Salt Lake City, UTCIK 17514124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
362 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 13.12M | $474.20M | 26.0% | +104.6K | Added |
| 2 | Ea Series Trust | 4.55M | $125.74M | 6.9% | +159.9K | Added |
| 3 | Vanguard Index Fds | 179.9K | $112.80M | 6.2% | +10.8K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 1.04M |
| $64.78M |
| 3.5% |
| +20.4K |
| Added |
| 5 | Vanguard Intl Equity Index F | 648.7K | $34.87M | 1.9% | +21.4K | Added |
| 6 | Vanguard Index Fds | 181.5K | $34.67M | 1.9% | −16.8K | Reduced |
| 7 | Pacer Fds Tr | 877.2K | $33.93M | 1.9% | +18.2K | Added |
| 8 | Microsoft Corp | 64.9K | $31.40M | 1.7% | +7.4K | Added |
| 9 | Nvidia Corporation | 157.9K | $29.44M | 1.6% | +7.8K | Added |
| 10 | Abbvie Inc | 125.9K | $28.77M | 1.6% | −9.1K | Reduced |
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