Yankton, SDCIK 20369754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
376 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 271.0K | $16.93M | 7.2% | +8.2K | Added |
| 2 | Vanguard Index Fds | 22.6K | $14.16M | 6.0% | +1.1K | Added |
| 3 | Schwab Strategic Tr | 470.4K | $13.93M | 5.9% | +20.6K | Added |
| 4 | Ishares Tr |
| 155.2K |
| $10.24M |
| 4.4% |
| +5.5K |
| Added |
| 5 | Ishares Tr | 32.8K | $9.09M | 3.9% | +804 | Added |
| 6 | Microsoft Corp | 15.0K | $7.27M | 3.1% | +738 | Added |
| 7 | Apple Inc | 25.4K | $6.90M | 2.9% | +913 | Added |
| 8 | Amazon Com Inc | 29.3K | $6.76M | 2.9% | +1.3K | Added |
| 9 | Nvidia Corporation | 31.3K | $5.84M | 2.5% | +1.6K | Added |
| 10 | Alphabet Inc | 14.9K | $4.67M | 2.0% | −818 | Reduced |
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