The Analysis of BAKER BOYER NATIONAL BANK's Holdings
Currently, BAKER BOYER NATIONAL BANK holds 80 types of securities in its portfolio with a total value $301.0M. In the most recent quarter, they have increased their positions in BRK.B (+1.2K shares, valued at $622.4K), IAU (+5.9K shares, valued at $429.0K), FBND (+5.6K shares, valued at $259.8K); decreased their positions in VTEB (-92.3K shares, valued at $4.6M), MSFT (-3.0K shares, valued at $1.6M), VGIT (-4.6K shares, valued at $273.2K); initiated new positions in IAU (+5.9K shares, valued at $429.0K), CMI (+598 shares, valued at $252.6K), XEL (+2.8K shares, valued at $225.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DFA U.S. Core Equity 2 ETF1.8M shares-0.14%2025-09-302025-11-05
VTEB Vanguard Muni Bond Tax Exempt1.2M shares-7.37%2025-09-302025-11-05 DFAX DFA World Ex-U.S. Core Equity 2 ETF1.7M shares-0.03%2025-09-302025-11-05 DFUV DFA U.S. Marketwide Value ETF452.2K shares-0.44%2025-09-302025-11-05 FBND Fidelity Total Bond ETF423.1K shares1.35%2025-09-302025-11-05 DFIV DFA International Value ETF212.7K shares-1.72%2025-09-302025-11-05 DFAI DFA Intl Core Equity ETF183.3K shares0.38%2025-09-302025-11-05 AAPL Apple Inc18.8K shares4.52%2025-09-302025-11-05 VGIT Vanguard Interm Term Treasury ETF57.6K shares-7.33%2025-09-302025-11-05 IMOM Alpha Architect Intl Quantitative Momentum82.9K shares0.12%2025-09-302025-11-05 MSFT Microsoft Corp5.6K shares-34.81%2025-09-302025-11-05 DFAE DFA Emerging Mkts Core Equity ETF90.9K shares-1.84%2025-09-302025-11-05 DFAS DFA U.S. Small Cap ETF35.1K shares2.59%2025-09-302025-11-05 VOO Vanguard S&P 5003.7K shares3.09%2025-09-302025-11-05 MTUM iShares MSCI USA Momentum Factor ETF7.2K shares-1.12%2025-09-302025-11-05 COST Costco Wholesale Corp1.8K shares-11.54%2025-09-302025-11-05 VEA Vanguard Developed Markets Index ETF26.7K shares-1.95%2025-09-302025-11-05 BRK.B Berkshire Hathaway Inc Class B2.9K shares73.91%2025-09-302025-11-05 VTV Vanguard Value ETF7.4K shares-2.58%2025-09-302025-11-05 VONG Vanguard Russell 1000 Growth Index Fund11.2K shares0.00%2025-09-302025-11-05 IWF iShares Russell 1000 Growth ETF2.8K shares0.00%2025-09-302025-11-05 JNJ Johnson & Johnson7.1K shares1.09%2025-09-302025-11-05 QVAL Alpha Architect US Quantitative Value ETF25.1K shares3.72%2025-09-302025-11-05 VONV Vanguard Russell 1000 Value Index Fund12.4K shares0.00%2025-09-302025-11-05 QMOM Alpha Architect US Quantitative Momentum ETF17.0K shares3.59%2025-09-302025-11-05 DE Deere & Company2.2K shares-3.99%2025-09-302025-11-05 IEMG iShares Core MSCI Emerging Markets ETF14.6K shares-4.39%2025-09-302025-11-05 MCD McDonald's Corporation3.1K shares1.80%2025-09-302025-11-05 IVAL Alpha Architect Intl Quantitative Value29.2K shares2.85%2025-09-302025-11-05 META Meta Platforms Inc1.2K shares2.19%2025-09-302025-11-05 SPY SPDR S&P 500 ETF1.3K shares-0.39%2025-09-302025-11-05 GOOG Alphabet (Google) Class C3.4K shares0.00%2025-09-302025-11-05 HD Home Depot Inc2.0K shares3.84%2025-09-302025-11-05 AMZN Amazon.Com Inc3.5K shares5.50%2025-09-302025-11-05 PG Procter & Gamble CO4.7K shares1.64%2025-09-302025-11-05 SO Southern Company7.3K shares-4.29%2025-09-302025-11-05 RTX RTX Corporation3.9K shares0.00%2025-09-302025-11-05 GOOGL Alphabet (Google) Class A2.7K shares3.91%2025-09-302025-11-05 CVX Chevron Corp4.2K shares27.65%2025-09-302025-11-05 MA Mastercard Inc1.1K shares0.46%2025-09-302025-11-05 IBDT iShares ibonds Dec 2028 Term Corp ETF24.1K shares-10.05%2025-09-302025-11-05 VWO Vanguard FTSE Emerging Markets10.8K shares-1.70%2025-09-302025-11-05 BA Boeing Co2.7K shares2.45%2025-09-302025-11-05 NVDA NVIDIA Corp3.1K shares11.61%2025-09-302025-11-05 HON Honeywell International2.6K shares0.39%2025-09-302025-11-05 IBM International Business Machines1.9K shares2.68%2025-09-302025-11-05 XOM Exxon Mobil Corporation4.6K shares1.25%2025-09-302025-11-05 CAT Caterpillar Inc1.1K shares9.09%2025-09-302025-11-05 UNP Union Pacific Corp2.2K shares0.00%2025-09-302025-11-05 VTWO Vanguard Russell 2000 Index Fund5.3K shares0.00%2025-09-302025-11-05 TSLA Tesla Inc1.1K shares-4.48%2025-09-302025-11-05 V Visa Inc1.4K shares8.56%2025-09-302025-11-05 WM Waste Management2.0K shares0.00%2025-09-302025-11-05 PCAR Paccar Inc4.4K shares0.00%2025-09-302025-11-05 IAU iShares Gold Tr5.9K sharesnew addition2025-09-302025-11-05 WMT Walmart Inc4.0K shares79.27%2025-09-302025-11-05 UNH United Health Group1.1K shares0.26%2025-09-302025-11-05 NKE Nike Inc Cl B5.6K shares5.28%2025-09-302025-11-05 DUK Duke Energy Corp3.0K shares-4.31%2025-09-302025-11-05 ABBV Abbvie Inc1.6K shares5.96%2025-09-302025-11-05 ACN Accenture PLC1.5K shares0.00%2025-09-302025-11-05 XLK SPDR Technology Select Sector1.3K shares2.16%2025-09-302025-11-05 SYK Stryker Corp876 shares2.94%2025-09-302025-11-05 JPM JPMorgan Chase & Co963 shares-9.58%2025-09-302025-11-05 ED Consolidated Edison Inc3.0K shares-7.94%2025-09-302025-11-05 INTU Intuit Inc430 shares0.00%2025-09-302025-11-05 MUB iShares National Muni Bond ETF2.6K shares0.00%2025-09-302025-11-05 MO Altria Group Inc4.1K shares7.44%2025-09-302025-11-05 ABT Abbott Laboratories1.9K shares3.90%2025-09-302025-11-05 VCRB Vanguard Malver Funds Core Bond ETF3.3K shares0.00%2025-09-302025-11-05 AMD Advanced Micro Devices1.6K shares0.45%2025-09-302025-11-05 DHR Danaher Corp1.3K shares0.00%2025-09-302025-11-05 LOW Lowes Companies Inc1.0K shares6.66%2025-09-302025-11-05 CMI Cummins Inc598 sharesnew addition2025-09-302025-11-05 TT Trane Technologies541 shares16.09%2025-09-302025-11-05 XEL Xcel Energy Inc2.8K sharesnew addition2025-09-302025-11-05 VXF Vanguard Extended Market Index1.1K shares0.00%2025-09-302025-11-05 CSCO Cisco Systems Inc3.2K shares2.26%2025-09-302025-11-05 CARR Carrier Global Corp3.6K shares16.22%2025-09-302025-11-05 ADBE Adobe Inc589 shares9.07%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available