Salt Lake City, UTCIK 21114091 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 104.3K | $12.70M | 7.8% | +104.3K | New Position |
| 2 | Vanguard Charlotte Fds | 256.1K | $12.37M | 7.6% | +256.1K | New Position |
| 3 | Schwab Strategic Tr | 487.1K | $11.71M | 7.2% | +487.1K | New Position |
| 4 |
| Schwab Strategic Tr |
| 294.4K |
| $8.08M |
| 5.0% |
| +294.4K |
| New Position |
| 5 | Ishares Tr | 77.6K | $7.75M | 4.8% | +77.6K | New Position |
| 6 | Ishares Tr | 155.3K | $6.66M | 4.1% | +155.3K | New Position |
| 7 | Invesco Exch Trd Slf Idx Fd | 249.0K | $4.87M | 3.0% | +249.0K | New Position |
| 8 | Spdr Series Trust | 47.2K | $4.44M | 2.7% | +47.2K | New Position |
| 9 | Vanguard Index Fds | 22.7K | $4.33M | 2.7% | +22.7K | New Position |
| 10 | Schwab Strategic Tr | 108.0K | $3.52M | 2.2% | +108.0K | New Position |
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