SECURITY NATIONAL BANK OF SO DAK - Portfolio overview

SECURITY NATIONAL BANK OF SO DAK has 127 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

  1. BKMI - BNY MELLON MUNI INT ETF, 9.82%
  2. BRKB - BERKSHIRE HATHAWAY INC DEL CL, 6.13%
  3. VT - VANGUARD TOT WORLD STK ETF, 4.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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