Baker Boyer National Bank has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $297 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mun Bd Fds Tax Exempt with a value of $63M, Dimensional ETF Tr U S Core Eq with a value of $62.2M, Dimensional ETF Tr with a value of $45M, Dimensional ETF Tr Us Marketwi with a value of $19.9M, and Fidelity Merrimack Str Tr Tota with a value of $18.3M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $286M to 297M.
Below you can find more details about Baker Boyer National Bank portfolio as well as his latest detailed transactions.
