Tumwater Wealth Management

Tumwater Wealth Management as of June 30, 2025

Portfolio Holdings for Tumwater Wealth Management

Tumwater Wealth Management holds 37 positions in its portfolio as reported in the June 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) 30.4 $66M 2.2M 29.37
Vanguard Index Fds Total Stk Mkt (VTI) 23.5 $51M 167k 303.93
Dimensional Etf Trust Us Targeted Vlu (DFAT) 15.3 $33M 609k 53.96
Dimensional Etf Trust Us Large Cap Val (DFLV) 12.3 $26M 852k 31.02
Vanguard Bd Index Fds Intermed Term (BIV) 6.6 $14M 184k 77.34
Vanguard Index Fds Large Cap Etf (VV) 2.2 $4.7M 17k 285.30
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.7 $3.6M 85k 42.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.4M 4.2k 568.03
Chevron Corporation (CVX) 1.0 $2.1M 15k 143.19
Microsoft Corporation (MSFT) 0.6 $1.4M 2.8k 497.45
Apple (AAPL) 0.5 $973k 4.7k 205.17
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $885k 21k 42.05
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $783k 20k 40.02
Raytheon Technologies Corp (RTX) 0.3 $739k 5.1k 146.01
Vanguard Index Fds Small Cp Etf (VB) 0.3 $634k 2.7k 236.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $632k 8.0k 78.70
Ida (IDA) 0.3 $576k 5.0k 115.45
Caterpillar (CAT) 0.2 $531k 1.4k 388.08
Costco Wholesale Corporation (COST) 0.2 $513k 518.00 989.97
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $503k 15k 33.01
Oracle Corporation (ORCL) 0.2 $454k 2.1k 218.63
Alphabet Cap Stk Cl A (GOOGL) 0.2 $441k 2.5k 176.23
JPMorgan Chase & Co. (JPM) 0.2 $385k 1.3k 289.91
Meta Platforms Cl A (META) 0.2 $364k 494.00 737.35
Keysight Technologies (KEYS) 0.2 $323k 2.0k 163.86
Wal-Mart Stores (WMT) 0.1 $317k 3.2k 97.78
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $291k 9.3k 31.09
Exxon Mobil Corporation (XOM) 0.1 $276k 2.6k 107.81
Amazon (AMZN) 0.1 $239k 1.1k 219.40
Vanguard World Industrial Etf (VIS) 0.1 $225k 802.00 280.07
NVIDIA Corporation (NVDA) 0.1 $222k 1.4k 157.99
Freeport-mcmoran CL B (FCX) 0.1 $220k 5.1k 43.35
Charles Schwab Corporation (SCHW) 0.1 $203k 2.2k 91.24
Vanguard World Energy Etf (VDE) 0.1 $203k 1.7k 119.12
Vanguard Index Fds Value Etf (VTV) 0.1 $202k 1.1k 176.74
Vanguard World Materials Etf (VAW) 0.1 $201k 1.0k 194.83
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $61k 46k 1.34