BAKER BOYER NATIONAL BANK

Est. AUM

$72.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DFA U.S. Core Equity 2 ETF	Com	$7.0M	180580	9.70%	DFND
2	SPDR S&P 500 ETF	Com	$5.4M	8259	7.43%	SOLE
3	Paccar Inc	Com	$4.2M	36506	5.83%	SOLE
4	Vanguard Interm Term Treasury ETF	Com	$3.7M	62299	5.13%	SOLE
5	DFA Intl Core Equity ETF	Com	$3.5M	89595	4.83%	DFND
6	DFA World Ex-U.S. Core Equity 2 ETF	Com	$2.9M	86298	4.05%	DFND
7	Vanguard S&P 500	Com	$2.3M	3803	3.14%	SOLE
8	Vanguard Muni Bond Tax Exempt	Com	$2.3M	45186	3.12%	DFND
9	Vanguard Developed Markets Index ETF	Com	$1.7M	25890	2.29%	SOLE
10	Johnson & Johnson	Com	$1.6M	6721	2.27%	SOLE
11	Berkshire Hathaway Class A	Com	$1.4M	2	1.99%	SOLE
12	Vanguard Russell 1000 Growth Index Fund	Com	$1.2M	11249	1.71%	SOLE
13	Exxon Mobil Corporation	Com	$1.2M	7270	1.70%	SOLE
14	iShares Russell 1000 Growth ETF	Com	$1.2M	2810	1.66%	SOLE
15	Costco Wholesale Corp	Com	$1.2M	1172	1.62%	SOLE
16	Vanguard Russell 1000 Value Index Fund	Com	$1.2M	12379	1.60%	SOLE
17	Avantis US Equity ETF	Com	$1.0M	9297	1.43%	SOLE
18	Emerson Electric CO	Com	$1.0M	7875	1.43%	SOLE
19	Amazon.Com Inc	Com	$964K	4627	1.33%	SOLE
20	McDonald's Corporation	Com	$931K	2996	1.29%	SOLE
21	Alphabet (Google) Class A	Com	$897K	3119	1.24%	SOLE
22	DFA Emerging Mkts Core Equity ETF	Com	$897K	26496	1.24%	DFND
23	Alphabet (Google) Class C	Com	$836K	2914	1.16%	SOLE
24	Alpha Architect US Quantitative Value ETF	Com	$822K	15762	1.14%	DFND
25	Alpha Architect Intl Quantitative Momentum	Com	$819K	20562	1.13%	DFND
26	Caterpillar Inc	Com	$811K	1145	1.12%	SOLE
27	Fidelity Total Bond ETF	Com	$776K	17006	1.07%	DFND
28	Alpha Architect US Quantitative Momentum ETF	Com	$739K	10812	1.02%	DFND
29	Meta Platforms Inc	Com	$736K	1286	1.02%	SOLE
30	Vanguard Russell 2000 Index Fund	Com	$706K	7044	0.98%	SOLE
31	iShares ibonds Dec 2028 Term Corp ETF	Com	$684K	27023	0.95%	SOLE
32	RTX Corporation	Com	$651K	3376	0.90%	SOLE
33	Home Depot Inc	Com	$649K	1973	0.90%	SOLE
34	Alpha Architect Intl Quantitative Value	Com	$639K	18827	0.88%	DFND
35	Vanguard FTSE Emerging Markets	Com	$595K	11017	0.82%	SOLE
36	Honeywell International	Com	$584K	2585	0.81%	SOLE
37	Union Pacific Corp	Com	$567K	2338	0.78%	SOLE
38	Mastercard Inc	Com	$562K	1125	0.78%	SOLE
39	Chevron Corp	Com	$542K	2618	0.75%	SOLE
40	iShares Gold Tr	Com	$520K	5895	0.72%	SOLE
41	Microsoft Corp	Com	$518K	1400	0.72%	DFND
42	Procter & Gamble CO	Com	$493K	3414	0.68%	SOLE
43	International Business Machines	Com	$482K	1987	0.67%	SOLE
44	Apple Inc	Com	$461K	1815	0.64%	DFND
45	Waste Management	Com	$455K	1979	0.63%	SOLE
46	Duke Energy Corp	Com	$440K	3359	0.61%	SOLE
47	Visa Inc	Com	$410K	1357	0.57%	SOLE
48	NVIDIA Corp	Com	$359K	2057	0.50%	SOLE
49	Boeing Co	Com	$358K	1800	0.50%	DFND
50	Advanced Micro Devices	Com	$351K	1725	0.49%	SOLE

1–50 of 91

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.