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Size ($ in 1000's)
At 03/31/2024: $225,393
At 12/31/2023: $202,338
Soundmark Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Soundmark Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Soundmark Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Soundmark Wealth Management LLC.
In the Soundmark Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Soundmark Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Soundmark Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
792,563 |
+14,508 |
$25,322 | | DFAC | 792,563 | +14,508 | $25,322 | | MICROSOFT CORP |
37,453 |
+2,621 |
$15,758 | | MSFT | 37,453 | +2,621 | $15,758 | | DIMENSIONAL ETF TRUST (DFIC) |
506,788 |
+74,157 |
$13,557 | | DFIC | 506,788 | +74,157 | $13,557 | | VANGUARD BD INDEX FDS (BIV) |
173,339 |
+55,163 |
$13,070 | | BIV | 173,339 | +55,163 | $13,070 | | DIMENSIONAL ETF TRUST (DFAX) |
505,211 |
+14,082 |
$12,853 | | DFAX | 505,211 | +14,082 | $12,853 | | DIMENSIONAL ETF TRUST (DFUV) |
264,524 |
-8,618 |
$10,819 | | DFUV | 264,524 | -8,618 | $10,819 | | VANGUARD INDEX FDS (VTV) |
65,537 |
+5,887 |
$10,673 | | VTV | 65,537 | +5,887 | $10,673 | | VANGUARD BD INDEX FDS (BSV) |
132,217 |
+39,413 |
$10,137 | | BSV | 132,217 | +39,413 | $10,137 | | ISHARES TR (IVE) |
41,628 |
+4 |
$7,777 | | IVE | 41,628 | +4 | $7,777 | | VANGUARD SCOTTSDALE FDS (VCIT) |
94,935 |
-4,878 |
$7,643 | | VCIT | 94,935 | -4,878 | $7,643 | | VANGUARD INDEX FDS (VV) |
27,959 |
-1,125 |
$6,704 | | VV | 27,959 | -1,125 | $6,704 | | VANGUARD INDEX FDS (VOO) |
13,156 |
+172 |
$6,324 | | VOO | 13,156 | +172 | $6,324 | | VANGUARD SCOTTSDALE FDS (VCSH) |
80,792 |
+474 |
$6,246 | | VCSH | 80,792 | +474 | $6,246 | | ISHARES TR (IJS) |
54,895 |
-909 |
$5,641 | | IJS | 54,895 | -909 | $5,641 | | VANGUARD TAX MANAGED FDS (VEA) |
105,131 |
-10,411 |
$5,274 | | VEA | 105,131 | -10,411 | $5,274 | | VANGUARD INDEX FDS (VB) |
21,550 |
+3,257 |
$4,926 | | VB | 21,550 | +3,257 | $4,926 | | VANGUARD MUN BD FDS (VTEB) |
90,286 |
+388 |
$4,568 | | VTEB | 90,286 | +388 | $4,568 | | DIMENSIONAL ETF TRUST (DFAS) |
69,910 |
+1,400 |
$4,358 | | DFAS | 69,910 | +1,400 | $4,358 | | DIMENSIONAL ETF TRUST (DFAT) |
79,133 |
-5,327 |
$4,307 | | DFAT | 79,133 | -5,327 | $4,307 | | VANGUARD INTL EQUITY INDEX F (VWO) |
91,389 |
+15,050 |
$3,817 | | VWO | 91,389 | +15,050 | $3,817 | | AMERICAN CENTY ETF TR (AVUV) |
32,901 |
-6,428 |
$3,083 | | AVUV | 32,901 | -6,428 | $3,083 | | DIMENSIONAL ETF TRUST (DFSV) |
93,385 |
+16,829 |
$2,811 | | DFSV | 93,385 | +16,829 | $2,811 | | ISHARES TR (IJR) |
22,931 |
-89 |
$2,534 | | IJR | 22,931 | -89 | $2,534 | | DIMENSIONAL ETF TRUST (DFIV) |
67,587 |
-370 |
$2,484 | | DFIV | 67,587 | -370 | $2,484 | | VANGUARD WELLINGTON FD (VFVA) |
20,676 |
-6,615 |
$2,468 | | VFVA | 20,676 | -6,615 | $2,468 | | VANGUARD INDEX FDS (VXF) |
13,363 |
-944 |
$2,342 | | VXF | 13,363 | -944 | $2,342 | | APPLE INC |
11,359 |
+4 |
$1,948 | | AAPL | 11,359 | +4 | $1,948 | | AMERICAN CENTY ETF TR (AVEM) |
32,510 |
+1,356 |
$1,884 | | AVEM | 32,510 | +1,356 | $1,884 | | VANGUARD INDEX FDS (VNQ) |
21,446 |
-138 |
$1,855 | | VNQ | 21,446 | -138 | $1,855 | | SCHWAB STRATEGIC TR |
27,499 |
+27,499 |
$1,679 | | SCHB | 27,499 | +27,499 | $1,679 | | AMAZON COM INC |
9,271 |
-185 |
$1,672 | | AMZN | 9,271 | -185 | $1,672 | | VANGUARD WHITEHALL FDS (VYM) |
13,299 |
-470 |
$1,609 | | VYM | 13,299 | -470 | $1,609 | | ISHARES TR (IVV) |
2,589 |
-313 |
$1,361 | | IVV | 2,589 | -313 | $1,361 | | AMERICAN CENTY ETF TR (AVDV) |
19,012 |
-3,860 |
$1,252 | | AVDV | 19,012 | -3,860 | $1,252 | | ISHARES TR (IWB) |
3,683 |
-175 |
$1,061 | | IWB | 3,683 | -175 | $1,061 | | ISHARES TR (IWD) |
5,806 |
UNCH |
$1,040 | | IWD | 5,806 | UNCH | $1,040 | | DIMENSIONAL ETF TRUST (DFAE) |
38,531 |
-878 |
$952 | | DFAE | 38,531 | -878 | $952 | | ISHARES TR (EFV) |
17,234 |
+77 |
$938 | | EFV | 17,234 | +77 | $938 | | DIMENSIONAL ETF TRUST (DFNM) |
18,563 |
+73 |
$893 | | DFNM | 18,563 | +73 | $893 | | BOEING CO |
4,205 |
-141 |
$811 | | BA | 4,205 | -141 | $811 | | VANGUARD INDEX FDS (VBR) |
3,894 |
-51 |
$747 | | VBR | 3,894 | -51 | $747 | | SCHWAB STRATEGIC TR |
8,871 |
-780 |
$715 | | SCHD | 8,871 | -780 | $715 | | VANGUARD STAR FDS (VXUS) |
11,785 |
+255 |
$711 | | VXUS | 11,785 | +255 | $711 | | VANGUARD INDEX FDS (VTI) |
2,663 |
+36 |
$692 | | VTI | 2,663 | +36 | $692 | | PACCAR INC |
5,320 |
+541 |
$659 | | PCAR | 5,320 | +541 | $659 | | STARBUCKS CORP |
6,041 |
+11 |
$552 | | SBUX | 6,041 | +11 | $552 | | DIMENSIONAL ETF TRUST (DFAI) |
16,030 |
-831 |
$484 | | DFAI | 16,030 | -831 | $484 | | HOME DEPOT INC |
1,233 |
UNCH |
$473 | | HD | 1,233 | UNCH | $473 | | AMERICAN CENTY ETF TR (AVDE) |
7,358 |
UNCH |
$469 | | AVDE | 7,358 | UNCH | $469 | | ISHARES TR (EEM) |
10,707 |
-807 |
$440 | | EEM | 10,707 | -807 | $440 |
See Full List: All Stocks Held By Soundmark Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Soundmark Wealth Management LLC
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