Baker Boyer National Bank Top Holdings and 13F Report (2026) About Baker Boyer National BankInvestment ActivityBaker Boyer National Bank has $332.83 million in total holdings as of March 31, 2026.Baker Boyer National Bank owns shares of 91 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 1.12% of the portfolio was sold this quarter.This quarter, Baker Boyer National Bank has purchased 94 new stocks and bought additional shares in 13 stocks.Baker Boyer National Bank sold shares of 42 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $70,349,929Dimensional World ex U.S. Core Equity 2 ETF $59,857,382Vanguard Tax-Exempt Bond ETF $58,481,158Dimensional US Marketwide Value ETF $21,426,443Fidelity Total Bond ETF $18,712,184 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $286,232 Holding31428X106 - FedEx $241,490 Holding85207H104 - Sprott Physical Gold Trust $213,172 Holding Largest Purchases this Quarter Dimensional World ex U.S. Core Equity 2 ETF 42,356 shares (about $1.44M)Dimensional U.S. Core Equity 2 ETF 23,001 shares (about $893.82K)Fidelity Total Bond ETF 16,237 shares (about $740.73K)Vanguard Tax-Exempt Bond ETF 9,431 shares (about $470.51K)Vanguard Total International Stock ETF 3,712 shares (about $286.23K) Largest Sales this Quarter Berkshire Hathaway 1,215 shares (about $582.23K)Southern 3,900 shares (about $376.43K)Dimensional International Value ETF 4,840 shares (about $255.46K)Procter & Gamble 1,040 shares (about $150.22K)Alphabet 440 shares (about $126.22K) 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 PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$70,349,929$893,819 ▲1.3%1,810,34321.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$59,857,382$1,438,833 ▲2.5%1,762,06618.0%ETFVTEBVanguard Tax-Exempt Bond ETF$58,481,158$470,513 ▲0.8%1,172,20217.6%ETFDFUVDimensional US Marketwide Value ETF$21,426,443$54,711 ▼-0.3%442,1476.4%ETFFBNDFidelity Total Bond ETF$18,712,184$740,732 ▲4.1%410,1755.6%ETFDFIVDimensional International Value ETF$10,898,120$255,455 ▼-2.3%206,4823.3%ETFDFAIDimensional International Core Equity Market ETF$7,657,393$4,091 ▼-0.1%196,5452.3%ETFMSFTMicrosoft$7,592,557$183,234 ▲2.5%20,5112.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,371,1580.0%8,2591.6%FinanceAAPLApple$4,809,828$69,031 ▼-1.4%18,9521.4%Computer and TechnologyPCARPACCAR$4,216,4430.0%36,5061.3%Auto/Tires/TrucksVGITVanguard Intermediate-Term Treasury ETF$3,709,905$75,271 ▼-2.0%62,2991.1%ETFIMOMAlpha Architect International Quantitative Momentum ETF$3,617,335$233,833 ▲6.9%90,8231.1%ETFDFAEDimensional Emerging Core Equity Market ETF$3,473,393$50,688 ▲1.5%102,5811.0%ETFDFASDimensional U.S. Small Cap ETF$2,545,956$43,247 ▲1.7%35,7930.8%ETFVOOVanguard S&P 500 ETF$2,272,483$76,486 ▲3.5%3,8030.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,200,709$282,468 ▲14.7%9,1700.7%ETFVEAVanguard FTSE Developed Markets ETF$1,659,031$73,948 ▼-4.3%25,8900.5%ETFJNJJohnson & Johnson$1,642,8810.0%6,7210.5%MedicalVTVVanguard Value ETF$1,480,7220.0%7,5470.4%ETFBRK.ABerkshire Hathaway$1,436,2800.0%20.4%FinanceQVALAlpha Architect U.S. Quantitative Value ETF$1,303,848$16,946 ▼-1.3%25,0060.4%ETFDEDeere & Company$1,240,387$5,633 ▼-0.5%2,2020.4%IndustrialsVONGVanguard Russell 1000 Growth ETF$1,233,9030.0%11,2490.4%ETFXOMExxonMobil$1,233,428$9,671 ▼-0.8%7,2700.4%EnergyIWFiShares Russell 1000 Growth ETF$1,198,1840.0%2,8100.4%ETFCOSTCostco Wholesale$1,167,816$5,979 ▼-0.5%1,1720.4%Retail/WholesaleQMOMAlpha Architect U.S. Quantitative Momentum ETF$1,160,792$13,662 ▼-1.2%16,9930.3%ETFVONVVanguard Russell 1000 Value ETF$1,160,4070.0%12,3790.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,074,3600.0%15,4030.3%ETFBRK.BBerkshire Hathaway$1,070,054$582,228 ▼-35.2%2,2330.3%FinanceAVUSAvantis U.S. Equity ETF$1,033,6400.0%9,2970.3%ETFEMREmerson Electric$1,031,783$9,827 ▼-0.9%7,8750.3%IndustrialsIVALAlpha Architect International Quantitative Value ETF$987,180$11,241 ▼-1.1%29,0690.3%ETFAMZNAmazon.com$963,665$154,120 ▲19.0%4,6270.3%Retail/WholesaleMCDMcDonald's$931,127$28,282 ▼-2.9%2,9960.3%Retail/WholesaleUSBU.S. Bancorp$927,078$9,310 ▼-1.0%17,8250.3%FinanceGOOGLAlphabet$896,900$1,438 ▼-0.2%3,1190.3%Computer and TechnologyGOOGAlphabet$835,910$126,218 ▼-13.1%2,9140.3%Computer and TechnologyCATCaterpillar$811,1870.0%1,1450.2%IndustrialsMETAMeta Platforms$735,759$14,303 ▼-1.9%1,2860.2%Computer and TechnologyVTWOVanguard Russell 2000 ETF$705,597$126,915 ▲21.9%7,0440.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$684,493$67,960 ▲11.0%27,0230.2%ETFRTXRTX$651,2300.0%3,3760.2%AerospaceHDHome Depot$648,900$26,311 ▼-3.9%1,9730.2%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$595,469$27,728 ▼-4.4%11,0170.2%ETFHONHoneywell International$584,288$2,260 ▼-0.4%2,5850.2%Multi-Sector ConglomeratesUNPUnion Pacific$567,2460.0%2,3380.2%TransportationMAMastercard$562,118$2,498 ▼-0.4%1,1250.2%Business ServicesCVXChevron$541,664$12,207 ▼-2.2%2,6180.2%EnergyBABoeing$540,3660.0%2,7150.2%AerospaceIAUiShares Gold Trust$519,703$35,088 ▼-6.3%5,8950.2%FinancePGProcter & Gamble$493,118$150,218 ▼-23.3%3,4140.1%Consumer StaplesIBMInternational Business Machines$481,629$7,756 ▼-1.6%1,9870.1%Computer and TechnologyWMWaste Management$454,754$2,298 ▼-0.5%1,9790.1%Business ServicesDUKDuke Energy$439,827$3,012 ▼-0.7%3,3590.1%UtilitiesTSLATesla$431,602$15,614 ▼-3.5%1,1610.1%Auto/Tires/TrucksVVisa$410,1400.0%1,3570.1%Business ServicesMRKMerck & Co., Inc.$362,434$9,262 ▼-2.5%3,0130.1%MedicalNVDANVIDIA$358,7410.0%2,0570.1%Computer and TechnologyAMDAdvanced Micro Devices$350,9170.0%1,7250.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$339,6920.0%2,5560.1%ETFEDConsolidated Edison$334,7860.0%2,9580.1%UtilitiesDFAUDimensional US Core Equity Market ETF$331,1360.0%7,3390.1%ETFCMICummins$321,7360.0%5980.1%Auto/Tires/TrucksMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$310,9620.0%3,0920.1%ETFWYWeyerhaeuser$307,989$8,135 ▼-2.6%12,6070.1%ConstructionJPMJPMorgan Chase & Co.$307,3970.0%1,0450.1%FinanceSOSouthern$292,649$376,428 ▼-56.3%3,0320.1%UtilitiesACNAccenture$289,9000.0%1,4620.1%Computer and TechnologyBBREJPMorgan BetaBuilders MSCI US REIT ETF$289,5580.0%3,0260.1%ETFABBVAbbVie$287,957$19,357 ▼-6.3%1,3240.1%MedicalVXUSVanguard Total International Stock ETF$286,232$286,232 ▲New Holding3,7120.1%ETFSYKStryker$279,630$8,215 ▼-2.9%8510.1%MedicalWalmart Inc$276,3990.0%2,2240.1%ComMUBiShares National Muni Bond ETF$271,7440.0%2,5600.1%ETFNKENIKE$267,639$15,423 ▼-5.4%5,0670.1%Consumer DiscretionaryTTTrane Technologies$257,1290.0%6170.1%ConstructionVanguard Core Bond ETF$252,0270.0%3,2570.1%ComETNEaton$251,084$35,767 ▼-12.5%7020.1%IndustrialsCSCOCisco Systems$244,098$5,509 ▼-2.2%3,1460.1%Computer and TechnologyFDXFedEx$241,490$241,490 ▲New Holding6780.1%TransportationDHRDanaher$239,086$3,792 ▼-1.6%1,2610.1%MedicalBAMBrookfield Asset Management$231,1400.0%5,2000.1%FinanceLOWLowe's Companies$223,521$14,886 ▼-6.2%9460.1%Retail/WholesaleMOAltria Group$222,980$18,543 ▼-7.7%3,3790.1%Consumer StaplesXELXcel Energy$222,4320.0%2,8000.1%UtilitiesVXFVanguard Extended Market ETF$218,5600.0%1,0620.1%ETFCARRCarrier Global$215,329$3,210 ▼-1.5%3,8240.1%ConstructionSprott Physical Gold Trust$213,172$213,172 ▲New Holding6,0150.1%ComVTIVanguard Total Stock Market ETF$207,5640.0%6470.1%ETFUNHUnitedHealth Group$0$375,335 ▼-100.0%00.0%MedicalINTUIntuit$0$298,751 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$236,593 ▼-100.0%00.0%Computer and TechnologyABTAbbott Laboratories$0$231,285 ▼-100.0%00.0%MedicalFidelity Wise Origin Bitcoin Trust$0$207,498 ▼-100.0%00.0%ComGSThe Goldman Sachs Group$0$203,049 ▼-100.0%00.0%FinanceShowing 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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