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: $332.8M91 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	Com	$288K	0.1%Prev: 0.1%	1,324 SH	Decreased-170 SH
Accenture PLC	Com	$290K	0.1%Prev: 0.2%	1,462 SH	Decreased
Advanced Micro Devices	Com	$351K	0.1%	1,725 SH	New
Alpha Architect Intl Quantitative Momentum	Com	$3.6M	1.1%Prev: 0.9%	90,823 SH	Increased+7,210 SH
Alpha Architect Intl Quantitative Value	Com	$987K	0.3%Prev: 0.3%	29,069 SH	Increased+1,433 SH
Alpha Architect US Quantitative Momentum ETF	Com	$1.2M	0.3%Prev: 0.3%	16,993 SH	Increased+1,099 SH
Alpha Architect US Quantitative Value ETF	Com	$1.3M	0.4%Prev: 0.4%	25,006 SH	Increased+1,647 SH
Alphabet (Google) Class A	Com	$897K	0.3%Prev: 0.1%	3,119 SH	Increased+559 SH
Alphabet (Google) Class C	Com	$836K	0.3%Prev: 0.2%	2,914 SH	Increased-559 SH
Altria Group Inc	Com	$223K	0.1%Prev: 0.1%	3,379 SH	Increased-292 SH
Amazon.Com Inc	Com	$964K	0.3%Prev: 0.2%	4,627 SH	Increased+1,356 SH
Apple Inc	Com	$4.8M	1.4%Prev: 1.5%	18,952 SH	Increased+988 SH
Avantis US Equity ETF	Com	$1.0M	0.3%	9,297 SH	New
Berkshire Hathaway Class A	Com	$1.4M	0.4%	2 SH	New
Berkshire Hathaway Inc Class B	Com	$1.1M	0.3%Prev: 0.3%	2,233 SH	Increased+558 SH
Boeing Co	Com	$540K	0.2%Prev: 0.2%	2,715 SH	Increased+65 SH
Brookfield Asset Management LTD	Com	$231K	0.1%	5,200 SH	New
Carrier Global Corp	Com	$215K	0.1%	3,824 SH	New
Caterpillar Inc	Com	$811K	0.2%Prev: 0.1%	1,145 SH	Increased+144 SH
Chevron Corp	Com	$542K	0.2%Prev: 0.1%	2,618 SH	Increased+207 SH
Cisco Systems Inc	Com	$244K	0.1%	3,146 SH	New
Consolidated Edison Inc	Com	$335K	0.1%Prev: 0.1%	2,958 SH	Decreased-255 SH
Costco Wholesale Corp	Com	$1.2M	0.4%Prev: 0.6%	1,172 SH	Decreased-619 SH
Cummins Inc	Com	$322K	0.1%	598 SH	New
Danaher Corp	Com	$239K	0.1%Prev: 0.1%	1,261 SH	Decreased-20 SH
Deere & Company	Com	$1.2M	0.4%Prev: 0.4%	2,202 SH	Increased-102 SH
DFA Emerging Mkts Core Equity ETF	Com	$3.5M	1.0%Prev: 0.9%	102,581 SH	Increased+7,690 SH
DFA International Value ETF	Com	$10.9M	3.3%Prev: 3.2%	206,482 SH	Increased-14,241 SH
DFA Intl Core Equity ETF	Com	$7.7M	2.3%Prev: 2.1%	196,545 SH	Increased+11,042 SH
DFA U.S. Core Equity 2 ETF	Com	$70.3M	21.1%Prev: 22.0%	1,810,343 SH	Increased+2,398 SH
DFA U.S. Marketwide Value ETF	Com	$21.4M	6.4%Prev: 7.1%	442,147 SH	Increased-25,275 SH
DFA U.S. Small Cap ETF	Com	$2.5M	0.8%Prev: 0.8%	35,793 SH	Increased+803 SH
DFA US Core Equity Market ETF	Com	$331K	0.1%	7,339 SH	New
DFA World Ex-U.S. Core Equity 2 ETF	Com	$59.9M	18.0%Prev: 16.3%	1,762,066 SH	Increased+72,287 SH
Duke Energy Corp	Com	$440K	0.1%Prev: 0.1%	3,359 SH	Increased+180 SH
Eaton Corp PLC	Com	$251K	0.1%	702 SH	New
Emerson Electric CO	Com	$1.0M	0.3%	7,875 SH	New
Exxon Mobil Corporation	Com	$1.2M	0.4%Prev: 0.2%	7,270 SH	Increased+2,801 SH
FedEx Corp	Com	$241K	0.1%	678 SH	New
Fidelity Total Bond ETF	Com	$18.7M	5.6%Prev: 6.9%	410,175 SH	Increased+1,052 SH
Home Depot Inc	Com	$649K	0.2%Prev: 0.3%	1,973 SH	Decreased+21 SH
Honeywell International	Com	$584K	0.2%Prev: 0.2%	2,585 SH	Increased
International Business Machines	Com	$482K	0.1%Prev: 0.2%	1,987 SH	Increased+121 SH
iShares Core MSCI Emerging Markets ETF	Com	$1.1M	0.3%Prev: 0.3%	15,403 SH	Increased-799 SH
iShares Gold Tr	Com	$520K	0.2%	5,895 SH	New
iShares ibonds Dec 2028 Term Corp ETF	Com	$684K	0.2%Prev: 0.2%	27,023 SH	Increased+455 SH
iShares MSCI USA Momentum Factor ETF	Com	$2.2M	0.7%Prev: 0.5%	9,170 SH	Increased+1,863 SH
iShares National Muni Bond ETF	Com	$272K	0.1%Prev: 0.1%	2,560 SH	Increased
iShares Russell 1000 Growth ETF	Com	$1.2M	0.4%Prev: 0.4%	2,810 SH	Increased
Johnson & Johnson	Com	$1.6M	0.5%Prev: 0.5%	6,721 SH	Increased-1,359 SH
JP Morgan Betabuilders MSCI US REIT ETF	Com	$290K	0.1%	3,026 SH	New
JPMorgan Chase & Co	Com	$307K	0.1%	1,045 SH	New
Lowes Companies Inc	Com	$224K	0.1%Prev: 0.1%	946 SH	Increased
Mastercard Inc	Com	$562K	0.2%Prev: 0.2%	1,125 SH	Decreased+40 SH
McDonald's Corporation	Com	$931K	0.3%Prev: 0.4%	2,996 SH	Decreased-52 SH
Merck & Co Inc	Com	$362K	0.1%	3,013 SH	New
Meta Platforms Inc	Com	$736K	0.2%Prev: 0.3%	1,286 SH	Increased+100 SH
Microsoft Corp	Com	$7.6M	2.3%Prev: 1.2%	20,511 SH	Increased+11,845 SH
Nike Inc Cl B	Com	$268K	0.1%Prev: 0.1%	5,067 SH	Decreased-272 SH
NVIDIA Corp	Com	$359K	0.1%Prev: 0.1%	2,057 SH	Increased-340 SH
Paccar Inc	Com	$4.2M	1.3%Prev: 0.2%	36,506 SH	Increased+32,097 SH
PIMCO Enhanced Short	Com	$311K	0.1%	3,092 SH	New
Procter & Gamble CO	Com	$493K	0.1%Prev: 0.3%	3,414 SH	Decreased-1,225 SH
RTX Corporation	Com	$651K	0.2%Prev: 0.2%	3,376 SH	Increased-496 SH
Southern Company	Com	$293K	0.1%Prev: 0.3%	3,032 SH	Decreased-4,659 SH
SPDR S&P 500 ETF	Com	$5.4M	1.6%Prev: 0.5%	8,259 SH	Increased+5,832 SH
SPDR Technology Select Sector	Com	$340K	0.1%	2,556 SH	New
Sprott Physical Gold Trust	Com	$213K	0.1%	6,015 SH	New
Stryker Corp	Com	$280K	0.1%Prev: 0.1%	851 SH	Decreased
Tesla Inc	Com	$432K	0.1%Prev: 0.1%	1,161 SH	Increased+210 SH
Trane Technologies	Com	$257K	0.1%	617 SH	New
U.S. Bancorp	Com	$927K	0.3%	17,825 SH	New
Union Pacific Corp	Com	$567K	0.2%Prev: 0.2%	2,338 SH	Increased+141 SH
Vanguard Core Bond ETF	Com	$252K	0.1%	3,257 SH	New
Vanguard Developed Markets Index ETF	Com	$1.7M	0.5%Prev: 0.5%	25,890 SH	Increased-805 SH
Vanguard Extended Market Index	Com	$219K	0.1%Prev: 0.1%	1,062 SH	Decreased-1,081 SH
Vanguard FTSE Emerging Markets	Com	$595K	0.2%Prev: 0.2%	11,017 SH	Increased+188 SH
Vanguard Interm Term Treasury ETF	Com	$3.7M	1.1%Prev: 1.9%	62,299 SH	Decreased-22,351 SH
Vanguard Muni Bond Tax Exempt	Com	$58.5M	17.6%Prev: 21.2%	1,172,202 SH	Increased+11,576 SH
Vanguard Russell 1000 Growth Index Fund	Com	$1.2M	0.4%Prev: 0.4%	11,249 SH	Increased
Vanguard Russell 1000 Value Index Fund	Com	$1.2M	0.3%Prev: 0.4%	12,379 SH	Increased
Vanguard Russell 2000 Index Fund	Com	$706K	0.2%Prev: 0.2%	7,044 SH	Increased+1,795 SH
Vanguard S&P 500	Com	$2.3M	0.7%Prev: 0.8%	3,803 SH	Increased-190 SH
Vanguard Total International Stock Index ETF	Com	$286K	0.1%	3,712 SH	New
Vanguard Total Stock Market	Com	$208K	0.1%	647 SH	New
Vanguard Value ETF	Com	$1.5M	0.4%Prev: 0.5%	7,547 SH	Increased-12 SH
Visa Inc	Com	$410K	0.1%Prev: 0.2%	1,357 SH	Decreased+107 SH
Walmart Inc	Com	$276K	0.1%	2,224 SH	New
Waste Management	Com	$455K	0.1%Prev: 0.2%	1,979 SH	Decreased
Weyerhaeuser CO	Com	$308K	0.1%	12,607 SH	New
Xcel Energy Inc	Com	$222K	0.1%	2,800 SH	New

Sold (vs prior filing)

Abbott Laboratories — $248K
Adobe Inc — $207K
Aurora Innovation Inc — $81K
Intuit Inc — $264K
JPMorgan Chase &CO — $261K
Palantir Tech — $227K
United Health Group — $593K
Vanguard Malver Funds Core Bond ETF — $252K

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