You're signed outSign in or to get full access.
Foster Group, Inc.
CIK:0001841544
Investment Adviser
$4B AUM
268 holdings
West Des Moines, IA, USA
Foster Group, Inc. is an SEC registered investment advisor providing financial planning and investment services.
Investment Strategy
Provides continuous investment supervisory services and furnishes investment advice. Their top holdings include Vanguard Index Funds and Dimensional ETF Trust.
Latest 13F Filing Activity
Foster Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 268 equity positions with a total 13F market value of $3B. The fund increased holdings in Ishares TR, Dimensional Etf Trust, Vanguard Index FDS among other positions. Foster Group, Inc. reduced exposure to Vanguard Index FDS, Vanguard Scottsdale FDS, Delta Air Lines Inc. Del among others.
Top Buys
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 13.70% | $436.5M | 1,330,048 | $206.24 | $328.17 | +$34.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.18% | $165.1M | 2,755,421 | $47.10 | $59.92 | +$8.8M |
B BND | VANGUARD BD INDEX FDS | 5.17% | $164.7M | 2,214,825 | $79.39 | $74.37 | +$8.1M |
D DFIV | DIMENSIONAL ETF TRUST | 4.70% | $149.6M | 3,243,570 | $34.11 | $46.12 | +$6.3M |
V VGIT | VANGUARD SCOTTSDALE FDS | 4.41% | $140.4M | 2,338,585 | $59.75 | $60.03 | +$6.8M |
Industry Allocation
ELECTRONIC COMPUTERS
+1.2%
FIRE, MARINE & CASUALTY INSURANCE
+0.8%
SERVICES-PREPACKAGED SOFTWARE
+0.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.5%
SEMICONDUCTORS & RELATED DEVICES
+0.4%
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
D David Hillenmeyer | Partner | Naperville, IL , United States | |
| Portfolio Analyst | IA , United States | ||
| Chief Investment Officer | Johnston, IA , United States | ||
| Portfolio Analyst | Des Moines, IA , United States | ||
| Investment Analyst | Des Moines, IA , United States | ||
| Portfolio Analyst | Des Moines, IA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more