The Analysis of Tumwater Wealth Management, LLC's Holdings
Currently, Tumwater Wealth Management, LLC holds 35 types of securities in its portfolio with a total value $245.4M. In the most recent quarter, they have increased their positions in DUSB (+156.2K shares, valued at $7.9M), DFAX (+58.0K shares, valued at $1.9M), DFAT (+27.1K shares, valued at $1.6M); decreased their positions in KEYS (-477 shares, valued at $96.9K), AAPL (-298 shares, valued at $81.0K), MSFT (-142 shares, valued at $68.7K); initiated new positions in DUSB (+156.2K shares, valued at $7.9M), FCX (+5.1K shares, valued at $258.3K), AMZN (+1.0K shares, valued at $233.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAX DIMENSIONAL ETF TRUST2.2M shares2.67%2025-12-312026-01-29
VTI VANGUARD INDEX FDS162.9K shares0.33%2025-12-312026-01-29 DFAT DIMENSIONAL ETF TRUST631.1K shares4.49%2025-12-312026-01-29 DFLV DIMENSIONAL ETF TRUST891.5K shares4.16%2025-12-312026-01-29 BIV VANGUARD BD INDEX FDS195.9K shares6.15%2025-12-312026-01-29 DUSB DIMENSIONAL ETF TRUST156.2K sharesnew addition2025-12-312026-01-29 VV VANGUARD INDEX FDS15.7K shares0.00%2025-12-312026-01-29 DFUV DIMENSIONAL ETF TRUST84.0K shares-0.14%2025-12-312026-01-29 CVX CHEVRON CORP NEW14.9K shares0.04%2025-12-312026-01-29 AAPL APPLE INC4.4K shares-6.35%2025-12-312026-01-29 MSFT MICROSOFT CORP2.4K shares-5.53%2025-12-312026-01-29 FNDC SCHWAB STRATEGIC TR21.0K shares0.00%2025-12-312026-01-29 FNDF SCHWAB STRATEGIC TR19.6K shares0.00%2025-12-312026-01-29 CAT CATERPILLAR INC1.4K shares0.00%2025-12-312026-01-29 BSV VANGUARD BD INDEX FDS8.4K shares4.83%2025-12-312026-01-29 IDA IDACORP INC5.0K shares0.00%2025-12-312026-01-29 FNDE SCHWAB STRATEGIC TR15.2K shares0.00%2025-12-312026-01-29 RTX RTX CORPORATION2.8K shares0.39%2025-12-312026-01-29 VB VANGUARD INDEX FDS2.0K shares1.76%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW518 shares0.00%2025-12-312026-01-29 ALPHABET INC ALPHABET INC1.4K shares0.00%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.1.3K shares0.00%2025-12-312026-01-29 ORCL ORACLE CORP2.1K shares0.00%2025-12-312026-01-29 MU MICRON TECHNOLOGY INC1.3K shares-3.05%2025-12-312026-01-29 WMT WALMART INC3.2K shares0.00%2025-12-312026-01-29 META META PLATFORMS INC504 shares0.00%2025-12-312026-01-29 XOM EXXON MOBIL CORP2.5K shares0.20%2025-12-312026-01-29 DFIC DIMENSIONAL ETF TRUST8.3K shares-11.21%2025-12-312026-01-29 KEYS KEYSIGHT TECHNOLOGIES INC1.4K shares-25.51%2025-12-312026-01-29 FCX FREEPORT-MCMORAN INC5.1K sharesnew addition2025-12-312026-01-29 AMZN AMAZON COM INC1.0K sharesnew addition2025-12-312026-01-29 NVDA NVIDIA CORPORATION1.2K shares-11.41%2025-12-312026-01-29 SCHW SCHWAB CHARLES CORP2.2K shares0.00%2025-12-312026-01-29 VTV VANGUARD INDEX FDS1.1K shares-2.62%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available