Tumwater Wealth Management

Tumwater Wealth Management as of March 31, 2025

Portfolio Holdings for Tumwater Wealth Management

Tumwater Wealth Management holds 32 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 29.9 $57M 2.2M 26.20
Vanguard Index Fds Total Stk Mkt (VTI) 22.7 $44M 159k 274.84
Dimensional Etf Trust Us Targeted Vlu (DFAT) 15.1 $29M 564k 51.49
Dimensional Etf Trust Us Large Cap Val (DFLV) 13.0 $25M 812k 30.57
Vanguard Bd Index Fds Intermed Term (BIV) 7.4 $14M 184k 76.57
Vanguard Index Fds Large Cap Etf (VV) 2.2 $4.2M 17k 257.03
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.8 $3.5M 85k 41.21
Chevron Corporation (CVX) 1.3 $2.4M 15k 167.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.1M 4.1k 513.91
Apple (AAPL) 0.6 $1.1M 5.1k 222.12
Microsoft Corporation (MSFT) 0.6 $1.1M 2.8k 375.37
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $762k 21k 36.20
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $707k 20k 36.14
Raytheon Technologies Corp (RTX) 0.3 $668k 5.0k 132.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $645k 8.2k 78.28
Vanguard Index Fds Small Cp Etf (VB) 0.3 $581k 2.6k 221.75
Ida (IDA) 0.3 $580k 5.0k 116.22
Costco Wholesale Corporation (COST) 0.3 $490k 518.00 945.80
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $469k 15k 30.80
Caterpillar (CAT) 0.2 $434k 1.3k 329.69
Alphabet Cap Stk Cl A (GOOGL) 0.2 $387k 2.5k 154.64
JPMorgan Chase & Co. (JPM) 0.2 $326k 1.3k 245.30
Exxon Mobil Corporation (XOM) 0.2 $304k 2.6k 118.95
Keysight Technologies (KEYS) 0.2 $296k 2.0k 149.77
Oracle Corporation (ORCL) 0.2 $290k 2.1k 139.81
Wal-Mart Stores (WMT) 0.1 $284k 3.2k 87.79
Meta Platforms Cl A (META) 0.1 $284k 493.00 576.57
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $260k 9.3k 27.77
Vanguard World Energy Etf (VDE) 0.1 $221k 1.7k 129.71
Amazon (AMZN) 0.1 $207k 1.1k 190.27
Vanguard World Health Car Etf (VHT) 0.1 $207k 780.00 264.73
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $49k 43k 1.15