account_balance
Investment manager · 13F filer · SEC CIK 1844480
Cowa, LLC
Reported value$410Mas of Sep 30, 2026
Positions187 19 new, 13 sold out
Top 10 weight42.2%IBDX alone is 5%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IBDXiShares Tr
5.3%Added +17%
FIXComfort Systems USA Inc
5.3%Added +5%
AVUVAmerican Centy ETF Tr
5.1%Trimmed −17%
IBHFiShares Tr
5.0%Trimmed −24%
DFIVDimensional ETF Trust
4.7%Trimmed −19%
IBDRiShares Tr
4.1%Trimmed −37%
IBDWiShares Tr
3.3%Added +56%
AAPLApple Inc.
3.3%
IBDTiShares Tr
3.0%Added +428%
FNDESchwab Strategic Tr
3.0%Trimmed −12%
IDViShares Tr
2.9%Added +3%
IBDYiShares Tr
2.8%Added +503%
IBDXiShares Tr
5.3%+17%
FIXComfort Systems USA Inc
5.3%
AVUVAmerican Centy ETF Tr
5.1%
IBHFiShares Tr
5.0%
DFIVDimensional ETF Trust
4.7%
IBDRiShares Tr
4.1%−37%
IBDWiShares Tr
3.3%
AAPLApple Inc.
3.3%
IBDTiShares Tr
3.0%
FNDE3.0%
IDV2.9%
IBDY
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
IBDX iShares Tr 5.3% Added +17%
FIX Comfort Systems USA Inc 5.3% Added +5%AVUV American Centy ETF Tr 5.1% Trimmed −17%
IBHF iShares Tr 5.0% Trimmed −24%
DFIV Dimensional ETF Trust 4.7% Trimmed −19%
IBDR iShares Tr 4.1% Trimmed −37%
IBDW iShares Tr 3.3% Added +56%
AAPL Apple Inc. 3.3% HeldIBDT iShares Tr 3.0% Added +428%
FNDE Schwab Strategic Tr 3.0% Trimmed −12%
IDV iShares Tr 2.9% Added +3%
IBDY iShares Tr 2.8% Added +503%
What changed
Biggest moves since Jun 30, 2026
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