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Disclosery

13F-HR filed by BAKER BOYER NATIONAL BANK

BAKER BOYER NATIONAL BANK filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-29, with 73 holding rows worth $271,087,294.

Accession
0001079398-25-000004
Filer
CIK 1079398
Filed
2025-04-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 100 entries on the cover page, a total value of $271,087,294 stated on the cover page (in dollars after the unit check, H1), rows summing to $271,087,294 with VALUE read as dollars as filed, 13F file number 028-03613. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,807,945$59,644,106dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF1,160,626$57,590,263dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,689,779$44,272,209dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE467,422$19,262,460dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF409,123$18,676,465dollars as filed
Dimensional International Value ETF25434V807SHS220,723$8,687,657dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK185,503$5,793,259dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS84,650$5,028,210dollars as filed
Apple Inc037833100COM17,964$3,990,343dollars as filed
Microsoft Corp594918104COM8,666$3,253,130dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG94,891$2,456,728dollars as filed
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ET02072L300ETF83,613$2,358,723dollars as filed
Dimensional US Small Cap ETF25434V500COM34,990$2,090,652dollars as filed
Vanguard S&P 500 ETF922908363COM3,993$2,052,043dollars as filed
Costco Wholesale Corporation22160K105COM1,791$1,693,892dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS7,307$1,476,964dollars as filed
SPY78462F103SHS2,427$1,357,640dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS26,695$1,356,907dollars as filed
Johnson & Johnson478160104COM8,080$1,339,987dollars as filed
Vanguard Value ETF922908744SHS7,559$1,305,742dollars as filed
Deere & Company244199105COM2,304$1,081,382dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM11,249$1,043,795dollars as filed
VANGUARD SCOTTSDALE FDS92206C714COM12,379$1,021,763dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,810$1,014,663dollars as filed
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF02072L102ETF23,359$996,261dollars as filed
McDonalds Corporation580135101COM3,048$952,104dollars as filed
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF02072L409ETF15,894$944,104dollars as filed
Berkshire Hathaway Inc084670702COM1,675$892,071dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS16,202$874,422dollars as filed
Procter & Gamble Co742718109COM4,639$790,578dollars as filed
Home Depot, Inc437076102COM1,952$715,388dollars as filed
Southern Company842587107COM7,691$707,188dollars as filed
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF02072L201ETF27,636$705,824dollars as filed
META PLATFORMS INC CL A30303M102COM1,186$683,563dollars as filed
iShares iBonds Dec. 2028 Corporate Bond ETF46435U515ETF26,568$671,108dollars as filed
Amazon.com, Inc023135106COM3,271$622,340dollars as filed
MasterCard, Inc57636Q104COM1,085$594,710dollars as filed
UnitedHealth Group Inc91324P102COM1,133$593,409dollars as filed
Honeywell Technologies438516106COM2,585$547,374dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,473$542,587dollars as filed
EXXON MOBIL CORP30231G102COM4,469$531,498dollars as filed
Union Pacific Corporation907818108COM2,197$519,019dollars as filed
Raytheon Technologies Corporation75513E101COM3,872$512,885dollars as filed
VWO922042858SHS10,829$490,121dollars as filed
International Business Machines Corporation459200101COM1,866$464,000dollars as filed
Waste Management, Inc.94106L109COM1,979$458,158dollars as filed
Accenture Plc Class AG1151C101COM1,462$456,202dollars as filed
Boeing Company097023105COM2,650$451,958dollars as filed
Visa Inc92826C839COM1,250$438,075dollars as filed
PACCAR INC COM693718108Stock4,409$429,304dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK5,249$423,332dollars as filed
Chevron Corporation166764100COM2,411$403,336dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,560$395,878dollars as filed
Duke Energy Corporation26441C204COM3,179$387,742dollars as filed
Vanguard Extended Market ETF922908652SHS2,143$369,153dollars as filed
CONSOLIDATED EDISON INC209115104COM3,213$355,326dollars as filed
NIKE,Inc. Class B654106103COM5,339$338,920dollars as filed
Caterpillar Inc.149123101COM1,001$330,130dollars as filed
Stryker Corporation863667101COM851$316,785dollars as filed
AbbVie,Inc.00287Y109COM1,494$313,023dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,560$269,926dollars as filed
Intuit Inc.461202103COM430$264,016dollars as filed
Danaher Corporation235851102COM1,281$262,605dollars as filed
JPMorgan Chase & Co46625H100COM1,065$261,245dollars as filed
NVIDIA Corp67066G104COM2,397$259,787dollars as filed
Vanguard Core Bond ETF922020748SHS3,257$252,190dollars as filed
Abbott Laboratories002824100COM1,870$248,056dollars as filed
Tesla Motors, Inc88160R101COM951$246,461dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,694$227,374dollars as filed
Lowes Companies,Inc.548661107COM946$220,636dollars as filed
Altria Group Inc02209S103COM3,671$220,333dollars as filed
Adobe Inc00724F101COM540$207,106dollars as filed
AURORA INNOVATION INC CLASS A COM051774107Stock12,000$80,700dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001079398-25-000004this filing2025-04-29acceptance time not in the bulk data set