Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
Vanguard 500 Index Fund ETF (VOO) | 32,582 | +3,007 | $15,662 |
VOO | 32,582 | +3,007 | $15,662 |
iShares Core MSCI International (IDEV) | 158,707 | +25,353 | $10,654 |
IDEV | 158,707 | +25,353 | $10,654 |
Avantis International Equity ETF (AVDE) | 166,266 | +17,226 | $10,598 |
AVDE | 166,266 | +17,226 | $10,598 |
Dimensional World EX US Core Equity 2 ETF (DFAX) | 313,096 | UNCH | $7,965 |
DFAX | 313,096 | UNCH | $7,965 |
Avantis US Large Cap Value ETF (AVLV) | 120,816 | +21,259 | $7,764 |
AVLV | 120,816 | +21,259 | $7,764 |
Vanguard Mid Cap Index ETF (VO) | 24,899 | +2,222 | $6,221 |
VO | 24,899 | +2,222 | $6,221 |
Dimensional US Marketwide Value ETF (DFUV) | 135,111 | UNCH | $5,526 |
DFUV | 135,111 | UNCH | $5,526 |
Avantis US Small Cap Value ETF (AVUV) | 54,376 | +9,235 | $5,096 |
AVUV | 54,376 | +9,235 | $5,096 |
Berkshire Hathaway Inc Class B | $4,750 | ||
BRK.B | 11,296 | -36 | $4,750 |
Vanguard Value ETF (VTV) | 29,146 | +3,026 | $4,747 |
VTV | 29,146 | +3,026 | $4,747 |
Schwab U.S. Large Cap Growth ETF (SCHG) | 45,124 | +2,926 | $4,184 |
SCHG | 45,124 | +2,926 | $4,184 |
Apple Computer Inc | 22,671 | +2,772 | $3,888 |
AAPL | 22,671 | +2,772 | $3,888 |
Dimensional US Small Cap ETF (DFAS) | 57,991 | +10,592 | $3,615 |
DFAS | 57,991 | +10,592 | $3,615 |
Visa Inc | 12,852 | UNCH | $3,587 |
V | 12,852 | UNCH | $3,587 |
Apollo Global Management Inc | 28,648 | +395 | $3,221 |
APO | 28,648 | +395 | $3,221 |
SPDR S&P 500 ETF Trust (SPY) | 5,929 | UNCH | $3,101 |
SPY | 5,929 | UNCH | $3,101 |
Invesco S&P 500 Equal Weight ETF (RSP) | 17,099 | -65 | $2,896 |
RSP | 17,099 | -65 | $2,896 |
Microsoft Corp | 6,316 | UNCH | $2,657 |
MSFT | 6,316 | UNCH | $2,657 |
Avantis Intl Small Cap Value ETF (AVDV) | 36,823 | +4,849 | $2,425 |
AVDV | 36,823 | +4,849 | $2,425 |
iShares S&P 500 Growth ETF (IVW) | 27,809 | UNCH | $2,348 |
IVW | 27,809 | UNCH | $2,348 |
IShares Russell 1000 Growth Index Fund (IWF) | 6,936 | -5 | $2,338 |
IWF | 6,936 | -5 | $2,338 |
Blackstone Inc | 16,693 | UNCH | $2,193 |
BX | 16,693 | UNCH | $2,193 |
Caterpillar Inc | 5,970 | UNCH | $2,188 |
CAT | 5,970 | UNCH | $2,188 |
IShares Russell MidCap Growth (IWP) | 15,290 | UNCH | $1,745 |
IWP | 15,290 | UNCH | $1,745 |
J P Morgan Chase & Co | 8,599 | -10 | $1,722 |
JPM | 8,599 | -10 | $1,722 |
Oracle Corp | 12,808 | UNCH | $1,609 |
ORCL | 12,808 | UNCH | $1,609 |
Mastercard Inc | 3,253 | UNCH | $1,567 |
MA | 3,253 | UNCH | $1,567 |
Alphabet Inc Capital Stock Class A | 10,218 | +251 | $1,542 |
GOOGL | 10,218 | +251 | $1,542 |
CSX Corp | 40,500 | UNCH | $1,501 |
CSX | 40,500 | UNCH | $1,501 |
Minnehaha Banshares Inc Common | $1,463 | ||
Common Stock | 9,174 | +224 | $1,463 |
KKR & Company Inc | 13,888 | -139 | $1,397 |
KKR | 13,888 | -139 | $1,397 |
IShares National Muni Bond ETF (MUB) | 12,551 | UNCH | $1,350 |
MUB | 12,551 | UNCH | $1,350 |
Sherwin Williams Co | 3,681 | UNCH | $1,279 |
SHW | 3,681 | UNCH | $1,279 |
Union Pacific Corp | 5,056 | UNCH | $1,243 |
UNP | 5,056 | UNCH | $1,243 |
Bank of America Corp | 32,638 | -45 | $1,238 |
BAC | 32,638 | -45 | $1,238 |
BlackRock Core Bond | 110,961 | UNCH | $1,198 |
BHK | 110,961 | UNCH | $1,198 |
Vanguard Growth Vipers Fund ETF (VUG) | 3,475 | -3 | $1,196 |
VUG | 3,475 | -3 | $1,196 |
AbbVie Inc | 6,113 | -100 | $1,113 |
ABBV | 6,113 | -100 | $1,113 |
Invesco DB Agriculture Fund (DBA) | 44,932 | UNCH | $1,113 |
DBA | 44,932 | UNCH | $1,113 |
Vanguard Real Estate ETF (VNQ) | 11,902 | +200 | $1,029 |
VNQ | 11,902 | +200 | $1,029 |
Exxon Mobil Corp | 8,827 | -21 | $1,026 |
XOM | 8,827 | -21 | $1,026 |
Blackrock Taxable Municipal Bond Trust | 61,812 | +3,366 | $1,010 |
BBN | 61,812 | +3,366 | $1,010 |
Walt Disney Productions | 8,221 | +204 | $1,006 |
DIS | 8,221 | +204 | $1,006 |
Meta Platforms Inc | 2,005 | UNCH | $974 |
META | 2,005 | UNCH | $974 |
Eli Lilly & Co | 1,247 | UNCH | $970 |
LLY | 1,247 | UNCH | $970 |
IShares MSCI Emerging Markets (EEM) | 23,099 | UNCH | $949 |
EEM | 23,099 | UNCH | $949 |
IShares Russell 2000 Growth Fund (IWO) | 3,159 | UNCH | $855 |
IWO | 3,159 | UNCH | $855 |
Wells Fargo & Co | 14,307 | -1,650 | $829 |
WFC | 14,307 | -1,650 | $829 |
UnitedHealth Group Inc | 1,625 | UNCH | $804 |
UNH | 1,625 | UNCH | $804 |
Johnson & Johnson | 5,060 | -182 | $800 |
JNJ | 5,060 | -182 | $800 |
See Full List: All Stocks Held By First National Bank Sioux Falls
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By First National Bank Sioux Falls
Size ($ in 1000's)
At 03/31/2024: $183,174 At 12/31/2023: $195,064 First National Bank Sioux Falls holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First National Bank Sioux Falls 13F filings. Link to 13F filings: SEC filings |