Soundmark Wealth Management, LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $225 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $25.3M, Microsoft Corp with a value of $15.8M, Dimensional ETF Tr Dimensional with a value of $13.6M, Vanguard Bd Index Fd Inc Inter with a value of $13.1M, and Dimensional ETF Tr with a value of $12.9M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $202M to 225M.

Below you can find more details about Soundmark Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $225 Million
ETFs: $188 Million
Technology: $18 Million
Consumer Cyclical: $2.96 Million
Industrials: $1.68 Million
Financial Services: $990,000
Communication Services: $458,000
Consumer Defensive: $337,000
Energy: $210,000
Other: $11,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $225 Million
  • Prior Value $202 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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