Tumwater Wealth Management

Tumwater Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Tumwater Wealth Management

Tumwater Wealth Management holds 35 positions in its portfolio as reported in the December 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) 29.7 $73M 2.2M 32.73
Vanguard Index Fds Total Stk Mkt (VTI) 22.3 $55M 163k 335.27
Dimensional Etf Trust Us Targeted Vlu (DFAT) 15.3 $38M 631k 59.54
Dimensional Etf Trust Us Large Cap Val (DFLV) 12.4 $31M 892k 34.21
Vanguard Bd Index Fds Intermed Term (BIV) 6.2 $15M 196k 77.88
Dimensional Etf Trust Ultrashort Fixed (DUSB) 3.2 $7.9M 156k 50.65
Vanguard Index Fds Large Cap Etf (VV) 2.0 $4.9M 16k 314.80
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $3.9M 84k 46.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.8M 4.5k 627.13
Chevron Corporation (CVX) 0.9 $2.3M 15k 152.41
Apple (AAPL) 0.5 $1.2M 4.4k 271.84
Microsoft Corporation (MSFT) 0.5 $1.2M 2.4k 483.62
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $938k 21k 44.55
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $885k 20k 45.21
Caterpillar (CAT) 0.3 $785k 1.4k 573.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $664k 8.4k 78.81
Ida (IDA) 0.3 $631k 5.0k 126.56
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $549k 15k 36.06
Raytheon Technologies Corp (RTX) 0.2 $518k 2.8k 183.41
Vanguard Index Fds Small Cp Etf (VB) 0.2 $506k 2.0k 257.95
Costco Wholesale Corporation (COST) 0.2 $447k 518.00 862.36
Alphabet Cap Stk Cl A (GOOGL) 0.2 $429k 1.4k 313.00
JPMorgan Chase & Co. (JPM) 0.2 $428k 1.3k 322.22
Oracle Corporation (ORCL) 0.2 $405k 2.1k 194.91
Micron Technology (MU) 0.1 $363k 1.3k 285.41
Wal-Mart Stores (WMT) 0.1 $361k 3.2k 111.41
Meta Platforms Cl A (META) 0.1 $333k 504.00 660.32
Exxon Mobil Corporation (XOM) 0.1 $303k 2.5k 120.36
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $286k 8.3k 34.46
Keysight Technologies (KEYS) 0.1 $283k 1.4k 203.19
Freeport-mcmoran CL B (FCX) 0.1 $258k 5.1k 50.79
Amazon (AMZN) 0.1 $233k 1.0k 230.83
NVIDIA Corporation (NVDA) 0.1 $232k 1.2k 186.50
Charles Schwab Corporation (SCHW) 0.1 $223k 2.2k 99.91
Vanguard Index Fds Value Etf (VTV) 0.1 $213k 1.1k 190.99