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Home > Institutional Investor > Soundmark Wealth Management, Llc > Profile

Instuitional Investor - Soundmark Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Soundmark Wealth Management, Llc
Portfolio Value $0
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 0 $0 0%
2.
Microsoft Corp
 MSFT 0 $0 0%
3.
Dimensional Etf Trust
 0 $0 0%
4.
Vanguard Bond Index Funds
 BND 0 $0 0%
5.
Dimensional Etf Trust
 0 $0 0%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)