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The Analysis of BAKER BOYER NATIONAL BANK's Holdings & P&L

Currently, BAKER BOYER NATIONAL BANK holds 91 types of securities in its portfolio with a total value $332.8M. In the most recent quarter, they have increased their positions in DFAX (+42.4K shares, valued at $1.4M), DFAC (+23.0K shares, valued at $893.8K), FBND (+16.2K shares, valued at $740.7K); decreased their positions in N/A (-1.2K shares, valued at $582.2K), SO (-3.9K shares, valued at $376.4K), DFIV (-4.8K shares, valued at $255.5K); initiated new positions in VXUS (+3.7K shares, valued at $286.2K), FDX (+678 shares, valued at $241.5K), PHYS (+6.0K shares, valued at $213.2K).

1M P&L

+3.1M+0.89%

3M P&L

+2.7M+0.78%

HY P&L

+28.3M+8.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A286.7M

88.0%

2Software - Infrastructure7.6M

2.3%

3Farm & Heavy Construction Machinery6.3M

1.9%

Top Industries by Stock Count

1N/A37 stocks

45.7%

2Farm & Heavy Construction Machinery3 stocks

3.7%

3Utilities - Regulated Electric3 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DFA U.S. Core Equity 2 ETF1.8M shares1.29%2026-03-312026-04-28

DFAX DFA World Ex-U.S. Core Equity 2 ETF1.8M shares2.46%2026-03-312026-04-28

VTEB Vanguard Muni Bond Tax Exempt1.2M shares0.81%2026-03-312026-04-28

DFUV DFA U.S. Marketwide Value ETF442.1K shares-0.25%2026-03-312026-04-28

FBND Fidelity Total Bond ETF410.2K shares4.12%2026-03-312026-04-28

DFIV DFA International Value ETF206.5K shares-2.29%2026-03-312026-04-28

DFAI DFA Intl Core Equity ETF196.5K shares-0.05%2026-03-312026-04-28

MSFT Microsoft Corp20.5K shares2.47%2026-03-312026-04-28

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SPY SPDR S&P 500 ETF8.3K shares0.00%2026-03-312026-04-28

AAPL Apple Inc19.0K shares-1.41%2026-03-312026-04-28

PCAR Paccar Inc36.5K shares0.00%2026-03-312026-04-28

VGIT Vanguard Interm Term Treasury ETF62.3K shares-1.99%2026-03-312026-04-28

IMOM Alpha Architect Intl Quantitative Momentum90.8K shares6.91%2026-03-312026-04-28

DFAE DFA Emerging Mkts Core Equity ETF102.6K shares1.48%2026-03-312026-04-28

DFAS DFA U.S. Small Cap ETF35.8K shares1.73%2026-03-312026-04-28

Vanguard S&P 500 Vanguard S&P 5003.8K shares3.48%2026-03-312026-04-28

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MTUM iShares MSCI USA Momentum Factor ETF9.2K shares14.73%2026-03-312026-04-28

VEA Vanguard Developed Markets Index ETF25.9K shares-4.27%2026-03-312026-04-28

JNJ Johnson & Johnson6.7K shares0.00%2026-03-312026-04-28

VTV Vanguard Value ETF7.5K shares0.00%2026-03-312026-04-28

BRK.A Berkshire Hathaway Class A2 shares0.00%2026-03-312026-04-28

QVAL Alpha Architect US Quantitative Value ETF25.0K shares-1.28%2026-03-312026-04-28

DE Deere & Company2.2K shares-0.45%2026-03-312026-04-28

VONG Vanguard Russell 1000 Growth Index Fund11.2K shares0.00%2026-03-312026-04-28

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XOM Exxon Mobil Corporation7.3K shares-0.78%2026-03-312026-04-28

IWF iShares Russell 1000 Growth ETF2.8K shares0.00%2026-03-312026-04-28

COST Costco Wholesale Corp1.2K shares-0.51%2026-03-312026-04-28

QMOM Alpha Architect US Quantitative Momentum ETF17.0K shares-1.16%2026-03-312026-04-28

VONV Vanguard Russell 1000 Value Index Fund12.4K shares0.00%2026-03-312026-04-28

IEMG iShares Core MSCI Emerging Markets ETF15.4K shares0.00%2026-03-312026-04-28

Berkshire Hathaway Inc Class B Berkshire Hathaway Inc Class B2.2K shares-35.24%2026-03-312026-04-28

AVUS Avantis US Equity ETF9.3K shares0.00%2026-03-312026-04-28

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EMR Emerson Electric CO7.9K shares-0.94%2026-03-312026-04-28

IVAL Alpha Architect Intl Quantitative Value29.1K shares-1.13%2026-03-312026-04-28

AMZN Amazon.Com Inc4.6K shares19.04%2026-03-312026-04-28

MCD McDonald's Corporation3.0K shares-2.95%2026-03-312026-04-28

USB U.S. Bancorp17.8K shares-0.99%2026-03-312026-04-28

Alphabet (Google) Class A Alphabet (Google) Class A3.1K shares-0.16%2026-03-312026-04-28

Alphabet (Google) Class C Alphabet (Google) Class C2.9K shares-13.12%2026-03-312026-04-28

CAT Caterpillar Inc1.1K shares0.00%2026-03-312026-04-28

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META Meta Platforms Inc1.3K shares-1.91%2026-03-312026-04-28

VTWO Vanguard Russell 2000 Index Fund7.0K shares21.93%2026-03-312026-04-28

IBDT iShares ibonds Dec 2028 Term Corp ETF27.0K shares11.02%2026-03-312026-04-28

RTX RTX Corporation3.4K shares0.00%2026-03-312026-04-28

HD Home Depot Inc2.0K shares-3.90%2026-03-312026-04-28

VWO Vanguard FTSE Emerging Markets11.0K shares-4.45%2026-03-312026-04-28

HON Honeywell International2.6K shares-0.39%2026-03-312026-04-28

UNP Union Pacific Corp2.3K shares0.00%2026-03-312026-04-28

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MA Mastercard Inc1.1K shares-0.44%2026-03-312026-04-28

CVX Chevron Corp2.6K shares-2.20%2026-03-312026-04-28

BA Boeing Co2.7K shares0.00%2026-03-312026-04-28

iShares Gold Tr iShares Gold Tr5.9K shares-6.32%2026-03-312026-04-28

PG Procter & Gamble CO3.4K shares-23.35%2026-03-312026-04-28

IBM International Business Machines2.0K shares-1.58%2026-03-312026-04-28

WM Waste Management2.0K shares-0.50%2026-03-312026-04-28

Duke Energy Corp Duke Energy Corp3.4K shares-0.68%2026-03-312026-04-28

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TSLA Tesla Inc1.2K shares-3.49%2026-03-312026-04-28

V Visa Inc1.4K shares0.00%2026-03-312026-04-28

Merck & Co Inc Merck & Co Inc3.0K shares-2.49%2026-03-312026-04-28

NVDA NVIDIA Corp2.1K shares0.00%2026-03-312026-04-28

AMD Advanced Micro Devices1.7K shares0.00%2026-03-312026-04-28

XLK SPDR Technology Select Sector2.6K shares0.00%2026-03-312026-04-28

ED Consolidated Edison Inc3.0K shares0.00%2026-03-312026-04-28

DFAU DFA US Core Equity Market ETF7.3K shares0.00%2026-03-312026-04-28

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CMI Cummins Inc598 shares0.00%2026-03-312026-04-28

MINT PIMCO Enhanced Short3.1K shares0.00%2026-03-312026-04-28

WY Weyerhaeuser CO12.6K shares-2.57%2026-03-312026-04-28

JPM JPMorgan Chase & Co1.0K shares0.00%2026-03-312026-04-28

SO Southern Company3.0K shares-56.26%2026-03-312026-04-28

Accenture PLC Accenture PLC1.5K shares0.00%2026-03-312026-04-28

BBRE JP Morgan Betabuilders MSCI US REIT ETF3.0K shares0.00%2026-03-312026-04-28

ABBV Abbvie Inc1.3K shares-6.30%2026-03-312026-04-28

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VXUS Vanguard Total International Stock Index ETF3.7K sharesnew addition2026-03-312026-04-28

SYK Stryker Corp851 shares-2.85%2026-03-312026-04-28

WMT Walmart Inc2.2K shares0.00%2026-03-312026-04-28

MUB iShares National Muni Bond ETF2.6K shares0.00%2026-03-312026-04-28

NKE Nike Inc Cl B5.1K shares-5.45%2026-03-312026-04-28

TT Trane Technologies617 shares0.00%2026-03-312026-04-28

VCRB Vanguard Core Bond ETF3.3K shares0.00%2026-03-312026-04-28

Eaton Corp PLC Eaton Corp PLC702 shares-12.47%2026-03-312026-04-28

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CSCO Cisco Systems Inc3.1K shares-2.21%2026-03-312026-04-28

FDX FedEx Corp678 sharesnew addition2026-03-312026-04-28

DHR Danaher Corp1.3K shares-1.56%2026-03-312026-04-28

Brookfield Asset Management LTD Brookfield Asset Management LTD5.2K shares0.00%2026-03-312026-04-28

LOW Lowes Companies Inc946 shares-6.24%2026-03-312026-04-28

MO Altria Group Inc3.4K shares-7.68%2026-03-312026-04-28

XEL Xcel Energy Inc2.8K shares0.00%2026-03-312026-04-28

VXF Vanguard Extended Market Index1.1K shares0.00%2026-03-312026-04-28

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CARR Carrier Global Corp3.8K shares-1.47%2026-03-312026-04-28

PHYS Sprott Physical Gold Trust6.0K sharesnew addition2026-03-312026-04-28

VTI Vanguard Total Stock Market647 shares0.00%2026-03-312026-04-28

DFAC

DFA U.S. Core Equity 2 ETF

1.29%

Shares1.8M

Event2026-03-31

Filed2026-04-28

DFAX

DFA World Ex-U.S. Core Equity 2 ETF

2.46%

Shares1.8M

Event2026-03-31

Filed2026-04-28

VTEB

Vanguard Muni Bond Tax Exempt

0.81%

Shares1.2M

Event2026-03-31

Filed2026-04-28

DFUV

DFA U.S. Marketwide Value ETF

-0.25%

Shares442.1K

Event2026-03-31

Filed2026-04-28

FBND

Fidelity Total Bond ETF

4.12%

Shares410.2K

Event2026-03-31

Filed2026-04-28

DFIV

DFA International Value ETF

-2.29%

Shares206.5K

Event2026-03-31

Filed2026-04-28

DFAI

DFA Intl Core Equity ETF

-0.05%

Shares196.5K

Event2026-03-31

Filed2026-04-28

MSFT

Microsoft Corp

2.47%

Shares20.5K

Event2026-03-31

Filed2026-04-28

SPY

SPDR S&P 500 ETF

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-28

AAPL

Apple Inc

-1.41%

Shares19.0K

Event2026-03-31

Filed2026-04-28

PCAR

Paccar Inc

0.00%

Shares36.5K

Event2026-03-31

Filed2026-04-28

VGIT

Vanguard Interm Term Treasury ETF

-1.99%

Shares62.3K

Event2026-03-31

Filed2026-04-28

IMOM

Alpha Architect Intl Quantitative Momentum

6.91%

Shares90.8K

Event2026-03-31

Filed2026-04-28

DFAE

DFA Emerging Mkts Core Equity ETF

1.48%

Shares102.6K

Event2026-03-31

Filed2026-04-28

DFAS

DFA U.S. Small Cap ETF

1.73%

Shares35.8K

Event2026-03-31

Filed2026-04-28

Vanguard S&P 500

3.48%

Shares3.8K

Event2026-03-31

Filed2026-04-28

MTUM

iShares MSCI USA Momentum Factor ETF

14.73%

Shares9.2K

Event2026-03-31

Filed2026-04-28

VEA

Vanguard Developed Markets Index ETF

-4.27%

Shares25.9K

Event2026-03-31

Filed2026-04-28

JNJ

Johnson & Johnson

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-28

VTV

Vanguard Value ETF

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-28

BRK.A

Berkshire Hathaway Class A

0.00%

Shares2

Event2026-03-31

Filed2026-04-28

QVAL

Alpha Architect US Quantitative Value ETF

-1.28%

Shares25.0K

Event2026-03-31

Filed2026-04-28

Deere & Company

-0.45%

Shares2.2K

Event2026-03-31

Filed2026-04-28

VONG

Vanguard Russell 1000 Growth Index Fund

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-28

XOM

Exxon Mobil Corporation

-0.78%

Shares7.3K

Event2026-03-31

Filed2026-04-28

IWF

iShares Russell 1000 Growth ETF

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

COST

Costco Wholesale Corp

-0.51%

Shares1.2K

Event2026-03-31

Filed2026-04-28

QMOM

Alpha Architect US Quantitative Momentum ETF

-1.16%

Shares17.0K

Event2026-03-31

Filed2026-04-28

VONV

Vanguard Russell 1000 Value Index Fund

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-28

IEMG

iShares Core MSCI Emerging Markets ETF

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-28

Berkshire Hathaway Inc Class B

-35.24%

Shares2.2K

Event2026-03-31

Filed2026-04-28

AVUS

Avantis US Equity ETF

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-28

EMR

Emerson Electric CO

-0.94%

Shares7.9K

Event2026-03-31

Filed2026-04-28

IVAL

Alpha Architect Intl Quantitative Value

-1.13%

Shares29.1K

Event2026-03-31

Filed2026-04-28

AMZN

Amazon.Com Inc

19.04%

Shares4.6K

Event2026-03-31

Filed2026-04-28

MCD

McDonald's Corporation

-2.95%

Shares3.0K

Event2026-03-31

Filed2026-04-28

USB

U.S. Bancorp

-0.99%

Shares17.8K

Event2026-03-31

Filed2026-04-28

Alphabet (Google) Class A

-0.16%

Shares3.1K

Event2026-03-31

Filed2026-04-28

Alphabet (Google) Class C

-13.12%

Shares2.9K

Event2026-03-31

Filed2026-04-28

CAT

Caterpillar Inc

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28