account_balance
Investment manager · 13F filer · SEC CIK 1079398
Baker Boyer National Bank
Reported value$358Mas of Sep 30, 2026
Positions90 9 new, 13 sold out
Top 10 weight81.4%DFAC alone is 23%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDFA U.S. Core Equity 2 ETF
23.3%
DFAXDFA World Ex-U.S. Core Equity 2 ETF
20.2%
VTEBVanguard Muni Bond Tax Exempt ETF
15.8%
DFUVDFA U.S. Marketwide Value ETF
6.7%
FBNDFidelity Total Bond ETF
5.1%
DFIVDFA International Value ETF
3.1%−3%
DFAIDFA Intl Core Equity ETF
2.4%
SPYSPDR S&P 500 ETF Trust
1.8%
AAPLApple Inc.
1.7%
MSFT1.5%DFAE
IMOM
DFACDFA U.S. Core Equity 2 ETF
23.3%
DFAXDFA World Ex-U.S. Core Equity 2 ETF
20.2%
VTEBVanguard Muni Bond Tax Exempt ETF
15.8%
DFUVDFA U.S. Marketwide Value ETF
6.7%
FBNDFidelity Total Bond ETF
5.1%
DFIV3.1%
DFAI2.4%
SPYAAPLMSFTDFAE
IMOM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC DFA U.S. Core Equity 2 ETF 23.3% Held
DFAX DFA World Ex-U.S. Core Equity 2 ETF 20.2% Held
VTEB Vanguard Muni Bond Tax Exempt ETF 15.8% Held
DFUV DFA U.S. Marketwide Value ETF 6.7% Held
FBND Fidelity Total Bond ETF 5.1% Held
DFIV DFA International Value ETF 3.1% Trimmed −3%
DFAI DFA Intl Core Equity ETF 2.4% Added +5%
SPY SPDR S&P 500 ETF Trust 1.8% HeldAAPL Apple Inc. 1.7% HeldMSFT Microsoft Corp 1.5% HeldDFAE DFA Emerging Mkts Core Equity ETF 1.1% Trimmed −2%
IMOM Alpha Architect Intl Quantitative Momentum 1.0% Held
What changed
Biggest moves since Jun 30, 2026
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