Salt Lake City, UTCIK 17459454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
48 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.32M | $155.19M | 40.4% | −289.4K | Reduced |
| 2 | Dimensional ETF Trust | 1.21M | $46.04M | 12.0% | −41.3K | Reduced |
| 3 | Spdr Series Trust | 517.4K | $42.68M | 11.1% | −18.2K | Reduced |
| 4 | Dimensional ETF Trust |
| 1.08M |
| $35.23M |
| 9.2% |
| −52.6K |
| Reduced |
| 5 | Ishares Tr | 143.5K | $14.34M | 3.7% | −15.8K | Reduced |
| 6 | Spdr Index Shs Fds | 288.2K | $12.80M | 3.3% | −10.1K | Reduced |
| 7 | Ishares Tr | 105.5K | $11.30M | 2.9% | −805 | Reduced |
| 8 | Spdr Index Shs Fds | 214.6K | $10.05M | 2.6% | −5.8K | Reduced |
| 9 | Spdr Series Trust | 188.9K | $6.39M | 1.7% | −16.5K | Reduced |
| 10 | Spdr Series Trust | 235.2K | $6.10M | 1.6% | −18.0K | Reduced |
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