Salt Lake City, UTCIK 1093804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,209 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 475.6K | $325.75M | 15.1% | +85.5K | Added |
| 2 | Ishares Tr | 948.6K | $133.80M | 6.2% | −8.3K | Reduced |
| 3 | Vanguard Index Fds | 320.1K | $107.34M | 5.0% | −4.1K | Reduced |
| 4 | Nvidia Corporation |
| 386.4K |
| $72.06M |
| 3.3% |
| +11.5K |
| Added |
| 5 | Ishares Tr | 720.1K | $71.92M | 3.3% | +146.3K | Added |
| 6 | Ishares Tr | 501.4K | $68.67M | 3.2% | +26.1K | Added |
| 7 | Ishares Tr | 992.7K | $65.52M | 3.0% | +6.8K | Added |
| 8 | Vanguard Intl Equity Index F | 1.12M | $59.95M | 2.8% | +207 | Added |
| 9 | American Centy ETF Tr | 545.7K | $55.65M | 2.6% | −995 | Reduced |
| 10 | Microsoft Corp | 106.8K | $51.67M | 2.4% | +5.2K | Added |
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