Instuitional Investor - Soundmark Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Soundmark Wealth Management, Llc |
| Portfolio Value | $202,336,828 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 778,055 | $22,742,535 | 11.23% | |
| 2. | MSFT | 34,832 | $13,098,091 | 6.47% | |
| 3. | Dimensional Etf Trust | 491,129 | $11,993,414 | 5.92% | |
| 4. | Dimensional Etf Trust | 432,631 | $11,045,040 | 5.45% | |
| 5. | Dimensional Etf Trust | 273,142 | $10,166,295 | 5.02% |
