The Analysis of Tumwater Wealth Management, LLC's Holdings
Currently, Tumwater Wealth Management, LLC holds 33 types of securities in its portfolio with a total value $225.1M. In the most recent quarter, they have increased their positions in APP (+450 shares, valued at $323.3K), MU (+1.3K shares, valued at $219.2K), DFLV (+3.8K shares, valued at $126.5K); decreased their positions in DFAX (-59.4K shares, valued at $1.9M), VTI (-4.3K shares, valued at $1.4M), RTX (-2.3K shares, valued at $376.5K); initiated new positions in APP (+450 shares, valued at $323.3K), MU (+1.3K shares, valued at $219.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAX DIMENSIONAL ETF TRUST2.2M shares-2.66%2025-09-302025-11-12
VTI VANGUARD INDEX FDS162.3K shares-2.57%2025-09-302025-11-12 DFAT DIMENSIONAL ETF TRUST604.0K shares-0.75%2025-09-302025-11-12 DFLV DIMENSIONAL ETF TRUST855.9K shares0.45%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS184.5K shares0.34%2025-09-302025-11-12 VV VANGUARD INDEX FDS15.7K shares-4.95%2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST84.1K shares-0.66%2025-09-302025-11-12 VOO VANGUARD INDEX FDS4.4K shares3.79%2025-09-302025-11-12 CVX CHEVRON CORP NEW14.9K shares0.04%2025-09-302025-11-12 MSFT MICROSOFT CORP2.6K shares-7.96%2025-09-302025-11-12 AAPL APPLE INC4.7K shares-1.05%2025-09-302025-11-12 FNDC SCHWAB STRATEGIC TR21.0K shares0.00%2025-09-302025-11-12 FNDF SCHWAB STRATEGIC TR19.6K shares0.00%2025-09-302025-11-12 IDA IDACORP INC5.0K shares0.00%2025-09-302025-11-12 CAT CATERPILLAR INC1.4K shares0.07%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS8.0K shares0.00%2025-09-302025-11-12 ORCL ORACLE CORP2.1K shares0.00%2025-09-302025-11-12 FNDE SCHWAB STRATEGIC TR15.2K shares0.00%2025-09-302025-11-12 VB VANGUARD INDEX FDS1.9K shares-27.98%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW518 shares0.00%2025-09-302025-11-12 RTX RTX CORPORATION2.8K shares-44.43%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.3K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC504 shares2.02%2025-09-302025-11-12 WMT WALMART INC3.2K shares0.00%2025-09-302025-11-12 GOOGL ALPHABET INC1.4K shares-45.16%2025-09-302025-11-12 KEYS KEYSIGHT TECHNOLOGIES INC1.9K shares-5.22%2025-09-302025-11-12 APP APPLOVIN CORP450 sharesnew addition2025-09-302025-11-12 DFIC DIMENSIONAL ETF TRUST9.3K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.5K shares-1.84%2025-09-302025-11-12 NVDA NVIDIA CORPORATION1.4K shares0.00%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-09-302025-11-12 VTV VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP2.2K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available