Salt Lake City, UTCIK 17893514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
499 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Trd Slf Idx Fd | 749.6K | $45.82M | 19.5% | −47.5K | Reduced |
| 2 | Ishares Tr | 397.8K | $32.07M | 13.7% | +13.6K | Added |
| 3 | Vaneck ETF Trust | 277.6K | $14.66M | 6.3% | −13.7K | Reduced |
| 4 | Vaneck ETF Trust |
| 338.0K |
| $8.61M |
| 3.7% |
| −188.8K |
| Reduced |
| 5 | Apple Inc | 21.7K | $5.89M | 2.5% | −321 | Reduced |
| 6 | Johnson & Johnson | 20.7K | $4.28M | 1.8% | +3.3K | Added |
| 7 | Cisco Sys Inc | 40.7K | $3.14M | 1.3% | +1.4K | Added |
| 8 | Alphabet Inc | 9.6K | $3.00M | 1.3% | −397 | Reduced |
| 9 | Broadcom Inc | 8.6K | $2.98M | 1.3% | −1.5K | Reduced |
| 10 | Abbvie Inc | 11.6K | $2.66M | 1.1% | +1.9K | Added |
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