Tumwater Wealth Management

Tumwater Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Tumwater Wealth Management

Tumwater Wealth Management holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 28.0 $53M 2.1M 24.86
Vanguard Index Fds Total Stk Mkt (VTI) 24.1 $46M 159k 289.81
Dimensional Etf Trust Us Targeted Vlu (DFAT) 16.1 $31M 552k 55.66
Dimensional Etf Trust Us Large Cap Val (DFLV) 12.6 $24M 798k 30.03
Vanguard Bd Index Fds Intermed Term (BIV) 6.9 $13M 176k 74.73
Vanguard Index Fds Large Cap Etf (VV) 2.3 $4.5M 17k 269.70
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.8 $3.5M 85k 40.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.3M 4.2k 538.81
Chevron Corporation (CVX) 1.1 $2.1M 15k 144.84
Apple (AAPL) 0.7 $1.3M 5.1k 250.42
Microsoft Corporation (MSFT) 0.6 $1.2M 2.9k 421.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $983k 13k 77.27
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $720k 21k 34.14
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $653k 20k 33.21
Vanguard Index Fds Small Cp Etf (VB) 0.3 $633k 2.6k 240.28
Raytheon Technologies Corp (RTX) 0.3 $580k 5.0k 115.72
Ida (IDA) 0.3 $545k 5.0k 109.28
Costco Wholesale Corporation (COST) 0.2 $475k 518.00 916.30
Alphabet Cap Stk Cl A (GOOGL) 0.2 $473k 2.5k 189.30
Caterpillar (CAT) 0.2 $459k 1.3k 362.68
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $446k 15k 29.05
Oracle Corporation (ORCL) 0.2 $346k 2.1k 166.64
JPMorgan Chase & Co. (JPM) 0.2 $318k 1.3k 239.71
Keysight Technologies (KEYS) 0.2 $317k 2.0k 160.63
Wal-Mart Stores (WMT) 0.2 $293k 3.2k 90.35
Exxon Mobil Corporation (XOM) 0.1 $274k 2.5k 107.56
Meta Platforms Cl A (META) 0.1 $253k 433.00 585.25
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $242k 9.3k 25.84
Amazon (AMZN) 0.1 $216k 986.00 219.40
Vanguard World Energy Etf (VDE) 0.1 $207k 1.7k 121.31
Vanguard World Industrial Etf (VIS) 0.1 $204k 800.00 254.39