$180 Million is the total value of SOUNDMARK WEALTH MANAGEMENT, LLC's 61 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ORCL | New | ORACLE CORP | $273,485 | – | 2,582 | +100.0% | 0.15% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $268,035 | – | 6,045 | +100.0% | 0.15% | – |
| TRV | New | TRAVELERS COMPANIES INC | $218,836 | – | 1,340 | +100.0% | 0.12% | – |
| V | New | VISA INC | $209,539 | – | 911 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.