BAKER BOYER NATIONAL BANK

Q4 2024 13F Holdings

  • Location
    walla walla, WA
  • Num holdings

    79

  • Value ($000)

    $289,463

  • Date Filed
    01/22/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Vanguard Muni Bond Tax Exempt

COM
$63.27M
22 %

1,262,039

DFAC
DFAC

DFA U.S. Core Equity 2 ETF

COM
$62.03M
21 %

1,793,251

DFAX
DFAX

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

COM
$41.59M
14 %

1,672,978

DFUV
DFUV

DFA U.S. Marketwide Value ETF

COM
$18.92M
7 %

462,449

FBND
FBND

Fidelity Total Bond ETF

COM
$17.45M
6 %

388,918

DFIV
DFIV

DFA International Value ETF

COM
$7.92M
3 %

223,217

---

Vanguard Interm Term Treasury ETF

COM
$5.90M
2 %

101,697

AAPL
AAPL

Apple Inc

COM
$4.97M
2 %

19,830

DFAI
DFAI

DFA Intl Core Equity ETF

COM
$4.87M
2 %

166,755

VTV
VTV

Vanguard Value ETF

COM
$4.77M
2 %

28,200

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