Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURITY NATIONAL BANK | 04-15-2024 | 03-31-2024 | 354 | 660,578,571 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES | CORE S&P500 ETF | 1 | $143,328,718 | 272,628 | 0.02 | 0.00 | 266,079 | 4062.90 | 03-31-2024 |
| NVIDIA Corp | COM | 2 | $52,580,867 | 58,193 | 0.01 | 0.01 | -7,279 | -11.12 | 03-31-2024 |
| BERKSHIRE HATHAWAY | CL A | 3 | $32,356,440 | 51 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| iShares ETFs/USA | RUS MID CAP ETF | 4 | $28,859,352 | 343,196 | 0.00 | 343,196 | +Inf | 03-31-2024 |
