Salt Lake City, UTCIK 17824914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 1.01M | $63.39M | 20.7% | +23.4K | Added |
| 2 | Vanguard Index Fds | 101.2K | $49.36M | 16.1% | −366 | Reduced |
| 3 | Vanguard Index Fds | 200.5K | $38.30M | 12.5% | +13.5K | Added |
| 4 | Vanguard Index Fds |
| 66.2K |
| $14.02M |
| 4.6% |
| −1.9K |
| Reduced |
| 5 | Vanguard Index Fds | 40.3K | $12.18M | 4.0% | −109 | Reduced |
| 6 | Schwab Strategic Tr | 482.2K | $11.59M | 3.8% | +11.3K | Added |
| 7 | Apple Inc | 34.5K | $9.37M | 3.1% | −517 | Reduced |
| 8 | Nvidia Corporation | 49.1K | $9.16M | 3.0% | −1.1K | Reduced |
| 9 | Microsoft Corp | 15.8K | $7.62M | 2.5% | −228 | Reduced |
| 10 | Vanguard Index Fds | 24.2K | $6.23M | 2.0% | +1.2K | Added |
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