Foster Group, Inc.
RIA/Wealth
Foster Group, Inc. is a RIA/Wealth based in West Des Moines, IA led by Gregory John Olsen, reporting $3.5B in AUM as of Q3 2025 with 93% ETF concentration, 53% concentrated in top 10 holdings, and minimal technology exposure.
CEOGregory John Olsen
- Portfolio Value
- $3.2B
- Positions
- 268
- Top Holding
- VTI at 13.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Foster Group, Inc.'s portfolio (52.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $436.5M | 13.70% | +$1.9M Bought | — 1.3M shares | |
ETF ETF | $165.1M | 5.18% | +$841.3K Bought | — 2.8M shares | |
ETF ETF | $164.7M | 5.17% | +$6.6M Bought | — 2.2M shares | |
ETF ETF | $149.6M | 4.70% | -$4.7M Sold | — 3.2M shares | |
ETF ETF | $140.4M | 4.41% | +$6.3M Bought | — 2.3M shares | |
ETF ETF | $136.3M | 4.28% | +$2.6M Bought | — 700.7K shares | |
ETF ETF | $136.3M | 4.28% | +$15.0M Bought | — 4.1M shares | |
ETF ETF | $126.8M | 3.98% | +$12.8M Bought | — 4.0M shares | |
ETF ETF | $117.3M | 3.68% | -$101.8M Sold | — 628.8K shares | |
ETF ETF | $108.3M | 3.40% | +$29.9M Bought | — 2.9M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Foster Group, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Foster Group, Inc.
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