114,688 $2.9M Add +11.5%
MCD McDonald's Corp. 0.08% 9,178 $2.9M Add +1.9%
JPM JPMorgan Chase & Co. 0.08% 8,700 $2.6M Add +6.6%
DFGP Dimensional GLBL Core PL Fix 0.07% 46,090 $2.5M Reduce -4.1%
XOM Exxon Mobil Corp. 0.07% 14,657 $2.5M Add +4.9%
ETN Eaton Corp. PLC 0.07% 6,928 $2.5M Add +3.8%
TSM Taiwan Semiconductor-SP ADR 0.07% 7,270 $2.5M Add +9.3%
AVGO Broadcom Inc. 0.07% 7,665 $2.4M Reduce -3.9%
SBSW Sibanye-Stillwater Ltd.-ADR 0.06% 176,315 $2.2M Reduce -0.2%
SCHX Schwab US Large-Cap ETF 0.06% 84,082 $2.2M Add +14.6%
DFSI Dimensional Int Sus COR1 ETF 0.06% 49,134 $2.1M Reduce -2.9%
FNDB Schwab Fndmntl US BRD Mr ETF 0.06% 75,070 $2.0M Add +11.4%
ABBV Abbvie Inc. 0.06% 9,228 $2.0M Add +8.8%
FCX Freeport-McMoran Inc. 0.06% 32,982 $1.9M Reduce -9.3%
JQUA JPMorgan US Quality Factor 0.06% 30,402 $1.9M Add +0.2%
PFG Principal Financial Group 0.05% 19,538 $1.8M Add +2.6%
PM Philip Morris International 0.05% 10,518 $1.7M Add +8.5%
LLY Eli Lilly & Co. 0.05% 1,867 $1.7M Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.05% 2,837 $1.7M Add +2.6%
SCHC Schwab Intl Small-Cap Equity 0.05% 35,977 $1.7M Add +9.2%
FDX FedEx Corp. 0.05% 4,556 $1.6M Add +1.2%
DAL Delta Air Lines Inc. 0.05% 23,974 $1.6M Reduce -0.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 3,569 $1.6M Add +1.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.05% 47,307 $1.6M Add +12.9%
DFAW Dimensional World Eqty ETF 0.05% 21,065 $1.6M Add +34.0%
JNJ Johnson & Johnson 0.04% 5,731 $1.4M Add +14.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.04% 30,137 $1.4M Reduce -0.2%
ORCL Oracle Corp. 0.04% 9,319 $1.4M Add +12.9%
COST Costco Wholesale Corp. 0.04% 1,374 $1.4M Add +11.3%
EFAV iShares MSCI Eafe Min Vol Fa 0.04% 14,852 $1.4M Reduce -4.0%
AVLV Avantis US Large Cap Value 0.04% 16,553 $1.3M Reduce -4.2%

Show all 284 holdings

Portfolio Sells Q4 2025 → Q1 2026

DFUS Dimensional US Eq MKT ETF Reduce -1.8% 2.00% −0.16
PLTR Palantir Technologies Inc. Class A Reduce -28.3% 0.19% −0.14
QQQ Invesco QQQ Trust Series 1 Reduce -7.8% 0.68% −0.12
AVDV Avantis Intl S/C Value ETF Reduce -9.4% 1.47% −0.08
DFIV Dimensional International Va Reduce -5.5% 4.60% −0.08
DFNM Dimensional National Muni BD Reduce -0.4% 2.08% −0.05
DFAE Dimensional Emerging Core Eq Reduce -3.5% 3.82% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.8% 1.32% −0.04
EZM Wisdomtree US Midcap Fund Sold out 0.00% −0.04
GOVT iShares US Treasury Bond ETF Reduce -0.1% 1.08% −0.02
APP AppLovin Corp. Class A Reduce -57.1% 0.01% −0.02
AMZN Amazon.com Inc. Reduce -0.2% 0.13% −0.02
IWM iShares Russell 2000 ETF Reduce -4.0% 0.30% −0.02
DFAS Dimensional US Small Cap ETF Reduce -2.5% 0.69% −0.01
CLS Celestica Inc. Sold out 0.00% −0.01
AVGO Broadcom Inc. Reduce -3.9% 0.07% −0.01
ARIS Aris Mining Corp. Sold out 0.00% −0.01
IWB iShares Russell 1000 ETF Sold out 0.00% −0.01
SBSW Sibanye-Stillwater Ltd.-ADR Reduce -0.2% 0.06% −0.01
GOOG Alphabet Inc. Class C Reduce -29.8% 0.02% −0.01
IEI iShares 3-7 Year Treasury Bo Sold out 0.00% −0.01
IDEV iShares Core MSCI Dev MKTS Reduce -0.3% 1.93% −0.01
APO Apollo Global Management Inc. Sold out 0.00% −0.01
LLY Eli Lilly & Co. Reduce -1.2% 0.05% −0.01
QCOM Qualcomm Inc. Sold out 0.00% −0.01
ESGU iShares ESG Aware MSCI USA Reduce -2.3% 0.10% −0.01
IVLU iShares MSCI International V Reduce -4.7% 0.43% −0.01
HD Home Depot Inc. Reduce -27.0% 0.02% −0.01
VNQ Vanguard Real Estate ETF Reduce -24.1% 0.03% −0.01
ET Energy Transfer LP Sold out 0.00% −0.01
LHX L3HARRIS Technologies Inc. Sold out 0.00% −0.01
REET iShares Global REIT ETF Reduce -28.5% 0.02% −0.01
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.01
MP MP Materials Corp. Sold out 0.00% −0.01
UNH Unitedhealth Group Inc. Reduce -4.0% 0.03% −0.01
WK Workiva Inc. Sold out 0.00% −0.01
VTWO Vanguard Russell 2000 ETF Reduce -7.5% 0.09% −0.01
EFG iShares MSCI Eafe Growth ETF Sold out 0.00% −0.01
SPGI S&P Global Inc. Reduce -3.7% 0.03% −0.01
KTOS Kratos Defense & Security Sold out 0.00% −0.01
NEM Newmont Corp. Sold out 0.00% −0.01
INFY Infosys Ltd.-SP ADR Sold out 0.00% −0.01
NOW ServiceNow Inc. Sold out 0.00% −0.01
MMM 3M Co. Sold out 0.00% −0.01
HDB HDFC Bank Ltd.-ADR Sold out 0.00% −0.01
UBS UBS Group AG-Reg Sold out 0.00% −0.01
BSX Boston Scientific Corp. Sold out 0.00% −0.01
UEC Uranium Energy Corp. Sold out 0.00% −0.01
XNTK SS SPDR Nyse Tech ETF Sold out 0.00% −0.01
DHR Danaher Corp. Sold out 0.00% −0.01

Portfolio Buys Q4 2025 → Q1 2026

IVV iShares Core S&P 500 ETF Add +23.0% 2.22% +0.30
VGIT Vanguard Intermediate-Term T Add +7.5% 4.71% +0.23
BND Vanguard Total Bond Market Add +5.3% 5.34% +0.16
MUB iShares National Muni Bond E Add +10.4% 1.71% +0.12
VEA Vanguard Ftse Developed ETF Add +1.2% 5.41% +0.12
ICSH iShares Ultra Short Duration Add +6.7% 1.69% +0.08
VWO Vanguard Ftse Emerging Marke Add +17.8% 0.54% +0.08
DE Deere & Co. Add +30.0% 0.20% +0.07
VGSH Vanguard Short-Term Treasury Add +6.1% 1.51% +0.06
MEAR Ishrs Short Mat Muni Act ETF Add +7.1% 0.88% +0.05
IUSV iShares Core S&P U.S. Value Add +2.9% 3.38% +0.03
COP Conocophillips Add +1.2% 0.10% +0.03
XOM Exxon Mobil Corp. Add +4.9% 0.07% +0.02
AMAT Applied Materials Inc. Add +54.1% 0.03% +0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.2% 1.21% +0.01
CVX Chevron Corp. Add +21.5% 0.03% +0.01
IQLT iShares MSCI International Q Add +1.6% 0.73% +0.01
TSM Taiwan Semiconductor-SP ADR Add +9.3% 0.07% +0.01
DFAW Dimensional World Eqty ETF Add +34.0% 0.05% +0.01
ITW Illinois Tool Works New 0.01% +0.01
JNJ Johnson & Johnson Add +14.9% 0.04% +0.01
WMT Walmart Inc. Add +3.3% 0.09% +0.01
SCHF Schwab Intl Equity ETF Add +5.7% 0.15% +0.01
ETN Eaton Corp. PLC Add +3.8% 0.07% +0.01
FDX FedEx Corp. Add +1.2% 0.05% +0.01
EQX Equinox Gold Corp. Add +44.4% 0.03% +0.01
COST Costco Wholesale Corp. Add +11.3% 0.04% +0.01
DFAC Dimensional US Core Equity 2 Add +99.8% 0.02% +0.01
PLD Prologis Inc. New 0.01% +0.01
WDC Western Digital Corp. New 0.01% +0.01
CAT Caterpillar Inc. Add +4.4% 0.04% +0.01
DIHP Dimensional International Hi Add +0.3% 1.63% +0.01
PEP Pepsico Inc. Add +22.9% 0.03% +0.01
QCRH QCR Holdings Inc. New 0.01% +0.01
NEE Nextera Energy Inc. Add +66.0% 0.01% +0.01
KT KT Corp.-SP ADR New 0.01% +0.01
GLW Corning Inc. New 0.01% +0.01
FNDB Schwab Fndmntl US BRD Mr ETF Add +11.4% 0.06% +0.01
CME Cme Group Inc. New 0.01% +0.01
VRTX Vertex Pharmaceuticals Inc. New 0.01% +0.01
KMI Kinder Morgan Inc. New 0.01% +0.01
VRT Vertiv Holdings Co. Class A New 0.01% +0.01
HIG Hartford Insurance Group Inc. New 0.01% +0.01
MU Micron Technology Inc. Add +22.6% 0.02% +0.01
TMUS T-Mobile US Inc. New 0.01% +0.01
MSTR Strategy Inc. New 0.01% +0.01
HCA HCA Healthcare Inc. New 0.01% +0.01
CAH Cardinal Health Inc. New 0.01% +0.01
IJH iShares Core S&P Midcap ETF New 0.01% +0.01
PWR Quanta Services Inc. New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 318$3.8BVTI, VEA, BND, QUAL, VGIT
Q1 2026 284$3.4BVTI, VEA, BND, VGIT, DFIV
Q4 2025 300$3.3BVTI, VEA, BND, DFIV, VGIT
Q3 2025 268$3.2BVTI, VEA, BND, DFIV, VGIT
Q2 2025 264$2.9BVTI, VTV, BND, VEA, DFIV
Q1 2025 224$2.7BVTI, VTV, BND, VEA, DFIV
Q4 2024 198$2.6BVTI, VTV, BND, VEA, DFIV
Q3 2024 203$2.7BVTI, VTV, BND, VEA, DFIV
Q2 2024 196$2.5BVTI, VTV, BND, DFIV, VEA
Q1 2024 198$2.0BVTI, VTV, BND, VEA, VGIT