SOUNDMARK WEALTH MANAGEMENT, LLC holdings history

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97 is the total number of securities SOUNDMARK WEALTH MANAGEMENT, LLC has owned. The longest SOUNDMARK WEALTH MANAGEMENT, LLC has owned a single stock is 12 quarters.

SOUNDMARK WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP12125.70%7.12%9.16%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12122.76%6.13%11.79%Q4 2020Q3 202312
AVUV AMERICAN CENTY ETF TR12121.81%3.96%9.06%Q4 2020Q3 202312
IVE ISHARES TR12122.29%3.72%4.74%Q4 2020Q3 202312
IJS ISHARES TR12122.81%3.61%4.82%Q4 2020Q3 202312
VXF VANGUARD INDEX FDS12121.06%3.58%8.84%Q4 2020Q3 202312
VV VANGUARD INDEX FDS12122.36%3.18%3.76%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12122.44%3.16%4.20%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.62%3.07%8.85%Q4 2020Q3 202312
VFVA VANGUARD WELLINGTON FD12121.60%3.00%4.77%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12121.40%2.55%4.19%Q4 2020Q3 202312
AVEM AMERICAN CENTY ETF TR12120.89%2.49%5.14%Q4 2020Q3 202312
AVDV AMERICAN CENTY ETF TR12120.84%1.80%3.21%Q4 2020Q3 202312
IJR ISHARES TR12121.22%1.75%2.69%Q4 2020Q3 202312
AAPL APPLE INC12120.78%1.09%1.43%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12120.89%1.05%1.26%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.29%0.90%1.96%Q4 2020Q3 202312
IVV ISHARES TR12120.62%0.88%1.58%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12120.59%0.85%1.34%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.21%0.66%1.51%Q4 2020Q3 202312
EFV ISHARES TR12120.44%0.64%0.84%Q4 2020Q3 202312
VBR VANGUARD INDEX FDS12120.22%0.58%1.21%Q4 2020Q3 202312
IWD ISHARES TR12120.35%0.54%0.69%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.23%0.52%0.88%Q4 2020Q3 202312
IWB ISHARES TR12120.33%0.52%0.69%Q4 2020Q3 202312
SBUX STARBUCKS CORP12120.30%0.46%0.73%Q4 2020Q3 202312
BA BOEING CO12120.23%0.42%0.60%Q4 2020Q3 202312
TSLA TESLA INC12120.16%0.39%0.56%Q4 2020Q3 202312
EEM ISHARES TR12120.22%0.38%0.57%Q4 2020Q3 202312
SCHD SCHWAB STRATEGIC TR12120.18%0.33%0.48%Q4 2020Q3 202312
VXUS VANGUARD STAR FDS12120.18%0.29%0.37%Q4 2020Q3 202312
PCAR PACCAR INC12120.16%0.27%0.31%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.15%0.22%0.30%Q4 2020Q3 202312
FNF FIDELITY NATIONAL FINA...12120.13%0.20%0.29%Q4 2020Q3 202312
HD HOME DEPOT INC12120.10%0.16%0.24%Q4 2020Q3 202312
XPL SOLITARIO ZINC CORP12120.00%0.01%0.01%Q4 2020Q3 202312
VCIT VANGUARD SCOTTSDALE FDS921.55%4.20%8.73%Q4 2020Q3 202311
VCSH VANGUARD SCOTTSDALE FDS920.77%2.87%6.20%Q4 2020Q3 202311
BSV VANGUARD BD INDEX FDS920.85%2.31%3.79%Q4 2020Q3 202311
BIV VANGUARD BD INDEX FDS920.73%2.06%4.76%Q4 2020Q3 202311
VT VANGUARD INTL EQUITY I...830.11%0.16%0.25%Q4 2020Q3 202311
DFAC DIMENSIONAL ETF TRUST101010.89%12.65%15.79%Q2 2021Q3 202310
DFAT DIMENSIONAL ETF TRUST10102.17%2.43%2.86%Q2 2021Q3 202310
DFAS DIMENSIONAL ETF TRUST10101.89%2.23%2.58%Q2 2021Q3 202310
MDY SPDR S&P MIDCAP 400 ET...640.10%0.13%0.16%Q4 2020Q3 202310
SYBX SYNLOGIC INC10100.00%0.01%0.02%Q1 2021Q2 202310
DIMENSIONAL ETF TRUST995.82%6.48%7.64%Q3 2021Q3 20239
DIMENSIONAL ETF TRUST990.97%1.40%1.76%Q3 2021Q3 20239
GBCI GLACIER BANCORP INC NEW990.09%0.14%0.18%Q4 2020Q4 20229
VUG VANGUARD INDEX FDS620.12%0.28%0.51%Q4 2020Q3 20238
VIG VANGUARD SPECIALIZED F...880.14%0.25%0.42%Q1 2021Q4 20228
CSM PROSHARES TR530.08%0.12%0.17%Q1 2021Q3 20238
SGTX SIGILON THERAPEUTICS INC880.01%0.06%0.24%Q2 2021Q1 20238
DIMENSIONAL ETF TRUST665.25%5.79%6.28%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.39%2.88%5.16%Q2 2022Q3 20236
VTEB VANGUARD MUN BD FDS660.62%2.32%2.88%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.48%0.55%0.63%Q2 2022Q3 20236
DFAI DIMENSIONAL ETF TRUST660.20%0.26%0.39%Q2 2022Q3 20236
VBK VANGUARD INDEX FDS660.16%0.21%0.29%Q4 2020Q1 20226
JNJ JOHNSON & JOHNSON420.10%0.15%0.19%Q4 2020Q2 20226
DIMENSIONAL ETF TRUST550.39%0.67%0.90%Q3 2022Q3 20235
VSS VANGUARD INTL EQUITY I...550.21%0.31%0.40%Q1 2021Q1 20225
ORCL ORACLE CORP410.11%0.12%0.15%Q4 2020Q3 20235
ICF ISHARES TR440.41%0.51%0.60%Q4 2020Q3 20214
DFAE DIMENSIONAL ETF TRUST440.40%0.41%0.44%Q4 2022Q3 20234
NKE NIKE INC440.30%0.40%0.51%Q4 2020Q3 20214
IJJ ISHARES TR440.21%0.27%0.32%Q4 2020Q3 20214
DFAU DIMENSIONAL ETF TRUST310.12%0.20%0.32%Q1 2022Q2 20234
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
BNDW VANGUARD SCOTTSDALE FDS210.11%0.16%0.20%Q4 2020Q3 20213
FB FACEBOOK INC330.07%0.10%0.12%Q1 2021Q3 20213
QYLD GLOBAL X FDS330.00%0.00%0.01%Q1 2021Q3 20213
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
XLI SELECT SECTOR SPDR TR110.12%0.13%0.14%Q4 2021Q2 20232
SCHF SCHWAB STRATEGIC TR110.09%0.12%0.14%Q2 2021Q2 20222
SCHA SCHWAB STRATEGIC TR220.09%0.10%0.12%Q1 2021Q2 20212
VONG VANGUARD SCOTTSDALE FDS110.23%0.23%0.23%Q4 2020Q4 20201
VONV VANGUARD SCOTTSDALE FDS110.20%0.20%0.20%Q4 2020Q4 20201
CMCSA COMCAST CORP NEW110.15%0.15%0.15%Q3 2023Q3 20231
IWF ISHARES TR110.15%0.15%0.15%Q4 2021Q4 20211
CVX CHEVRON CORP NEW110.13%0.13%0.13%Q4 2022Q4 20221
TRV TRAVELERS COMPANIES INC110.12%0.12%0.12%Q3 2023Q3 20231
HFWA HERITAGE FINL CORP WASH110.12%0.12%0.12%Q1 2021Q1 20211
V VISA INC110.12%0.12%0.12%Q3 2023Q3 20231
PFFD GLOBAL X FDS110.11%0.11%0.11%Q1 2021Q1 20211
USB US BANCORP DEL110.11%0.11%0.11%Q1 2021Q1 20211
NTLA INTELLIA THERAPEUTICS INC110.09%0.09%0.09%Q2 2021Q2 20211
QQQ INVESCO QQQ TR110.08%0.08%0.08%Q2 2021Q2 20211
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The securities at the top of the list , including MICROSOFT CORP, VANGUARD TAX-MANAGED INTL FD, and AMERICAN CENTY ETF 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.