BAKER BOYER NATIONAL BANK

Q1 2025 13F Holdings

  • Location
    walla walla, WA
  • Num holdings

    73

  • Value ($000)

    $271,087

  • Date Filed
    04/29/2025
  • Form type
    13F-HR
  • CIK
    0001079398
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DFA U.S. Core Equity 2 ETF

COM
25434V708
$59.64M
22 %

1,807,945

---

Vanguard Muni Bond Tax Exempt

COM
922907746
$57.59M
21 %

1,160,626

DFAX
DFAX

DFA World Ex-U.S. Core Equity 2 ETF

COM
25434V880
$44.27M
16 %

1,689,779

DFUV
DFUV

DFA U.S. Marketwide Value ETF

COM
25434V724
$19.26M
7 %

467,422

FBND
FBND

Fidelity Total Bond ETF

COM
316188309
$18.68M
7 %

409,123

DFIV
DFIV

DFA International Value ETF

COM
25434V807
$8.69M
3 %

220,723

DFAI
DFAI

DFA Intl Core Equity ETF

COM
25434V203
$5.79M
2 %

185,503

---

Vanguard Interm Term Treasury ETF

COM
92206C706
$5.03M
2 %

84,650

AAPL
AAPL

Apple Inc

COM
037833100
$3.99M
2 %

17,964

MSFT
MSFT

Microsoft Corp

COM
594918104
$3.25M
1 %

8,666

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