BAKER BOYER NATIONAL BANK
CIK: 0001079398SEC EDGAR →
Portfolio Value
$331.2M
Holdings
94
As of
Q4 2025
New Positions
94
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DFA U.S. Core Equity 2 ETF | 1,787,342 | $70.8M | 21.36% |
| 2 | Vanguard Muni Bond Tax Exempt | 1,162,771 | $58.5M | 17.65% |
| 3 | DFA World Ex-U.S. Core Equity 2 ETF | 1,719,710 | $56.3M | 16.99% |
| 4 | DFA U.S. Marketwide Value ETF | 443,276 | $20.7M | 6.23% |
| 5 | Fidelity Total Bond ETF | 393,938 | $18.1M | 5.48% |
| 6 | DFA International Value ETF | 211,322 | $10.5M | 3.18% |
| 7 | Microsoft Corp | 20,016 | $9.7M | 2.92% |
| 8 | DFA Intl Core Equity ETF | 196,650 | $7.5M | 2.26% |
| 9 | SPDR S&P 500 ETF | 8,259 | $5.6M | 1.70% |
| 10 | Apple Inc | 19,224 | $5.2M | 1.58% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (94)
$70.8M · 1.8M shares
$58.5M · 1.2M shares
$56.3M · 1.7M shares
$20.7M · 443K shares
$18.1M · 394K shares
$10.5M · 211K shares
$9.7M · 20K shares
$7.5M · 197K shares
$5.6M · 8K shares
$5.2M · 19K shares
$4.0M · 37K shares
$3.8M · 64K shares
$3.3M · 101K shares
$3.2M · 85K shares
$2.5M · 35K shares
$2.3M · 4K shares
$2.0M · 8K shares
$1.7M · 3K shares
$1.7M · 27K shares
$1.5M · 2 shares
$1.4M · 8K shares
$1.4M · 7K shares
$1.4M · 11K shares
$1.3M · 3K shares
$1.2M · 25K shares
$1.1M · 12K shares
$1.1M · 17K shares
$1.1M · 8K shares
$1.1M · 3K shares
$1.0M · 9K shares
$1.0M · 15K shares
$1.0M · 2K shares
$1.0M · 1K shares
$977K · 3K shares
$960K · 18K shares
$943K · 3K shares
$924K · 29K shares
$897K · 4K shares
$881K · 7K shares
$865K · 1K shares
$706K · 2K shares
$655K · 1K shares
$645K · 1K shares
$638K · 4K shares
$619K · 24K shares
$619K · 3K shares
$619K · 12K shares
$604K · 7K shares
$598K · 2K shares
$588K · 3K shares
$574K · 6K shares
$540K · 1K shares
$540K · 2K shares
$510K · 6K shares
$506K · 3K shares
$475K · 1K shares
$437K · 2K shares
$408K · 3K shares
$396K · 3K shares
$392K · 1K shares
$383K · 2K shares
$375K · 1K shares
$369K · 2K shares
$367K · 3K shares
$343K · 7K shares
$341K · 5K shares
$336K · 1K shares
$324K · 3K shares
$322K · 1K shares
$310K · 3K shares
$307K · 876 shares
$306K · 13K shares
$305K · 598 shares
$298K · 451 shares
$293K · 1K shares
$293K · 3K shares
$280K · 3K shares
$274K · 3K shares
$272K · 5K shares
$255K · 802 shares
$253K · 3K shares
$247K · 2K shares
$247K · 3K shares
$243K · 1K shares
$240K · 617 shares
$236K · 676 shares
$231K · 2K shares
$222K · 1K shares
$216K · 647 shares
$210K · 4K shares
$207K · 3K shares
$206K · 3K shares
$204K · 4K shares
$203K · 231 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $284.6M | 85.9% |
| Technology | 9 | $17.4M | 5.3% |
| Industrials | 13 | $10.4M | 3.1% |
| Unknown | 3 | $3.8M | 1.1% |
| Consumer Cyclical | 6 | $3.7M | 1.1% |
| Healthcare | 7 | $3.2M | 1.0% |
| Communication Services | 3 | $2.9M | 0.9% |
| Consumer Defensive | 4 | $2.1M | 0.6% |
| Utilities | 4 | $1.5M | 0.5% |
| Energy | 2 | $1.3M | 0.4% |
| Real Estate | 1 | $306K | 0.1% |