Tumwater Wealth Management, LLC Portfolio Holdings by Sector

Tumwater Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAT BIV VV DFUV VOO FNDC FNDF BSV 13 stocks	$56.8 Million 51.82% of portfolio	3	8	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$43.6 Million 39.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.75 Million 2.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.35 Million 1.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.14 Million 1.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$774,367 0.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$670,850 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$667,505 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities IDA 1 stocks	$579,705 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$434,197 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$325,513 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$295,496 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$206,824 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials NAK 1 stocks	$48,875 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Tumwater Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Tumwater Wealth Management, LLC with notifications on news.