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Home > Institutional Investor > City State Bank > Profile

Instuitional Investor - City State Bank

Fund Profile
Filing Period:
Fund Name: City State Bank
Portfolio Value $318,997,042
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 156,251 $12,084,452 3.79%
2.
Apple Inc.
 AAPL 58,647 $12,032,605 3.77%
3.
Dimensional Etf Trust
 276,525 $11,685,947 3.66%
4.
Vanguard Bond Index Funds
 BND 118,484 $9,324,691 2.92%
5.
Vanguard Group Inc. Dividend Appreciation Ftf - DIV APP ETF
 38,935 $7,968,826 2.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)