SOUNDMARK WEALTH MANAGEMENT, LLC holdings history

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104 is the total number of securities SOUNDMARK WEALTH MANAGEMENT, LLC has owned. The longest SOUNDMARK WEALTH MANAGEMENT, LLC has owned a single stock is 14 quarters.

SOUNDMARK WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP14145.70%7.06%9.16%Q4 2020Q1 202414
VEA VANGUARD TAX-MANAGED I...14142.34%5.62%11.79%Q4 2020Q1 202414
IVE ISHARES TR14142.29%3.69%4.74%Q4 2020Q1 202414
AVUV AMERICAN CENTY ETF TR14141.37%3.62%9.06%Q4 2020Q1 202414
IJS ISHARES TR14142.50%3.47%4.82%Q4 2020Q1 202414
VXF VANGUARD INDEX FDS14141.04%3.23%8.84%Q4 2020Q1 202414
VV VANGUARD INDEX FDS14142.36%3.16%3.76%Q4 2020Q1 202414
VOO VANGUARD INDEX FDS14142.44%3.11%4.20%Q4 2020Q1 202414
VTV VANGUARD INDEX FDS14141.40%2.84%4.74%Q4 2020Q1 202414
VFVA VANGUARD WELLINGTON FD14141.10%2.76%4.77%Q4 2020Q1 202414
AMZN AMAZON COM INC14140.62%2.73%8.85%Q4 2020Q1 202414
AVEM AMERICAN CENTY ETF TR14140.84%2.26%5.14%Q4 2020Q1 202414
IJR ISHARES TR14141.12%1.67%2.69%Q4 2020Q1 202414
AVDV AMERICAN CENTY ETF TR14140.56%1.63%3.21%Q4 2020Q1 202414
AAPL APPLE INC14140.78%1.08%1.43%Q4 2020Q1 202414
VB VANGUARD INDEX FDS14140.29%1.06%2.19%Q4 2020Q1 202414
VNQ VANGUARD INDEX FDS14140.82%1.03%1.26%Q4 2020Q1 202414
IVV ISHARES TR14140.60%0.85%1.58%Q4 2020Q1 202414
VYM VANGUARD WHITEHALL FDS14140.59%0.84%1.34%Q4 2020Q1 202414
VWO VANGUARD INTL EQUITY I...14140.21%0.80%1.69%Q4 2020Q1 202414
EFV ISHARES TR14140.42%0.61%0.84%Q4 2020Q1 202414
VBR VANGUARD INDEX FDS14140.22%0.55%1.21%Q4 2020Q1 202414
IWD ISHARES TR14140.35%0.53%0.69%Q4 2020Q1 202414
IWB ISHARES TR14140.33%0.51%0.69%Q4 2020Q1 202414
VTI VANGUARD INDEX FDS14140.23%0.49%0.88%Q4 2020Q1 202414
SBUX STARBUCKS CORP14140.24%0.43%0.73%Q4 2020Q1 202414
BA BOEING CO14140.23%0.43%0.60%Q4 2020Q1 202414
TSLA TESLA INC14140.12%0.36%0.56%Q4 2020Q1 202414
EEM ISHARES TR14140.20%0.36%0.57%Q4 2020Q1 202414
SCHD SCHWAB STRATEGIC TR14140.18%0.33%0.48%Q4 2020Q1 202414
VXUS VANGUARD STAR FDS14140.18%0.30%0.37%Q4 2020Q1 202414
PCAR PACCAR INC14140.16%0.27%0.31%Q4 2020Q1 202414
COST COSTCO WHSL CORP NEW14140.15%0.21%0.30%Q4 2020Q1 202414
FNF FIDELITY NATIONAL FINA...14140.13%0.20%0.29%Q4 2020Q1 202414
HD HOME DEPOT INC14140.10%0.17%0.24%Q4 2020Q1 202414
XPL SOLITARIO ZINC CORP14140.00%0.01%0.01%Q4 2020Q1 202414
VCIT VANGUARD SCOTTSDALE FDS1121.55%4.12%8.73%Q4 2020Q1 202413
VCSH VANGUARD SCOTTSDALE FDS1120.77%2.88%6.20%Q4 2020Q1 202413
BSV VANGUARD BD INDEX FDS1120.85%2.57%4.50%Q4 2020Q1 202413
BIV VANGUARD BD INDEX FDS1120.73%2.53%5.80%Q4 2020Q1 202413
VT VANGUARD INTL EQUITY I...850.11%0.15%0.25%Q4 2020Q1 202413
DFAC DIMENSIONAL ETF TRUST121210.89%12.41%15.79%Q2 2021Q1 202412
DFAT DIMENSIONAL ETF TRUST12121.91%2.37%2.86%Q2 2021Q1 202412
DFAS DIMENSIONAL ETF TRUST12121.89%2.19%2.58%Q2 2021Q1 202412
MDY SPDR S&P MIDCAP 400 ET...660.10%0.13%0.16%Q4 2020Q1 202412
DIMENSIONAL ETF TRUST11115.70%6.36%7.64%Q3 2021Q1 202411
DIMENSIONAL ETF TRUST11110.97%1.35%1.76%Q3 2021Q1 202411
VUG VANGUARD INDEX FDS640.12%0.25%0.51%Q4 2020Q1 202410
CSM PROSHARES TR550.08%0.12%0.17%Q1 2021Q1 202410
SYBX SYNLOGIC INC10100.00%0.01%0.02%Q1 2021Q2 202310
GBCI GLACIER BANCORP INC NEW990.09%0.14%0.18%Q4 2020Q4 20229
DIMENSIONAL ETF TRUST884.80%5.57%6.28%Q2 2022Q1 20248
DIMENSIONAL ETF TRUST880.39%3.59%6.02%Q2 2022Q1 20248
VTEB VANGUARD MUN BD FDS880.62%2.28%2.88%Q2 2022Q1 20248
DIMENSIONAL ETF TRUST880.40%0.52%0.63%Q2 2022Q1 20248
DFAI DIMENSIONAL ETF TRUST880.20%0.25%0.39%Q2 2022Q1 20248
VIG VANGUARD SPECIALIZED F...880.14%0.25%0.42%Q1 2021Q4 20228
SGTX SIGILON THERAPEUTICS INC880.01%0.06%0.24%Q2 2021Q1 20238
DIMENSIONAL ETF TRUST770.39%0.82%1.25%Q3 2022Q1 20247
VBK VANGUARD INDEX FDS610.09%0.20%0.29%Q4 2020Q1 20247
ORCL ORACLE CORP430.11%0.13%0.15%Q4 2020Q1 20247
DFAE DIMENSIONAL ETF TRUST660.40%0.42%0.47%Q4 2022Q1 20246
JNJ JOHNSON & JOHNSON420.10%0.15%0.19%Q4 2020Q2 20226
VSS VANGUARD INTL EQUITY I...550.21%0.31%0.40%Q1 2021Q1 20225
DFAU DIMENSIONAL ETF TRUST310.09%0.18%0.32%Q1 2022Q1 20245
ICF ISHARES TR440.41%0.51%0.60%Q4 2020Q3 20214
NKE NIKE INC440.30%0.40%0.51%Q4 2020Q3 20214
IJJ ISHARES TR440.21%0.27%0.32%Q4 2020Q3 20214
VO VANGUARD INDEX FDS440.14%0.19%0.25%Q4 2020Q3 20214
INTC INTEL CORP440.12%0.19%0.24%Q4 2020Q3 20214
ACN ACCENTURE PLC IRELAND440.13%0.18%0.24%Q4 2020Q3 20214
SPY SPDR S&P 500 ETF TR440.11%0.16%0.20%Q4 2020Q3 20214
BKI BLACK KNIGHT INC310.09%0.13%0.16%Q4 2020Q4 20214
DIMENSIONAL ETF TRUST310.11%0.12%0.15%Q3 2022Q3 20234
XLI SELECT SECTOR SPDR TR210.11%0.12%0.14%Q4 2021Q1 20244
FB META PLATFORMS INC310.07%0.10%0.12%Q1 2021Q1 20244
BNDW VANGUARD SCOTTSDALE FDS210.11%0.16%0.20%Q4 2020Q3 20213
CMCSA COMCAST CORP NEW330.11%0.13%0.15%Q3 2023Q1 20243
TRV TRAVELERS COMPANIES INC330.12%0.13%0.14%Q3 2023Q1 20243
V VISA INC330.11%0.12%0.12%Q3 2023Q1 20243
QYLD GLOBAL X FDS330.00%0.00%0.01%Q1 2021Q3 20213
AVDE AMERICAN CENTY ETF TR220.21%0.21%0.22%Q4 2023Q1 20242
SCHE SCHWAB STRATEGIC TR220.18%0.19%0.20%Q4 2020Q1 20212
VTWG VANGUARD SCOTTSDALE FDS110.15%0.19%0.23%Q4 2020Q3 20212
VSGX VANGUARD WORLD FD220.16%0.16%0.17%Q4 2021Q1 20222
NVDA NVIDIA CORPORATION110.14%0.16%0.17%Q1 2022Q2 20232
BNDX VANGUARD CHARLOTTE FDS110.11%0.13%0.15%Q1 2021Q3 20212
IWF ISHARES TR110.09%0.12%0.15%Q4 2021Q1 20242
SCHF SCHWAB STRATEGIC TR110.09%0.12%0.14%Q2 2021Q2 20222
SCHA SCHWAB STRATEGIC TR220.09%0.10%0.12%Q1 2021Q2 20212
DVY ISHARES TR220.10%0.10%0.10%Q4 2023Q1 20242
SCHB SCHWAB STRATEGIC TR110.74%0.74%0.74%Q1 2024Q1 20241
VONG VANGUARD SCOTTSDALE FDS110.23%0.23%0.23%Q4 2020Q4 20201
SPLK SPLUNK INC110.23%0.23%0.23%Q4 2023Q4 20231
VONV VANGUARD SCOTTSDALE FDS110.20%0.20%0.20%Q4 2020Q4 20201
CVX CHEVRON CORP NEW110.13%0.13%0.13%Q4 2022Q4 20221
HFWA HERITAGE FINL CORP WASH110.12%0.12%0.12%Q1 2021Q1 20211
PFFD GLOBAL X FDS110.11%0.11%0.11%Q1 2021Q1 20211
USB US BANCORP DEL110.11%0.11%0.11%Q1 2021Q1 20211
XOM EXXON MOBIL CORP110.09%0.09%0.09%Q1 2024Q1 20241
RTX RTX CORPORATION110.09%0.09%0.09%Q1 2024Q1 20241
NTLA INTELLIA THERAPEUTICS INC110.09%0.09%0.09%Q2 2021Q2 20211
QQQ INVESCO QQQ TR110.08%0.08%0.08%Q2 2021Q2 20211
N/A110.00%0.00%0.00%Q2 2024Q2 20241
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The securities at the top of the list , including MICROSOFT CORP, VANGUARD TAX-MANAGED INTL FD, and ISHARES TR, are the highest-conviction holdings of SOUNDMARK WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by SOUNDMARK WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SOUNDMARK WEALTH MANAGEMENT, LLC owns currently or has owned in the past.