BELL BANK

PrivateCIK: 1002672
Location

FARGO, ND

195
Positions
$2.62B
Total AUM (reported)
23.12M
Total Shares

Allocation by class

TOTAL AUM$2.62B195 positions
COM$491.39M18.7%
VALUE ETF$346.27M13.2%
CORE MSCI EAFE$340.31M13.0%
GROWTH ETF$310.06M11.8%
UNIT SER 1$261.78M10.0%
S&P500 EQL WGT$128.66M4.9%
TOTAL STK MKT$125.11M4.8%

Portfolio Concentration

Top 338.0%4–1032.0%11–2512.0%Rest18.0%TOP 1070.0%0%100%
Top 3$996.65M38.0%
4–10$837.91M32.0%
11–25$314.81M12.0%
Rest$472.41M18.0%

Top 3 weight

38.0%

Top 10 weight

70.0%

Voting Authority Distribution

Total shares with voting rights: 23.12M

Sole

Full voting authority

23.12M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole150
Shared0
Other45
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings195
Rows:

VANGUARD INDEX FDS

DFND
VALUE ETF
Shares1.59M
TypeSH
Market value$346.27M
13.21%
Sole
1.59M
Shared
0.00
None
0.00

ISHARES TR

DFND
CORE MSCI EAFE
Shares3.52M
TypeSH
Market value$340.31M
12.98%
Sole
3.52M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

DFND
GROWTH ETF
Shares3.60M
TypeSH
Market value$310.06M
11.83%
Sole
3.60M
Shared
0.00
None
0.00

INVESCO QQQ TR

DFND
UNIT SER 1
Shares355.48K
TypeSH
Market value$261.78M
9.98%
Sole
355.48K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

DFND
S&P500 EQL WGT
Shares604.67K
TypeSH
Market value$128.66M
4.91%
Sole
604.67K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares338.09K
TypeSH
Market value$125.11M
4.77%
Sole
338.09K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

DFND
S&P 500 ETF SHS
Shares150.10K
TypeSH
Market value$103.09M
3.93%
Sole
150.10K
Shared
0.00
None
0.00

SPDR SERIES TRUST

DFND
ST STR P500VAL
Shares1.69M
TypeSH
Market value$103.02M
3.93%
Sole
1.69M
Shared
0.00
None
0.00

ISHARES TR

DFND
CORE US AGGBD ET
Shares706.22K
TypeSH
Market value$69.90M
2.67%
Sole
706.22K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares918.18K
TypeSH
Market value$46.36M
1.77%
Sole
918.18K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

DFND
MTG-BKD SECS ETF
Shares967.43K
TypeSH
Market value$45.29M
1.73%
Sole
967.43K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares187.69K
TypeSH
Market value$37.56M
1.43%
Sole
187.69K
Shared
0.00
None
0.00

SPDR SERIES TRUST

DFND
ST STR BL 12 ETF
Shares362.05K
TypeSH
Market value$35.98M
1.37%
Sole
362.05K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares26.27K
TypeSH
Market value$19.62M
0.75%
Sole
26.27K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares196.19K
TypeSH
Market value$17.98M
0.69%
Sole
196.19K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares46.55K
TypeSH
Market value$17.37M
0.66%
Sole
46.55K
Shared
0.00
None
0.00

SEAGATE TECHNOLOGY HLDNGS PL

DFND
ORD SHS
Shares17.79K
TypeSH
Market value$17.17M
0.65%
Sole
17.79K
Shared
0.00
None
0.00

CISCO SYS INC

DFND
COM
Shares144.16K
TypeSH
Market value$16.93M
0.65%
Sole
144.16K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares57.15K
TypeSH
Market value$16.54M
0.63%
Sole
57.15K
Shared
0.00
None
0.00

HEWLETT PACKARD ENTERPRISE C

DFND
COM
Shares364.65K
TypeSH
Market value$16.45M
0.63%
Sole
364.65K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares67.02K
TypeSH
Market value$15.97M
0.61%
Sole
67.02K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

DFND
COM
Shares52.82K
TypeSH
Market value$14.85M
0.57%
Sole
52.82K
Shared
0.00
None
0.00

RIO TINTO PLC

DFND
SPONSORED ADR
Shares153.59K
TypeSH
Market value$14.58M
0.56%
Sole
153.59K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares40.74K
TypeSH
Market value$14.56M
0.56%
Sole
40.74K
Shared
0.00
None
0.00

CHEVRON CORPORATION

DFND
COM
Shares84.27K
TypeSH
Market value$13.97M
0.53%
Sole
84.27K
Shared
0.00
None
0.00
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