$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QYLD | Exit | GLOBAL X FDScall | $0 | – | -45,823 | -100.0% | -0.00% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -606 | -100.0% | -0.07% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,633 | -100.0% | -0.10% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -5,233 | -100.0% | -0.11% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,414 | -100.0% | -0.11% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -709 | -100.0% | -0.11% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -3,824 | -100.0% | -0.11% | – |
| INTC | Exit | INTEL CORP | $0 | – | -6,243 | -100.0% | -0.12% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,100 | -100.0% | -0.13% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,672 | -100.0% | -0.14% | – |
| VTWG | Exit | VANGUARD SCOTTSDALE FDSvng rus2000grw | $0 | – | -1,742 | -100.0% | -0.15% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -5,707 | -100.0% | -0.21% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -5,744 | -100.0% | -0.30% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -17,307 | -100.0% | -0.41% | – |
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.