$155 Million is the total value of SOUNDMARK WEALTH MANAGEMENT, LLC's 58 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TRcore s&p500 etf | $996,258 | +7.1% | 2,593 | 0.0% | 0.64% | -1.4% | |
| BA | BOEING CO | $905,937 | +57.3% | 4,756 | 0.0% | 0.58% | +44.8% | |
| IWD | ISHARES TRrus 1000 val etf | $894,659 | +11.6% | 5,900 | 0.0% | 0.58% | +2.7% | |
| DIMENSIONAL ETF TRUSTnatl mun bd etf | $884,007 | +2.4% | 18,490 | 0.0% | 0.57% | -5.8% | ||
| FNF | FIDELITY NATIONAL FINANCIAL | $303,706 | +4.0% | 8,073 | 0.0% | 0.20% | -4.4% | |
| HD | HOME DEPOT INC | $263,111 | +14.4% | 833 | 0.0% | 0.17% | +5.6% | |
| XPL | SOLITARIO ZINC CORP | $11,844 | +31.6% | 19,100 | 0.0% | 0.01% | +33.3% | |
| SYBX | SYNLOGIC INC | $9,244 | -23.0% | 12,163 | 0.0% | 0.01% | -25.0% | |
| SGTX | SIGILON THERAPEUTICS INC | $8,944 | -31.2% | 25,555 | 0.0% | 0.01% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-13
Signatures
The EDGAR filing(s) were signed by:
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.