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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $436M AUM 809 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 99 Added 89 Reduced 15 Exited
Page 2 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAI Dimensional Etf Trust International Core Equity Market 144,938.0 $6.0M 1.37% +13K +9.7% $41.25 +5.2%
22 DFGP Dimensional Etf Trust Global Core Plus Fixed Income 97,780.0 $5.3M 1.22% +10K +11.3% $54.46 -1.8%
23 VTV Vanguard Index Funds Value Etf 23,168.0 $5.0M 1.16% +336.0 +1.5% $217.93 +4.1%
24 DFIV Dimensional Etf Trust International Value 92,663.0 $5.0M 1.15% +9K +11.2% $54.02 +7.8%
25 AMZN Amazon.com Inc. Ordinary Shares Consumer Cyclical 20,591.0 $4.9M 1.12% +247.0 +1.2% $238.34 +9.2%
26 DUHP Dimensional Etf Trust US High Profitability 117,273.0 $4.9M 1.12% +14K +13.5% $41.73 +1.8%
27 EBND Spdr Series Trust State Street Bloomberg Emerging Markets Local Bond Etf 221,052.0 $4.6M 1.06% +6K +2.5% $20.92 +1.6%
28 DFAE Dimensional Etf Trust Emerging Core Equity Market 111,172.0 $4.5M 1.02% +8K +7.4% $40.21 -1.3%
29 DFAC Dimensional Etf Trust U.S. Core Equity 2 93,086.0 $4.1M 0.95% +4K +4.2% $44.36 +2.8%
30 CAT Caterpiller, Inc DEL Industrials 3,843.0 $4.1M 0.94% -37.0 -0.9% $1064.90 -22.8%
31 VO Vanguard Index Funds Mid-Cap Etf 50,349.0 $4.1M 0.93% +38K +317.6% $80.57 +3.2%
32 TSM Taiwan Semiconductor Manufacturing LTD Technology 8,109.0 $3.9M 0.89% +132.0 +1.6% $477.57 -12.5%
33 VFH Vanguard World Fund Financials Etf 27,626.0 $3.6M 0.83% $131.60 +8.1%
34 DFLV Dimensional Etf Trust US Large Cap Value 89,881.0 $3.6M 0.81% +6K +6.8% $39.54 +6.3%
35 VGT Vanguard World Fund Information Technology Etf 28,215.0 $3.4M 0.77% +25K +754.5% $119.52 -1.3%
36 VB Vanguard Index Funds Small Cap Etf 10,916.0 $3.3M 0.76% +510.0 +4.9% $303.12 +0.3%
37 SPY Spdr S&p 500 Etf Trust Financial Services 4,367.0 $3.3M 0.75% -31.0 -0.7% $746.77 +2.6%
38 LLY Lilly(eli) & Co Ordinary Shares Healthcare 2,696.0 $3.2M 0.74% -188.0 -6.5% $1199.43 -0.8%
39 DFIP Dimensional Etf Trust Inflation-Protected Securities 77,711.0 $3.2M 0.73% +17K +28.3% $41.26 -2.0%
40 DIHP Dimensional Etf Trust International High Profitability 91,191.0 $3.1M 0.71% +21K +29.7% $34.12 +4.5%
Page 2 of 41  ·  809 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.0%
Financial Services 12.8%
Industrials 11.3%
Healthcare 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 5.3%
Utilities 4.2%
Energy 3.0%
Communication Services 2.5%
Basic Materials 0.9%