Lehi, UTCIK 19648104 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
171 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 565.3K | $46.64M | 14.7% | −52.9K | Reduced |
| 2 | Vanguard Index Fds | 34.8K | $21.81M | 6.9% | −47.8K | Reduced |
| 3 | Vanguard Star Fds | 164.2K | $12.38M | 3.9% | −20.3K | Reduced |
| 4 | Spdr Series Trust |
| 143.4K |
| $11.50M |
| 3.6% |
| −86.5K |
| Reduced |
| 5 | Blackrock ETF Trust | 131.7K | $8.01M | 2.5% | +78.8K | Added |
| 6 | Ishares Tr | 36.2K | $7.68M | 2.4% | +25.7K | Added |
| 7 | Nvidia Corporation | 38.6K | $7.20M | 2.3% | −3.0K | Reduced |
| 8 | Aim ETF Products Trust | 201.1K | $6.98M | 2.2% | +195.0K | Added |
| 9 | Ishares Tr | 56.6K | $6.97M | 2.2% | +32.8K | Added |
| 10 | Ishares Inc | 99.2K | $6.67M | 2.1% | +20.5K | Added |
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