Baker Boyer National Bank
Baker Boyer National Bank is a family-owned, independently operated community bank headquartered in Walla Walla, Washington. Established in 1869, it stands as the first independently run bank in the Pacific Northwest, now offering personal banking, business banking, and wealth management services. The firm employs a long-term, personalized approach to financial services and has continued under six generations of family leadership, serving both individual and business clients in Eastern Washington. Employee estimates range from 100 to 200 individuals.
Investment Strategy
Baker Boyer focuses on long-term, personalized investment strategies tailored to individual client needs, emphasizing stability, trust, and community impact. Their approach leverages a deep understanding of clients’ financial situations and goals, fostering family legacies and local growth. The firm blends entrepreneurial innovation with prudent wealth management, aligning with the needs of families and small businesses while managing assets with an enduring, community-centered philosophy.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DFA U.S. Core Equity 2 ETF | 22.40% | $64.9M | 1,811,981 | $28.66 | $35.84 | +$5.3M |
V VTEB | Vanguard Muni Bond Tax Exempt | 21.16% | $61.4M | 1,251,508 | $49.24 | $49.03 | +$3.8M |
D DFAX | DFA World Ex-U.S. Core Equity 2 ETF | 17.10% | $49.6M | 1,688,504 | $25.90 | $29.37 | +$5.3M |
D DFUV | DFA U.S. Marketwide Value ETF | 6.62% | $19.2M | 454,213 | $31.70 | $42.28 | -$58.3K |
F FBND | Fidelity Total Bond ETF | 6.59% | $19.1M | 417,494 | $47.49 | $45.75 | +$423.9K |