Instuitional Investor - Tumwater Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Tumwater Wealth Management, Llc |
| Portfolio Value | $245,371,907 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,229,430 | $72,969,244 | 29.74% | |
| 2. | Vanguard Index Fds | 162,871 | $54,605,760 | 22.25% | |
| 3. | Dimensional Etf Trust | 631,087 | $37,574,920 | 15.31% | |
| 4. | Dimensional Etf Trust | 891,486 | $30,497,736 | 12.43% | |
| 5. | BND | 195,871 | $15,254,433 | 6.22% |