The Analysis of BAKER BOYER NATIONAL BANK's Holdings
Currently, BAKER BOYER NATIONAL BANK holds 94 types of securities in its portfolio with a total value $331.2M. In the most recent quarter, they have increased their positions in MSFT (+14.4K shares, valued at $7.0M), SPY (+7.0K shares, valued at $4.8M), PCAR (+32.1K shares, valued at $3.5M); decreased their positions in FBND (-29.2K shares, valued at $1.3M), DFAC (-22.1K shares, valued at $875.5K), COST (-624 shares, valued at $538.1K); initiated new positions in BRK.A (+2 shares, valued at $1.5M), EMR (+8.0K shares, valued at $1.1M), AVUS (+9.3K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DFA U.S. Core Equity 2 ETF1.8M shares-1.22%2025-12-312026-02-03
VTEB Vanguard Muni Bond Tax Exempt1.2M shares0.31%2025-12-312026-02-03 DFAX DFA World Ex-U.S. Core Equity 2 ETF1.7M shares1.88%2025-12-312026-02-03 DFUV DFA U.S. Marketwide Value ETF443.3K shares-1.98%2025-12-312026-02-03 FBND Fidelity Total Bond ETF393.9K shares-6.90%2025-12-312026-02-03 DFIV DFA International Value ETF211.3K shares-0.66%2025-12-312026-02-03 MSFT Microsoft Corp20.0K shares254.70%2025-12-312026-02-03 DFAI DFA Intl Core Equity ETF196.7K shares7.30%2025-12-312026-02-03 SPY SPDR S&P 500 ETF8.3K shares548.78%2025-12-312026-02-03 AAPL Apple Inc19.2K shares2.12%2025-12-312026-02-03 PCAR Paccar Inc36.5K shares727.99%2025-12-312026-02-03 VGIT Vanguard Interm Term Treasury ETF63.6K shares10.41%2025-12-312026-02-03 DFAE DFA Emerging Mkts Core Equity ETF101.1K shares11.23%2025-12-312026-02-03 IMOM Alpha Architect Intl Quantitative Momentum85.0K shares2.45%2025-12-312026-02-03 DFAS DFA U.S. Small Cap ETF35.2K shares0.20%2025-12-312026-02-03 MTUM iShares MSCI USA Momentum Factor ETF8.0K shares10.63%2025-12-312026-02-03 VEA Vanguard Developed Markets Index ETF27.0K shares1.16%2025-12-312026-02-03 BRK.A Berkshire Hathaway Class A2 sharesnew addition2025-12-312026-02-03 VTV Vanguard Value ETF7.5K shares2.53%2025-12-312026-02-03 JNJ Johnson & Johnson6.7K shares-4.75%2025-12-312026-02-03 VONG Vanguard Russell 1000 Growth Index Fund11.2K shares0.00%2025-12-312026-02-03 IWF iShares Russell 1000 Growth ETF2.8K shares0.00%2025-12-312026-02-03 QVAL Alpha Architect US Quantitative Value ETF25.3K shares1.04%2025-12-312026-02-03 VONV Vanguard Russell 1000 Value Index Fund12.4K shares0.00%2025-12-312026-02-03 QMOM Alpha Architect US Quantitative Momentum ETF17.2K shares1.17%2025-12-312026-02-03 EMR Emerson Electric CO8.0K sharesnew addition2025-12-312026-02-03 AVUS Avantis US Equity ETF9.3K sharesnew addition2025-12-312026-02-03 IEMG iShares Core MSCI Emerging Markets ETF15.4K shares5.41%2025-12-312026-02-03 DE Deere & Company2.2K shares0.00%2025-12-312026-02-03 COST Costco Wholesale Corp1.2K shares-34.63%2025-12-312026-02-03 USB U.S. Bancorp18.0K sharesnew addition2025-12-312026-02-03 MCD McDonald's Corporation3.1K shares-0.52%2025-12-312026-02-03 IVAL Alpha Architect Intl Quantitative Value29.4K shares0.77%2025-12-312026-02-03 AMZN Amazon.Com Inc3.9K shares12.63%2025-12-312026-02-03 XOM Exxon Mobil Corporation7.3K shares58.35%2025-12-312026-02-03 META Meta Platforms Inc1.3K shares12.15%2025-12-312026-02-03 HD Home Depot Inc2.1K shares1.28%2025-12-312026-02-03 CAT Caterpillar Inc1.1K shares4.85%2025-12-312026-02-03 MA Mastercard Inc1.1K shares3.67%2025-12-312026-02-03 PG Procter & Gamble CO4.5K shares-5.54%2025-12-312026-02-03 VWO Vanguard FTSE Emerging Markets11.5K shares6.34%2025-12-312026-02-03 IBDT iShares ibonds Dec 2028 Term Corp ETF24.3K shares0.94%2025-12-312026-02-03 RTX RTX Corporation3.4K shares-12.81%2025-12-312026-02-03 SO Southern Company6.9K shares-4.48%2025-12-312026-02-03 IBM International Business Machines2.0K shares5.38%2025-12-312026-02-03 BA Boeing Co2.7K shares0.00%2025-12-312026-02-03 VTWO Vanguard Russell 2000 Index Fund5.8K shares9.95%2025-12-312026-02-03 TSLA Tesla Inc1.2K shares12.96%2025-12-312026-02-03 UNP Union Pacific Corp2.3K shares6.42%2025-12-312026-02-03 HON Honeywell International2.6K shares0.00%2025-12-312026-02-03 V Visa Inc1.4K shares0.00%2025-12-312026-02-03 WM Waste Management2.0K shares0.51%2025-12-312026-02-03 CVX Chevron Corp2.7K shares-35.49%2025-12-312026-02-03 NVDA NVIDIA Corp2.1K shares-32.71%2025-12-312026-02-03 UNH United Health Group1.1K shares0.09%2025-12-312026-02-03 AMD Advanced Micro Devices1.7K shares9.32%2025-12-312026-02-03 XLK SPDR Technology Select Sector2.6K shares100.00%2025-12-312026-02-03 DFAU DFA Dimensional US Core Equity Market ETF7.3K sharesnew addition2025-12-312026-02-03 NKE Nike Inc Cl B5.4K shares-4.66%2025-12-312026-02-03 JPM JPMorgan Chase & Co1.0K shares8.52%2025-12-312026-02-03 Merck & Co Inc Merck & Co Inc3.1K sharesnew addition2025-12-312026-02-03 ABBV Abbvie Inc1.4K shares-10.74%2025-12-312026-02-03 MINT PIMCO Enhanced Short3.1K sharesnew addition2025-12-312026-02-03 SYK Stryker Corp876 shares0.00%2025-12-312026-02-03 WY Weyerhaeuser CO12.9K sharesnew addition2025-12-312026-02-03 CMI Cummins Inc598 shares0.00%2025-12-312026-02-03 INTU Intuit Inc451 shares4.88%2025-12-312026-02-03 ED Consolidated Edison Inc3.0K shares0.00%2025-12-312026-02-03 DHR Danaher Corp1.3K shares0.00%2025-12-312026-02-03 BBRE JP Morgan Betabuilders MSCI US REIT ETF3.0K sharesnew addition2025-12-312026-02-03 MUB iShares National Muni Bond ETF2.6K shares0.00%2025-12-312026-02-03 Eaton Corp PLC Eaton Corp PLC802 sharesnew addition2025-12-312026-02-03 VCRB Vanguard Core Bond ETF3.3K shares0.00%2025-12-312026-02-03 CSCO Cisco Systems Inc3.2K shares0.00%2025-12-312026-02-03 WMT Walmart Inc2.2K shares-45.06%2025-12-312026-02-03 LOW Lowes Companies Inc1.0K shares0.00%2025-12-312026-02-03 TT Trane Technologies617 shares14.05%2025-12-312026-02-03 ADBE Adobe Inc676 shares14.77%2025-12-312026-02-03 ABT Abbott Laboratories1.8K shares-4.99%2025-12-312026-02-03 VXF Vanguard Extended Market Index1.1K shares-0.84%2025-12-312026-02-03 VTI Vanguard Total Stock Market647 sharesnew addition2025-12-312026-02-03 MO Altria Group Inc3.7K shares-9.85%2025-12-312026-02-03 FBTC Fidelity Wise Origin Bitcoin Trust2.7K sharesnew addition2025-12-312026-02-03 XEL Xcel Energy Inc2.8K shares0.00%2025-12-312026-02-03 CARR Carrier Global Corp3.9K shares7.48%2025-12-312026-02-03 GS Goldman Sachs Group231 sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available