Filed: 4/28/2026ACC: 0001079398-26-000004
📋 What this filing means
BAKER BOYER NATIONAL BANK filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $332.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$332.83M
Total AUM (reported)
6.78M
Total Shares
Allocation by class
COM$332.83M100.0%
Portfolio Concentration
Top 3$188.69M56.7%
4–10$76.47M23.0%
11–25$33.27M10.0%
Rest$34.41M10.3%
Top 3 weight
56.7%
Top 10 weight
79.7%
Voting Authority Distribution
Total shares with voting rights: 6.78M
Sole
Full voting authority
6.77M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.77K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings91
Rows:
DFA U.S. Core Equity 2 ETF
SOLEShares1.81M
TypeSH
Market value$70.35M
21.14%
Sole
1.81M
Shared
0.00
None
0.00
DFA World Ex-U.S. Core Equity 2 ETF
SOLEShares1.76M
TypeSH
Market value$59.86M
17.98%
Sole
1.76M
Shared
0.00
None
0.00
Vanguard Muni Bond Tax Exempt
SOLEShares1.17M
TypeSH
Market value$58.48M
17.57%
Sole
1.17M
Shared
0.00
None
3.28K
DFA U.S. Marketwide Value ETF
SOLEShares442.15K
TypeSH
Market value$21.43M
6.44%
Sole
442.15K
Shared
0.00
None
0.00
Fidelity Total Bond ETF
SOLEShares410.18K
TypeSH
Market value$18.71M
5.62%
Sole
405.69K
Shared
0.00
None
4.49K
DFA International Value ETF
SOLEShares206.48K
TypeSH
Market value$10.90M
3.27%
Sole
206.48K
Shared
0.00
None
0.00
DFA Intl Core Equity ETF
SOLEShares196.54K
TypeSH
Market value$7.66M
2.30%
Sole
196.54K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares20.51K
TypeSH
Market value$7.59M
2.28%
Sole
20.51K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares8.26K
TypeSH
Market value$5.37M
1.61%
Sole
8.26K
Shared
0.00
None
0.00
Apple Inc
SOLEShares18.95K
TypeSH
Market value$4.81M
1.45%
Sole
18.95K
Shared
0.00
None
0.00
Paccar Inc
SOLEShares36.51K
TypeSH
Market value$4.22M
1.27%
Sole
36.51K
Shared
0.00
None
0.00
Vanguard Interm Term Treasury ETF
SOLEShares62.30K
TypeSH
Market value$3.71M
1.11%
Sole
62.30K
Shared
0.00
None
0.00
Alpha Architect Intl Quantitative Momentum
SOLEShares90.82K
TypeSH
Market value$3.62M
1.09%
Sole
90.82K
Shared
0.00
None
0.00
DFA Emerging Mkts Core Equity ETF
SOLEShares102.58K
TypeSH
Market value$3.47M
1.04%
Sole
102.58K
Shared
0.00
None
0.00
DFA U.S. Small Cap ETF
SOLEShares35.79K
TypeSH
Market value$2.55M
0.76%
Sole
35.79K
Shared
0.00
None
0.00
Vanguard S&P 500
SOLEShares3.80K
TypeSH
Market value$2.27M
0.68%
Sole
3.80K
Shared
0.00
None
0.00
iShares MSCI USA Momentum Factor ETF
SOLEShares9.17K
TypeSH
Market value$2.20M
0.66%
Sole
9.17K
Shared
0.00
None
0.00
Vanguard Developed Markets Index ETF
SOLEShares25.89K
TypeSH
Market value$1.66M
0.50%
Sole
25.89K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares6.72K
TypeSH
Market value$1.64M
0.49%
Sole
6.72K
Shared
0.00
None
0.00
Vanguard Value ETF
SOLEShares7.55K
TypeSH
Market value$1.48M
0.44%
Sole
7.55K
Shared
0.00
None
0.00
Berkshire Hathaway Class A
SOLEShares2.00
TypeSH
Market value$1.44M
0.43%
Sole
2.00
Shared
0.00
None
0.00
Alpha Architect US Quantitative Value ETF
SOLEShares25.01K
TypeSH
Market value$1.30M
0.39%
Sole
25.01K
Shared
0.00
None
0.00
Deere & Company
SOLEShares2.20K
TypeSH
Market value$1.24M
0.37%
Sole
2.20K
Shared
0.00
None
0.00
Vanguard Russell 1000 Growth Index Fund
SOLEShares11.25K
TypeSH
Market value$1.23M
0.37%
Sole
11.25K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares7.27K
TypeSH
Market value$1.23M
0.37%
Sole
7.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA U.S. Core Equity 2 ETFSOLE | Com | 1.81M | SH | $70.35M 21.14% | 1.81M | 0.00 | 0.00 |
DFA World Ex-U.S. Core Equity 2 ETFSOLE | Com | 1.76M | SH | $59.86M 17.98% | 1.76M | 0.00 | 0.00 |
Vanguard Muni Bond Tax ExemptSOLE | Com | 1.17M | SH | $58.48M 17.57% | 1.17M | 0.00 | 3.28K |
DFA U.S. Marketwide Value ETFSOLE | Com | 442.15K | SH | $21.43M 6.44% | 442.15K | 0.00 | 0.00 |
Fidelity Total Bond ETFSOLE | Com | 410.18K | SH | $18.71M 5.62% | 405.69K | 0.00 | 4.49K |
DFA International Value ETFSOLE | Com | 206.48K | SH | $10.90M 3.27% | 206.48K | 0.00 | 0.00 |
DFA Intl Core Equity ETFSOLE | Com | 196.54K | SH | $7.66M 2.30% | 196.54K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 20.51K | SH | $7.59M 2.28% | 20.51K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Com | 8.26K | SH | $5.37M 1.61% | 8.26K | 0.00 | 0.00 |
Apple IncSOLE | Com | 18.95K | SH | $4.81M 1.45% | 18.95K | 0.00 | 0.00 |
Paccar IncSOLE | Com | 36.51K | SH | $4.22M 1.27% | 36.51K | 0.00 | 0.00 |
Vanguard Interm Term Treasury ETFSOLE | Com | 62.30K | SH | $3.71M 1.11% | 62.30K | 0.00 | 0.00 |
Alpha Architect Intl Quantitative MomentumSOLE | Com | 90.82K | SH | $3.62M 1.09% | 90.82K | 0.00 | 0.00 |
DFA Emerging Mkts Core Equity ETFSOLE | Com | 102.58K | SH | $3.47M 1.04% | 102.58K | 0.00 | 0.00 |
DFA U.S. Small Cap ETFSOLE | Com | 35.79K | SH | $2.55M 0.76% | 35.79K | 0.00 | 0.00 |
Vanguard S&P 500SOLE | Com | 3.80K | SH | $2.27M 0.68% | 3.80K | 0.00 | 0.00 |
iShares MSCI USA Momentum Factor ETFSOLE | Com | 9.17K | SH | $2.20M 0.66% | 9.17K | 0.00 | 0.00 |
Vanguard Developed Markets Index ETFSOLE | Com | 25.89K | SH | $1.66M 0.50% | 25.89K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 6.72K | SH | $1.64M 0.49% | 6.72K | 0.00 | 0.00 |
Vanguard Value ETFSOLE | Com | 7.55K | SH | $1.48M 0.44% | 7.55K | 0.00 | 0.00 |
Berkshire Hathaway Class ASOLE | Com | 2.00 | SH | $1.44M 0.43% | 2.00 | 0.00 | 0.00 |
Alpha Architect US Quantitative Value ETFSOLE | Com | 25.01K | SH | $1.30M 0.39% | 25.01K | 0.00 | 0.00 |
Deere & CompanySOLE | Com | 2.20K | SH | $1.24M 0.37% | 2.20K | 0.00 | 0.00 |
Vanguard Russell 1000 Growth Index FundSOLE | Com | 11.25K | SH | $1.23M 0.37% | 11.25K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Com | 7.27K | SH | $1.23M 0.37% | 7.27K | 0.00 | 0.00 |
Page 1 of 4