account_balance

Investment manager · 13F filer · SEC CIK 1841544

Foster Group, Inc.

Reported value$3.68Bas of Sep 30, 2026
Positions314 17 new, 21 sold out
Top 10 weight53.9%VTI alone is 14%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 14.4% Held
VEA Vanguard Tax-Managed FDS 5.6% Held
BND Vanguard Bd Index FDS 5.0% Added +3%
QUAL iShares Tr 4.7% Held
VGIT Vanguard Scottsdale FDS 4.5% Added +5%
DFIV Dimensional ETF Trust 4.4% Held
DFLV Dimensional ETF Trust 4.2% Trimmed −4%
DFAE Dimensional ETF Trust 3.9% Held
VTV Vanguard Index FDS 3.8% Added +9%
IUSV iShares Tr 3.4% Held
IVV iShares Tr 2.6% Added +3%
MTUM iShares Tr 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • MUB +19%
  • VTV +9%
  • MSFT +8%
  • VWO +7%
arrow_downwardTrimmed
  • VLUE −63%
  • DFNM −11%
  • IWM −9%
  • VTEB −6%
remove_circleSold out
  • DUHP $131M
  • DFSV $1.05M
  • APP $280K
  • CMI $276K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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