$146 Million is the total value of SOUNDMARK WEALTH MANAGEMENT, LLC's 59 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $4,242,000 | -1.5% | 45,725 | +0.3% | 2.90% | +86.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,238,000 | +8.9% | 28,806 | +0.2% | 2.90% | +106.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,906,000 | +8.5% | 17,003 | +0.1% | 1.30% | +105.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,026,000 | +4.5% | 4,538 | +1.1% | 0.70% | +98.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,009,000 | +9.8% | 3,815 | +0.3% | 0.69% | +108.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $619,000 | +12.8% | 3,605 | +0.8% | 0.42% | +113.6% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $337,000 | +8.0% | 3,134 | +2.4% | 0.23% | +103.5% |
| GBCI | Buy | GLACIER BANCORP INC NEW | $261,000 | +4.0% | 4,596 | +1.1% | 0.18% | +95.6% |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $248,000 | – | 3,997 | +100.0% | 0.17% | – |
| BKI | New | BLACK KNIGHT INC | $227,000 | – | 2,739 | +100.0% | 0.16% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $217,000 | – | 711 | +100.0% | 0.15% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $200,000 | – | 1,893 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 12 | Q3 2023 | 9.2% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 11.8% |
| AMERICAN CENTY ETF TR | 12 | Q3 2023 | 9.1% |
| ISHARES TR | 12 | Q3 2023 | 4.7% |
| ISHARES TR | 12 | Q3 2023 | 4.8% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 8.8% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.8% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.2% |
| AMAZON COM INC | 12 | Q3 2023 | 8.8% |
| VANGUARD WELLINGTON FD | 12 | Q3 2023 | 4.8% |
View SOUNDMARK WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-18 |
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.