Salt Lake City, UTCIK 19033214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
89 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Trust For Professional Manag | 339.5K | $9.28M | 6.6% | +930 | Added |
| 2 | Ishares Tr | 45.7K | $9.13M | 6.5% | −456 | Reduced |
| 3 | Ishares Tr | 26.4K | $7.94M | 5.7% | −494 | Reduced |
| 4 | Flexshares Disciplined |
| 360.2K |
| $7.48M |
| 5.3% |
| +8.2K |
| Added |
| 5 | First Tr Exchange Traded Fd | 90.4K | $6.28M | 4.5% | −785 | Reduced |
| 6 | Ishares Tr | 124.5K | $5.90M | 4.2% | +2.8K | Added |
| 7 | Ishares Tr | 56.7K | $5.46M | 3.9% | −510 | Reduced |
| 8 | First Tr Exchange-Traded Alp | 60.1K | $5.18M | 3.7% | −144 | Reduced |
| 9 | Ishares Tr | 48.1K | $5.08M | 3.6% | +853 | Added |
| 10 | Ishares Tr | 23.4K | $5.02M | 3.6% | +323 | Added |
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