Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BAKER BOYER NATIONAL BANK (CIK 1079398) reported $364.1M across 94 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($82.9M, 22.76%), DFAX ($71.8M, 19.73%), VTEB ($60.4M, 16.60%), DFUV ($24.0M, 6.58%), FBND ($19.2M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA U.S. Core Equity 2 ETF | $82.9M | 22.76% | 1.9M | Added |
| 2 | DFAX | DFA World Ex-U.S. Core Equity 2 ETF | $71.8M | 19.73% | 1.9M | Added |
| 3 | VTEB | Vanguard Muni Bond Tax Exempt | $60.4M | 16.60% | 1.2M | Added |
| 4 | DFUV | DFA U.S. Marketwide Value ETF | $24.0M | 6.58% | 435,463 | Trimmed |
| 5 | FBND | Fidelity Total Bond ETF | $19.2M | 5.27% | 421,979 | Added |
| 6 | DFIV | DFA International Value ETF | $10.9M | 3.01% | 202,584 | Trimmed |
| 7 | DFAI | DFA Intl Core Equity ETF | $8.1M | 2.23% | 196,591 | Added |
| 8 | SPY | SPDR S&P 500 ETF | $6.2M | 1.69% | 8,259 | Hold |
| 9 | AAPL | Apple Inc | $5.4M | 1.50% | 18,826 | Trimmed |
| 10 | DFAE | DFA Emerging Mkts Core Equity ETF | $4.2M | 1.16% | 105,257 | Added |
| 11 | IMOM | Alpha Architect Intl Quantitative Momentum | $4.0M | 1.10% | 92,523 | Added |
| 12 | MSFT | Microsoft Corp | $3.9M | 1.06% | 10,352 | Trimmed |
| 13 | VGIT | Vanguard Interm Term Treasury ETF | $3.7M | 1.01% | 62,299 | Hold |
| 14 | MTUM | iShares MSCI USA Momentum Factor ETF | $3.2M | 0.87% | 9,265 | Added |
| 15 | DFAS | DFA U.S. Small Cap ETF | $2.9M | 0.81% | 35,649 | Trimmed |
| 16 | VOO | Vanguard S&P 500 | $2.8M | 0.76% | 4,032 | Added |
| 17 | VEA | Vanguard Developed Markets Index ETF | $1.8M | 0.51% | 25,890 | Hold |
| 18 | JNJ | Johnson & Johnson | $1.7M | 0.47% | 6,696 | Trimmed |
| 19 | VTV | Vanguard Value ETF | $1.6M | 0.44% | 7,418 | Trimmed |
| 20 | BRK/A | Berkshire Hathaway Class A | $1.5M | 0.41% | 2 | Hold |
| 21 | DE | Deere & Company | $1.4M | 0.39% | 2,220 | Added |
| 22 | VONG | Vanguard Russell 1000 Growth Index Fund | $1.4M | 0.39% | 11,249 | Hold |
| 23 | QVAL | Alpha Architect US Quantitative Value ETF | $1.4M | 0.38% | 24,969 | Trimmed |
| 24 | QMOM | Alpha Architect US Quantitative Momentum ETF | $1.3M | 0.37% | 17,017 | Added |
| 25 | VONV | Vanguard Russell 1000 Value Index Fund | $1.3M | 0.36% | 12,379 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30