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Tumwater Wealth Management, LLC13F | |
| Tumwater Wealth Management, LLC | |
| Last update 2025-05-15 | 32 Stocks (2 new) |
| Value $192.00 Mil | Turnover 2 % |
Tumwater Wealth Management, LL... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 2,185,457 | 57,259.0 | +1.69% | 29.870 | +0.50% | 0.750 | +15.18% | +20.40% | 8,874.0 | ||
VTI | Vanguard Total Stock Market ETF | 158,536 | 43,572.0 | -0.05% | 22.730 | -0.01% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 563,732 | 29,026.6 | +2.20% | 15.140 | +0.33% | 0.290 | +17.36% | +0.20% | 10,960.9 | ||
DFLV | Dimensional US Large Cap Value ETF | 812,329 | 24,832.9 | +1.75% | 12.950 | +0.22% | 0.730 | +11.22% | +5.02% | 3,712.1 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 184,162 | 14,101.3 | +4.63% | 7.360 | +0.33% | 0.060 | +1.75% | +4.50% | 23,124.5 | ||
VV | Vanguard Large Cap ETF | 16,510 | 4,243.6 | -0.36% | 2.210 | -0.01% | 0.010 | +19.83% | +8.10% | 40,679.5 | ||
DFUV | Dimensional US Marketwide Value ETF | 84,677 | 3,489.5 | 0% | 1.820 | 0% | 0.030 | +12.26% | +4.97% | 11,649.0 | ||
CVX | Chevron Corp | 14,611 | 2,444.3 | +0.03% | 1.280 | 0% | 0.000 | +10.15% | +6.01% | 259,903.2 | Oil & Gas | |
VOO | Vanguard S&P 500 ETF | 4,062 | 2,087.5 | -3.08% | 1.090 | -0.04% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
AAPL | Apple Inc | 5,140 | 1,141.7 | +0.02% | 0.600 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware |
Tumwater Wealth Management, LLC's Historical Top Holdings Breakdowns
Tumwater 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.50% | 24.45 ($25.96) 27.21 | $29.48 | 13.56% | Add 1.69% | 2,185,457 | 36,287 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-03-31 | Add Add | +0.33% | 50.44 ($55.03) 58.1 | $55.35 | 0.58% | Add 2.2% | 563,732 | 12,140 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.33% | 73.78 ($75.44) 76.59 | $76.55 | 1.47% | Add 4.63% | 184,162 | 8,145 | |
DFLV | Dimensional US Large Cap Value ETF | 2025-03-31 | Add Add | +0.22% | 29.56 ($30.89) 31.77 | $31.26 | 1.20% | Add 1.75% | 812,329 | 13,994 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Reduce Reduce | -0.18% | 76.94 ($77.63) 78.28 | $78.35 | 0.93% | Reduce -35.25% | 8,240 | -4,486 | |
VHT | Vanguard Health Care ETF | 2025-03-31 | New Buy New Buy | +0.11% | 254.06 ($266.4) 273.83 | $243.33 | -8.66% | New holding | 780 | 780 | |
VIS | Vanguard Industrials ETF | 2025-03-31 | Sold Out Sold Out | -0.11% | 243.71 ($258.78) 273.99 | $288.33 | 11.42% | Sold Out | 0 | -800 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.04% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Reduce -3.08% | 4,062 | -129 | |
NAK | Northern Dynasty Minerals Ltd | 2025-03-31 | New Buy New Buy | +0.03% | 0.58 ($0.73) 1.19 | $1.04 | 42.47% | New holding | 42,500 | 42,500 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.02% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Add 13.86% | 493 | 60 |
Tumwater Wealth Management, LLC Total Holding History ($B)
Tumwater Wealth Management, LLC's Asset Allocation
Tumwater Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tumwater Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Tumwater Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tumwater Wealth Management, LLC's Holdings Heat Map
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Tumwater Wealth Management, LLC's Holdings Bubble Chart
Tumwater Wealth Management, LLC News
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