Salt Lake City, UTCIK 16980915 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
160 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 1.38M | $154.09M | 42.4% | −110.9K | Reduced |
| 2 | Spdr Gold Tr | 32.6K | $12.91M | 3.6% | +147 | Added |
| 3 | Select Sector Spdr Tr | 65.3K | $9.40M | 2.6% | +32.2K | Added |
| 4 | Nvidia Corporation |
| 42.1K |
| $7.85M |
| 2.2% |
| +451 |
| Added |
| 5 | Vanguard Tax-Managed Fds | 117.1K | $7.31M | 2.0% | +216 | Added |
| 6 | Vanguard Index Fds | 19.0K | $5.52M | 1.5% | −486 | Reduced |
| 7 | Apple Inc | 19.9K | $5.41M | 1.5% | +43 | Added |
| 8 | Vanguard Index Fds | 14.3K | $4.79M | 1.3% | +45 | Added |
| 9 | Ishares Tr | 61.2K | $4.37M | 1.2% | +192 | Added |
| 10 | Alphabet Inc | 13.2K | $4.13M | 1.1% | −32 | Reduced |
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