Foster Group, Inc.

Est. AUM

$3.36B

13F long equity, this entity only

Positions

284

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$447.9M	1396012	13.33%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$181.6M	2834008	5.41%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$179.3M	2434537	5.34%	SOLE
4	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$158.1M	2655598	4.71%	SOLE
5	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$154.7M	2931247	4.60%	SOLE
6	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$145.0M	4059266	4.31%	SOLE
7	ISHARES TR	MSCI USA QLT FCT	$143.9M	750295	4.28%	SOLE
8	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$128.5M	3795256	3.82%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$118.7M	604953	3.53%	SOLE
10	ISHARES TR	CORE S&P US VLU	$113.7M	1112192	3.38%	SOLE
11	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$113.0M	3073069	3.36%	SOLE
12	AMERICAN CENTY ETF TR	US SML CP VALU	$77.6M	702392	2.31%	SOLE
13	ISHARES TR	MSCI USA MMENTM	$76.3M	317760	2.27%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$74.5M	114123	2.22%	SOLE
15	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$70.0M	1460226	2.08%	SOLE
16	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$67.2M	947149	2.00%	SOLE
17	ISHARES TR	CORE MSCI INTL	$64.8M	775736	1.93%	SOLE
18	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$61.7M	1274002	1.84%	SOLE
19	ISHARES TR	NATIONAL MUN ETF	$57.6M	542700	1.71%	SOLE
20	ISHARES TR	ULTRA SHORT DUR	$56.7M	1119419	1.69%	SOLE
21	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$54.8M	1701646	1.63%	SOLE
22	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$50.6M	864813	1.51%	SOLE
23	AMERICAN CENTY ETF TR	INTL SMCP VLU	$49.5M	495563	1.47%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$44.2M	885687	1.32%	SOLE
25	VANGUARD INDEX FDS	SM CP VAL ETF	$40.6M	186794	1.21%	SOLE
26	APPLE INC	COM	$38.1M	150060	1.13%	SOLE
27	ISHARES TR	US TREAS BD ETF	$36.4M	1590125	1.08%	SOLE
28	ISHARES INC	CORE MSCI EMKT	$32.6M	466690	0.97%	SOLE
29	ISHARES U S ETF TR	SHORT MATURITY M	$29.7M	589876	0.88%	SOLE
30	DIMENSIONAL ETF TRUST	US TARGETED VLU	$24.6M	394234	0.73%	SOLE
31	ISHARES TR	MSCI INTL QUALTY	$24.5M	529006	0.73%	SOLE
32	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$23.0M	323858	0.69%	SOLE
33	INVESCO QQQ TR	UNIT SER 1	$23.0M	39765	0.68%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$21.6M	476439	0.64%	SOLE
35	ISHARES TR	MSCI USA VALUE	$19.5M	136913	0.58%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$18.3M	337847	0.54%	SOLE
37	ISHARES TR	MSCI INTL VLU FT	$14.6M	366792	0.43%	SOLE
38	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$14.2M	102636	0.42%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL A	$12.9M	18	0.38%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.6M	24176	0.34%	SOLE
41	ISHARES TR	RUSSELL 2000 ETF	$10.2M	41106	0.30%	SOLE
42	STATE STR SPDR DOW JONES IND	UT SER 1	$8.1M	17577	0.24%	SOLE
43	AMERICAN EXPRESS CO	COM	$8.0M	26501	0.24%	SOLE
44	ALPHABET INC	CAP STK CL A	$8.0M	27848	0.24%	SOLE
45	NVIDIA CORPORATION	COM	$7.5M	43140	0.22%	SOLE
46	DEERE & CO	COM	$6.7M	11825	0.20%	SOLE
47	PALANTIR TECHNOLOGIES INC	CL A	$6.4M	43908	0.19%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	121164	0.17%	SOLE
49	CASEYS GEN STORES INC	COM	$5.7M	7894	0.17%	SOLE
50	MICROSOFT CORP	COM	$5.6M	15237	0.17%	SOLE

1–50 of 284

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.