BAKER BOYER NATIONAL BANK

CIK 0001079398 • 6 13F filings • Apr 29, 2025 – Jul 27, 2026

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Filer information

Filed by: BAKER BOYER NATIONAL BANK, Compliance Specialist
Address: 7 W MAIN ST, PO BOX 1796, WALLA WALLA, WA, 99362
Phone: 509-526-1351
AUM: $331.2M

AUM over time

$364.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $331.2M94 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Com	$231K	0.1%Prev: 0.1%	1,846 SH	Decreased-97 SH
Abbvie Inc	Com	$323K	0.1%Prev: 0.1%	1,413 SH	Decreased-170 SH
Accenture PLC	Com	$392K	0.1%Prev: 0.1%	1,462 SH	Increased
Adobe Inc	Com	$237K	0.1%Prev: 0.1%	676 SH	Increased+87 SH
Advanced Micro Devices	Com	$369K	0.1%Prev: 0.1%	1,725 SH	Increased+147 SH
Alpha Architect Intl Quantitative Momentum	Com	$3.2M	1.0%Prev: 1.0%	84,952 SH	Increased+2,028 SH
Alpha Architect Intl Quantitative Value	Com	$925K	0.3%Prev: 0.3%	29,400 SH	Increased+226 SH
Alpha Architect US Quantitative Momentum ETF	Com	$1.1M	0.3%Prev: 0.4%	17,193 SH	Increased+199 SH
Alpha Architect US Quantitative Value ETF	Com	$1.2M	0.4%Prev: 0.4%	25,331 SH	Increased+261 SH
Alphabet (Google) Class A	Com	$978K	0.3%Prev: 0.2%	3,124 SH	Increased+464 SH
Alphabet (Google) Class C	Com	$1.1M	0.3%Prev: 0.3%	3,354 SH	Increased-62 SH
Altria Group Inc	Com	$211K	0.1%Prev: 0.1%	3,660 SH	Decreased-400 SH
Amazon.Com Inc	Com	$897K	0.3%Prev: 0.3%	3,887 SH	Increased+436 SH
Apple Inc	Com	$5.2M	1.6%Prev: 1.6%	19,224 SH	Increased+399 SH
Avantis US Equity ETF	Com	$1.0M	0.3%	9,297 SH	New
Berkshire Hathaway Class A	Com	$1.5M	0.5%	2 SH	New
Berkshire Hathaway Inc Class B	Com	$1.7M	0.5%Prev: 0.5%	3,448 SH	Increased+535 SH
Boeing Co	Com	$589K	0.2%Prev: 0.2%	2,715 SH	Increased
Brookfield Asset Management LTD	Com	$272K	0.1%	5,200 SH	New
Carrier Global Corp	Com	$205K	0.1%Prev: 0.1%	3,881 SH	Decreased+270 SH
Caterpillar Inc	Com	$656K	0.2%Prev: 0.2%	1,145 SH	Increased+53 SH
Chevron Corp	Com	$408K	0.1%Prev: 0.2%	2,677 SH	Decreased-1,473 SH
Cisco Systems Inc	Com	$248K	0.1%Prev: 0.1%	3,217 SH	Increased
Consolidated Edison Inc	Com	$294K	0.1%Prev: 0.1%	2,958 SH	Decreased
Costco Wholesale Corp	Com	$1.0M	0.3%Prev: 0.6%	1,178 SH	Decreased-624 SH
Cummins Inc	Com	$305K	0.1%Prev: 0.1%	598 SH	Increased
Danaher Corp	Com	$293K	0.1%Prev: 0.1%	1,281 SH	Increased
Deere & Company	Com	$1.0M	0.3%Prev: 0.3%	2,212 SH	Increased
DFA Dimensional US Core Equity Market ETF	Com	$343K	0.1%	7,339 SH	New
DFA Emerging Mkts Core Equity ETF	Com	$3.3M	1.0%Prev: 1.0%	101,084 SH	Increased+10,206 SH
DFA International Value ETF	Com	$10.5M	3.2%Prev: 3.3%	211,322 SH	Increased-1,400 SH
DFA Intl Core Equity ETF	Com	$7.5M	2.3%Prev: 2.2%	196,650 SH	Increased+13,373 SH
DFA U.S. Core Equity 2 ETF	Com	$70.8M	21.4%Prev: 23.2%	1,787,342 SH	Increased-22,115 SH
DFA U.S. Marketwide Value ETF	Com	$20.7M	6.2%Prev: 6.7%	443,276 SH	Increased-8,938 SH
DFA U.S. Small Cap ETF	Com	$2.5M	0.7%Prev: 0.8%	35,185 SH	Increased+70 SH
DFA World Ex-U.S. Core Equity 2 ETF	Com	$56.3M	17.0%Prev: 17.6%	1,719,710 SH	Increased+31,693 SH
Duke Energy Corp	Com	$396K	0.1%Prev: 0.1%	3,382 SH	Increased+340 SH
Eaton Corp PLC	Com	$255K	0.1%	802 SH	New
Emerson Electric CO	Com	$1.1M	0.3%	7,950 SH	New
Exxon Mobil Corporation	Com	$882K	0.3%Prev: 0.2%	7,327 SH	Increased+2,700 SH
Fidelity Total Bond ETF	Com	$18.1M	5.5%Prev: 6.5%	393,938 SH	Decreased-29,174 SH
Fidelity Wise Origin Bitcoin Trust	Com	$207K	0.1%	2,722 SH	New
Goldman Sachs Group	Com	$203K	0.1%	231 SH	New
Home Depot Inc	Com	$706K	0.2%Prev: 0.3%	2,053 SH	Decreased+26 SH
Honeywell International	Com	$506K	0.2%Prev: 0.2%	2,595 SH	Decreased
International Business Machines	Com	$598K	0.2%Prev: 0.2%	2,019 SH	Increased+103 SH
Intuit Inc	Com	$299K	0.1%Prev: 0.1%	451 SH	Increased+21 SH
iShares Core MSCI Emerging Markets ETF	Com	$1.0M	0.3%Prev: 0.3%	15,403 SH	Increased+791 SH
iShares Gold Tr	Com	$511K	0.2%Prev: 0.1%	6,293 SH	Increased+398 SH
iShares ibonds Dec 2028 Term Corp ETF	Com	$620K	0.2%Prev: 0.2%	24,340 SH	Increased+226 SH
iShares MSCI USA Momentum Factor ETF	Com	$2.0M	0.6%Prev: 0.6%	7,993 SH	Increased+768 SH
iShares National Muni Bond ETF	Com	$274K	0.1%Prev: 0.1%	2,560 SH	Increased
iShares Russell 1000 Growth ETF	Com	$1.3M	0.4%Prev: 0.4%	2,810 SH	Increased
Johnson & Johnson	Com	$1.4M	0.4%Prev: 0.4%	6,721 SH	Increased-335 SH
JP Morgan Betabuilders MSCI US REIT ETF	Com	$280K	0.1%	3,026 SH	New
JPMorgan Chase & Co	Com	$337K	0.1%Prev: 0.1%	1,045 SH	Increased+82 SH
Lowes Companies Inc	Com	$243K	0.1%Prev: 0.1%	1,009 SH	Decreased
Mastercard Inc	Com	$645K	0.2%Prev: 0.2%	1,130 SH	Increased+40 SH
McDonald's Corporation	Com	$943K	0.3%Prev: 0.3%	3,087 SH	Increased-16 SH
Merck & Co Inc	Com	$325K	0.1%	3,090 SH	New
Meta Platforms Inc	Com	$865K	0.3%Prev: 0.3%	1,311 SH	Increased+142 SH
Microsoft Corp	Com	$9.7M	2.9%Prev: 1.0%	20,016 SH	Increased+14,373 SH
Nike Inc Cl B	Com	$341K	0.1%Prev: 0.1%	5,359 SH	Decreased-262 SH
NVIDIA Corp	Com	$384K	0.1%Prev: 0.2%	2,057 SH	Decreased-1,000 SH
Paccar Inc	Com	$4.0M	1.2%Prev: 0.1%	36,506 SH	Increased+32,097 SH
PIMCO Enhanced Short	Com	$310K	0.1%	3,092 SH	New
Procter & Gamble CO	Com	$638K	0.2%Prev: 0.2%	4,454 SH	Decreased-261 SH
RTX Corporation	Com	$619K	0.2%Prev: 0.2%	3,376 SH	Decreased-496 SH
Southern Company	Com	$604K	0.2%Prev: 0.2%	6,932 SH	Decreased-325 SH
SPDR S&P 500 ETF	Com	$5.6M	1.7%Prev: 0.3%	8,259 SH	Increased+6,986 SH
SPDR Technology Select Sector	Com	$368K	0.1%Prev: 0.1%	2,556 SH	Increased+1,278 SH
Stryker Corp	Com	$308K	0.1%Prev: 0.1%	876 SH	Decreased
Tesla Inc	Com	$541K	0.2%Prev: 0.2%	1,203 SH	Increased+138 SH
Trane Technologies	Com	$240K	0.1%Prev: 0.1%	617 SH	Increased+76 SH
U.S. Bancorp	Com	$961K	0.3%	18,004 SH	New
Union Pacific Corp	Com	$541K	0.2%Prev: 0.2%	2,338 SH	Increased+141 SH
United Health Group	Com	$375K	0.1%Prev: 0.1%	1,137 SH	Decreased+1 SH
Vanguard Core Bond ETF	Com	$254K	0.1%	3,257 SH	New
Vanguard Developed Markets Index ETF	Com	$1.7M	0.5%Prev: 0.5%	27,044 SH	Increased+309 SH
Vanguard Extended Market Index	Com	$222K	0.1%Prev: 0.1%	1,062 SH	Decreased-9 SH
Vanguard FTSE Emerging Markets	Com	$620K	0.2%Prev: 0.2%	11,530 SH	Increased+687 SH
Vanguard Interm Term Treasury ETF	Com	$3.8M	1.2%Prev: 1.1%	63,563 SH	Increased+5,995 SH
Vanguard Muni Bond Tax Exempt	Com	$58.5M	17.7%Prev: 19.3%	1,162,771 SH	Increased+3,557 SH
Vanguard Russell 1000 Growth Index Fund	Com	$1.4M	0.4%Prev: 0.5%	11,249 SH	Increased
Vanguard Russell 1000 Value Index Fund	Com	$1.1M	0.3%Prev: 0.4%	12,379 SH	Increased
Vanguard Russell 2000 Index Fund	Com	$575K	0.2%Prev: 0.2%	5,777 SH	Increased+523 SH
Vanguard S&P 500	Com	$2.3M	0.7%Prev: 0.7%	3,675 SH	Increased+2 SH
Vanguard Total Stock Market	Com	$217K	0.1%	647 SH	New
Vanguard Value ETF	Com	$1.4M	0.4%Prev: 0.5%	7,547 SH	Increased+186 SH
Visa Inc	Com	$476K	0.1%Prev: 0.2%	1,357 SH	Increased
Walmart Inc	Com	$248K	0.1%Prev: 0.1%	2,224 SH	Decreased-1,824 SH
Waste Management	Com	$437K	0.1%Prev: 0.1%	1,989 SH	Decreased+10 SH
Weyerhaeuser CO	Com	$307K	0.1%	12,940 SH	New
Xcel Energy Inc	Com	$207K	0.1%Prev: 0.1%	2,800 SH	Decreased

Sold (vs prior filing)

Vanguard Malver Funds Core Bond ETF — $255K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001079398-26-000002	$331.2M	View
Nov 5, 2025	Q3 2025	13F-HR	0001079398-25-000012	$301.0M	View
Jul 27, 2026	Q2 2026