SIOUX CITY, IA
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 1.86M
Full voting authority
1.72M
shares
Joint voting authority
0.00
shares
No voting authority
137.28K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BNY MELLON MUNI INT ETFDFND | OTHER | 459.09K | SH | $11.98M 5.77% | 459.09K | 0.00 | 0.00 |
APPLE INCDFND | COMMON STOCK | 43.36K | SH | $11.00M 5.30% | 38.65K | 0.00 | 4.71K |
ALPHABET INC CL ADFND | COMMON STOCK | 30.29K | SH | $8.71M 4.20% | 29.73K | 0.00 | 565.00 |
MICROSOFT CORPDFND | COMMON STOCK | 21.10K | SH | $7.81M 3.76% | 17.77K | 0.00 | 3.33K |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 15.90K | SH | $7.62M 3.67% | 12.44K | 0.00 | 3.46K |
VANGUARD TOT WORLD STK ETFDFND | OTHER | 41.39K | SH | $5.73M 2.76% | 41.39K | 0.00 | 0.00 |
WALMART INCDFND | COMMON STOCK | 43.43K | SH | $5.40M 2.60% | 41.11K | 0.00 | 2.32K |
ORACLE CORPDFND | COMMON STOCK | 29.28K | SH | $4.31M 2.08% | 26.52K | 0.00 | 2.76K |
THERMO FISHER SCIENTIFIC INC.DFND | COMMON STOCK | 8.58K | SH | $4.22M 2.03% | 8.48K | 0.00 | 100.00 |
RTX CORPDFND | COMMON STOCK | 21.51K | SH | $4.15M 2.00% | 19.78K | 0.00 | 1.72K |
EXXON MOBIL CORPDFND | COMMON STOCK | 24.40K | SH | $4.14M 1.99% | 23.49K | 0.00 | 908.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 16.78K | SH | $4.10M 1.98% | 16.56K | 0.00 | 219.00 |
AFLAC INCDFND | COMMON STOCK | 34.53K | SH | $3.79M 1.83% | 32.24K | 0.00 | 2.29K |
CUMMINS INCDFND | COMMON STOCK | 6.92K | SH | $3.72M 1.79% | 6.47K | 0.00 | 445.00 |
QUALCOMM INCDFND | COMMON STOCK | 28.07K | SH | $3.61M 1.74% | 27.67K | 0.00 | 400.00 |
ABBVIE INCDFND | COMMON STOCK | 16.47K | SH | $3.58M 1.73% | 15.74K | 0.00 | 730.00 |
NVIDIA CORPDFND | COMMON STOCK | 18.85K | SH | $3.29M 1.58% | 10.26K | 0.00 | 8.59K |
LINDE PLCDFND | COMMON STOCK | 6.57K | SH | $3.26M 1.57% | 6.34K | 0.00 | 231.00 |
AMAZON COM INCDFND | COMMON STOCK | 14.01K | SH | $2.92M 1.41% | 9.69K | 0.00 | 4.32K |
JACOBS SOLUTIONS INCDFND | COMMON STOCK | 21.91K | SH | $2.79M 1.34% | 21.91K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 9.44K | SH | $2.78M 1.34% | 7.81K | 0.00 | 1.63K |
LEIDOS HOLDINGS INCDFND | COMMON STOCK | 17.44K | SH | $2.71M 1.31% | 17.38K | 0.00 | 66.00 |
NUCOR CORPDFND | COMMON STOCK | 15.85K | SH | $2.68M 1.29% | 15.85K | 0.00 | 0.00 |
DIGITAL RLTY TR INCDFND | COMMON STOCK | 14.69K | SH | $2.65M 1.28% | 14.69K | 0.00 | 0.00 |
UNION PAC CORPDFND | COMMON STOCK | 10.88K | SH | $2.64M 1.27% | 10.88K | 0.00 | 0.00 |