13F HOLDINGS REPORT
SoundView Advisors Inc.
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001842974-25-000008
Total Value
$242,392
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 100,539 | $51,667 | 21.32% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 603,960 | $30,699 | 12.67% |
| 3 | SPDR SER TR | 78464A474 | 934,237 | $28,120 | 11.60% |
| 4 | SPDR SER TR | 78468R523 | 268,025 | $26,665 | 11.00% |
| 5 | BONDBLOXX ETF TRUST | 09789C788 | 492,360 | $24,792 | 10.23% |
| 6 | ISHARES TR | 46429B747 | 170,225 | $17,613 | 7.27% |
| 7 | ISHARES TR | 464287507 | 163,253 | $9,525 | 3.93% |
| 8 | ISHARES TR | 464287804 | 83,547 | $8,736 | 3.60% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C730 | 25,026 | $6,353 | 2.62% |
| 10 | ISHARES TR | 46432F842 | 64,809 | $4,902 | 2.02% |
| 11 | MICROSOFT CORP | MSFT | 12,467 | $4,679 | 1.93% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 3,495 | $3,305 | 1.36% |
| 13 | ALPHABET INC | GOOG | 19,535 | $3,051 | 1.26% |
| 14 | NVIDIA CORPORATION | NVDA | 25,002 | $2,709 | 1.12% |
| 15 | VANGUARD INDEX FDS | 922908637 | 10,201 | $2,622 | 1.08% |
| 16 | INVESCO QQQ TR | IVZ | 5,301 | $2,485 | 1.03% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C664 | 29,993 | $2,418 | 1.00% |
| 18 | VANGUARD ADMIRAL FDS INC | 921932885 | 19,985 | $1,972 | 0.81% |
| 19 | APPLE INC | AAPL | 7,172 | $1,593 | 0.66% |
| 20 | VANGUARD INDEX FDS | 922908629 | 5,832 | $1,508 | 0.62% |
| 21 | COLUMBIA ETF TR II | 19762B202 | 47,111 | $1,391 | 0.57% |
| 22 | LAM RESEARCH CORP | LRCX | 14,701 | $1,068 | 0.44% |
| 23 | UIPATH INC | PATH | 89,406 | $920 | 0.38% |
| 24 | AMAZON COM INC | AMZN | 3,259 | $620 | 0.26% |
| 25 | DAVITA INC | DVA | 3,984 | $609 | 0.25% |
| 26 | CHEVRON CORP NEW | CVX | 2,630 | $439 | 0.18% |
| 27 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 7,327 | $372 | 0.15% |
| 28 | ISHARES TR | 464287200 | 609 | $342 | 0.14% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 508 | $270 | 0.11% |
| 30 | INARI MED INC | 45332Y109 | 3,137 | $250 | 0.10% |
| 31 | ISHARES TR | 46436E866 | 10,320 | $241 | 0.10% |
| 32 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 3,792 | $231 | 0.10% |
| 33 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 538 | $225 | 0.09% |