Salt Lake City, UTCIK 17634095 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
399 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.19M | $119.25M | 12.1% | −73.2K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 93.9K | $64.05M | 6.5% | −4.6K | Reduced |
| 3 | Ishares Tr | 558.4K | $61.51M | 6.3% | −453 | Reduced |
| 4 | Ishares Tr |
| 125.6K |
| $59.47M |
| 6.0% |
| −1.7K |
| Reduced |
| 5 | Ge Healthcare Technologies I | 4.37M | $46.42M | 4.7% | +4.34M | Added |
| 6 | Ishares Tr | 903.2K | $42.46M | 4.3% | +863.6K | Added |
| 7 | Vanguard Index Fds | 66.4K | $41.64M | 4.2% | +1.3K | Added |
| 8 | Ea Series Trust | 307.6K | $35.40M | 3.6% | +307.6K | New |
| 9 | Circle Internet Group Inc | 343.1K | $27.21M | 2.8% | +343.1K | New |
| 10 | Spdr Gold Tr | 62.2K | $24.64M | 2.5% | +15.2K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio