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SOUNDMARK WEALTH MANAGEMENT, LLC13F | |
| SOUNDMARK WEALTH MANAGEMENT, LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
| Portfolio Report | |
SOUNDMARK WEALTH MANAGEMENT, L... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XPL | Solitario Resources Corp | 0 | 0.000 | Sold Out | 0.000 | -0.01% | 0.000 | -13.01% | +13.37% | 51.713 | Metals & Mining | |
BIV | Vanguard Intermediate-Term Bond ETF | 0 | 0.000 | Sold Out | 0.000 | -5.80% | - | -2.22% | -0.77% | 18819.187 | ||
BSV | Vanguard Short-Term Bond ETF | 0 | 0.000 | Sold Out | 0.000 | -4.50% | - | -0.81% | +0.55% | 33159.948 | ||
DVY | iShares Select Dividend ETF | 0 | 0.000 | Sold Out | 0.000 | -0.10% | - | +8.85% | +15.10% | 20096.231 | ||
EEM | iShares MSCI Emerging Markets ETF | 0 | 0.000 | Sold Out | 0.000 | -0.20% | - | +12.20% | +12.78% | 18468.502 | ||
EFV | iShares MSCI EAFE Value ETF | 0 | 0.000 | Sold Out | 0.000 | -0.42% | - | +7.99% | +7.35% | 19462.335 | ||
IJR | iShares Core S&P Small-Cap ETF | 0 | 0.000 | Sold Out | 0.000 | -1.12% | - | +9.01% | +8.42% | 87155.110 | ||
IJS | iShares S&P Small-Cap 600 Value ETF | 0 | 0.000 | Sold Out | 0.000 | -2.50% | - | +9.80% | +5.57% | 7203.092 | ||
IVE | iShares S&P 500 Value ETF | 0 | 0.000 | Sold Out | 0.000 | -3.45% | - | +7.76% | +12.92% | 35274.945 | ||
IVV | iShares Core S&P 500 ETF | 0 | 0.000 | Sold Out | 0.000 | -0.60% | - | +11.40% | +21.33% | 545905.122 |
SOUNDMARK WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
SOUNDMARK WEALTH MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2024-06-30 | Sold Out | -11.23% | 30.09 ($31.54) 32.37 | $34.54 | 9.51% | Sold Out | 0 | -792,563 | |
MSFT | Microsoft Corp | 2024-06-30 | Sold Out | -6.99% | 389.33 ($422.32) 452.85 | $411.46 | -2.57% | Sold Out | 0 | -37,453 | |
DFIC | Dimensional International Core Equity 2 ETF | 2024-06-30 | Sold Out | -6.01% | 25.73 ($26.65) 27.44 | $27.10 | 1.69% | Sold Out | 0 | -506,788 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2024-06-30 | Sold Out | -5.80% | 73.13 ($74.31) 75.43 | $75.79 | 1.99% | Sold Out | 0 | -173,339 | |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 2024-06-30 | Sold Out | -5.70% | 24.57 ($25.56) 26.36 | $26.21 | 2.54% | Sold Out | 0 | -505,211 | |
DFUV | Dimensional US Marketwide Value ETF | 2024-06-30 | Sold Out | -4.80% | 38.53 ($39.57) 40.76 | $41.86 | 5.79% | Sold Out | 0 | -264,524 | |
VTV | Vanguard Value ETF | 2024-06-30 | Sold Out | -4.74% | 154.57 ($159.83) 163.65 | $173.57 | 8.60% | Sold Out | 0 | -65,537 | |
BSV | Vanguard Short-Term Bond ETF | 2024-06-30 | Sold Out | -4.50% | 75.81 ($76.3) 76.76 | $77.44 | 1.49% | Sold Out | 0 | -132,217 | |
IVE | iShares S&P 500 Value ETF | 2024-06-30 | Sold Out | -3.45% | 176.58 ($182.13) 186.7 | $196.35 | 7.81% | Sold Out | 0 | -41,628 | |
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 2024-06-30 | Sold Out | -3.39% | 77.99 ($79.4) 80.49 | $81.37 | 2.48% | Sold Out | 0 | -94,935 |
SOUNDMARK WEALTH MANAGEMENT, LLC Total Holding History ($B)
SOUNDMARK WEALTH MANAGEMENT, LLC's Asset Allocation
SOUNDMARK WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SOUNDMARK WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2024-06-30
SOUNDMARK WEALTH MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SOUNDMARK WEALTH MANAGEMENT, LLC News
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