Fund HoldingsDeseret Mutual Benefit Administrators

Total Portfolio Value
$213.34M
Total Bought
$115.09M
Total Sold
$106.98M
Net Transaction
+$8.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
0792,983+792,983045,81921.48%+45,819
ISHARES TR0232,070+232,070018,7168.77%+18,716
VANECK ETF TRUST
IG FLOA RATE ETF
0559,089+559,089014,2576.68%+14,257
VANECK ETF TRUST
CLO ETF
0211,990+211,990011,2255.26%+11,225
META PLATFORMS INC(META)04,977+4,97703,6731.72%+3,673
BERKSHIRE HATHAWAY INC DEL04,718+4,71802,2921.07%+2,292
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
040,088+40,08802,0320.95%+2,032
VANECK ETF TRUST
FALLEN ANGEL HG
060,645+60,64501,7760.83%+1,776
ALPHABET INC(GOOG)09,274+9,27401,6340.77%+1,634
VISA INC(V)03,281+3,28101,1650.55%+1,165
ORACLE CORP(ORCL)013,364+13,36402,9221.37%+2,922
BROADCOM INC(AVGO)09,250+9,25002,5501.20%+2,550
ACCENTURE PLC IRELAND
SHS CLASS A
02,608+2,60807800.37%+780
MASTERCARD INCORPORATED(MA)01,370+1,37007700.36%+770
CHARTER COMMUNICATIONS INC N(CHTR)01,848+1,84807550.35%+755
LAM RESEARCH CORP(LRCX)07,091+7,09106900.32%+690
CITIGROUP INC(C)08,066+8,06606870.32%+687
COMCAST CORP NEW(CCZ)016,581+16,58105920.28%+592
UNITED PARCEL SERVICE INC(UPS)04,634+4,63404680.22%+468
MICROSOFT CORP(MSFT)03,615+3,61501,7980.84%+1,798
AON PLC(AON)01,227+1,22704380.21%+438
KLA CORP(KLAC)0455+45504080.19%+408
INTERNATIONAL BUSINESS MACHS(IBM)07,799+7,79902,2991.08%+2,299
AMERICAN INTL GROUP INC04,090+4,09003500.16%+350
MONDELEZ INTL INC(MDLZ)05,098+5,09803440.16%+344
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,277+2,27703290.15%+329
BOOKING HOLDINGS INC(BKNG)0249+24901,4420.68%+1,442
CISCO SYS INC(CSCO)38,26538,26502,3612,6551.24%+293
MORGAN STANLEY(MS)02,004+2,00402820.13%+282
NIKE INC(NKE)03,971+3,97102820.13%+282
LINDE PLC(LIN)0549+54902580.12%+258
LYONDELLBASELL INDUSTRIES N
SHS - A -
04,360+4,36002520.12%+252
C H ROBINSON WORLDWIDE INC(CHRW)02,181+2,18102090.10%+209
TYSON FOODS INC(TSN)03,644+3,64402040.10%+204
MOTOROLA SOLUTIONS INC(MSI)0471+47101980.09%+198
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,638+2,63801950.09%+195
MARRIOTT INTL INC NEW(MAR)0707+70701930.09%+193
APPLIED MATLS INC04,951+4,95109060.42%+906
JPMORGAN CHASE & CO.(JPM)04,183+4,18301,2130.57%+1,213
WALMART INC(WMT)017,926+17,92601,7530.82%+1,753
DUKE ENERGY CORP NEW(DUK)01,502+1,50201770.08%+177
NRG ENERGY INC(NRG)01,083+1,08301740.08%+174
HOWMET AEROSPACE INC(HWM)3,0413,04103955660.27%+172
ZOETIS INC(ZTS)01,080+1,08001680.08%+168
CAPITAL ONE FINL CORP(COF)01,711+1,71103640.17%+364
US BANCORP DEL(USB)03,527+3,52701600.07%+160
FOX CORP(FOX)02,783+2,78301560.07%+156
TEXAS INSTRS INC(TXN)05,078+5,07801,0540.49%+1,054
DELL TECHNOLOGIES INC(DELL)01,027+1,02701260.06%+126
WARNER BROS DISCOVERY INC(WBD)010,394+10,39401190.06%+119
EATON CORP PLC(ETN)0311+31101110.05%+111
NETFLIX INC(NFLX)27227202543640.17%+111
CATERPILLAR INC(CAT)01,859+1,85907220.34%+722
AMCOR PLC(AMCR)011,609+11,60901070.05%+107
JOHNSON CTLS INTL PLC
SHS
0987+98701040.05%+104
GE AEROSPACE(GE)0396+39601020.05%+102
WILLIS TOWERS WATSON PLC LTD(WTW)0321+3210980.05%+98
AMAZON COM INC(AMZN)05,144+5,14401,1290.53%+1,129
BANK AMERICA CORP016,515+16,51507810.37%+781
SYNCHRONY FINANCIAL(SYF)06,589+6,58904400.21%+440
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)01,152+1,1520900.04%+90
GOLDMAN SACHS GROUP INC(GS)0544+54403850.18%+385
LABCORP HOLDINGS INC(LH)0289+2890760.04%+76
NVIDIA CORPORATION(NVDA)01,527+1,52702410.11%+241
WELLS FARGO CO NEW(WFC)09,021+9,02107230.34%+723
BUNGE GLOBAL SA(BG)0895+8950720.03%+72
CHENIERE ENERGY INC(LNG)0291+2910710.03%+71
AMDOCS LTD(DOX)0765+7650700.03%+70
SCHLUMBERGER LTD(SLB)02,057+2,0570700.03%+70
MICRON TECHNOLOGY INC(MU)01,902+1,90202340.11%+234
TE CONNECTIVITY PLC(TEL)0402+4020680.03%+68
CRH PLC
ORD
0730+7300670.03%+67
FREEPORT-MCMORAN INC(FCX)01,519+1,5190660.03%+66
PARAMOUNT GLOBAL05,094+5,0940660.03%+66
BAKER HUGHES COMPANY(BKR)01,705+1,7050650.03%+65
CORPAY INC(CPAY)0197+1970650.03%+65
DISNEY WALT CO(DIS)02,566+2,56603180.15%+318
CBRE GROUP INC(CBRE)0461+4610650.03%+65
EMERSON ELEC CO(EMR)02,717+2,71703620.17%+362
AMPHENOL CORP NEW0648+6480640.03%+64
ORGANON & CO(OGN)06,343+6,3430610.03%+61
EXPEDIA GROUP INC(EXPE)0331+3310560.03%+56
DOLLAR GEN CORP NEW(DG)2,1102,11001862410.11%+56
LENNAR CORP(LEN)0490+4900540.03%+54
3M CO(MMM)9,9679,96701,4641,5170.71%+54
INTUITIVE SURGICAL INC098+980530.02%+53
HCA HEALTHCARE INC(HCA)1,3941,39404825340.25%+52
EBAY INC.(EBAY)7,7457,74505255770.27%+52
COSTCO WHSL CORP NEW(COST)1,0051,00509519950.47%+44
WEYERHAEUSER CO MTN BE(WY)01,720+1,7200440.02%+44
L3HARRIS TECHNOLOGIES INC(LHX)01,044+1,04402620.12%+262
CSX CORP(CSX)013,535+13,53504420.21%+442
CARNIVAL CORP01,531+1,5310430.02%+43
QUALCOMM INC(QCOM)07,434+7,43401,1840.55%+1,184
VISTRA CORP(VST)0542+54201050.05%+105
CORNING INC(GLW)06,077+6,07703200.15%+320
LOCKHEED MARTIN CORP(LMT)02,428+2,42801,1250.53%+1,125
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)0886+8860390.02%+39
KYNDRYL HLDGS INC(KD)0928+9280390.02%+39
FOOT LOCKER INC03,721+3,7210910.04%+91
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