PEOPLES BANK/KS

PrivateCIK: 1998269
Location

PRATT, KS

98
Positions
$102.88M
Total AUM (reported)
774.52K
Total Shares

Allocation by class

TOTAL AUM$102.88M98 positions
COMMON STOCK$72.79M70.7%
EXCHANGE TRADED FUND$22.72M22.1%
INT'L COMMON STOCK$6.33M6.2%
INTERNATIONAL EQUITY ETF$786.8K0.8%
FIXED INCOME ETF$265.9K0.3%

Portfolio Concentration

Top 314.7%4–1019.2%11–2524.4%Rest41.6%TOP 1033.9%0%100%
Top 3$15.14M14.7%
4–10$19.79M19.2%
11–25$25.12M24.4%
Rest$42.84M41.6%

Top 3 weight

14.7%

Top 10 weight

33.9%

Voting Authority Distribution

Total shares with voting rights: 774.52K

Sole

Full voting authority

774.52K

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)

Sole98
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings98
Rows:

ALPHABET

SOLE
Common Stock
Shares15.84K
TypeSH
Market value$5.66M
5.50%
Sole
15.84K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC

SOLE
Common Stock
Shares10.29K
TypeSH
Market value$5.15M
5.01%
Sole
10.29K
Shared
0.00
None
0.00

APPLE

SOLE
Common Stock
Shares14.95K
TypeSH
Market value$4.33M
4.20%
Sole
14.95K
Shared
0.00
None
0.00

MICROSOFT

SOLE
Common Stock
Shares11.57K
TypeSH
Market value$4.32M
4.19%
Sole
11.57K
Shared
0.00
None
0.00

VANGUARD S&P 500

SOLE
Exchange Traded Fund
Shares5.49K
TypeSH
Market value$3.77M
3.66%
Sole
5.49K
Shared
0.00
None
0.00

INVESCO QQQ

SOLE
Exchange Traded Fund
Shares3.77K
TypeSH
Market value$2.78M
2.70%
Sole
3.77K
Shared
0.00
None
0.00

ISHARES TR U.S.

SOLE
Exchange Traded Fund
Shares80.75K
TypeSH
Market value$2.46M
2.39%
Sole
80.75K
Shared
0.00
None
0.00

ISHARES SELECT DIVIDEND

SOLE
Exchange Traded Fund
Shares14.60K
TypeSH
Market value$2.28M
2.22%
Sole
14.60K
Shared
0.00
None
0.00

ANALOG

SOLE
Common Stock
Shares5.35K
TypeSH
Market value$2.12M
2.06%
Sole
5.35K
Shared
0.00
None
0.00

EXXON MOBIL

SOLE
Common Stock
Shares15.05K
TypeSH
Market value$2.06M
2.00%
Sole
15.05K
Shared
0.00
None
0.00

WELLS FARGO

SOLE
Common Stock
Shares24.41K
TypeSH
Market value$2.02M
1.96%
Sole
24.41K
Shared
0.00
None
0.00

S&P SPDR TECHNOLOGY SBI

SOLE
Exchange Traded Fund
Shares10.38K
TypeSH
Market value$1.98M
1.92%
Sole
10.38K
Shared
0.00
None
0.00

AMAZON.COM

SOLE
Common Stock
Shares7.93K
TypeSH
Market value$1.89M
1.84%
Sole
7.93K
Shared
0.00
None
0.00

JP MORGAN

SOLE
Common Stock
Shares5.74K
TypeSH
Market value$1.88M
1.83%
Sole
5.74K
Shared
0.00
None
0.00

WAL-MART

SOLE
Common Stock
Shares16.30K
TypeSH
Market value$1.85M
1.79%
Sole
16.30K
Shared
0.00
None
0.00

JOHNSON &

SOLE
Common Stock
Shares7.15K
TypeSH
Market value$1.82M
1.76%
Sole
7.15K
Shared
0.00
None
0.00

GENERAL DYNAMICS

SOLE
Common Stock
Shares4.74K
TypeSH
Market value$1.68M
1.63%
Sole
4.74K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR

SOLE
Int'l Common Stock
Shares3.43K
TypeSH
Market value$1.64M
1.59%
Sole
3.43K
Shared
0.00
None
0.00

PEPSICO

SOLE
Common Stock
Shares12.03K
TypeSH
Market value$1.63M
1.58%
Sole
12.03K
Shared
0.00
None
0.00

ENBRIDGE

SOLE
Int'l Common Stock
Shares28.95K
TypeSH
Market value$1.57M
1.53%
Sole
28.95K
Shared
0.00
None
0.00

LOWE'S COMPANIES

SOLE
Common Stock
Shares6.98K
TypeSH
Market value$1.54M
1.50%
Sole
6.98K
Shared
0.00
None
0.00

MCDONALDS

SOLE
Common Stock
Shares5.68K
TypeSH
Market value$1.54M
1.49%
Sole
5.68K
Shared
0.00
None
0.00

CATERPILLAR

SOLE
Common Stock
Shares1.35K
TypeSH
Market value$1.44M
1.40%
Sole
1.35K
Shared
0.00
None
0.00

VISA

SOLE
Common Stock
Shares3.91K
TypeSH
Market value$1.34M
1.30%
Sole
3.91K
Shared
0.00
None
0.00

CISCO SYSTEMS

SOLE
Common Stock
Shares11.34K
TypeSH
Market value$1.33M
1.29%
Sole
11.34K
Shared
0.00
None
0.00
Page 1 of 4