Tumwater Wealth Management

Tumwater Wealth Management as of June 30, 2026

Portfolio Holdings for Tumwater Wealth Management

Tumwater Wealth Management holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 28.8 $80M 2.2M 36.84
Vanguard Index Fds Total Stk Mkt (VTI) 22.2 $61M 166k 370.04
Dimensional Etf Trust Us Targeted Vlu (DFAT) 16.1 $45M 637k 69.90
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 13.0 $36M 907k 39.54
Vanguard Bd Index Fds Intermed Term (BIV) 6.1 $17M 219k 76.72
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 3.6 $9.8M 193k 50.78
Vanguard Index Fds Large Cap Etf (VV) 1.9 $5.4M 16k 343.91
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $4.4M 80k 55.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $3.2M 4.6k 686.81
Chevron Corporation (CVX) 0.9 $2.4M 14k 165.76
Caterpillar (CAT) 0.5 $1.5M 1.4k 1064.71
Apple (AAPL) 0.5 $1.4M 4.8k 289.36
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $1.0M 20k 52.76
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $1.0M 21k 48.56
Microsoft Corporation (MSFT) 0.3 $891k 2.4k 373.02
Ida (IDA) 0.3 $754k 5.0k 151.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $674k 8.7k 77.91
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.2 $604k 15k 39.68
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $579k 600.00 965.00
Vanguard Index Fds Small Cp Etf (VB) 0.2 $531k 1.8k 303.12
Keysight Technologies (KEYS) 0.2 $488k 1.4k 350.07
Costco Wholesale Corporation (COST) 0.2 $472k 505.00 935.50
JPMorgan Chase & Co. (JPM) 0.2 $434k 1.3k 327.33
Wal-Mart Stores (WMT) 0.1 $367k 3.2k 113.26
Exxon Mobil Corporation (XOM) 0.1 $346k 2.5k 136.71
Freeport Mcmoran CL B (FCX) 0.1 $320k 5.1k 62.89
Micron Technology (MU) 0.1 $314k 272.00 1154.29
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $309k 8.3k 37.26
Oracle Corporation (ORCL) 0.1 $302k 2.1k 146.55
NVIDIA Corporation (NVDA) 0.1 $253k 1.3k 200.09
Vanguard Index Fds Value Etf (VTV) 0.1 $241k 1.1k 217.93
Charles Schwab Corporation (SCHW) 0.1 $206k 2.2k 92.27
Capital Group Core Balanced SHS (CGBL) 0.1 $203k 5.3k 37.96