CS

City State Bank

13F
City State Bank
Last update 2025-04-11 752 Stocks (44 new)
Value $303.00 Mil Turnover 8 %
Countries:
Top Holdings: AAPL(4.31%)BIV(4.01%)DFCF(3.72%)BSV(3.03%)BND(2.62%)
Summary Stock Picks Current Portfolio
City State Bank Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
58,870
13,076.8
-0.51%
4.310
-0.03%
0.000
-9.51%
-14.72%
3,204,508.6
Hardware
BIV 		Vanguard Intermediate-Term Bond ETF
159,060
12,179.2
+10.58%
4.010
+0.38%
0.060
+3.09%
+3.72%
22,012.7
 
DFCF 		Dimensional Core Fixed Income ETF
268,490
11,292.7
+17.22%
3.720
+0.55%
0.170
+1.76%
+2.46%
6,574.1
 
BSV 		Vanguard Short-Term Bond ETF
117,577
9,203.9
+10.51%
3.030
+0.29%
0.030
+2.20%
+2.63%
33,566.8
 
BND 		Vanguard Total Bond Market ETF
108,060
7,937.0
+9.98%
2.620
+0.24%
0.010
+2.29%
+2.90%
127,094.2
 
BRK.B 		Berkshire Hathaway Inc
14,295
7,613.2
+8.06%
2.510
+0.19%
0.000
+13.14%
+16.98%
1,144,244.1
Insurance
VIG 		Vanguard Dividend Appreciation FTF
38,478
7,464.4
+12.81%
2.460
+0.28%
0.010
-5.50%
-2.42%
90,829.3
 
AGG 		iShares Core U.S. Aggregate Bond ETF
73,492
7,269.8
+7.76%
2.400
+0.17%
0.010
+2.04%
+2.57%
123,175.1
 
VYM 		Vanguard High Dividend Yield Indx ETF
55,956
7,216.1
+8.86%
2.380
+0.19%
0.010
-5.73%
-2.20%
61,851.9
 
BNDX 		Vanguard Total International Bond ETF
145,327
7,094.9
+3.94%
2.340
+0.09%
0.010
+1.19%
+1.43%
63,621.9
 

City State Bank's Historical Top Holdings Breakdowns

City State Bank's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Add
+0.55%
●
40.79 ($41.67) 42.32
$41.82
0.36%
Add 17.22%
268,490
39,438
DFSD 		Dimensional Short-Duration Fixed Income ETF2025-03-31Add
+0.53%
●
46.74 ($47.22) 47.57
$47.66
0.93%
Add 30.63%
143,641
33,677
DFGP 		Dimensional Global Core Plus Fixed Income ETF2025-03-31Add
+0.46%
●
52.15 ($53.16) 53.93
$53.45
0.55%
Add 128.81%
46,162
25,987
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.38%
●
73.78 ($75.44) 76.59
$76.50
1.41%
Add 10.58%
159,060
15,215
BSV 		Vanguard Short-Term Bond ETF2025-03-31Add
+0.29%
●
76.94 ($77.63) 78.28
$78.34
0.91%
Add 10.51%
117,577
11,183
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Add
+0.28%
●
190.34 ($198.85) 205.23
$190.18
-4.36%
Add 12.81%
38,478
4,369
VUG 		Vanguard Growth ETF2025-03-31Add
+0.27%
●
369.1 ($404.54) 427.61
$383.84
-5.12%
Add 27.21%
10,167
2,175
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Add
+0.26%
●
32.42 ($34.71) 36.1
$32.51
-6.34%
Add 48.29%
74,631
24,303
DUHP 		Dimensional US High Profitability ETF2025-03-31Add
+0.26%
●
32.57 ($34.36) 35.83
$32.62
-5.06%
Add 157.05%
39,699
24,255
DFAT 		Dimensional U.S. Targeted Value ETF2025-03-31Add
+0.25%
●
50.44 ($55.03) 58.1
$49.34
-10.34%
Add 16.04%
107,600
14,876

City State Bank Total Holding History ($B)

To

City State Bank's Asset Allocation

To

City State Bank Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

City State Bank's Hypothetical Growth since 2025-03-31

City State Bank's Yearly Returns

Year Portfolio % % Excess Gain %

City State Bank's Holdings Heat Map

Size field:

City State Bank's Holdings Bubble Chart

City State Bank News

  • 1

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