Tumwater Wealth Management

Tumwater Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Tumwater Wealth Management

Tumwater Wealth Management holds 33 positions in its portfolio as reported in the September 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) 30.3 $68M 2.2M 31.38
Vanguard Index Fds Total Stk Mkt (VTI) 23.7 $53M 162k 328.17
Dimensional Etf Trust Us Targeted Vlu (DFAT) 15.6 $35M 604k 58.21
Dimensional Etf Trust Us Large Cap Val (DFLV) 12.5 $28M 856k 32.90
Vanguard Bd Index Fds Intermed Term (BIV) 6.4 $14M 185k 78.09
Vanguard Index Fds Large Cap Etf (VV) 2.1 $4.8M 16k 307.86
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.7 $3.8M 84k 44.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.7M 4.4k 612.38
Chevron Corporation (CVX) 1.0 $2.3M 15k 155.29
Microsoft Corporation (MSFT) 0.6 $1.3M 2.6k 517.95
Apple (AAPL) 0.5 $1.2M 4.7k 254.65
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $937k 21k 44.51
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $841k 20k 42.96
Ida (IDA) 0.3 $659k 5.0k 132.15
Caterpillar (CAT) 0.3 $653k 1.4k 477.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $634k 8.0k 78.91
Oracle Corporation (ORCL) 0.3 $584k 2.1k 281.24
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $551k 15k 36.16
Vanguard Index Fds Small Cp Etf (VB) 0.2 $490k 1.9k 254.28
Costco Wholesale Corporation (COST) 0.2 $480k 518.00 925.65
Raytheon Technologies Corp (RTX) 0.2 $471k 2.8k 167.35
JPMorgan Chase & Co. (JPM) 0.2 $419k 1.3k 315.43
Meta Platforms Cl A (META) 0.2 $370k 504.00 734.12
Wal-Mart Stores (WMT) 0.1 $334k 3.2k 103.06
Alphabet Cap Stk Cl A (GOOGL) 0.1 $333k 1.4k 243.10
Keysight Technologies (KEYS) 0.1 $327k 1.9k 174.92
Applovin Corp Com Cl A (APP) 0.1 $323k 450.00 718.54
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $307k 9.3k 32.79
Exxon Mobil Corporation (XOM) 0.1 $283k 2.5k 112.75
NVIDIA Corporation (NVDA) 0.1 $262k 1.4k 186.58
Micron Technology (MU) 0.1 $219k 1.3k 167.32
Vanguard Index Fds Value Etf (VTV) 0.1 $214k 1.1k 186.49
Charles Schwab Corporation (SCHW) 0.1 $213k 2.2k 95.47