13F HOLDINGS REPORT
SoundView Advisors Inc.
Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001800586-25-000002
Total Value
$242,564
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 96,455 | $51,971 | 21.43% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 585,871 | $28,016 | 11.55% |
| 3 | SPDR SER TR | 78464A474 | 885,905 | $26,453 | 10.91% |
| 4 | SPDR SER TR | 78468R523 | 257,298 | $25,511 | 10.52% |
| 5 | BONDBLOXX ETF TRUST | 09789C788 | 457,561 | $22,960 | 9.47% |
| 6 | ISHARES TR | 46429B747 | 166,518 | $16,751 | 6.91% |
| 7 | ISHARES TR | 464287804 | 86,783 | $9,999 | 4.12% |
| 8 | ISHARES TR | 464287507 | 157,584 | $9,819 | 4.05% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C730 | 25,063 | $6,684 | 2.76% |
| 10 | MICROSOFT CORP | MSFT | 13,933 | $5,872 | 2.42% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 5,936 | $5,439 | 2.24% |
| 12 | ISHARES TR | 46432F842 | 65,141 | $4,578 | 1.89% |
| 13 | NVIDIA CORPORATION | NVDA | 32,428 | $4,354 | 1.79% |
| 14 | ALPHABET INC | GOOG | 19,008 | $3,619 | 1.49% |
| 15 | VANGUARD INDEX FDS | 922908637 | 10,167 | $2,742 | 1.13% |
| 16 | INVESCO QQQ TR | IVZ | 5,288 | $2,703 | 1.11% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C664 | 30,123 | $2,690 | 1.11% |
| 18 | VANGUARD ADMIRAL FDS INC | 921932885 | 20,034 | $2,113 | 0.87% |
| 19 | APPLE INC | AAPL | 7,172 | $1,795 | 0.74% |
| 20 | VANGUARD INDEX FDS | 922908629 | 5,825 | $1,538 | 0.63% |
| 21 | COLUMBIA ETF TR II | 19762B202 | 45,781 | $1,355 | 0.56% |
| 22 | UIPATH INC | PATH | 89,406 | $1,136 | 0.47% |
| 23 | LAM RESEARCH CORP | LRCX | 13,958 | $1,008 | 0.42% |
| 24 | DAVITA INC | DVA | 3,984 | $595 | 0.25% |
| 25 | AMAZON COM INC | AMZN | 2,274 | $498 | 0.21% |
| 26 | TESLA INC | TSLA | 959 | $387 | 0.16% |
| 27 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 7,300 | $370 | 0.15% |
| 28 | CHEVRON CORP NEW | CVX | 2,478 | $358 | 0.15% |
| 29 | ISHARES TR | 464287200 | 608 | $357 | 0.15% |
| 30 | ISHARES TR | 46436E866 | 10,320 | $240 | 0.10% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 508 | $230 | 0.09% |
| 32 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 3,792 | $214 | 0.09% |
| 33 | ALPHABET INC | GOOG | 1,105 | $209 | 0.09% |