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CIK: 0001841544
Total reported value
$3.8B
$3.8B
284 檔
29.8%
The Q1 2026 SEC filing reveals that Foster Group, Inc. held a total portfolio value of $3.8B, covering 284 public equity positions.
Foster Group, Inc. executed strategic sector rebalancing during Q1 2026, establishing 18 new positions while fully exiting 35 holdings and trimming 47 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, BND) accounted for 29.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.33% | +0.58% | +3.92% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.41% | +0.05% | +1.24% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.34% | -0.37% | +5.27% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.71% | -0.31% | +7.49% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.60% | -0.38% | -5.52% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.31% | -0.10% | -2.02% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.28% | +0.19% | +4.25% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.82% | -0.01% | -3.46% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.53% | -0.08% | -1.17% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.38% | -0.07% | +2.90% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.36% | +0.13% | +3.34% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.31% | -0.04% | -3.41% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.27% | +0.35% | +3.06% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.18% | +23.04% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.08% | -0.17% | -0.38% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.00% | +0.05% | -1.80% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.93% | -0.06% | -0.30% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.84% | +0.01% | -0.58% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.71% | -0.09% | +10.42% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.69% | -0.10% | +6.68% | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 1.63% | -0.04% | +0.29% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.51% | -0.08% | +6.13% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.47% | -0.10% | -9.38% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.32% | -0.15% | -0.77% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.21% | -0.02% | +0.21% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.04% | +2.40% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.08% | -0.13% | -0.06% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | +0.02% | -1.98% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.88% | -0.06% | +7.07% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.73% | -0.01% | -1.92% | |
| 31 | IQLT | Ishares Msci International Q | ETF-Other | 0.73% | -0.02% | +1.59% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.69% | +0.01% | -2.51% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.13% | -7.83% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.64% | -0.07% | +1.18% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.58% | +0.07% | -0.06% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | +0.06% | +17.79% | |
| 37 | IVLU | Ishares Msci International V | ETF-Other | 0.43% | -0.02% | -4.71% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.42% | +0.01% | +0.44% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.02% | +5.88% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | — | +7.19% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.02% | -4.04% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.24% | — | — | |
| 43 | AXP | American Express Co | Stock-Financials | 0.24% | — | +0.83% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.05% | +4.30% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | +9.30% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.20% | — | +30.00% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.19% | -0.05% | -28.27% | |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.17% | -0.02% | -0.19% | |
| 49 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.17% | — | -0.03% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.02% | +7.35% |
According to official SEC Form 13F filings, Foster Group, Inc. reported a total U.S. public equity portfolio value of $3.8B across 284 disclosed positions in Q1 2026.
During Q1 2026, Foster Group, Inc.'s top holdings by market value included VTI (13.3%)、VEA (5.4%)、BND (5.3%). The largest single position, VTI, represented 13.3% of total portfolio value.
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Top New Position Initiated
ITW
市值: $369.1K
Top Position Liquidated / Trimmed
EZM
前期市值: $1.3M
In Q1 2026, Foster Group, Inc. made 198 total portfolio adjustments, initiating 18 new buys, adding to 98 positions, trimming 47 holdings, and fully liquidating 35 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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