Fund HoldingsFirst PREMIER Bank

Total Portfolio Value
$356.7K
Total Bought
$24.5K
Total Sold
$17.2K
Net Transaction
+$7.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
US BANCORP(USB)089,584+89,584041.09%+4
VANGUARD TOTAL STOCK MARKET ETF0118,509+118,5090287.88%+28
ECOLAB INC(ECL)014,297+14,297030.80%+3
APPLE COMPUTER INC(AAPL)092,948+92,9480185.02%+18
VANGUARD VALUE ETF0122,596+122,5960185.14%+18
MICROSOFT CORP(MSFT)022,535+22,535082.38%+8
UNION PACIFIC CORP(UNP)032,747+32,747082.25%+8
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
017,911+17,911092.43%+9
VANGUARD GROWTH INDEX ETF8,55711,557+3,000241.01%+1
PACER US CASH COWS 100 ETF
US CASH COWS 100
021,850+21,850010.32%+1
J.P.MORGAN CHASE & CO(JPM)26,72826,785+57451.28%+1
VANGUARD MID-CAP ETF023,102+23,102051.51%+5
VANGUARD FTSE DEVELOPED MARKETS ETF0109,192+109,192051.47%+5
ISHARES CORE S&P 500 ETF1,5482,529+981110.34%+1
VANGUARD REAL ESTATE INDEX FUND ETF040,894+40,894041.01%+4
MCDONALD'S CORP(MCD)016,595+16,595051.38%+5
DUKE ENERGY CORP(DUK)065,566+65,566061.78%+6
SOUTHERN CO(SO)091,971+91,971061.81%+6
VANGUARD HIGH DIVIDEND YIELD ETF54,28654,294+8661.70%0
PACER US SMALL CAP CASH COWS 100 ETF
US SM CAP CA ETF
09,334+9,334000.13%0
MASTERCARD INC CL A(MA)14,55714,5570661.74%0
VANGUARD 500 INDEX FUND ETF05,611+5,611020.69%+2
VANGUARD INTERNATIONAL HIGH DIVIDEND ETF29,41333,536+4,123220.63%0
RTX CORPORATION(RTX)034,641+34,641030.82%+3
XCEL ENERGY INC(XEL)082,085+82,085051.42%+5
INVESCO QQQ TRUST03,576+3,576010.41%+1
AMAZON.COM INC(AMZN)014,184+14,184020.60%+2
INTEL CORP(INTC)26,09925,189-910110.35%0
INVESCO S&P 500 DOWNSIDE HEDGED ETF
S&P500 DOWNSID
0371,378+371,3780133.56%+13
WASTE MANAGEMENT INC(WM)011,750+11,750020.59%+2
VANGUARD SMALL-CAP ETF026,698+26,698061.60%+6
AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF0122,905+122,905030.91%+3
CSX CORP(CSX)082,717+82,717030.80%+3
NORTHWESTERN ENERGY GROUP(NWE)0106,208+106,208051.52%+5
BANK OF AMERICA CORP032,535+32,535010.31%+1
PUBLIC SERVICE ENTERPRISE GROUP INC(PEG)062,369+62,369041.07%+4
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
012,730+12,730020.56%+2
FIRST TRUST INDXX NEXT G ETF
INDXX NEXTG ETF
026,185+26,185020.56%+2
LAMAR ADVERTISING CO CLASS A(LAMR)010,161+10,161010.30%+1
QUALCOMM INC(QCOM)07,341+7,341010.30%+1
FIRST TRUST CAPITAL STRENGTH ETF15,77316,864+1,091110.38%0
VANGUARD TOTAL BOND MARKET ETF27,84029,000+1,160220.60%0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF13,99413,821-173220.66%0
MERCK & CO INC(MRK)028,520+28,520030.87%+3
WELLS FARGO & CO NEW(WFC)19,66319,6630110.27%0
AMGEN INC(AMGN)9,8229,724-98330.79%0
CAPITAL ONE FINANCIAL CORP(COF)05,326+5,326010.20%+1
TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
05,389+5,389010.29%+1
COCA-COLA CO(KO)051,046+51,046030.84%+3
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
020,211+20,211051.42%+5
BLACKSTONE INC(BX)6,0006,0000110.22%0
MONDELEZ INTL INC(MDLZ)039,872+39,872030.81%+3
CITIGROUP INC(C)011,664+11,664010.17%+1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF(DIA)02,800+2,800010.30%+1
CVS/CAREMARK CORPORATION(CVS)015,269+15,269010.34%+1
ABBOTT LABORATORIES07,937+7,937010.24%+1
NVIDIA CORP(NVDA)01,688+1,688010.23%+1
BOEING CO(BA)01,411+1,411000.10%0
ISHARES CORE S&P SMALL-CAP ETF06,520+6,520010.20%+1
VANGUARD FTSE ALL WORLD EX US ETF0102,972+102,972061.62%+6
JOHNSON & JOHNSON(JNJ)045,651+45,651072.01%+7
LOCKHEED MARTIN CORP(LMT)01,978+1,978010.25%+1
VANGUARD FINANCIALS ETF
FINANCIALS ETF
09,281+9,281010.24%+1
PEPSICO INC(PEP)027,237+27,237051.30%+5
VISA INC CLASS A(V)02,292+2,292010.17%+1
NORFOLK SOUTHERN CORP COM(NSC)02,115+2,115010.14%+1
INVESCO PREFERRED ETF0285,885+285,885030.92%+3
ISHARES CORE 1-5 YEAR USD BOND ETF
CORE 1 5 YR USD
23,37024,573+1,203110.33%0
VANGUARD SHORT-TERM BOND ETF15,11015,861+751110.34%0
LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF021,560+21,560010.27%+1
BERKSHIRE HATHAWAY INC DEL CL B NEW15,11715,073-44551.51%0
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
11,18011,763+583110.33%0
ALERUS FINANCIAL CORP(ALRS)17,03617,0360000.11%0
GENERAL ELECTRIC CO(GE)4,2454,257+12010.15%0
EVERSOURCE ENERGY NPV(ES)024,827+24,827020.43%+2
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF07,255+7,255010.21%+1
EVERGY INC(EVRG)038,045+38,045020.56%+2
GILEAD SCIENCES INC(GILD)09,635+9,635010.22%+1
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
6,1656,470+305010.15%0
HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF030,700+30,700010.24%+1
WISDOMTREE FLOATING RATE FUND(WT)21,59222,717+1,125110.32%0
KNIFE RIVER HOLDING COMPANY(KNF)04,449+4,449000.08%0
STARBUCKS CORP(SBUX)010,741+10,741010.29%+1
SYSCO CORP(SYY)07,372+7,372010.15%+1
TRUIST FINANCIAL CORPORATION(TFC)2,1943,000+806000.03%0
BLACK HILLS CORP024,683+24,683010.37%+1
ISHARES RUSSELL MID-CAP ETF05,482+5,482000.12%0
SAB BIOTHERAPEUTICS INC0807,535+807,535010.16%+1
ISHARES CORE S&P MID CAP ETF1,6181,6180000.13%0
VANECK MORNINGSTAR WIDE MOAT ETF
MRNGSTR WDE MOAT
300800+500000.02%0
ASML HOLDING NV ADR REP CORP COMMON
N Y REGISTRY SHS
0262+262000.06%0
SUMMIT HOTEL PROPERTIES, LLC06,364+6,364000.01%0
BROADRIDGE FIN'L SOLUTIONS INC(BR)0195+195000.01%0
VANGUARD LARGE-CAP ETF01,734+1,734000.11%0
COSTCO WHOLESALE CORP(COST)0368+368000.07%0
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
HIG YLD EQ DIV
048,502+48,502010.29%+1
TRI-CONTINENTAL CORPORATION ETF(TY)016,574+16,574000.13%0
WEYERHAEUSER CO.(WY)08,674+8,674000.08%0
BERKSHIRE HATHAWAY INC330220.46%0
ISHARES GOLD TRUST ETF(IAU)08,113+8,113000.09%0
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