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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SOUNDMARK WEALTH MANAGEMENT, LLC

Quarter ended Q2 2023 · Filed April 11, 2023 · Accession 0001085146-23-001595

Total Value
$167.1M
Positions
58
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (58)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V708741,921$18.9M11.31%
2DIMENSIONAL ETF TRUST25434V880448,142$10.3M6.18%
3MICROSOFT CORPMSFT34,446$9.9M5.94%
4DIMENSIONAL ETF TRUST25434V724278,638$9.3M5.58%
5VANGUARD SCOTTSDALE FDS92206C87098,824$7.9M4.74%
6VANGUARD SCOTTSDALE FDS92206C40987,348$6.7M3.98%
7DIMENSIONAL ETF TRUST25434V799270,304$6.5M3.89%
8ISHARES TR46428740842,444$6.4M3.85%
9VANGUARD BD INDEX FDS92193781980,292$6.2M3.69%
10VANGUARD INDEX FDS92290874441,756$5.8M3.45%
11VANGUARD BD INDEX FDS92193782771,376$5.5M3.27%
12VANGUARD TAX-MANAGED FDS921943858120,537$5.4M3.26%
13ISHARES TR46428787953,970$5.1M3.02%
14VANGUARD INDEX FDS92290863727,030$5.0M3.02%
15VANGUARD INDEX FDS92290836312,349$4.6M2.78%
16VANGUARD MUN BD FDS92290774689,333$4.5M2.71%
17DIMENSIONAL ETF TRUST25434V60986,662$3.9M2.31%
18DIMENSIONAL ETF TRUST25434V50068,960$3.6M2.17%
19VANGUARD WELLINGTON FD92193580535,783$3.5M2.08%
20AMERICAN CENTY ETF TR02507287742,974$3.2M1.90%
21VANGUARD INDEX FDS92290875114,152$2.7M1.61%
22DIMENSIONAL ETF TRUST25434V80769,732$2.2M1.34%
23ISHARES TR46428780422,700$2.2M1.31%
24VANGUARD INTL EQUITY INDEX F92204285850,237$2.0M1.21%
25APPLE INCAAPL11,189$1.8M1.10%
26AMERICAN CENTY ETF TR02507260433,734$1.8M1.07%
27VANGUARD INDEX FDS92290865212,725$1.8M1.07%
28AMERICAN CENTY ETF TR02507280229,795$1.7M1.04%
29VANGUARD INDEX FDS92290855320,614$1.7M1.02%
30VANGUARD WHITEHALL FDS92194640612,581$1.3M0.79%
31DIMENSIONAL ETF TRUST25434V81549,115$1.2M0.73%
32AMAZON COM INCAMZN11,259$1.2M0.70%
33ISHARES TR4642872002,593$1.1M0.64%
34BOEING COBA-PA4,746$1.0M0.60%
35ISHARES TR46428887719,698$955,9590.57%
36ISHARES TR4642875985,900$898,2580.54%
37DIMENSIONAL ETF TRUST25434V84918,490$893,3440.53%
38ISHARES TR4642876223,848$866,7850.52%
39DIMENSIONAL ETF TRUST25434V30231,948$735,4430.44%
40SCHWAB STRATEGIC TR8085247979,878$722,6500.43%
41VANGUARD INDEX FDS9229086114,469$709,5720.42%
42STARBUCKS CORPSBUX5,998$624,5970.37%
43VANGUARD STAR FDS92190976811,268$622,0940.37%
44VANGUARD INDEX FDS9229087692,731$557,6500.33%
45PACCAR INCPCAR6,687$489,5530.29%
46ISHARES TR46428723410,727$423,2850.25%
47TESLA INCTSLA2,026$420,3130.25%
48DIMENSIONAL ETF TRUST25434V20315,116$407,3650.24%
49COSTCO WHSL CORP NEW22160K105648$321,8350.19%
50FIDELITY NATIONAL FINANCIALFNF8,073$281,9900.17%
51HOME DEPOT INCHD833$245,8350.15%
52SPDR S&P MIDCAP 400 ETF TRMDY458$210,0300.13%
53PROSHARES TR74347R2484,396$209,5590.13%
54DIMENSIONAL ETF TRUST25434V7328,580$202,4020.12%
55VANGUARD INTL EQUITY INDEX F9220427422,178$200,5600.12%
56SIGILON THERAPEUTICS INC82657L10725,555$23,7690.01%
57SOLITARIO ZINC CORPXPL19,100$12,6420.01%
58SYNLOGIC INCSYBX13,663$8,6350.01%