SIOUX CITY, IA
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Full voting authority
1.80M
shares
Joint voting authority
0.00
shares
No voting authority
390.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BNY MELLON MUNI INT ETFDFND | OTHER | 446.73K | SH | $11.66M 6.89% | 446.73K | 0.00 | 0.00 |
APPLE INCDFND | COMMON STOCK | 30.63K | SH | $7.77M 4.60% | 30.63K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 13.86K | SH | $6.64M 3.93% | 13.47K | 0.00 | 390.00 |
ALPHABET INC CL ADFND | COMMON STOCK | 21.49K | SH | $6.18M 3.65% | 21.49K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COMMON STOCK | 16.46K | SH | $6.09M 3.60% | 16.46K | 0.00 | 0.00 |
WALMART INCDFND | COMMON STOCK | 43.09K | SH | $5.36M 3.17% | 43.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 7.00 | SH | $5.03M 2.97% | 7.00 | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COMMON STOCK | 25.97K | SH | $4.41M 2.60% | 25.97K | 0.00 | 0.00 |
AFLAC INCDFND | COMMON STOCK | 31.82K | SH | $3.49M 2.06% | 31.82K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 14.27K | SH | $3.49M 2.06% | 14.27K | 0.00 | 0.00 |
ORACLE CORPDFND | COMMON STOCK | 22.41K | SH | $3.30M 1.95% | 22.41K | 0.00 | 0.00 |
ABBVIE INCDFND | COMMON STOCK | 14.97K | SH | $3.26M 1.92% | 14.97K | 0.00 | 0.00 |
CUMMINS INCDFND | COMMON STOCK | 5.85K | SH | $3.15M 1.86% | 5.85K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC.DFND | COMMON STOCK | 6.22K | SH | $3.06M 1.81% | 6.22K | 0.00 | 0.00 |
TE CONNECTIVITY PLCDFND | COMMON STOCK | 14.15K | SH | $2.96M 1.75% | 14.15K | 0.00 | 0.00 |
LAM RESEARCH CORPORATIONDFND | COMMON STOCK | 12.59K | SH | $2.69M 1.59% | 12.59K | 0.00 | 0.00 |
LEIDOS HOLDINGS INCDFND | COMMON STOCK | 16.72K | SH | $2.60M 1.54% | 16.72K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MKTS EDFND | OTHER | 40.51K | SH | $2.60M 1.53% | 40.51K | 0.00 | 0.00 |
STATE STR CORPDFND | COMMON STOCK | 19.64K | SH | $2.49M 1.47% | 19.64K | 0.00 | 0.00 |
QUALCOMM INCDFND | COMMON STOCK | 19.24K | SH | $2.48M 1.46% | 19.24K | 0.00 | 0.00 |
DIGITAL RLTY TR INCDFND | COMMON STOCK | 13.54K | SH | $2.44M 1.44% | 13.54K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCDFND | COMMON STOCK | 47.30K | SH | $2.37M 1.40% | 47.30K | 0.00 | 0.00 |
RTX CORPDFND | COMMON STOCK | 11.22K | SH | $2.16M 1.28% | 11.22K | 0.00 | 0.00 |
NUCOR CORPDFND | COMMON STOCK | 12.30K | SH | $2.08M 1.23% | 12.30K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 7.02K | SH | $2.07M 1.22% | 7.02K | 0.00 | 0.00 |