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SOUNDMARK WEALTH MANAGEMENT, LLC Historic Quarter Change: USA ETF, Added

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SOUNDMARK WEALTH MANAGEMENT, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC opened 4 positions, added to 24, reduced 21 and sold out of 52.

  • Q1 2024: Stock BIV; Country of operation —; Class INTERMED TERM; Shares before 118,176.
  • Q1 2024: Stock BSV; Country of operation —; Class SHORT TRM BOND; Shares before 92,804.
  • Q1 2024: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 778,055.
  • Q1 2024: Stock DFIC; Country of operation —; Class INTL CORE EQUITY; Shares before 432,631.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1831431), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024BIV
VANGUARD BD INDEX FDS		INTERMED TERM118,176173,339+55,163$9,026,296$13,069,760+$4,043,4642024-04-11
Q1 2024BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND92,804132,217+39,413$7,147,716$10,137,056+$2,989,3402024-04-11
Q1 2024DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 2778,055792,563+14,508$22,742,535$25,322,330+$2,579,7952024-04-11
Q1 2024DFIC
DIMENSIONAL ETF TRUST		INTL CORE EQUITY432,631506,788+74,157$11,045,040$13,556,598+$2,511,5582024-04-11
Q1 2024VTV
VANGUARD INDEX FDS		VALUE ETF59,65065,537+5,887$8,917,537$10,673,260+$1,755,7232024-04-11
Q1 2024VB
VANGUARD INDEX FDS		SMALL CP ETF18,29321,550+3,257$3,902,320$4,926,342+$1,024,0222024-04-11
Q1 2024DFAX
DIMENSIONAL ETF TRUST		WORLD EX US CORE491,129505,211+14,082$11,993,414$12,852,598+$859,1842024-04-11
Q1 2024VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF76,33991,389+15,050$3,137,588$3,817,345+$679,7572024-04-11
Q1 2024VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS12,98413,156+172$5,671,616$6,324,449+$652,8332024-04-11
Q1 2024DFSV
DIMENSIONAL ETF TRUST		US SMALL CAP VAL76,55693,385+16,829$2,229,301$2,810,907+$581,6062024-04-11
Q1 2024IVE
ISHARES TR		S&P 500 VAL ETF41,62441,628+4$7,238,074$7,776,682+$538,6082024-04-11
Q1 2024DFAS
DIMENSIONAL ETF TRUST		US SMALL CAP ETF68,51069,910+1,400$4,084,579$4,358,229+$273,6502024-04-11
Q1 2024AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT31,15432,510+1,356$1,756,714$1,884,216+$127,5022024-04-11
Q1 2024VTI
VANGUARD INDEX FDS		TOTAL STK MKT2,6272,663+36$622,622$692,110+$69,4882024-04-11
Q1 2024VUG
VANGUARD INDEX FDS		GROWTH ETF779879+100$242,223$302,683+$60,4602024-04-11
Q1 2024EFV
ISHARES TR		EAFE VALUE ETF17,15717,234+77$893,888$937,538+$43,6502024-04-11
Q1 2024VXUS
VANGUARD STAR FDS		VG TL INTL STK F11,53011,785+255$668,264$710,654+$42,3902024-04-11
Q1 2024VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF2,2892,507+218$235,464$276,994+$41,5302024-04-11
Q1 2024VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD80,31880,792+474$6,214,227$6,246,052+$31,8252024-04-11
Q1 2024XLI
SELECT SECTOR SPDR TR		INDL1,9601,966+6$223,416$247,616+$24,2002024-04-11
Q1 2024MDY
SPDR S&P MIDCAP 400 ETF TR		UTSER1 S&PDCRP462464+2$234,626$258,268+$23,6422024-04-11
Q1 2024VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD89,89890,286+388$4,589,293$4,568,472-$20,8212024-04-11
Q1 2024DVY
ISHARES TR		SELECT DIVID ETF1,8001,803+3$211,046$222,126+$11,0802024-04-11
Q1 2024DFNM
DIMENSIONAL ETF TRUST		NATL MUN BD ETF18,49018,563+73$896,950$892,695-$4,2552024-04-11

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