Orem, UTCIK 17135584 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 2.30M | $184.32M | 24.6% | −2.3K | Reduced |
| 2 | Spdr Index Shs Fds | 1.63M | $72.30M | 9.6% | +12.6K | Added |
| 3 | J P Morgan Exchange Traded F | 878.3K | $47.49M | 6.3% | +596.6K | Added |
| 4 | J P Morgan Exchange Traded F |
| 684.6K |
| $45.47M |
| 6.1% |
| +54.3K |
| Added |
| 5 | J P Morgan Exchange Traded F | 879.7K | $44.51M | 5.9% | +63.7K | Added |
| 6 | Spdr Series Trust | 735.5K | $42.60M | 5.7% | +1.9K | Added |
| 7 | Spdr Series Trust | 718.9K | $33.69M | 4.5% | −10.3K | Reduced |
| 8 | Global X Fds | 244.2K | $24.45M | 3.3% | +21.4K | Added |
| 9 | Dimensional ETF Trust | 710.7K | $23.51M | 3.1% | +499.3K | Added |
| 10 | J P Morgan Exchange Traded F | 443.5K | $21.00M | 2.8% | +54.0K | Added |
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