Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON & COMPANY, PC | 87-0516083 | SOUTH JORDAN, UT | AUDITOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOAN OGDEN ACTUARIES | 87-0483011 | SALT LAKE CITY, UT | NONE | $8K | — |
| GIBSON INSURANCE AGENCY, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Zions Bank Checking account, 0.07% | Bonds / Notes | — | $301K | $301K | 14.6% | |
| Cash and cash equivalents Charles Schw ab Investment account, 0.45% | Cash / Money Market | — | $234K | $234K | 11.3% | |
| ISHARES CORE US Exchange-traded fund | Other securities | — | $135K | $130K | 6.3% | |
| ISHARES 1-3 YEAR TREASRY Exchange-traded fund | Other securities | — | $120K | $122K | 5.9% | |
| Zions Bank Checking account, 0.07% | Bonds / Notes | — | $90K | $90K | 4.4% | |
| ISHARES 3-7 YEAR Exchange-traded fund | Other securities | — | $87K | $88K | 4.3% | |
| ISHARES TR IS 1-5 YR IN Exchange-traded fund | Other securities | — | $77K | $80K | 3.9% | |
| ISHARES SHORT TREASURY Exchange-traded fund | Other securities | — | $53K | $54K | 2.6% | |
| APPLE INC Common Stock | Common Stock | — | $15K | $40K | 1.9% | |
| NVIDIA CORP Common Stock | Common Stock | — | $4K | $36K | 1.8% | |
| MICROSOFT CORP Common Stock | Common Stock | — | $12K | $32K | 1.6% | |
| ISHARES 7-10 YEAR Exchange-traded fund | Other securities | — | $37K | $29K | 1.4% | |
| AMAZON.COM INC Common Stock | Common Stock | — | $13K | $21K | 1.0% | |
| BROADCOM INC Common Stock | Common Stock | — | $4K | $18K | 0.9% | |
| META PLATFORMS INC Common Stock | Common Stock | — | $4K | $15K | 0.7% | |
| NETFLIX INC Common Stock | Common Stock | — | $6K | $14K | 0.7% | |
| ISHARES IBOXX INVT GRADE Exchange-traded fund | Other securities | — | $17K | $13K | 0.7% | |
| TESLA INC Common Stock | Common Stock | — | $8K | $13K | 0.6% | |
| ALPHABET INC Common Stock | Common Stock | — | $7K | $12K | 0.6% | |
| ALPHABET INC Common Stock | Common Stock | — | $3K | $11K | 0.6% | |
| MASTERCARD INC Common Stock | Common Stock | — | $7K | $11K | 0.5% | |
| BERKSHIRE HATHAWAY Common Stock | Common Stock | — | $5K | $11K | 0.5% | |
| VISA INC Common Stock | Common Stock | — | $4K | $10K | 0.5% | |
| ELI LILLY AND CO Common Stock | Common Stock | — | $4K | $9K | 0.4% | |
| BANK OF AMERICA CORP Common Stock | Common Stock | — | $6K | $9K | 0.4% | |
| JPMORGAN CHASE & CO Common Stock | Common Stock | — | $4K | $9K | 0.4% | |
| SALESFORCE INC Common Stock | Common Stock | — | $5K | $8K | 0.4% | |
| HOME DEPOT INC Common Stock | Common Stock | — | $3K | $8K | 0.4% | |
| WALMART INC Common Stock | Common Stock | — | $4K | $8K | 0.4% | |
| UNITEDHEALTH GROUP INC Common Stock | Common Stock | — | $3K | $8K | 0.4% | |
| COMPAGNIE DE ST GOBAIN F Common Stock | Common Stock | — | $3K | $7K | 0.4% | |
| EXXON MOBIL CORP Common Stock | Common Stock | — | $7K | $7K | 0.3% | |
| PROCTER & GAMBLE CO Common Stock | Common Stock | — | $4K | $6K | 0.3% | |
| BARCLAYS PLC F Common Stock | Common Stock | — | $4K | $6K | 0.3% | |
| TAIWAN SEMICONDUCTOR M F Common Stock | Common Stock | — | $2K | $6K | 0.3% | |
| WH GROUP LTD F Common Stock | Common Stock | — | $5K | $6K | 0.3% | |
| DEUTSCHE BANK AG F Common Stock | Common Stock | — | $4K | $6K | 0.3% | |
| BNP PARIBAS F Common Stock | Common Stock | — | $4K | $6K | 0.3% | |
| CISCO SYS INC Common Stock | Common Stock | — | $4K | $5K | 0.3% | |
| WELLS FARGO & CO Common Stock | Common Stock | — | $4K | $5K | 0.3% | |
| ALTRIA GROUP INC Common Stock | Common Stock | — | $5K | $5K | 0.2% | |
| JOHNSON & JOHNSON Common Stock | Common Stock | — | $5K | $5K | 0.2% | |
| HEIDELBERG MATLS AG F Common Stock | Common Stock | — | $3K | $5K | 0.2% | |
| ISHARES HIGH YIELD Exchange-traded fund | Other securities | — | $5K | $5K | 0.2% | |
| PEPSICO INC Common Stock | Common Stock | — | $5K | $5K | 0.2% | |
| INTUITIVE SURGICAL INC Common Stock | Common Stock | — | $2K | $5K | 0.2% | |
| AUTOMATIC DATA PROCESSING Common Stock | Common Stock | — | $3K | $5K | 0.2% | |
| ABBOTT LABORATORIES Common Stock | Common Stock | — | $4K | $5K | 0.2% | |
| HONEYWELL INTL INC Common Stock | Common Stock | — | $3K | $5K | 0.2% | |
| TENARIS S A F Common Stock | Common Stock | — | $4K | $4K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-1116724 |
| MIDVALE, UT |
| NONE |
| $5K |
| — |
| AVALAN, LLC | 27-4448768 | SANTA BARBARA, CA | NONE | $0 | — |
