account_balance
Investment manager · 13F filer · SEC CIK 1910666
City State Bank
Reported value$441Mas of Sep 30, 2026
Positions864 83 new, 28 sold out
Top 10 weight29.4%AAPL alone is 4%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.2%Trimmed −3%
DFCFDimensional ETF Trust Core Fixed Income
3.7%Added +5%
DFSDDimensional ETF Trust Short-Duration Fixed Income
3.3%Added +11%
BIVVanguard Bond Index Funds Intermediate-Term ETF
3.1%
MUMicron Technology Inc
3.1%
BSVVanguard Bond Index Funds Short-Term ETF
2.6%
VIGVanguard Specialized Funds Dividend Appreciation Ftf
2.6%Added +3%
VYMVanguard High Dividend Yield ETF
2.4%Added +4%
DFATDimensional ETF Trust U.S. Targeted Value
2.2%
VWOBVanguard Whitehall Funds Emerging Markets Government Bond ETF
2.1%Added +6%
MSFTMicrosoft Corp
2.1%
VUGVanguard Index Funds Morningstar Growth ETF
1.9%Added +18%
AAPLApple Inc.
4.2%−3%
DFCFDimensional ETF Trust Core Fixed Income
3.7%
DFSDDimensional ETF Trust Short-Duration Fixed Income
3.3%
BIVVanguard Bond Index Funds Intermediate-Term ETF
3.1%
MUMicron Technology Inc
3.1%
BSVVanguard Bond Index Funds Short-Term ETF
2.6%
VIGVanguard Specialized Funds Dividend Appreciation Ftf
2.6%
VYMVanguard High Dividend Yield ETF
2.4%
DFATDimensional ETF Trust U.S. Targeted Value
2.2%
VWOBVanguard Whitehall Funds Emerging Markets Government Bond ETF
2.1%
MSFTMicrosoft Corp
2.1%
VUGVanguard Index Funds Morningstar Growth ETF
1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.2% Trimmed −3%
DFCF Dimensional ETF Trust Core Fixed Income 3.7% Added +5%
DFSD Dimensional ETF Trust Short-Duration Fixed Income 3.3% Added +11%
BIV Vanguard Bond Index Funds Intermediate-Term ETF 3.1% Held
MU Micron Technology Inc 3.1% HeldBSV Vanguard Bond Index Funds Short-Term ETF 2.6% Held
VIG Vanguard Specialized Funds Dividend Appreciation Ftf 2.6% Added +3%
VYM Vanguard High Dividend Yield ETF 2.4% Added +4%
DFAT Dimensional ETF Trust U.S. Targeted Value 2.2% Held
VWOB Vanguard Whitehall Funds Emerging Markets Government Bond ETF 2.1% Added +6%
MSFT Microsoft Corp 2.1% HeldVUG Vanguard Index Funds Morningstar Growth ETF 1.9% Added +18%
What changed
Biggest moves since Jun 30, 2026
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