Institutional Manager · CIK 0002054083
SoundView Advisors Inc.
OLYMPIA, WA · File #028-24824
Latest AUM
$286,633
Positions
30
Top-10 Concentration
90.2%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 116,948 | $73,341 | 25.59% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 702,923 | $43,911 | 15.32% |
| 3 | SPDR SERIES TRUST | 78464A474 | 1,020,108 | $30,807 | 10.75% |
| 4 | SPDR SERIES TRUST | 78468R523 | 276,135 | $27,398 | 9.56% |
| 5 | BONDBLOXX ETF TRUST | 09789C788 | 519,214 | $26,090 | 9.10% |
| 6 | ISHARES TR | 46429B747 | 210,264 | $21,528 | 7.51% |
| 7 | ISHARES TR | 464287507 | 176,978 | $11,680 | 4.07% |
| 8 | ISHARES TR | 464287804 | 90,717 | $10,902 | 3.80% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C730 | 22,954 | $7,093 | 2.47% |
| 10 | ISHARES TR | 46432F842 | 64,077 | $5,732 | 2.00% |
| 11 | NVIDIA CORPORATION | NVDA | 22,001 | $4,103 | 1.43% |
| 12 | VANGUARD INDEX FDS | 922908637 | 13,010 | $4,095 | 1.43% |
| 13 | INVESCO QQQ TR | IVZ | 6,400 | $3,931 | 1.37% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C664 | 27,502 | $2,736 | 0.95% |
| 15 | COLUMBIA ETF TR II | 19762B202 | 57,569 | $2,208 | 0.77% |
| 16 | VANGUARD INDEX FDS | 922908629 | 5,894 | $1,710 | 0.60% |
| 17 | VANGUARD ADMIRAL FDS INC | 921932885 | 15,015 | $1,678 | 0.59% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 1,880 | $1,621 | 0.57% |
| 19 | APPLE INC | AAPL | 5,579 | $1,516 | 0.53% |
| 20 | ALPHABET INC | GOOG | 3,549 | $1,113 | 0.39% |