Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST CITIZENS FINANCIAL CORP | 01-11-2023 | 12-31-2023 | 114 | 155,711,472 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARE DOW JONES TELECOM | Exchange Traded Fund | 51 | $776,048 | 34,097 | 0.00 | 0.00 | -1,869 | -5.20 | 12-31-2023 |
| STEEL DYNAMICS INC | Common Stock | 52 | $732,220 | 6,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES MSCI VALUE INDEX FUND EAFE ETF | Exchange Traded Fund | 53 | $727,264 | 13,959 | 0.00 | 0.00 | -898 | -6.04 | 12-31-2023 |
| DEERE & CO COM | Common Stock | 54 | $690,576 | 1,727 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
