13F Filings for Tumwater Wealth Management, LLC (CIK: 2034579)

View the most recent portfolio holdings disclosed by Tumwater Wealth Management, LLC in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
DFAX - DIMENSIONAL ETF TRUST(Class: WORLD EX US CORE)2.23M $65.52M 30.44%Increased 45.35K (2.0%, $8.26M)
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT)166.63K $50.64M 23.53%Increased 8.09K (5.0%, $7.07M)
DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU)608.55K $32.84M 15.26%Increased 44.81K (7.0%, $3.81M)
DFLV - DIMENSIONAL ETF TRUST(Class: US LARGE CAP VAL)852.01K $26.43M 12.28%Increased 39.68K (4.0%, $1.60M)
BIV - VANGUARD BD INDEX FDS(Class: INTERMED TERM)183.88K $14.22M 6.61%Decreased 278 (0.0%, $120.31K)
VV - VANGUARD INDEX FDS(Class: LARGE CAP ETF)16.51K $4.71M 2.19%Unchanged
DFUV - DIMENSIONAL ETF TRUST(Class: US MKTWIDE VALUE)84.68K $3.58M 1.66%Unchanged
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS)4.20K $2.39M 1.11%Increased 138 (3.0%, $298.22K)
CVX - CHEVRON CORP NEW(Class: COM)14.87K $2.13M 0.99%Increased 256 (1.0%, $315.46K)
MSFT - MICROSOFT CORP(Class: COM)2.79K $1.39M 0.64%Decreased 36 (1.0%, $326.97K)
AAPL - APPLE INC(Class: COM)4.74K $972.50K 0.45%Decreased 400 (7.0%, $169.22K)
FNDC - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL INTL)21.05K $884.94K 0.41%Unchanged
FNDF - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL INTL)19.57K $783.23K 0.36%Unchanged
RTX - RTX CORPORATION(Class: COM)5.06K $739.38K 0.34%Increased 25 (0.0%, $71.88K)
VB - VANGUARD INDEX FDS(Class: SMALL CP ETF)2.68K $634.39K 0.29%Increased 56 (2.0%, $53.19K)
BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND)8.03K $632.20K 0.29%Decreased 207 (2.0%, $12.83K)
IDA - IDACORP INC(Class: COM)4.99K $575.87K 0.27%Unchanged
CAT - CATERPILLAR INC(Class: COM)1.37K $530.90K 0.25%Increased 51 (3.0%, $96.70K)
COST - COSTCO WHSL CORP NEW(Class: COM)518 $512.80K 0.24%Unchanged
FNDE - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL EMER)15.23K $502.84K 0.23%Unchanged
ORCL - ORACLE CORP(Class: COM)2.08K $454.10K 0.21%Unchanged
GOOGL - ALPHABET INC(Class: CAP STK CL A)2.50K $440.57K 0.20%Unchanged
JPM - JPMORGAN CHASE CO.(Class: COM)1.33K $384.71K 0.18%Unchanged
META - META PLATFORMS INC(Class: CL A)494 $364.25K 0.17%Increased 1 (0.0%, $80K)
KEYS - KEYSIGHT TECHNOLOGIES INC(Class: COM)1.97K $323.30K 0.15%Unchanged