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  Name: Treynor Bancshares Inc.
  City: TREYNOR
  State: IA
  Zip: 51575
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $172,144,000
  Total Value Change : $478,000
  Securities Held Change : 1
   
All Securities Held : 80
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 30
  Unchanged Positions : 16
  Decreased Positions : 32

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Holdings Found : 16     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 43 - $415.13 $827,000 1,965 0.48% 88,000 0 0    Application Software
   (LLY)1 Year Chart         LLY Eli Lilly & Co 45 - $820.34 $766,000 984 0.44% 192,000 0 0    Drug Manufacturers - ...
   (XSOE)1 Year Chart         XSOE Wisdomtree Emerging Markets... 47 - $29.81 $747,000 25,346 0.43% 15,000 0 0.022    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 49 - $40.02 $721,000 17,635 0.42% 65,000 0 0.002    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 54 - $627,400.00 $634,000 1 0.37% 91,000 0 0    Property & Casualty I...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 55 - $161.18 $609,000 3,739 0.35% 50,000 0 0.001    Closed - End Fund - E...
   (DTD)1 Year Chart         DTD Wisdom Tree Trust Total Div... 57 - $67.53 $552,000 7,800 0.32% 42,000 0 0.01    Closed - End Fund - E...
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 58 - $0.00 $471,000 2,515 0.27% 76,000 0 0    N/A
   (JKE)1 Year Chart         JKE iShares Morningstar Large G... 63 - $76.82 $377,000 5,000 0.22% 38,000 0 0.008    Closed - End Fund - E...
   (CBG)1 Year Chart         CBG CBRE Group Inc 64 - $88.07 $350,000 3,597 0.2% 15,000 0 0.001    Property Management
   (RWJ)1 Year Chart         RWJ Oppenheimer Small Cap Rev ETF 67 - $61.65 $299,000 6,988 0.17% 9,000 0 0.02    N/A
   (WRB)1 Year Chart         WRB WR Berkley Corporation 68 - $81.03 $265,000 2,992 0.15% 53,000 0 0.001    Property & Casualty I...
   (RFG)1 Year Chart         RFG Invesco S&P MidCap 400 Pure... 70 - $49.45 $262,000 5,160 0.15% 49,000 0 0.006    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 71 - $164.54 $255,000 1,569 0.15% 25,000 0 0    Cleaning Products
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 75 - $48.28 $230,000 4,803 0.13% 2,000 0 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 78 - $146.67 $206,000 1,300 0.12% 2,000 0 0.002    Drug Manufacturers - ...
      16 Records Found
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