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Foster Group, Inc.

CIK:0001841544
Investment Adviser
$4B AUM
268 holdings
West Des Moines, IA, USA
Founded:1991
85 employees
Latest filing:Sep 30, 2025

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
I
IUSVISHARES TR
+$103.9M
D
DUHPDIMENSIONAL ETF TRUST
+$34.5M
V
VTIVANGUARD INDEX FDS
+$34.0M
D
DFAEDIMENSIONAL ETF TRUST
+$22.2M
D
DFLVDIMENSIONAL ETF TRUST
+$21.9M
Top Sells
V
VTVVANGUARD INDEX FDS
-$90.4M
V
VTWOVANGUARD SCOTTSDALE FDS
-$3.5M
D
DALDELTA AIR LINES INC DEL
-$1.9M
D
DFATDIMENSIONAL ETF TRUST
-$1.5M
D
DFASDIMENSIONAL ETF TRUST
-$907.1K

Top Holdings

V
VTIVANGUARD INDEX FDS
+13.7%$436.5M
V
VEAVANGUARD TAX-MANAGED FDS
+5.2%$165.1M
B
BNDVANGUARD BD INDEX FDS
+5.2%$164.7M
D
DFIVDIMENSIONAL ETF TRUST
+4.7%$149.6M
V
VGITVANGUARD SCOTTSDALE FDS
+4.4%$140.4M

Equity Positions (268)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD INDEX FDS13.70%$436.5M1,330,048$206.24$328.17+$34.0M
VANGUARD TAX-MANAGED FDS5.18%$165.1M2,755,421$47.10$59.92+$8.8M
VANGUARD BD INDEX FDS5.17%$164.7M2,214,825$79.39$74.37+$8.1M
DIMENSIONAL ETF TRUST4.70%$149.6M3,243,570$34.11$46.12+$6.3M
VANGUARD SCOTTSDALE FDS4.41%$140.4M2,338,585$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)

NameRoleLocationLinkedIn
D
David Hillenmeyer
PartnerNaperville, IL , United States
Garrett Jackson
Garrett Jackson
Portfolio AnalystIA , United States
Kent Kramer
Kent Kramer
Chief Investment OfficerJohnston, IA , United States
Beth Copic
Beth Copic
Portfolio AnalystDes Moines, IA , United States
Jack Davies
Jack Davies
Investment AnalystDes Moines, IA , United States
John Davies
John Davies
Portfolio AnalystDes Moines, IA , United States