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SOUNDMARK WEALTH MANAGEMENT, LLC13F | |
| SOUNDMARK WEALTH MANAGEMENT, LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
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 | Sold Out | 0.000 | -0.01% | 0.000 | +8.63% | +16.06% | 62.0 | Metals & Mining | |
BIV | Vanguard Intermediate-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -5.80% | - | +1.64% | +2.96% | 23,199.8 | ||
BSV | Vanguard Short-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -4.50% | - | +0.41% | +1.59% | 38,474.6 | ||
DVY | iShares Select Dividend ETF | 0 | 0 | Sold Out | 0.000 | -0.10% | - | +8.62% | +4.75% | 20,173.6 | ||
EEM | iShares MSCI Emerging Markets ETF | 0 | 0 | Sold Out | 0.000 | -0.20% | - | +16.20% | +18.20% | 18,796.9 | ||
EFV | iShares MSCI EAFE Value ETF | 0 | 0 | Sold Out | 0.000 | -0.42% | - | +7.60% | +22.30% | 26,388.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 0 | 0 | Sold Out | 0.000 | -1.12% | - | +16.73% | -2.07% | 82,221.5 | ||
IJS | iShares S&P Small-Cap 600 Value ETF | 0 | 0 | Sold Out | 0.000 | -2.50% | - | +17.23% | -4.27% | 6,310.8 | ||
IVE | iShares S&P 500 Value ETF | 0 | 0 | Sold Out | 0.000 | -3.45% | - | +11.74% | +4.19% | 39,785.8 | ||
IVV | iShares Core S&P 500 ETF | 0 | 0 | Sold Out | 0.000 | -0.60% | - | +19.34% | +7.31% | 636,576.3 |
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 Sold Out | -11.23% | 30.09 ($31.54) 32.37 | $36.66 | 16.23% | Sold Out | 0 | -792,563 | |
MSFT | Microsoft Corp | 2024-06-30 | Sold Out Sold Out | -6.99% | 389.33 ($422.32) 452.85 | $505.27 | 19.64% | Sold Out | 0 | -37,453 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2024-06-30 | Sold Out Sold Out | -6.01% | 25.73 ($26.65) 27.44 | $31.31 | 17.49% | Sold Out | 0 | -506,788 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2024-06-30 | Sold Out Sold Out | -5.80% | 73.13 ($74.31) 75.43 | $76.94 | 3.54% | Sold Out | 0 | -173,339 | |
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 2024-06-30 | Sold Out Sold Out | -5.70% | 24.57 ($25.56) 26.36 | $29.83 | 16.71% | Sold Out | 0 | -505,211 | |
DFUV | Dimensional US Marketwide Value ETF | 2024-06-30 | Sold Out Sold Out | -4.80% | 38.53 ($39.57) 40.76 | $42.99 | 8.64% | Sold Out | 0 | -264,524 | |
VTV | Vanguard Value ETF | 2024-06-30 | Sold Out Sold Out | -4.74% | 154.57 ($159.83) 163.65 | $178.87 | 11.91% | Sold Out | 0 | -65,537 | |
BSV | Vanguard Short-Term Bond ETF | 2024-06-30 | Sold Out Sold Out | -4.50% | 75.81 ($76.3) 76.76 | $78.50 | 2.88% | Sold Out | 0 | -132,217 | |
IVE | iShares S&P 500 Value ETF | 2024-06-30 | Sold Out Sold Out | -3.45% | 176.58 ($182.13) 186.7 | $198.88 | 9.20% | Sold Out | 0 | -41,628 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2024-06-30 | Sold Out Sold Out | -3.39% | 77.99 ($79.4) 80.49 | $82.64 | 4.08% | Sold Out | 0 | -94,935 |
SOUNDMARK WEALTH MANAGEMENT, LLC Total Holding History ($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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