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| Name: |
SOUNDMARK WEALTH MANAGEMENT LLC |
| City: |
KIRKLAND |
| State: |
WA |
| Zip: |
98033 |
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data |
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| Holdings
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFUV |
DFA Dimensional Us Marketwi... |
6 |
- |
$40.02 |
$10,819,000 |
264,524 |
4.8% |
653,000 |
-8,618 |
0.029 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
10 |
- |
$79.65 |
$7,643,000 |
94,935 |
3.39% |
-470,000 |
-4,878 |
0.011 |
Closed - End Fund - Debt |
|
|
VV |
Vanguard Large Cap VIPERS |
11 |
- |
$241.51 |
$6,704,000 |
27,959 |
2.97% |
359,000 |
-1,125 |
0.022 |
Closed - End Fund - E... |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
14 |
- |
$100.46 |
$5,641,000 |
54,895 |
2.5% |
-111,000 |
-909 |
0.072 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
15 |
- |
$49.56 |
$5,274,000 |
105,131 |
2.34% |
-260,000 |
-10,411 |
0.005 |
Closed - End Fund - F... |
|
|
DFAT |
Dimensional U S Targeted Va... |
19 |
- |
$53.83 |
$4,307,000 |
79,133 |
1.91% |
-113,000 |
-5,327 |
0.009 |
N/A |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
21 |
- |
$93.05 |
$3,083,000 |
32,901 |
1.37% |
-449,000 |
-6,428 |
0.037 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
23 |
- |
$109.65 |
$2,534,000 |
22,931 |
1.12% |
42,000 |
-89 |
0.004 |
Closed - End Fund - E... |
|
|
DFIV |
Dimensional International V... |
24 |
- |
$37.98 |
$2,484,000 |
67,587 |
1.1% |
149,000 |
-370 |
0.008 |
N/A |
|
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VFVA |
Vanguard Us Value Factor Etf |
25 |
- |
$0.00 |
$2,468,000 |
20,676 |
1.09% |
-607,000 |
-6,615 |
0.23 |
N/A |
|
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VXF |
Vanguard Extended Market VI... |
26 |
- |
$169.62 |
$2,342,000 |
13,363 |
1.04% |
-10,000 |
-944 |
0.017 |
Closed - End Fund - E... |
|
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VNQ |
Vanguard REIT Index VIPERs |
29 |
- |
$83.24 |
$1,855,000 |
21,446 |
0.82% |
-52,000 |
-138 |
0.006 |
Closed - End Fund - E... |
|
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AMZN |
Amazon.com Inc |
31 |
- |
$176.44 |
$1,672,000 |
9,271 |
0.74% |
235,000 |
-185 |
0 |
Internet Software & S... |
|
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VYM |
Vanguard High Dividend Yiel... |
32 |
- |
$120.00 |
$1,609,000 |
13,299 |
0.71% |
72,000 |
-470 |
0.004 |
Closed - End Fund - Debt |
|
|
IVV |
iShares Core S&P 500 Etf |
33 |
- |
$529.96 |
$1,361,000 |
2,589 |
0.6% |
-25,000 |
-313 |
0 |
Closed - End Fund - E... |
|
|
AVDV |
Avantis International Small... |
34 |
- |
$0.00 |
$1,252,000 |
19,012 |
0.56% |
-177,000 |
-3,860 |
0.012 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
35 |
- |
$288.86 |
$1,061,000 |
3,683 |
0.47% |
49,000 |
-175 |
0.003 |
Closed - End Fund - E... |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
37 |
- |
$0.00 |
$952,000 |
38,531 |
0.42% |
2,000 |
-878 |
0.006 |
N/A |
|
|
BA |
Boeing Co |
40 |
- |
$177.61 |
$811,000 |
4,205 |
0.36% |
-322,000 |
-141 |
0.001 |
Aerospace/Defense - M... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
41 |
- |
$187.90 |
$747,000 |
3,894 |
0.33% |
37,000 |
-51 |
0.003 |
Closed - End Fund - E... |
|
|
SCHD |
Schwab US Dividend Equity ETF |
42 |
- |
$78.57 |
$715,000 |
8,871 |
0.32% |
-20,000 |
-780 |
0.003 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
47 |
- |
$0.00 |
$484,000 |
16,030 |
0.21% |
1,000 |
-831 |
0.012 |
N/A |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
50 |
- |
$41.79 |
$440,000 |
10,707 |
0.2% |
-23,000 |
-807 |
0 |
Closed - End Fund - E... |
|
|
COST |
Costco Wholesale Corp |
52 |
- |
$809.89 |
$337,000 |
460 |
0.15% |
-91,000 |
-188 |
0 |
Discount, Variety Stores |
|
|
CMCSA |
Comcast Corp |
62 |
- |
$40.03 |
$239,000 |
5,521 |
0.11% |
-26,000 |
-524 |
0 |
CATV Systems |
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