Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SOUNDMARK WEALTH MANAGEMENT LLC
  City: KIRKLAND
  State: WA
  Zip: 98033
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $225,393,000
  Total Value Change : $23,055,000
  Securities Held Change : 6
   
All Securities Held : 70
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 28
  Unchanged Positions : 10
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 10     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 36 - $173.45 $1,040,000 5,806 0.46% 81,000 0 0.002    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 48 - $325.91 $473,000 1,233 0.21% 46,000 0 0    Home Improvement Stores
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 49 - $63.89 $469,000 7,358 0.21% 24,000 0 0.008    N/A
   (FNF)1 Year Chart         FNF Fidelity National Financial... 51 - $49.89 $429,000 8,073 0.19% 17,000 0 0.003    Surety & Title Insurance
   (ORCL)1 Year Chart         ORCL Oracle Corp 53 - $123.74 $324,000 2,582 0.14% 52,000 0 0    Application Software
   (TRV)1 Year Chart         TRV Travelers Companies Inc 54 - $210.07 $308,000 1,340 0.14% 53,000 0 0.001    Property & Casualty I...
   (CSM)1 Year Chart         CSM Proshares Large Cap Core P 57 - $0.00 $267,000 4,396 0.12% 26,000 0 0.008    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 58 - $177.81 $260,000 1,478 0.12% -107,000 0 0    Auto Manufacturers
   (V)1 Year Chart         V Visa Inc 60 - $268.86 $254,000 911 0.11% 17,000 0 0    Business Services
   (XPL)1 Year Chart         XPL Solitario exploration & Roy... 70 - $0.89 $11,000 19,100 0% 0 0 0.033    Gold

      10 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results