Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAKER BOYER NATIONAL BANK | 04-12-2024 | 03-31-2024 | 80 | 290,368,365 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHA ARCHITECT US QUANTITATIVE MOMENTUM ETF | CLOSED END FD/EQ CEF&ETF | 51 | $531,156 | 8,986 | 0.00 | 0.00 | 10 | 0.11 | 03-31-2024 |
| CHEVRON CORPORATION | COMMON STOCK | 52 | $497,347 | 3,153 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | CLOSED END FD/EQ CEF&ETF | 53 | $494,169 | 9,079 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NIKE INC CL B COM | COMMON STOCK | 54 | $482,961 | 5,139 | 0.00 | 0.00 | -5,225 | -50.41 | 03-31-2024 |
