Instuitional Investor - Tumwater Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Tumwater Wealth Management, Llc |
| Portfolio Value | $215,238,528 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,230,808 | $65,518,831 | 30.44% | |
| 2. | Vanguard Index Fds | 166,629 | $50,643,552 | 23.53% | |
| 3. | Dimensional Etf Trust | 608,546 | $32,837,149 | 15.26% | |
| 4. | Dimensional Etf Trust | 852,008 | $26,429,288 | 12.28% | |
| 5. | BND | 183,884 | $14,221,589 | 6.61% |
