Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURITY NATIONAL BANK OF SO DAK | 08-15-2024 | 06-30-2024 | 151 | 167,226,239 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COMMON STOCK | 1 | $9,127,166 | 20,421 | 0.01 | 0.01 | 206 | 1.02 | 06-30-2024 |
| APPLE INC | COMMON STOCK | 2 | $9,033,281 | 42,889 | 0.01 | 0.00 | -5,358 | -11.11 | 06-30-2024 |
| VANGUARD TOT WORLD STK ETF | OTHER | 3 | $7,499,806 | 66,588 | 0.00 | 0.00 | -1,235 | -1.82 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL CL | COMMON STOCK | 4 | $6,064,168 | 14,907 | 0.00 | 0.00 | 161 | 1.09 | 06-30-2024 |
