Orem, UTCIK 20312914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
74 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.05M | $41.57M | 12.6% | +20.5K | Added |
| 2 | Ea Series Trust | 1.55M | $36.20M | 11.0% | +87.4K | Added |
| 3 | Ishares Tr | 215.4K | $32.02M | 9.7% | +14.8K | Added |
| 4 | Dimensional ETF Trust |
| 433.3K |
| $25.80M |
| 7.8% |
| +5.3K |
| Added |
| 5 | Dimensional ETF Trust | 397.8K | $19.85M | 6.0% | −11.2K | Reduced |
| 6 | American Centy ETF Tr | 189.2K | $17.78M | 5.4% | +4.9K | Added |
| 7 | Dimensional ETF Trust | 444.9K | $14.72M | 4.5% | +3.7K | Added |
| 8 | Ishares Tr | 173.2K | $14.28M | 4.3% | +10.2K | Added |
| 9 | Dimensional ETF Trust | 295.3K | $13.76M | 4.2% | +8.7K | Added |
| 10 | Vanguard Scottsdale Fds | 209.4K | $12.55M | 3.8% | +28.5K | Added |
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