BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 16, 2017

Total Value ($000): $30,327 (100.0% shares, 0.0% debt)

Holdings (55)

AAPL APPLE INC 15.8%
Value ($000) $4,799 Shares 31,138 Est. Cost $18.30 Unrealized +97.6%
JNJ JOHNSON & JOHNSON COM 4.1%
Value ($000) $1,231 Shares 9,469 Est. Cost $60.15 Unrealized +74.5%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $1,137 Shares 15,258 Est. Cost $30.41 Unrealized +119.3%
BA BOEING COMPANY 3.3%
Value ($000) $1,014 Shares 3,987 Est. Cost $115.71 Unrealized +90.5%
VMI VALMONT INDUSTRIES, INC. 2.9%
Value ($000) $870 Shares 5,500 Est. Cost $123.73 Unrealized +21.8%
NKE NIKE INC CL B COM 2.8%
Value ($000) $850 Shares 16,393 Est. Cost $41.60 Unrealized +21.1%
CVX CHEVRON CORPORATION 2.8%
Value ($000) $835 Shares 7,110 Est. Cost $70.64 Unrealized +7.9%
DE DEERE & COMPANY 2.7%
Value ($000) $804 Shares 6,400 Est. Cost $67.99 Unrealized +59.7%
IVV ISHARES CORE S&P 500 ETF 2.6%
Value ($000) $781 Shares 3,087 Est. Cost $253.00 Unrealized
GENERAL ELECTRIC CO 2.5%
Value ($000) $757 Shares 31,334 Est. Cost $6887.03 Unrealized
EFA ISHARES MSCI EAFE ETF 2.5%
Value ($000) $749 Shares 10,941 Est. Cost $68.46 Unrealized
USB US BANCORP DEL COM NEW 2.4%
Value ($000) $725 Shares 13,527 Est. Cost $23.95 Unrealized +57.7%
PG PROCTER & GAMBLE CO COM 2.3%
Value ($000) $693 Shares 7,616 Est. Cost $55.31 Unrealized +32.0%
CMI CUMMINS INC 2.3%
Value ($000) $689 Shares 4,100 Est. Cost $92.58 Unrealized +40.4%
MCD MCDONALDS CORP COM 2.3%
Value ($000) $684 Shares 4,368 Est. Cost $73.08 Unrealized +76.0%
DHR DANAHER CORP 2.1%
Value ($000) $622 Shares 7,256 Est. Cost $25.01 Unrealized +184.2%
XOM EXXON MOBIL CORP COM 2.0%
Value ($000) $614 Shares 7,493 Est. Cost $54.91 Unrealized -1.0%
SO SOUTHERN CO 2.0%
Value ($000) $597 Shares 12,152 Est. Cost $27.14 Unrealized +26.4%
UNITED TECHNOLOGIES CORP COM 1.9%
Value ($000) $590 Shares 5,086 Est. Cost $90783.40 Unrealized
T AT&T INC 1.9%
Value ($000) $581 Shares 14,825 Est. Cost $11.45 Unrealized +36.3%
IWM ISHARES RUSSELL 2000 INDEX FD ETF 1.6%
Value ($000) $491 Shares 3,316 Est. Cost $148.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 1.6%
Value ($000) $482 Shares 3,320 Est. Cost $114.54 Unrealized -15.4%
IJH ISHARES S&P MIDCAP 400 INDEX ETF 1.6%
Value ($000) $479 Shares 2,679 Est. Cost $178.80 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FD ETF 1.5%
Value ($000) $466 Shares 3,728 Est. Cost $125.00 Unrealized
PCAR PACCAR INC 1.5%
Value ($000) $446 Shares 6,170 Est. Cost $22.27 Unrealized +45.5%
IWD ISHARES RUSSELL 1000 VALUE INDEX FD ETF 1.3%
Value ($000) $393 Shares 3,317 Est. Cost $118.48 Unrealized
ISRG INTUITIVE SURGICAL INC 1.3%
Value ($000) $385 Shares 368 Est. Cost $56.16 Unrealized +94.0%
MGV VANGUARD MEGA CAP VALUE ETF 1.3%
Value ($000) $382 Shares 5,324 Est. Cost $71.75 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 1.2%
Value ($000) $372 Shares 3,551 Est. Cost $104.76 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $367 Shares 10,901 Est. Cost $23.06 Unrealized +7.1%
PEP PEPSICO INC COM 1.2%
Value ($000) $350 Shares 3,143 Est. Cost $56.92 Unrealized +57.1%
VNQ VANGUARD REIT ETF 1.1%
Value ($000) $347 Shares 4,175 Est. Cost $65801.20 Unrealized
UNP UNION PAC CORP COM 1.1%
Value ($000) $329 Shares 2,843 Est. Cost $66.44 Unrealized +34.1%
INTC INTEL CORPORATION COM 1.0%
Value ($000) $318 Shares 8,356 Est. Cost $28.63 Unrealized +3.4%
CAT CATERPILLAR INC COM 1.0%
Value ($000) $312 Shares 2,500 Est. Cost $66.01 Unrealized +45.5%
VB VANGUARD SMALL CAP ETF 1.0%
Value ($000) $304 Shares 2,150 Est. Cost $82453.53 Unrealized
UPS UNITED PARCEL SERVICE COM 0.9%
Value ($000) $285 Shares 2,375 Est. Cost $73.08 Unrealized +13.4%
HD HOME DEPOT INC COM 0.9%
Value ($000) $272 Shares 1,666 Est. Cost $56.05 Unrealized +123.3%
GLD SPDR GOLD TRUST ETF 0.9%
Value ($000) $267 Shares 2,200 Est. Cost $116.15 Unrealized
UNH UNITED HEALTH GROUP INC 0.9%
Value ($000) $266 Shares 1,360 Est. Cost $120.51 Unrealized +40.2%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $259 Shares 1,833 Est. Cost $77.45 Unrealized +63.1%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $253 Shares 5,111 Est. Cost $27.00 Unrealized +11.9%
ABBV ABBVIE INC 0.8%
Value ($000) $250 Shares 2,811 Est. Cost $46.96 Unrealized +14.3%
BANR BANNER CORPORATION 0.8%
Value ($000) $245 Shares 4,000 Est. Cost $30.78 Unrealized +36.1%
GLW CORNING INC COM 0.8%
Value ($000) $244 Shares 8,150 Est. Cost $20.97 Unrealized +12.5%
ITW ILLINOIS TOOL WKS INC COM 0.8%
Value ($000) $237 Shares 1,600 Est. Cost $104.58 Unrealized +11.0%
XLK TECHNOLOGY SECTOR INDEX 0.7%
Value ($000) $219 Shares 3,708 Est. Cost $54.75 Unrealized
FTV FORTIVE CORP 0.7%
Value ($000) $216 Shares 3,045 Est. Cost $40.21 Unrealized 0.0%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $213 Shares 2,166 Est. Cost $59.70 Unrealized +62.4%
BAC BANK OF AMERICA CORP COM 0.7%
Value ($000) $212 Shares 8,382 Est. Cost $19.10 Unrealized +4.5%
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $212 Shares 1,573 Est. Cost $114.67 Unrealized 0.0%
GOOG ALPHABET INC CLASS C 0.7%
Value ($000) $211 Shares 220 Est. Cost $45.44 Unrealized +1.7%
KO COCA COLA CO COM 0.7%
Value ($000) $210 Shares 4,660 Est. Cost $33.67 Unrealized +3.8%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $208 Shares 2,300 Est. Cost $76.64 Unrealized 0.0%
FDX FEDERAL EXPRESS 0.7%
Value ($000) $203 Shares 900 Est. Cost $184.90 Unrealized 0.0%