Salt Lake City, UTCIK 17300334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,099 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 200.3K | $137.22M | 12.2% | +3.5K | Added |
| 2 | Pacs Group Inc | 2.15M | $82.45M | 7.3% | +1.04M | Added |
| 3 | Spdr S&P 500 ETF Tr | 100.8K | $68.71M | 6.1% | −1.1K | Reduced |
| 4 | Ishares Tr |
| 930.7K |
| $61.43M |
| 5.4% |
| +29.2K |
| Added |
| 5 | Ishares Tr | 551.1K | $49.30M | 4.4% | +23.4K | Added |
| 6 | Vanguard Bd Index Fds | 604.5K | $44.78M | 4.0% | +28.0K | Added |
| 7 | Berkshire Hathaway Inc Del | 56 | $42.27M | 3.7% | 0 | Held |
| 8 | Vanguard World Fd | 322.4K | $39.00M | 3.5% | −21 | Reduced |
| 9 | Pgim ETF Tr | 760.9K | $37.73M | 3.3% | −178.6K | Reduced |
| 10 | Dbx ETF Tr | 754.4K | $36.29M | 3.2% | +16.7K | Added |
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