Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE BANCORP INC | 04-16-2024 | 03-31-2024 | 822 | 338,114,480 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Sector Index Fds | REAL ESTATE ETF | 51 | $1,016,186 | 11,751 | 0.00 | 0.00 | -952 | -7.49 | 03-31-2024 |
| Unitedhealth Group Inc Com | COM | 52 | $1,014,630 | 2,051 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DFA Tax Managed US Targeted Value Fund ETF | US TARGETED VLU | 53 | $956,817 | 17,579 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Pimco Trust 0-5 Yr Exchange | 0-5 HIGH YIELD | 54 | $951,813 | 10,182 | 0.00 | 0.00 | 540 | 5.60 | 03-31-2024 |
