Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
City State Bank (CIK 1910666) reported $385.3M across 778 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFCF ($15.5M, 4.03%), AAPL ($14.9M, 3.86%), BIV ($14.3M, 3.71%), DFSD ($12.6M, 3.27%), BSV ($11.5M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Etf Trust Core Fixed Income | $15.5M | 4.03% | 368,087 | Added |
| 2 | AAPL | Apple Inc Ordinary Shares | $14.9M | 3.86% | 58,610 | Trimmed |
| 3 | BIV | Vanguard Bond Index Funds Intermediate-Term Etf | $14.3M | 3.71% | 185,211 | Added |
| 4 | DFSD | Dimensional Etf Trust Short-Duration Fixed Income | $12.6M | 3.27% | 263,092 | Added |
| 5 | BSV | Vanguard Bond Index Funds Short-Term Etf | $11.5M | 2.99% | 146,766 | Added |
| 6 | VIG | Vanguard Specialized Funds Dividend Appreciation Ftf | $9.9M | 2.57% | 46,088 | Added |
| 7 | VYM | Vanguard High Dividend Yield Etf | $9.7M | 2.52% | 65,573 | Added |
| 8 | VWOB | Vanguard Whitehall Funds Emerging Markets Government Bond Etf | $8.4M | 2.17% | 127,304 | Added |
| 9 | DFAT | Dimensional Etf Trust U.S. Targeted Value | $8.4M | 2.17% | 133,825 | Added |
| 10 | BND | Vanguard Total Bond Market Etf | $8.1M | 2.11% | 110,273 | Added |
| 11 | AGG | Ishares Trust Core U.S. Aggregate Bond Etf | $7.4M | 1.91% | 74,282 | Added |
| 12 | BRK/B | Berkshire Hathaway Inc. Ordinary Shares - Class B | $6.5M | 1.69% | 13,553 | Added |
| 13 | BNDX | Vanguard Charlotte Funds Total International Bond Etf | $6.3M | 1.64% | 131,814 | Added |
| 14 | STIP | Ishares Trust 0-5 Year Tips Bond Etf | $6.3M | 1.64% | 61,140 | Added |
| 15 | NVDA | Nvidia Corp Ordinary Shares | $6.1M | 1.59% | 35,056 | Added |
| 16 | MSFT | Microsoft | $6.1M | 1.59% | 16,532 | Added |
| 17 | IGIB | Ishares Trust 5-10 Year Investment Grade Corporate Bond Etf | $6.0M | 1.56% | 113,210 | Added |
| 18 | GOOG | Alphabet Inc Ordinary Shares - Class C | $5.8M | 1.50% | 20,170 | Added |
| 19 | VUG | Vanguard Index Funds Growth Etf | $5.5M | 1.43% | 12,609 | Added |
| 20 | LNT | Alliant Energy Corp. Ordinary Shares | $5.2M | 1.36% | 73,029 | Added |
| 21 | DFAI | Dimensional Etf Trust International Core Equity Market | $5.1M | 1.34% | 132,123 | Added |
| 22 | DFGP | Dimensional Etf Trust Global Core Plus Fixed Income | $4.7M | 1.23% | 87,845 | Added |
| 23 | MU | Micron Technology Inc. Ordinary Shares | $4.7M | 1.21% | 13,829 | Trimmed |
| 24 | VTV | Vanguard Index Funds Value Etf | $4.5M | 1.16% | 22,832 | Added |
| 25 | EBND | Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf | $4.4M | 1.15% | 215,546 | Added |
Source: SEC Form 13F filings · as of 2026-03-31