Salt Lake City, UTCIK 20659385 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 | Spdr Series Trust | 355.8K | $32.51M | 28.0% | +21.8K | Added |
| 2 | Dimensional ETF Trust | 291.9K | $13.66M | 11.8% | +14.2K | Added |
| 3 | Dimensional ETF Trust | 159.5K | $6.08M | 5.2% | +14.5K | Added |
| 4 | Dimensional ETF Trust |
| 142.2K |
| $4.63M |
| 4.0% |
| +345 |
| Added |
| 5 | Apple Inc | 16.3K | $4.43M | 3.8% | −7.8K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 6.4K | $4.33M | 3.7% | −80 | Reduced |
| 7 | Vanguard Scottsdale Fds | 48.5K | $2.85M | 2.5% | −2.0K | Reduced |
| 8 | Invesco Qqq Tr | 4.6K | $2.80M | 2.4% | +216 | Added |
| 9 | Vanguard Ultra Short | 25.0K | $1.89M | 1.6% | −1.2K | Reduced |
| 10 | Alphabet Inc | 5.9K | $1.85M | 1.6% | −80 | Reduced |
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