Orem, UTCIK 18792064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 566.9K | $13.63M | 19.8% | −375.2K | Reduced |
| 2 | Vanguard Scottsdale Fds | 65.6K | $7.98M | 11.6% | −100.2K | Reduced |
| 3 | Schwab Strategic Tr | 288.3K | $7.91M | 11.5% | −246.4K | Reduced |
| 4 | Ishares Tr |
| 61.1K |
| $6.10M |
| 8.9% |
| −59.7K |
| Reduced |
| 5 | Vanguard Charlotte Fds | 73.6K | $3.56M | 5.2% | −213.3K | Reduced |
| 6 | Spdr Index Shs Fds | 57.6K | $2.70M | 3.9% | −48.5K | Reduced |
| 7 | Spdr Series Trust | 25.1K | $2.29M | 3.3% | −28.6K | Reduced |
| 8 | Spdr Series Trust | 23.2K | $2.18M | 3.2% | −42.9K | Reduced |
| 9 | Ishares Tr | 50.2K | $2.15M | 3.1% | −134.2K | Reduced |
| 10 | Vanguard Intl Equity Index F | 15.0K | $2.15M | 3.1% | −14.9K | Reduced |
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