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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

Institutional Manager · CIK 0002034579

Tumwater Wealth Management, LLC

Boise, ID · File #028-24860

Latest AUM
$245.4M
Positions
35
Top-10 Concentration
94.8%
Filings
5

Sector Allocation

Technology
1.3%$3.2M
Energy
1.0%$2.6M
Industrials
0.5%$1.3M
Utilities
0.3%$631,281
Consumer Staples
0.1%$360,968
Materials
0.1%$258,267

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V8802,229,430$73.0M29.74%
2VANGUARD INDEX FDS922908769162,871$54.6M22.25%
3DIMENSIONAL ETF TRUST25434V609631,087$37.6M15.31%
4DIMENSIONAL ETF TRUST25434V666891,486$30.5M12.43%
5VANGUARD BD INDEX FDS921937819195,871$15.3M6.22%
6DIMENSIONAL ETF TRUST25434V591156,210$7.9M3.22%
7VANGUARD INDEX FDS92290863715,693$4.9M2.01%
8DIMENSIONAL ETF TRUST25434V72484,002$3.9M1.59%
9VANGUARD INDEX FDS9229083634,463$2.8M1.14%
10CHEVRON CORP NEWCVX14,879$2.3M0.92%
11APPLE INCAAPL4,392$1.2M0.49%
12MICROSOFT CORPMSFT2,425$1.2M0.48%
13SCHWAB STRATEGIC TR80852474821,045$937,5550.38%
14SCHWAB STRATEGIC TR80852475519,571$884,8050.36%
15CATERPILLAR INCCAT1,369$784,5290.32%
16VANGUARD BD INDEX FDS9219378278,421$663,6590.27%
17IDACORP INCIDA4,988$631,2810.26%
18SCHWAB STRATEGIC TR80852473015,233$549,3020.22%
19RTX CORPORATIONRTX2,825$518,1280.21%
20VANGUARD INDEX FDS9229087511,962$506,0980.21%