Salt Lake City, UTCIK 10546774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
649 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 325.4K | $204.04M | 12.7% | −4.4K | Reduced |
| 2 | Apple Inc | 328.6K | $89.34M | 5.6% | −11.2K | Reduced |
| 3 | Ishares Tr | 853.5K | $82.16M | 5.1% | −20.6K | Reduced |
| 4 | Microsoft Corp |
| 131.1K |
| $63.41M |
| 3.9% |
| −8.4K |
| Reduced |
| 5 | Alphabet Inc | 185.1K | $57.94M | 3.6% | −6.6K | Reduced |
| 6 | Amazon Com Inc | 247.6K | $57.16M | 3.6% | −3.1K | Reduced |
| 7 | Nvidia Corporation | 288.9K | $53.89M | 3.4% | −11.7K | Reduced |
| 8 | Vanguard Scottsdale Fds | 614.0K | $36.80M | 2.3% | +25.9K | Added |
| 9 | Ishares Tr | 281.7K | $33.85M | 2.1% | −37.1K | Reduced |
| 10 | Broadcom Inc | 97.0K | $33.56M | 2.1% | −12.4K | Reduced |
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