News + Filings Holdings
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SECURITY NATIONAL BANK OF SIOUX CITY IOWA
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ABBOTT LABORATORIES
| ABT | Common | 16,849 | 16,699 | 1,849,000 | 1,834,000 | 1.41 | |
Hist
| 12/31/2022 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 83,578 | 12,547 | 3,508,000 | 925,000 | 2.68 | |
Hist
| 12/31/2022 |
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NUCOR CORP
| NUE | Common | 16,910 | 987 | 2,229,000 | 525,000 | 1.70 | 0.01 |
Hist
| 12/31/2022 |
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AbbVie Inc.
| ABBV | COM | 14,249 | 251 | 2,302,000 | 423,000 | 1.76 | 0.00 |
Hist
| 12/31/2022 |
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HOME DEPOT, INC.
| HD | Common | 7,462 | 413 | 2,357,000 | 412,000 | 1.80 | 0.00 |
Hist
| 12/31/2022 |
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INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 13,325 | 165 | 1,877,000 | 313,000 | 1.43 | |
Hist
| 12/31/2022 |
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MICROSOFT CORP
| MSFT | Common | 18,654 | 670 | 4,474,000 | 285,000 | 3.42 | 0.00 |
Hist
| 12/31/2022 |
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LOCKHEED MARTIN CORP
| LMT | Common | 2,126 | 126 | 1,034,000 | 261,000 | 0.79 | 0.00 |
Hist
| 12/31/2022 |
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RAYTHEON TECHNOLOGIES CORP
| RTX | COM | 13,472 | 35 | 1,359,000 | 259,000 | 1.04 | |
Hist
| 12/31/2022 |
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ELECTRONIC ARTS INC.
| EA | Common | 7,300 | 1,435 | 892,000 | 214,000 | 0.68 | 0.00 |
Hist
| 12/31/2022 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 22,392 | 3,197 | 873,000 | 173,000 | 0.67 | |
Hist
| 12/31/2022 |
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Merck & Co., Inc.
| MRK | COM | 3,744 | 500 | 415,000 | 136,000 | 0.32 | 0.00 |
Hist
| 12/31/2022 |
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CHEVRON CORP
| CVX | Common | 2,779 | 135 | 499,000 | 119,000 | 0.38 | |
Hist
| 12/31/2022 |
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VANGUARD INDEX FUNDS
| VB | ETF | 7,251 | 102 | 1,331,000 | 109,000 | 1.02 | |
Hist
| 12/31/2022 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 6,143 | 39 | 1,252,000 | 105,000 | 0.96 | |
Hist
| 12/31/2022 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 9,999 | 1,339 | 718,000 | 100,000 | 0.55 | |
Hist
| 12/31/2022 |
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Apple Inc.
| AAPL | Common | 35,947 | 2,774 | 4,671,000 | 87,000 | 3.57 | 0.00 |
Hist
| 12/31/2022 |
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VANGUARD INDEX FUNDS
| VTV | Common | 1,997 | 238 | 280,000 | 63,000 | 0.21 | |
Hist
| 12/31/2022 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 854 | 104 | 300,000 | 54,000 | 0.23 | |
Hist
| 12/31/2022 |
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PRICE T ROWE GROUP INC
| TROW | Common | 11,967 | 30 | 1,305,000 | 51,000 | 1.00 | 0.01 |
Hist
| 12/31/2022 |
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AMAZON COM INC
| AMZN | Common | 3,258 | 1,103 | 274,000 | 30,000 | 0.21 | 0.00 |
Hist
| 12/31/2022 |
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SPDR SERIES TRUST
| JNK | Common | 5,003 | 130 | 450,000 | 22,000 | 0.34 | |
Hist
| 12/31/2022 |
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PayPal Holdings, Inc.
| PYPL | COM | 10,437 | 2,000 | 743,000 | 17,000 | 0.57 | 0.00 |
Hist
| 12/31/2022 |
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Alphabet Inc.
| GOOGL | COM | 25,183 | 1,363 | 2,222,000 | -57,000 | 1.70 | 0.00 |
Hist
| 12/31/2022 |
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