Baker Boyer National Bank Top Holdings and 13F Report (2025) About Baker Boyer National BankInvestment ActivityBaker Boyer National Bank has $289.46 million in total holdings as of December 31, 2024.Baker Boyer National Bank owns shares of 79 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.20% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Baker Boyer National Bank has purchased 74 new stocks and bought additional shares in 24 stocks.Baker Boyer National Bank sold shares of 37 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Tax-Exempt Bond ETF $63,266,015Dimensional U.S. Core Equity 2 ETF $62,028,552Dimensional World ex U.S. Core Equity 2 ETF $41,590,233Dimensional US Marketwide Value ETF $18,923,413Fidelity Total Bond ETF $17,450,751 Largest New Holdings this Quarter Alpha Architect 1-3 Month Box ETF $507,950 HoldingVanguard Russell 2000 ETF $262,541 HoldingVanguard Malver Funds Core Bond ETF $246,913 HoldingVerizon Communications $225,024 HoldingAbbott Laboratories $211,516 Holding Largest Purchases this Quarter Alpha Architect 1-3 Month Box ETF 4,606 shares (about $507.95K)Vanguard Tax-Exempt Bond ETF 9,451 shares (about $473.78K)Vanguard Russell 2000 ETF 2,939 shares (about $262.54K)Vanguard Malver Funds Core Bond ETF 3,257 shares (about $246.91K)Verizon Communications 5,627 shares (about $225.02K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 33,415 shares (about $1.16M)Dimensional US Marketwide Value ETF 25,323 shares (about $1.04M)Vanguard Value ETF 4,589 shares (about $776.92K)Vanguard Growth ETF 1,540 shares (about $632.08K)Dimensional International Value ETF 16,868 shares (about $598.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaker Boyer National Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTEBVanguard Tax-Exempt Bond ETF$63,266,015$473,779 ▲0.8%1,262,03921.9%ETFDFACDimensional U.S. Core Equity 2 ETF$62,028,552$1,155,825 ▼-1.8%1,793,25121.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$41,590,233$151,944 ▲0.4%1,672,97814.4%ETFDFUVDimensional US Marketwide Value ETF$18,923,413$1,036,217 ▼-5.2%462,4496.5%ETFFBNDFidelity Total Bond ETF$17,450,751$88,932 ▼-0.5%388,9186.0%ETFDFIVDimensional International Value ETF$7,919,739$598,477 ▼-7.0%223,2172.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$5,898,426$484,880 ▼-7.6%101,6972.0%ETFAAPLApple$4,965,828$133,975 ▼-2.6%19,8301.7%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$4,869,2460.0%166,7551.7%ETFVTVVanguard Value ETF$4,774,260$776,918 ▼-14.0%28,2001.6%ETFVEAVanguard FTSE Developed Markets ETF$4,530,706$442,957 ▼-8.9%94,7451.6%ETFMSFTMicrosoft$3,502,244$209,486 ▼-5.6%8,3091.2%Computer and TechnologyVUGVanguard Growth ETF$3,211,693$632,078 ▼-16.4%7,8251.1%ETFDFAEDimensional Emerging Core Equity Market ETF$2,556,434$103,256 ▼-3.9%100,7660.9%ETFDFASDimensional U.S. Small Cap ETF$2,327,131$250,493 ▼-9.7%35,7580.8%ETFCOSTCostco Wholesale$2,047,863$79,715 ▼-3.7%2,2350.7%Retail/WholesaleIMOMAlpha Architect International Quantitative Momentum ETF$1,966,771$25,355 ▼-1.3%74,0780.7%ETFVOOVanguard S&P 500 ETF$1,836,264$55,497 ▲3.1%3,4080.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,497,066$62,076 ▼-4.0%7,2350.5%ETFSPYSPDR S&P 500 ETF Trust$1,422,416$75,604 ▲5.6%2,4270.5%FinanceVWOVanguard FTSE Emerging Markets ETF$1,381,887$70,772 ▼-4.9%31,3780.5%ETFDEDeere & Company$1,256,271$305,912 ▼-19.6%2,9650.4%Industrial ProductsGOOGAlphabet$1,232,718$52,181 ▼-4.1%6,4730.4%Computer and TechnologyTSLATesla$1,180,828$28,673 ▲2.5%2,9240.4%Auto/Tires/TrucksJNJJohnson & Johnson$1,177,207$57,848 ▼-4.7%8,1400.4%MedicalVONGVanguard Russell 1000 Growth ETF$1,162,022$84,913 ▲7.9%11,2490.4%ETFIWFiShares Russell 1000 Growth ETF$1,128,4400.0%2,8100.4%ETFVONVVanguard Russell 1000 Value$1,005,794$149,581 ▲17.5%12,3790.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$983,564$51,176 ▼-4.9%18,8350.3%ETFAMZNAmazon.com$974,969$94,996 ▲10.8%4,4440.3%Retail/WholesaleMCDMcDonald's$891,122$19,133 ▼-2.1%3,0740.3%Retail/WholesalePGProcter & Gamble$798,349$15,759 ▼-1.9%4,7620.3%Consumer StaplesHDHome Depot$759,308$199,552 ▼-20.8%1,9520.3%Retail/WholesaleBRK.BBerkshire Hathaway$759,244$64,366 ▼-7.8%1,6750.3%FinanceVBVanguard Small-Cap ETF$752,797$143,447 ▼-16.0%3,1330.3%ETFQVALAlpha Architect U.S. Quantitative Value ETF$722,231$63,433 ▲9.6%16,1790.2%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$696,965$70,479 ▲11.2%10,8680.2%ETFMETAMeta Platforms$694,415$80,800 ▼-10.4%1,1860.2%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$648,595$147,607 ▲29.5%26,0480.2%ETFSOSouthern$633,123$28,812 ▼-4.4%7,6910.2%UtilitiesUNHUnitedHealth Group$598,432$5,059 ▲0.9%1,1830.2%MedicalHONHoneywell International$583,926$33,884 ▼-5.5%2,5850.2%Multi-Sector ConglomeratesMAMastercard$571,328$4,739 ▲0.8%1,0850.2%Business ServicesACNAccenture$514,317$17,590 ▼-3.3%1,4620.2%Computer and TechnologyBOXXAlpha Architect 1-3 Month Box ETF$507,950$507,950 ▲New Holding4,6060.2%ETFGOOGLAlphabet$488,394$75,909 ▲18.4%2,5800.2%Computer and TechnologyXOMExxon Mobil$484,388$38,187 ▲8.6%4,5030.2%Oils/EnergyBABoeing$472,944$44,250 ▼-8.6%2,6720.2%AerospacePCARPACCAR$458,624$34,847 ▼-7.1%4,4090.2%Auto/Tires/TrucksUNPUnion Pacific$452,887$38,995 ▼-7.9%1,9860.2%TransportationRTXRTX$448,068$3,472 ▲0.8%3,8720.2%AerospaceIVALAlpha Architect International Quantitative Value ETF$413,024$21,930 ▲5.6%17,1950.1%ETFIBMInternational Business Machines$410,203$48,363 ▲13.4%1,8660.1%Computer and TechnologyVXFVanguard Extended Market ETF$407,1270.0%2,1430.1%ETFDFATDimensional U.S. Targeted Value ETF$406,0400.0%7,2950.1%ETFWMWaste Management$399,3420.0%1,9790.1%Business ServicesVVisa$395,050$27,812 ▼-6.6%1,2500.1%Business ServicesNKENIKE$388,8680.0%5,1390.1%Consumer DiscretionaryCVXChevron$349,789$25,057 ▼-6.7%2,4150.1%Oils/EnergyCATCaterpillar$342,8080.0%9450.1%Industrial ProductsDUKDuke Energy$342,506$13,575 ▲4.1%3,1790.1%UtilitiesCMICummins$338,491$15,338 ▼-4.3%9710.1%Auto/Tires/TrucksNVDANVIDIA$322,699$50,090 ▲18.4%2,4030.1%Computer and TechnologySYKStryker$306,4030.0%8510.1%MedicalDHRDanaher$294,054$4,591 ▲1.6%1,2810.1%MedicalEDConsolidated Edison$286,6960.0%3,2130.1%UtilitiesMUBiShares National Muni Bond ETF$272,7680.0%2,5600.1%ETFINTUIntuit$270,255$6,285 ▲2.4%4300.1%Computer and TechnologyABBVAbbVie$265,484$33,763 ▼-11.3%1,4940.1%MedicalVTWOVanguard Russell 2000 ETF$262,541$262,541 ▲New Holding2,9390.1%ETFJPMJPMorgan Chase & Co.$258,408$45,066 ▼-14.8%1,0780.1%FinanceVanguard Malver Funds Core Bond ETF$246,913$246,913 ▲New Holding3,2570.1%ComADBEAdobe$240,1270.0%5400.1%Computer and TechnologyLOWLowe's Companies$233,473$5,183 ▲2.3%9460.1%Retail/WholesaleVZVerizon Communications$225,024$225,024 ▲New Holding5,6270.1%Computer and TechnologyMRKMerck & Co., Inc.$219,055$9,948 ▲4.8%2,2020.1%MedicalABTAbbott Laboratories$211,516$211,516 ▲New Holding1,8700.1%MedicalCARRCarrier Global$209,012$209,012 ▲New Holding3,0620.1%Computer and TechnologyCOMPCompass$138,850$138,850 ▲New Holding23,7350.0%Computer and TechnologyPEPPepsiCo$0$335,632 ▼-100.0%00.0%Consumer StaplesFDXFedEx$0$203,292 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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