Lehi, UTCIK 20555264 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
62 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 713.6K | $28.25M | 19.8% | +10.6K | Added |
| 2 | Dimensional ETF Trust | 676.0K | $23.29M | 16.3% | −2.0K | Reduced |
| 3 | Dimensional ETF Trust | 250.0K | $8.27M | 5.8% | +3.5K | Added |
| 4 | Dimensional ETF Trust |
| 92.1K |
| $5.48M |
| 3.8% |
| −588 |
| Reduced |
| 5 | Dimensional ETF Trust | 98.0K | $4.56M | 3.2% | −5.3K | Reduced |
| 6 | Dimensional ETF Trust | 88.5K | $4.24M | 3.0% | +5.3K | Added |
| 7 | Dimensional ETF Trust | 117.9K | $3.86M | 2.7% | 0 | Held |
| 8 | Alphabet Inc | 12.1K | $3.80M | 2.7% | −7 | Reduced |
| 9 | Ishares Tr | 35.7K | $3.58M | 2.5% | +1.4K | Added |
| 10 | Vanguard Index Fds | 17.7K | $3.38M | 2.4% | 0 | Held |
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