Universe · entity
BAKER BOYER NATIONAL BANK
Institutional manager (13F) · CIK 1079398
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $320M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DFA U.S. Core Equity 2 ETF | $70M | 1,810,343 |
| 2 | DFA World Ex-U.S. Core Equity 2 ETF | $60M | 1,762,066 |
| 3 | Vanguard Muni Bond Tax Exempt | $58M | 1,172,202 |
| 4 | DFA U.S. Marketwide Value ETF | $21M | 442,147 |
| 5 | Fidelity Total Bond ETF | $19M | 410,175 |
| 6 | DFA International Value ETF | $11M | 206,482 |
| 7 | DFA Intl Core Equity ETF | $8M | 196,545 |
| 8 | Microsoft Corp | $8M | 20,511 |
| 9 | SPDR S&P 500 ETF | $5M | 8,259 |
| 10 | Apple Inc | $5M | 18,952 |
| 11 | Paccar Inc | $4M | 36,506 |
| 12 | Vanguard Interm Term Treasury ETF | $4M | 62,299 |
| 13 | Alpha Architect Intl Quantitative Momentum | $4M | 90,823 |
| 14 | DFA Emerging Mkts Core Equity ETF | $3M | 102,581 |
| 15 | DFA U.S. Small Cap ETF | $3M | 35,793 |
| 16 | Vanguard S&P 500 | $2M | 3,803 |
| 17 | iShares MSCI USA Momentum Factor ETF | $2M | 9,170 |
| 18 | Vanguard Developed Markets Index ETF | $2M | 25,890 |
| 19 | Johnson & Johnson | $2M | 6,721 |
| 20 | Vanguard Value ETF | $1M | 7,547 |
| 21 | Berkshire Hathaway Class A | $1M | 2 |
| 22 | Alpha Architect US Quantitative Value ETF | $1M | 25,006 |
| 23 | Deere & Company | $1M | 2,202 |
| 24 | Vanguard Russell 1000 Growth Index Fund | $1M | 11,249 |
| 25 | Exxon Mobil Corporation | $1M | 7,270 |
| 26 | iShares Russell 1000 Growth ETF | $1M | 2,810 |
| 27 | Costco Wholesale Corp | $1M | 1,172 |
| 28 | Alpha Architect US Quantitative Momentum ETF | $1M | 16,993 |
| 29 | Vanguard Russell 1000 Value Index Fund | $1M | 12,379 |
| 30 | iShares Core MSCI Emerging Markets ETF | $1M | 15,403 |
| 31 | Berkshire Hathaway Inc Class B | $1M | 2,233 |
| 32 | Avantis US Equity ETF | $1M | 9,297 |
| 33 | Emerson Electric CO | $1M | 7,875 |
| 34 | Alpha Architect Intl Quantitative Value | $987k | 29,069 |
| 35 | Amazon.Com Inc | $964k | 4,627 |
| 36 | McDonald's Corporation | $931k | 2,996 |
| 37 | U.S. Bancorp | $927k | 17,825 |
| 38 | Alphabet (Google) Class A | $897k | 3,119 |
| 39 | Alphabet (Google) Class C | $836k | 2,914 |
| 40 | Caterpillar Inc | $811k | 1,145 |
| 41 | Meta Platforms Inc | $736k | 1,286 |
| 42 | Vanguard Russell 2000 Index Fund | $706k | 7,044 |
| 43 | iShares ibonds Dec 2028 Term Corp ETF | $684k | 27,023 |
| 44 | RTX Corporation | $651k | 3,376 |
| 45 | Home Depot Inc | $649k | 1,973 |
| 46 | Vanguard FTSE Emerging Markets | $595k | 11,017 |
| 47 | Honeywell International | $584k | 2,585 |
| 48 | Union Pacific Corp | $567k | 2,338 |
| 49 | Mastercard Inc | $562k | 1,125 |
| 50 | Chevron Corp | $542k | 2,618 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.