SECURITY NATIONAL BANK OF SO DAK Diversified Active

CIK: 0001105909 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 15, 2018

Total Value ($000): $85,819 (100.0% shares, 0.0% debt)

Holdings (85)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 5.1%
Value ($000) $4,392 Shares 23,529 Est. Cost $113.92 Unrealized +71.1%
NKE NIKE INC CL B 3.5%
Value ($000) $3,035 Shares 38,092 Est. Cost $42.07 Unrealized +51.7%
TMO THERMO FISHER SCIENTIFIC INC. 3.3%
Value ($000) $2,798 Shares 13,510 Est. Cost $84.37 Unrealized +146.6%
AAPL APPLE INC 2.5%
Value ($000) $2,107 Shares 11,379 Est. Cost $18.70 Unrealized +128.6%
UNP UNION PAC CORP 2.3%
Value ($000) $1,949 Shares 13,752 Est. Cost $66.78 Unrealized +76.3%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $1,932 Shares 15,918 Est. Cost $62.57 Unrealized +61.0%
LABORATORY CORP AMER HLDGS 2.2%
Value ($000) $1,901 Shares 10,592 Est. Cost $104.45 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $1,863 Shares 18,887 Est. Cost $28.02 Unrealized +220.3%
PEP PEPSICO INC 2.1%
Value ($000) $1,832 Shares 16,827 Est. Cost $57.71 Unrealized +41.6%
JACOBS ENGR GROUP INC 2.1%
Value ($000) $1,773 Shares 27,935 Est. Cost $49.81 Unrealized
DLR DIGITAL RLTY TR INC 1.9%
Value ($000) $1,660 Shares 14,881 Est. Cost $43.16 Unrealized +88.3%
PRAXAIR INC 1.9%
Value ($000) $1,654 Shares 10,461 Est. Cost $115.37 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $1,651 Shares 32,809 Est. Cost $28.67 Unrealized +12.4%
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $1,554 Shares 12,423 Est. Cost $94.64 Unrealized
APACHE CORP 1.8%
Value ($000) $1,533 Shares 32,793 Est. Cost $54.74 Unrealized
DHR DANAHER CORP 1.7%
Value ($000) $1,475 Shares 14,949 Est. Cost $36.27 Unrealized +137.0%
ITW ILLINOIS TOOL WKS INC 1.7%
Value ($000) $1,448 Shares 10,455 Est. Cost $51.17 Unrealized +139.7%
HD HOME DEPOT INC 1.6%
Value ($000) $1,409 Shares 7,219 Est. Cost $59.88 Unrealized +158.8%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $1,368 Shares 21,100 Est. Cost $45.85 Unrealized +19.1%
STT STATE STR CORP 1.6%
Value ($000) $1,360 Shares 14,607 Est. Cost $45.49 Unrealized +71.2%
EXR EXTRA SPACE STORAGE INC REIT 1.6%
Value ($000) $1,359 Shares 13,610 Est. Cost $56.97 Unrealized +22.8%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $1,331 Shares 16,087 Est. Cost $54.37 Unrealized +3.3%
MKC MCCORMICK & CO INC 1.5%
Value ($000) $1,316 Shares 11,330 Est. Cost $30.31 Unrealized +49.9%
KO COCA-COLA CO 1.5%
Value ($000) $1,300 Shares 29,645 Est. Cost $28.69 Unrealized +18.5%
TROW T ROWE PRICE GROUP INC 1.5%
Value ($000) $1,266 Shares 10,908 Est. Cost $50.89 Unrealized +70.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.5%
Value ($000) $1,261 Shares 24,320 Est. Cost $52.93 Unrealized
AEGION CORP 1.5%
Value ($000) $1,259 Shares 48,920 Est. Cost $20.47 Unrealized
WMT WALMART INC 1.4%
Value ($000) $1,229 Shares 14,355 Est. Cost $19.70 Unrealized +28.2%
QCOM QUALCOMM INC 1.4%
Value ($000) $1,217 Shares 21,685 Est. Cost $45.14 Unrealized +1.7%
ORCL ORACLE CORP 1.4%
Value ($000) $1,205 Shares 27,350 Est. Cost $28.28 Unrealized +45.6%
ABBV ABBVIE INC 1.4%
Value ($000) $1,184 Shares 12,780 Est. Cost $28.47 Unrealized +147.7%
AFL AFLAC INC 1.3%
Value ($000) $1,137 Shares 26,417 Est. Cost $28.71 Unrealized +30.8%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $1,136 Shares 16,946 Est. Cost $62.66 Unrealized -12.1%
DVY ISHARES DOW JONES SELECT DIV I 1.3%
Value ($000) $1,079 Shares 11,036 Est. Cost $74.29 Unrealized
NUE NUCOR CORP 1.2%
Value ($000) $1,015 Shares 16,242 Est. Cost $50.55 Unrealized +7.0%
T AT & T INC 1.2%
Value ($000) $1,009 Shares 31,436 Est. Cost $13.97 Unrealized +4.0%
IBM INTERNATIONAL BUSINESS MACHS C 1.2%
Value ($000) $987 Shares 7,059 Est. Cost $109.49 Unrealized -8.7%
EMR EMERSON ELEC CO 1.1%
Value ($000) $985 Shares 14,237 Est. Cost $41.08 Unrealized +42.8%
TD TORONTO DOMINION BK 1.1%
Value ($000) $976 Shares 16,867 Est. Cost $42.66 Unrealized +34.1%
TKR TIMKEN CO 1.1%
Value ($000) $945 Shares 21,701 Est. Cost $35.98 Unrealized +29.6%
WAB WABTEC CORP 1.1%
Value ($000) $940 Shares 9,532 Est. Cost $73.90 Unrealized +20.3%
CVS CVS HEALTH CORP 1.1%
Value ($000) $920 Shares 14,288 Est. Cost $64.55 Unrealized -19.9%
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $878 Shares 11,093 Est. Cost $81.73 Unrealized
XRAY DENTSPLY SIRONA INC 1.0%
Value ($000) $864 Shares 19,737 Est. Cost $59.06 Unrealized -20.5%
BKR BAKER HUGHES, A GE CO, LLC 1.0%
Value ($000) $859 Shares 26,007 Est. Cost $26.55 Unrealized +2.9%
GIS GENERAL MLS INC 1.0%
Value ($000) $858 Shares 19,383 Est. Cost $33.49 Unrealized -0.2%
CA INC 1.0%
Value ($000) $834 Shares 23,383 Est. Cost $31.18 Unrealized
IBB ISHARES NASDAQ BIOTECH INDEX 0.9%
Value ($000) $813 Shares 7,409 Est. Cost $135.26 Unrealized
MCK MCKESSON CORP 0.9%
Value ($000) $813 Shares 6,096 Est. Cost $165.90 Unrealized -17.0%
OMC OMNICOM GROUP INC 0.9%
Value ($000) $808 Shares 10,587 Est. Cost $45.30 Unrealized +23.8%
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $767 Shares 3,073 Est. Cost $245.30 Unrealized
MAN MANPOWERGROUP INC 0.9%
Value ($000) $756 Shares 8,785 Est. Cost $79.51 Unrealized +23.5%
PII POLARIS INDS INC 0.9%
Value ($000) $730 Shares 5,978 Est. Cost $108.33 Unrealized +8.0%
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $726 Shares 6,893 Est. Cost $86.21 Unrealized -7.9%
FTV FORTIVE CORP 0.8%
Value ($000) $720 Shares 9,337 Est. Cost $31.01 Unrealized +49.3%
CMI CUMMINS INC 0.8%
Value ($000) $714 Shares 5,372 Est. Cost $90.34 Unrealized +35.7%
CCL CARNIVAL CORP 0.8%
Value ($000) $687 Shares 11,987 Est. Cost $50.33 Unrealized +17.1%
TGT TARGET CORP 0.8%
Value ($000) $683 Shares 8,974 Est. Cost $49.61 Unrealized +20.2%
VHT VANGUARD HEALTH CARE ETF 0.8%
Value ($000) $660 Shares 4,150 Est. Cost $139.59 Unrealized
IP INTERNATIONAL PAPER CO 0.8%
Value ($000) $646 Shares 12,406 Est. Cost $27.57 Unrealized +31.9%
SPY SPDR S&P 500 ETF TRUST 0.7%
Value ($000) $570 Shares 2,100 Est. Cost $223.67 Unrealized
VO VANGUARD MID CAP ETF 0.6%
Value ($000) $543 Shares 3,442 Est. Cost $124.45 Unrealized
VB VANGUARD SMALL-CAP ETF 0.6%
Value ($000) $528 Shares 3,393 Est. Cost $114.19 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH E 0.6%
Value ($000) $518 Shares 6,831 Est. Cost $52.55 Unrealized
CVX CHEVRON CORPORATION 0.5%
Value ($000) $451 Shares 3,571 Est. Cost $70.97 Unrealized +25.6%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $438 Shares 4,208 Est. Cost $45.31 Unrealized +96.5%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $425 Shares 4,547 Est. Cost $52.66 Unrealized +32.4%
MMM 3M CO 0.5%
Value ($000) $420 Shares 2,135 Est. Cost $63.48 Unrealized +105.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $418 Shares 246 Est. Cost $41.67 Unrealized +90.5%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $319 Shares 5,753 Est. Cost $29.35 Unrealized +47.7%
RAYTHEON CO 0.4%
Value ($000) $309 Shares 1,600 Est. Cost $136.25 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $285 Shares 8,680 Est. Cost $32.02 Unrealized -16.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value ($000) $282 Shares 1 Est. Cost $214456.19 Unrealized +36.6%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $280 Shares 3,581 Est. Cost $71.16 Unrealized -13.2%
BA BOEING CO 0.3%
Value ($000) $277 Shares 826 Est. Cost $220.44 Unrealized +49.9%
ORI OLD REP INTL CORP 0.3%
Value ($000) $271 Shares 13,625 Est. Cost $5.60 Unrealized +106.4%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $268 Shares 1,774 Est. Cost $98.76 Unrealized +26.9%
COP CONOCOPHILLIPS 0.3%
Value ($000) $251 Shares 3,606 Est. Cost $43.76 Unrealized +18.4%
PSX PHILLIPS 66 0.3%
Value ($000) $249 Shares 2,216 Est. Cost $61.25 Unrealized +35.7%
TSN TYSON FOODS INC 0.3%
Value ($000) $246 Shares 3,575 Est. Cost $33.31 Unrealized +68.9%
DIS DISNEY WALT CO 0.2%
Value ($000) $206 Shares 1,967 Est. Cost $100.96 Unrealized -3.8%
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $201 Shares 2,454 Est. Cost $68.93 Unrealized 0.0%
ECL ECOLAB INC 0.2%
Value ($000) $201 Shares 1,430 Est. Cost $132.91 Unrealized 0.0%
GENERAL ELEC CO 0.2%
Value ($000) $169 Shares 12,371 Est. Cost $24.41 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $128 Shares 2,098 Est. Cost $39.40 Unrealized +34.9%