BB
| |
BAKER BOYER NATIONAL BANK13F | |
| BAKER BOYER NATIONAL BANK | |
| Last update 2025-04-29 | 73 Stocks (3 new) |
| Value $271.00 Mil | Turnover 2 % |
BAKER BOYER NATIONAL BANK Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 1,807,945 | 59,644.1 | +0.82% | 22.000 | +0.18% | 0.190 | +17.94% | +7.29% | 35,949.9 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 1,160,626 | 57,590.3 | -8.04% | 21.240 | -1.76% | 0.160 | +0.59% | -1.67% | 35,646.8 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 1,689,779 | 44,272.2 | +1.00% | 16.330 | +0.16% | 0.580 | +16.46% | +23.66% | 9,114.8 | ||
DFUV | Dimensional US Marketwide Value ETF | 467,422 | 19,262.5 | +1.08% | 7.110 | +0.08% | 0.170 | +12.93% | +7.01% | 11,880.4 | ||
FBND | Fidelity Total Bond ETF | 409,123 | 18,676.5 | +5.20% | 6.890 | +0.34% | 0.100 | +2.38% | +3.89% | 19,356.8 | ||
DFIV | Dimensional International Value ETF | 220,723 | 8,687.7 | -1.12% | 3.200 | -0.03% | 0.080 | +15.24% | +28.20% | 12,645.5 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 185,503 | 5,793.3 | +11.24% | 2.140 | +0.22% | 0.060 | +13.36% | +23.13% | 10,882.9 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 84,650 | 5,028.2 | -16.76% | 1.850 | -0.34% | 0.020 | +1.33% | +4.28% | 31,627.4 | ||
AAPL | Apple Inc | 17,964 | 3,990.3 | -9.41% | 1.470 | -0.16% | 0.000 | +4.48% | -14.54% | 3,188,670.4 | Hardware | |
MSFT | Microsoft Corp | 8,666 | 3,253.1 | +4.30% | 1.200 | +0.05% | 0.000 | +34.96% | +20.11% | 3,748,566.3 | Software |
BAKER BOYER NATIONAL BANK's Historical Top Holdings Breakdowns
BAKER BOYER NATIONAL BANK's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Reduce Reduce | -1.76% | 49.25 ($50.03) 50.66 | $48.49 | -3.08% | Reduce -8.04% | 1,160,626 | -101,413 | |
VTV | Vanguard Value ETF | 2025-03-31 | Reduce Reduce | -1.21% | 167.73 ($174.39) 179.21 | $180.25 | 3.36% | Reduce -73.2% | 7,559 | -20,641 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -1.13% | 47.4 ($50.6) 52.99 | $58.31 | 15.25% | Reduce -71.82% | 26,695 | -68,050 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Sold Out Sold Out | -1.11% | 369.1 ($404.54) 427.61 | $448.49 | 10.86% | Sold Out | 0 | -7,825 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.34% | 44.41 ($45.29) 45.98 | $45.56 | 0.61% | Add 5.2% | 409,123 | 20,205 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -0.34% | 57.44 ($58.5) 59.4 | $59.34 | 1.44% | Reduce -16.76% | 84,650 | -17,047 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -0.31% | 42.5 ($45.01) 46.71 | $51.14 | 13.62% | Reduce -65.49% | 10,829 | -20,549 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.28% | 222.15 ($333.26) 428.22 | $334.26 | 0.30% | Reduce -67.48% | 951 | -1,973 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.26% | 217.89 ($238.81) 252.64 | $247.23 | 3.53% | Sold Out | 0 | -3,133 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Add Add | +0.22% | 28.88 ($30.87) 32.4 | $35.41 | 14.71% | Add 11.24% | 185,503 | 18,748 |
BAKER BOYER NATIONAL BANK Total Holding History ($B)
BAKER BOYER NATIONAL BANK's Asset Allocation
BAKER BOYER NATIONAL BANK Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BAKER BOYER NATIONAL BANK's Hypothetical Growth since 2025-03-31
BAKER BOYER NATIONAL BANK's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BAKER BOYER NATIONAL BANK's Holdings Heat Map
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BAKER BOYER NATIONAL BANK's Holdings Bubble Chart
BAKER BOYER NATIONAL BANK News
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