BAKER BOYER NATIONAL BANK: 13F holdings
CIK 10793982026Q2
| Positions | 94 |
|---|
| Reported value | $364.1m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 94 (+3 vs prior quarter) |
|---|
| Reported value | $364.1m (+9.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFA U.S. Core Equity 2 ETF | 1,867,814 | $82.9m | 22.8% |
| DFAX DFA World Ex-U.S. Core Equity 2 ETF | 1,949,537 | $71.8m | 19.7% |
| VTEB Vanguard Muni Bond Tax Exempt | 1,194,965 | $60.4m | 16.6% |
| YM=F DFA U.S. Marketwide Value ETF | 435,463 | $24.0m | 6.6% |
| FBND Fidelity Total Bond ETF | 421,979 | $19.2m | 5.3% |
| DFIV DFA International Value ETF | 202,584 | $10.9m | 3.0% |
| DFAI DFA Intl Core Equity ETF | 196,591 | $8.1m | 2.2% |
| SPY SPDR S&P 500 ETF | 8,259 | $6.2m | 1.7% |
| AAPL Apple Inc | 18,826 | $5.4m | 1.5% |
| DFAE DFA Emerging Mkts Core Equity ETF | 105,257 | $4.2m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1079398")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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