ALERUS FINANCIAL NA Diversified Active

Location: Grand Forks, ND

CIK: 0000919458 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value: $1.225B (100.0% shares, 0.0% debt)

Holdings (150)

VOO VANGUARD INDEX FDS 10.6%
Value $130M Shares 297,980 Est. Cost Unrealized
DFAX DIMENSIONAL ETF TRUST 7.9%
Value $96.42M Shares 3,948,218 Est. Cost Unrealized
AGG ISHARES TRUST 6.2%
Value $76.37M Shares 769,430 Est. Cost Unrealized
IXUS ISHARES TRUST 5.6%
Value $68.72M Shares 1,058,404 Est. Cost Unrealized
ALRS ALERUS FINANCIAL CORP 4.1%
Value $50.62M Shares 2,260,965 Est. Cost Unrealized
AAPL APPLE COMPUTER 4.0%
Value $49.5M Shares 257,124 Est. Cost Unrealized
MSFT MICROSOFT INC 4.0%
Value $48.85M Shares 129,900 Est. Cost Unrealized
IWR ISHARES RUSSELL MIDCAP 2.7%
Value $32.6M Shares 419,362 Est. Cost Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.4%
Value $29.57M Shares 363,790 Est. Cost Unrealized
NVDA NIVIDIA CORP 1.8%
Value $21.94M Shares 44,312 Est. Cost Unrealized
GOOGL ALPHABET INC 1.8%
Value $21.86M Shares 156,494 Est. Cost Unrealized
XLK SELECT SECTOR SPDR ETF 1.8%
Value $21.45M Shares 153,086 Est. Cost Unrealized
JPM JP MORGAN CHASE & CO 1.7%
Value $21.27M Shares 125,070 Est. Cost Unrealized
AMZN AMAZON.COM INC 1.6%
Value $19.44M Shares 127,951 Est. Cost Unrealized
ETN EATON CORP PLC 1.2%
Value $14.51M Shares 60,251 Est. Cost Unrealized
LLY LILLY ELI & CO 1.1%
Value $13.89M Shares 23,836 Est. Cost Unrealized
XLE SELECT SECTOR SPDR ETF 1.1%
Value $13.2M Shares 157,452 Est. Cost Unrealized
V VISA INC 1.1%
Value $12.95M Shares 49,733 Est. Cost Unrealized
META META PLATFORMS INC 1.0%
Value $12.84M Shares 36,277 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY 1.0%
Value $12.49M Shares 35,020 Est. Cost Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.9%
Value $10.8M Shares 528,285 Est. Cost Unrealized
AVGO BROADCOM INC 0.8%
Value $10.34M Shares 9,264 Est. Cost Unrealized
CLX CLOROX CO DEL 0.8%
Value $10.17M Shares 71,347 Est. Cost Unrealized
CVX CHEVRON TEXACO 0.8%
Value $9.757M Shares 65,415 Est. Cost Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value $9.303M Shares 52,028 Est. Cost Unrealized
TTWO TAKE-2 INTERACTIVE SOFTWAR 0.8%
Value $9.204M Shares 57,183 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.7%
Value $9.097M Shares 263,766 Est. Cost Unrealized
ZTS ZOETIS INC 0.7%
Value $9.068M Shares 45,946 Est. Cost Unrealized
INTC INTEL INC 0.7%
Value $8.813M Shares 175,381 Est. Cost Unrealized
PH PARKER HANNIFEN CORPORATION 0.7%
Value $8.799M Shares 19,099 Est. Cost Unrealized
XOM EXXON MOBIL CORP COM 0.7%
Value $8.794M Shares 87,953 Est. Cost Unrealized
IBM IBM 0.7%
Value $8.669M Shares 53,008 Est. Cost Unrealized
COR CENCORA INC 0.7%
Value $8.37M Shares 40,754 Est. Cost Unrealized
IEF ISHARES TR 0.7%
Value $8.358M Shares 86,715 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value $8.223M Shares 72,142 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.7%
Value $8.21M Shares 113,977 Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.6%
Value $7.894M Shares 28,983 Est. Cost Unrealized
UNILEVER PLC ADR 0.6%
Value $7.815M Shares 161,200 Est. Cost Unrealized
WFC WELLS FARGO & CO NEW CO 0.6%
Value $7.691M Shares 156,257 Est. Cost Unrealized
MET METLIFE INC 0.6%
Value $7.549M Shares 114,152 Est. Cost Unrealized
MRK MERCK & CO INC 0.6%
Value $7.387M Shares 67,760 Est. Cost Unrealized
EQIX EQUINIX INC 0.6%
Value $7.293M Shares 9,055 Est. Cost Unrealized
ABBV ABBVIE INC 0.6%
Value $7.241M Shares 46,722 Est. Cost Unrealized
HEI HEICO CORP NEW 0.6%
Value $7.221M Shares 40,371 Est. Cost Unrealized
ICLR ICON PLC 0.6%
Value $7.221M Shares 25,509 Est. Cost Unrealized
T AT&T INC 0.6%
Value $7.157M Shares 426,512 Est. Cost Unrealized
BBY BEST BUY INC 0.6%
Value $7.093M Shares 90,605 Est. Cost Unrealized
QSR RESTURANT BRANDS INTERNATIONAL INC 0.6%
Value $6.986M Shares 89,416 Est. Cost Unrealized
TSLA TESLA INC 0.6%
Value $6.837M Shares 27,514 Est. Cost Unrealized
UNP UNION PAC CORP 0.6%
Value $6.83M Shares 27,806 Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS PL 0.5%
Value $6.619M Shares 77,533 Est. Cost Unrealized
HPQ HP INC 0.5%
Value $6.409M Shares 212,981 Est. Cost Unrealized
SO SOUTHERN COMPANY 0.5%
Value $6.386M Shares 91,074 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value $6.191M Shares 11,760 Est. Cost Unrealized
DOW DOW INC 0.5%
Value $6.131M Shares 111,804 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.5%
Value $6.042M Shares 69,844 Est. Cost Unrealized
VZ VERIZON COMMUNICATION 0.5%
Value $5.818M Shares 154,310 Est. Cost Unrealized
MNST MONSTER BEVERAGE 0.4%
Value $5.337M Shares 92,641 Est. Cost Unrealized
WDC WESTERN DIGITAL CORPORATION DEL 0.4%
Value $5.305M Shares 101,291 Est. Cost Unrealized
XLB SELECT SECTOR SPDR EFT 0.4%
Value $5.073M Shares 59,307 Est. Cost Unrealized
HAS HASBRO INC 0.4%
Value $4.853M Shares 95,045 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value $4.723M Shares 55,339 Est. Cost Unrealized
TXN TEXAS INSTRUMENTS INC 0.4%
Value $4.693M Shares 27,533 Est. Cost Unrealized
NKE NIKE INC 0.4%
Value $4.682M Shares 43,120 Est. Cost Unrealized
WSO WATSCO INC 0.4%
Value $4.679M Shares 10,921 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC 0.4%
Value $4.645M Shares 8,752 Est. Cost Unrealized
WCC WESCO INTL INC 0.4%
Value $4.6M Shares 26,455 Est. Cost Unrealized
NFLX NETFLIX INC 0.4%
Value $4.582M Shares 9,411 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.4%
Value $4.576M Shares 10,388 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHAN 0.4%
Value $4.552M Shares 35,447 Est. Cost Unrealized
ATR APTARGROUP INC 0.4%
Value $4.507M Shares 36,459 Est. Cost Unrealized
PINS PINTEREST INC 0.4%
Value $4.445M Shares 120,001 Est. Cost Unrealized
MMM 3M COMPANY 0.4%
Value $4.431M Shares 40,528 Est. Cost Unrealized
KVUE KENVUE INC 0.4%
Value $4.428M Shares 205,658 Est. Cost Unrealized
WMT WALMART INC 0.3%
Value $4.264M Shares 27,050 Est. Cost Unrealized
ULTA ULTA BEAUTY INC 0.3%
Value $4.193M Shares 8,558 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value $3.832M Shares 66,288 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $3.814M Shares 20,130 Est. Cost Unrealized
AIZ ASSURANT INC 0.3%
Value $3.731M Shares 22,143 Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.3%
Value $3.692M Shares 46,695 Est. Cost Unrealized
SHOP SHOPIFY INC 0.3%
Value $3.651M Shares 46,863 Est. Cost Unrealized
XBI SPDR SER TR 0.3%
Value $3.112M Shares 34,853 Est. Cost Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value $3.015M Shares 17,661 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value $2.914M Shares 12,958 Est. Cost Unrealized
ZG ZILLOW GROUP INC 0.2%
Value $2.902M Shares 51,168 Est. Cost Unrealized
IWM ISHARES TRUST 0.2%
Value $2.864M Shares 14,269 Est. Cost Unrealized
ORCL ORACLE CORP 0.2%
Value $2.779M Shares 26,358 Est. Cost Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.2%
Value $2.438M Shares 51,998 Est. Cost Unrealized
IVV ISHARES TRUST 0.2%
Value $2.372M Shares 4,967 Est. Cost Unrealized
PAYC PAYCOM SOFTWARE INC 0.2%
Value $2.223M Shares 10,755 Est. Cost Unrealized
HD HOME DEPOT INC 0.2%
Value $1.988M Shares 5,737 Est. Cost Unrealized
IYR ISHARES TR 0.2%
Value $1.892M Shares 20,693 Est. Cost Unrealized
IVW ISHARES S&P 500 GROWTH 0.1%
Value $1.687M Shares 22,464 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $1.474M Shares 4,201 Est. Cost Unrealized
OKTA OKTA INCORPORATION 0.1%
Value $1.303M Shares 14,391 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $1.282M Shares 3,801 Est. Cost Unrealized
VV VANGUARD INDEX FDS 0.1%
Value $1.245M Shares 5,705 Est. Cost Unrealized
ECL ECOLAB INC 0.1%
Value $1.214M Shares 6,120 Est. Cost Unrealized
KO COCA COLA COMPANY 0.1%
Value $1.13M Shares 19,180 Est. Cost Unrealized
DE DEERE & CO 0.1%
Value $1.016M Shares 2,541 Est. Cost Unrealized
SPY SPDR S &P 500 ETF TR 0.1%
Value $925K Shares 1,947 Est. Cost Unrealized
IJH ISHARES TRUST 0.1%
Value $685K Shares 2,470 Est. Cost Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value $672K Shares 10,399 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $668K Shares 3,566 Est. Cost Unrealized
JNJ JOHNSON AND JOHNSON 0.0%
Value $608K Shares 3,882 Est. Cost Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value $589K Shares 4,501 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.0%
Value $561K Shares 2,426 Est. Cost Unrealized
COST COSTCO WHSL CORP 0.0%
Value $557K Shares 844 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY 0.0%
Value $543K Shares 1 Est. Cost Unrealized
IJK ISHARES TRUST 0.0%
Value $537K Shares 6,784 Est. Cost Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value $529K Shares 6,597 Est. Cost Unrealized
EFG ISHARES TRUST 0.0%
Value $513K Shares 5,300 Est. Cost Unrealized
CENTA CENTRAL GARDEN & PET CO 0.0%
Value $508K Shares 11,540 Est. Cost Unrealized
AMD ADVANCED MIRCO DEVICES INC 0.0%
Value $493K Shares 3,345 Est. Cost Unrealized
USB US BANCORP DEL 0.0%
Value $473K Shares 10,934 Est. Cost Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value $451K Shares 1,910 Est. Cost Unrealized
LIN LINDE PLC 0.0%
Value $451K Shares 1,099 Est. Cost Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD 0.0%
Value $434K Shares 10,184 Est. Cost Unrealized
CB CHUBB LIMITED 0.0%
Value $429K Shares 1,900 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value $414K Shares 2,865 Est. Cost Unrealized
BAC BANK OF AMERICA 0.0%
Value $409K Shares 12,136 Est. Cost Unrealized
IJR ISHARES TRUST 0.0%
Value $408K Shares 3,773 Est. Cost Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value $391K Shares 656 Est. Cost Unrealized
DVY ISHARES TRUST 0.0%
Value $387K Shares 3,304 Est. Cost Unrealized
MDT MEDTRONIC HLDG PLC 0.0%
Value $380K Shares 4,607 Est. Cost Unrealized
PG PROCTER AND GAMBLE COMP 0.0%
Value $357K Shares 2,438 Est. Cost Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $338K Shares 3,347 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $319K Shares 3,419 Est. Cost Unrealized
CSCO CISCO SYSTEMS 0.0%
Value $315K Shares 6,231 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $311K Shares 2,824 Est. Cost Unrealized
OTTR OTTER TAIL CORP 0.0%
Value $310K Shares 3,643 Est. Cost Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value $303K Shares 97,760 Est. Cost Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value $285K Shares 1,231 Est. Cost Unrealized
SNAP SNAP INC 0.0%
Value $282K Shares 16,630 Est. Cost Unrealized
ELV ANTHEM INC 0.0%
Value $272K Shares 577 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $255K Shares 1,279 Est. Cost Unrealized
XEL XCEL ENERGY INC 0.0%
Value $251K Shares 4,047 Est. Cost Unrealized
EMR EMERSON ELECTIC CO 0.0%
Value $249K Shares 2,558 Est. Cost Unrealized
PRU PRUDENTIAL FINANCIAL IN 0.0%
Value $243K Shares 2,345 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $242K Shares 568 Est. Cost Unrealized
CAT CATERPILLAR INC 0.0%
Value $231K Shares 780 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $221K Shares 738 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $221K Shares 1,617 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $217K Shares 977 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $208K Shares 1,226 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE INC 0.0%
Value $203K Shares 501 Est. Cost Unrealized
BWEN BROADWIND INC 0.0%
Value $36,672 Shares 13,239 Est. Cost Unrealized
OXSQ OXFORD SQUARE CAP CORP 0.0%
Value $28,600 Shares 10,000 Est. Cost Unrealized
SELECTA BIOSCIENCES, INC 0.0%
Value $20,682 Shares 30,000 Est. Cost Unrealized
GLUCOTRACK INC 0.0%
Value $18,116 Shares 69,279 Est. Cost Unrealized