Salt Lake City, UTCIK 157394716 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 464.4K | $40.22M | 22.9% | −554.9K | Reduced |
| 2 | Vanguard Star Fds | 381.8K | $37.03M | 21.1% | −117.1K | Reduced |
| 3 | Vanguard Charlotte Fds | 408.3K | $27.00M | 15.4% | −101.2K | Reduced |
| 4 | Vanguard Index Fds |
| 287.5K |
| $24.83M |
| 14.1% |
| +201.6K |
| Added |
| 5 | Vanguard Index Fds | 130.7K | $22.20M | 12.6% | +39.4K | Added |
| 6 | Vanguard Wellington Fd | 182.0K | $22.07M | 12.6% | −21.6K | Reduced |
| 7 | Bp PLC | 18.8K | $912.0K | 0.5% | +2.8K | Added |
| 8 | Vanguard Index Fds | 1.8K | $469.3K | 0.3% | +1.8K | New |
| 9 | Vanguard Scottsdale Fds | 5.7K | $423.7K | 0.2% | +5.7K | New |
| 10 | Nvidia Corporation | 1.1K | $272.7K | 0.2% | +1.1K | New |
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