BAKER BOYER NATIONAL BANK
CIK 1079398 · Holdings on Dec 31, 2024 · First reported Jan 23, 2025
Top ten holdings
Q4 2024- VTEB21.86%
- DFAC21.43%
- DFAX14.37%
- DFUV6.54%
- FBND6.03%
- DFIV2.74%
- VGIT2.04%
- AAPL1.72%
- DFAI1.68%
- VTV1.65%
Share classes counted separately80.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAXWeight decreased · -0.74 pp15.11% → 14.37%Shares +5.67K (+0.34%)
- VTEBWeight increased · +0.71 pp21.15% → 21.86%Shares +29.39K (+2.38%)
- DFACWeight increased · +0.55 pp20.88% → 21.43%Shares -21.50K (-1.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTEBVANGUARD TAX-EXEMPT BOND ETFCom View history and evidence | $63.27M | 21.86% | 1.26M shares | 21.15% → 21.86%+0.71 pp +29.39K (+2.38%) | Added | ↗▾ |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2Com View history and evidence | $62.03M | 21.43% | 1.79M shares | 20.88% → 21.43%+0.55 pp -21.50K (-1.18%) | Reduced | ↗▾ |
| 03 | DFAXDIMENSIONAL WORLD EX US CORECom View history and evidence | $41.59M | 14.37% | 1.67M shares | 15.11% → 14.37%-0.74 pp +5.67K (+0.34%) | Added | ↗▾ |
| 04 | DFUVDIMENSIONAL US MARKETWIDE VACom View history and evidence | $18.92M | 6.54% | 462.45K shares | 6.69% → 6.54%-0.15 pp -15.77K (-3.30%) | Reduced | ↗▾ |
| 05 | FBNDFIDELITY TOTAL BOND ETFCom View history and evidence | $17.45M | 6.03% | 388.92K shares | 6.14% → 6.03%-0.11 pp -2.67K (-0.68%) | Reduced | ↗▾ |
| 06 | DFIVDIMENSIONAL INTERNATIONAL VACom View history and evidence | $7.92M | 2.74% | 223.22K shares | 3.01% → 2.74%-0.27 pp -12.68K (-5.38%) | Reduced | ↗▾ |
| 07 | VGITVANGUARD INTERMEDIATE-TERM TCom View history and evidence | $5.90M | 2.04% | 101.70K shares | 2.23% → 2.04%-0.19 pp -8.19K (-7.45%) | Reduced | ↗▾ |
| 08 | AAPLAPPLE INCCom View history and evidence | $4.97M | 1.72% | 19.83K shares | 1.64% → 1.72%+0.08 pp -1.19K (-5.64%) | Reduced | ↗▾ |
| 09 | DFAIDIMENSIONAL INTERNATIONAL COCom View history and evidence | $4.87M | 1.68% | 166.75K shares | 1.78% → 1.68%-0.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUICom View history and evidence | $4.77M | 1.65% | 28.20K shares | 1.67% → 1.65%-0.02 pp -312 (-1.09%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PEP PEPSICO INC | Non-derivative | -1,285 | -$218.51K | SEC filing ↗ | SEC filing ↗ |
| USB US BANCORP | Non-derivative | -4,577 | -$209.31K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1079398 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 289462684
}Research all 79 reported holdings.
This page includes 30 of 79 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 79 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1079398","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1079398","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.