Orem, UTCIK 17306604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 414.7K | $9.82M | 4.7% | +3.2K | Added |
| 2 | Ishares Tr | 424.7K | $9.80M | 4.7% | +2.8K | Added |
| 3 | Ishares Tr | 438.9K | $9.80M | 4.7% | +3.5K | Added |
| 4 | Ishares Tr |
| 399.5K |
| $9.44M |
| 4.5% |
| +1.3K |
| Added |
| 5 | Ishares Tr | 375.1K | $9.09M | 4.3% | +375.1K | New |
| 6 | Ishares Tr | 197.4K | $7.38M | 3.5% | +17.6K | Added |
| 7 | Nvidia Corporation | 38.7K | $7.22M | 3.4% | +703 | Added |
| 8 | Microsoft Corp | 14.7K | $7.13M | 3.4% | −290 | Reduced |
| 9 | Janus Detroit Str Tr | 119.9K | $5.72M | 2.7% | +3.3K | Added |
| 10 | Ishares Tr | 221.5K | $5.38M | 2.6% | +221.5K | New |
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