| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 14 | Q1 2024 | 9.2% |
| VANGUARD TAX-MANAGED INTL FD | 14 | Q1 2024 | 11.8% |
| ISHARES TR | 14 | Q1 2024 | 4.7% |
| AMERICAN CENTY ETF TR | 14 | Q1 2024 | 9.1% |
| ISHARES TR | 14 | Q1 2024 | 4.8% |
| VANGUARD INDEX FDS | 14 | Q1 2024 | 8.8% |
| VANGUARD INDEX FDS | 14 | Q1 2024 | 3.8% |
| VANGUARD INDEX FDS | 14 | Q1 2024 | 4.2% |
| VANGUARD INDEX FDS | 14 | Q1 2024 | 4.7% |
| VANGUARD WELLINGTON FD | 14 | Q1 2024 | 4.8% |
View SOUNDMARK WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-11 |
View SOUNDMARK WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.