Instuitional Investor - Tumwater Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Tumwater Wealth Management, Llc |
| Portfolio Value | $248,641,449 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,148,190 | $72,974,014 | 29.35% | |
| 2. | Vanguard Index Fds | 164,468 | $52,762,979 | 21.22% | |
| 3. | Dimensional Etf Trust | 628,735 | $39,264,501 | 15.79% | |
| 4. | Dimensional Etf Trust | 894,899 | $31,956,843 | 12.85% | |
| 5. | BND | 208,651 | $16,103,684 | 6.48% |