BAKER BOYER NATIONAL BANK - Portfolio overview

BAKER BOYER NATIONAL BANK has 95 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. DFAX - DFA World Ex-U.S. Core Equity 2 ETF, 24.83%
2. VTEB - Vanguard Muni Bond Tax Exempt, 24.53%
3. DFUV - DFA U.S. Marketwide Value ETF, 9.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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