Tumwater Wealth Management, LLC
CIK 2034579 · Holdings on Dec 31, 2024 · First reported Feb 10, 2025
Top ten holdings
Q4 2024- DFAX28.02%
- VTI24.11%
- DFAT16.10%
- DFLV12.57%
- BIV6.90%
- VV2.34%
- DFUV1.82%
- VOO1.18%
- CVX1.11%
- AAPL0.67%
Share classes counted separately94.82%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $53.43M | 28.02% | 2.15M shares | Prior unavailable — | — | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $45.97M | 24.11% | 158.62K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $30.70M | 16.10% | 551.59K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $23.97M | 12.57% | 798.34K shares | Prior unavailable — | — | ↗▾ |
| 05 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $13.15M | 6.90% | 176.02K shares | Prior unavailable — | — | ↗▾ |
| 06 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $4.47M | 2.34% | 16.57K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $3.46M | 1.82% | 84.68K shares | Prior unavailable — | — | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $2.26M | 1.18% | 4.19K shares | Prior unavailable — | — | ↗▾ |
| 09 | CVXCHEVRON CORP View history and evidence | $2.12M | 1.11% | 14.61K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $1.29M | 0.67% | 5.14K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2034579 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 190692523
}Research all 31 reported holdings.
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