13F-HR filed by BAKER BOYER NATIONAL BANK
BAKER BOYER NATIONAL BANK filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-05, with 80 holding rows worth $301,012,253.
- Accession
- 0001079398-25-000012
- Filer
- CIK 1079398
- Filed
- 2025-11-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 108 entries on the cover page, a total value of $301,012,253 stated on the cover page (in dollars after the unit check, H1), rows summing to $301,012,253 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 1,809,457 | $69,790,756 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 1,159,214 | $58,041,845 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 1,688,017 | $52,969,973 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 452,214 | $20,209,444 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 423,112 | $19,564,699 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 212,722 | $9,810,739 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 183,277 | $6,662,119 | dollars as filed | |
| Apple Inc | 037833100 | COM | 18,825 | $4,793,409 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 57,568 | $3,455,807 | dollars as filed | |
| ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ET | 02072L300 | ETF | 82,924 | $3,038,684 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,643 | $2,922,792 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 90,878 | $2,865,383 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 35,115 | $2,403,973 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,673 | $2,249,272 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 7,225 | $1,852,851 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,802 | $1,667,985 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 26,735 | $1,601,961 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,913 | $1,464,482 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 7,361 | $1,372,753 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 11,249 | $1,355,505 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,810 | $1,316,232 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 7,056 | $1,308,324 | dollars as filed | |
| ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF | 02072L102 | ETF | 25,070 | $1,169,515 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 12,379 | $1,106,311 | dollars as filed | |
| ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | 02072L409 | ETF | 16,994 | $1,095,110 | dollars as filed | |
| Deere & Company | 244199105 | COM | 2,212 | $1,011,459 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 14,612 | $963,223 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,103 | $942,971 | dollars as filed | |
| ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF | 02072L201 | ETF | 29,174 | $880,127 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,169 | $858,490 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,273 | $848,047 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,416 | $831,967 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,027 | $821,320 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,451 | $757,736 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,715 | $724,460 | dollars as filed | |
| Southern Company | 842587107 | COM | 7,257 | $687,746 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,872 | $647,902 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,660 | $646,646 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,150 | $644,454 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,090 | $620,003 | dollars as filed | |
| iShares iBonds Dec. 2028 Corporate Bond ETF | 46435U515 | ETF | 24,114 | $615,389 | dollars as filed | |
| VWO | 922042858 | SHS | 10,843 | $587,474 | dollars as filed | |
| Boeing Company | 097023105 | COM | 2,715 | $585,978 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,057 | $570,375 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 2,595 | $546,248 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,916 | $540,619 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,627 | $521,694 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,092 | $521,048 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 2,197 | $519,305 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 5,254 | $513,946 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,065 | $473,627 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,357 | $463,253 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,979 | $437,023 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 4,409 | $433,493 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 5,895 | $428,979 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,048 | $417,187 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,136 | $392,261 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 5,621 | $391,952 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,042 | $376,448 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,583 | $366,528 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,462 | $360,529 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,278 | $360,217 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 876 | $323,831 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 963 | $303,759 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 2,958 | $297,338 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 430 | $293,651 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,560 | $272,614 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,060 | $268,204 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,943 | $260,245 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 3,257 | $255,381 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,578 | $255,305 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,281 | $253,971 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,009 | $253,572 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 598 | $252,577 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 541 | $228,280 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 2,800 | $225,820 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 1,071 | $224,203 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,217 | $220,107 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 3,611 | $215,577 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 589 | $207,770 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001079398-25-000012 | this filing | 2025-11-05 | acceptance time not in the bulk data set |