Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SECURITY NATIONAL BANK OF SO DAK | 11-13-2023 | 09-30-2023 | 152 | 135,758,761 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COMMON STOCK | 1 | $8,483,969 | 49,553 | 0.01 | 5.99 | 1,311 | 2.72 | 09-30-2023 |
MICROSOFT CORP | COMMON STOCK | 2 | $6,501,924 | 20,592 | 0.00 | 3.92 | 1,851 | 9.88 | 09-30-2023 |
BERKSHIRE HATHAWAY INC DEL CL | COMMON STOCK | 3 | $5,220,872 | 14,904 | 0.00 | 3.41 | 662 | 4.65 | 09-30-2023 |
THERMO FISHER SCIENTIFIC INC. | COMMON STOCK | 4 | $4,271,569 | 8,439 | 0.00 | 3.88 | -89 | -1.04 | 09-30-2023 |