BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 19, 2018

Total Value ($000): $33,215 (100.0% shares, 0.0% debt)

Holdings (57)

AAPL APPLE INC 16.1%
Value ($000) $5,346 Shares 31,591 Est. Cost $18.59 Unrealized +110.2%
MSFT MICROSOFT CORP COM 4.1%
Value ($000) $1,348 Shares 15,758 Est. Cost $31.83 Unrealized +136.4%
JNJ JOHNSON & JOHNSON COM 4.0%
Value ($000) $1,328 Shares 9,504 Est. Cost $60.15 Unrealized +84.5%
BA BOEING COMPANY 3.5%
Value ($000) $1,176 Shares 3,987 Est. Cost $115.71 Unrealized +122.4%
NKE NIKE INC CL B COM 3.1%
Value ($000) $1,017 Shares 16,257 Est. Cost $41.60 Unrealized +24.5%
DE DEERE & COMPANY 3.0%
Value ($000) $985 Shares 6,290 Est. Cost $67.99 Unrealized +82.0%
VMI VALMONT INDUSTRIES, INC. 2.7%
Value ($000) $912 Shares 5,500 Est. Cost $123.73 Unrealized +31.5%
CVX CHEVRON CORPORATION 2.7%
Value ($000) $885 Shares 7,071 Est. Cost $70.64 Unrealized +18.3%
IVV ISHARES CORE S&P 500 ETF 2.5%
Value ($000) $830 Shares 3,087 Est. Cost $253.00 Unrealized
MCD MCDONALDS CORP COM 2.3%
Value ($000) $772 Shares 4,485 Est. Cost $74.79 Unrealized +85.4%
EFA ISHARES MSCI EAFE ETF 2.3%
Value ($000) $769 Shares 10,941 Est. Cost $68.46 Unrealized
USB US BANCORP DEL COM NEW 2.2%
Value ($000) $725 Shares 13,527 Est. Cost $23.95 Unrealized +63.1%
CMI CUMMINS INC 2.2%
Value ($000) $724 Shares 4,100 Est. Cost $92.58 Unrealized +49.3%
PG PROCTER & GAMBLE CO COM 2.1%
Value ($000) $684 Shares 7,446 Est. Cost $55.31 Unrealized +31.3%
DHR DANAHER CORP 2.0%
Value ($000) $674 Shares 7,256 Est. Cost $25.01 Unrealized +212.8%
UNITED TECHNOLOGIES CORP COM 2.0%
Value ($000) $665 Shares 5,212 Est. Cost $88591.80 Unrealized
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $629 Shares 7,524 Est. Cost $54.91 Unrealized +4.0%
SO SOUTHERN CO 1.8%
Value ($000) $584 Shares 12,152 Est. Cost $27.14 Unrealized +34.3%
T AT&T INC 1.7%
Value ($000) $568 Shares 14,600 Est. Cost $11.45 Unrealized +33.2%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 1.5%
Value ($000) $509 Shares 3,320 Est. Cost $114.54 Unrealized -10.9%
IJH ISHARES S&P MIDCAP 400 INDEX ETF 1.5%
Value ($000) $508 Shares 2,679 Est. Cost $178.80 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FD ETF 1.5%
Value ($000) $506 Shares 3,316 Est. Cost $148.07 Unrealized
GENERAL ELECTRIC CO 1.5%
Value ($000) $505 Shares 28,959 Est. Cost $6887.03 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FD ETF 1.5%
Value ($000) $502 Shares 3,728 Est. Cost $125.00 Unrealized
PCAR PACCAR INC 1.3%
Value ($000) $439 Shares 6,170 Est. Cost $22.27 Unrealized +53.6%
IWD ISHARES RUSSELL 1000 VALUE INDEX FD ETF 1.2%
Value ($000) $412 Shares 3,317 Est. Cost $118.48 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 1.2%
Value ($000) $407 Shares 5,324 Est. Cost $71.75 Unrealized
ISRG INTUITIVE SURGICAL INC 1.2%
Value ($000) $403 Shares 1,104 Est. Cost $102.15 Unrealized +22.5%
CSCO CISCO SYS INC 1.2%
Value ($000) $403 Shares 10,513 Est. Cost $23.06 Unrealized +21.3%
UNP UNION PAC CORP COM 1.2%
Value ($000) $402 Shares 2,994 Est. Cost $68.17 Unrealized +47.8%
MGK VANGUARD MEGA CAP GROWTH ETF 1.2%
Value ($000) $395 Shares 3,551 Est. Cost $104.76 Unrealized
CAT CATERPILLAR INC COM 1.2%
Value ($000) $394 Shares 2,500 Est. Cost $66.01 Unrealized +76.2%
PEP PEPSICO INC COM 1.2%
Value ($000) $393 Shares 3,278 Est. Cost $58.24 Unrealized +52.8%
INTC INTEL CORPORATION COM 1.2%
Value ($000) $390 Shares 8,456 Est. Cost $28.72 Unrealized +27.3%
VNQ VANGUARD REIT ETF 1.0%
Value ($000) $346 Shares 4,175 Est. Cost $65801.20 Unrealized
VB VANGUARD SMALL CAP ETF 1.0%
Value ($000) $318 Shares 2,150 Est. Cost $82453.53 Unrealized
VZ VERIZON COMMUNICATIONS 1.0%
Value ($000) $317 Shares 5,983 Est. Cost $27.72 Unrealized +15.3%
HD HOME DEPOT INC COM 1.0%
Value ($000) $316 Shares 1,666 Est. Cost $56.05 Unrealized +152.7%
UNH UNITED HEALTH GROUP INC 0.9%
Value ($000) $300 Shares 1,360 Est. Cost $120.51 Unrealized +54.4%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $291 Shares 1,920 Est. Cost $80.38 Unrealized +76.9%
UPS UNITED PARCEL SERVICE COM 0.9%
Value ($000) $283 Shares 2,375 Est. Cost $73.08 Unrealized +18.0%
GLD SPDR GOLD TRUST ETF 0.8%
Value ($000) $272 Shares 2,200 Est. Cost $116.15 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $272 Shares 2,811 Est. Cost $46.96 Unrealized +42.4%
ITW ILLINOIS TOOL WKS INC COM 0.8%
Value ($000) $267 Shares 1,600 Est. Cost $104.58 Unrealized +25.1%
ACN ACCENTURE PLC CL A 0.8%
Value ($000) $262 Shares 1,710 Est. Cost $115.79 Unrealized +11.0%
GLW CORNING INC COM 0.8%
Value ($000) $261 Shares 8,150 Est. Cost $20.97 Unrealized +20.3%
GOOG ALPHABET INC CLASS C 0.8%
Value ($000) $251 Shares 240 Est. Cost $45.86 Unrealized +10.1%
BAC BANK OF AMERICA CORP COM 0.7%
Value ($000) $247 Shares 8,382 Est. Cost $19.10 Unrealized +19.3%
XLK TECHNOLOGY SECTOR INDEX 0.7%
Value ($000) $237 Shares 3,708 Est. Cost $54.75 Unrealized
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $233 Shares 2,166 Est. Cost $59.70 Unrealized +63.0%
MO ALTRIA GROUP INC 0.7%
Value ($000) $232 Shares 3,250 Est. Cost $36.64 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $228 Shares 2,300 Est. Cost $76.64 Unrealized +11.2%
FDX FEDERAL EXPRESS 0.7%
Value ($000) $225 Shares 900 Est. Cost $184.90 Unrealized +7.7%
GOOGL ALPHABET INC CLASS A 0.7%
Value ($000) $221 Shares 210 Est. Cost $51.24 Unrealized 0.0%
BANR BANNER CORPORATION 0.7%
Value ($000) $220 Shares 4,000 Est. Cost $30.78 Unrealized +40.1%
KO COCA COLA CO COM 0.6%
Value ($000) $214 Shares 4,660 Est. Cost $33.67 Unrealized +5.8%
FTV FORTIVE CORP 0.6%
Value ($000) $213 Shares 2,950 Est. Cost $40.21 Unrealized +10.2%