Filer Name: TUMWATER WEALTH MANAGEMENT, LLC
CIK: 2034579
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 31
Portfolio Value: $0.19B

Tumwater Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAX US DIMENSIONAL WORLD EX US CORE 2,149,170 $53M 28.02% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 158,622 $46M 24.11% - -
DFAT US DIMENSIONAL US TARGET VALUE 551,592 $31M 16.10% - -
DFLV US DIM US LARGE CAP VALUE ETF 798,335 $24M 12.57% - -
BIV US VANGUARD INTERMEDIATE-TERM B 176,017 $13M 6.90% - -
VV US VANGUARD LARGE-CAP ETF 16,570 $4M 2.34% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 84,677 $3M 1.82% - -
VOO US VANGUARD S&P 500 ETF 4,191 $2M 1.18% - -
CVX US CHEVRON CORP 14,606 $2M 1.11% - -
AAPL US APPLE INC 5,139 $1M 0.67% - -
MSFT US MICROSOFT CORP 2,924 $1M 0.65% - -
BSV US VANGUARD SHORT-TERM BOND ETF 12,726 $1M 0.52% - -
FNDC US SCHWAB FNDMNT INTL SM EQ ETF 21,086 $1M 0.38% - -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 19,667 $1M 0.34% - -
VB US VANGUARD SMALL-CAP ETF 2,635 $1M 0.33% - -
RTX US RTX CORP 5,016 $1M 0.30% - -
IDA US IDACORP INC 4,988 $1M 0.29% - -
GOOGL US ALPHABET INC-CL A 2,500 $0M 0.25% - -
COST US COSTCO WHOLESALE CORP 518 $0M 0.25% - -
CAT US CATERPILLAR INC 1,266 $0M 0.24% - -
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