Titelia

Holdings of Tumwater Wealth Management, LLC

30 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 94.8 % of the equity sleeve

Sector breakdown

  • Technology 1.8 %
  • Funds 1.7 %
  • Industrials 0.6 %
  • Consumer staples 0.5 %
  • Financials 0.4 %
  • Energy 0.3 %
  • Materials 0.2 %
  • Communication 0.2 %
  • Consumer discretionary 0.1 %
  • Unattributed 94.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US30165.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 164,46852.8M $
2Dimensional U S Targeted Value ETF 628,73539.3M $
3Dimensional ETF Trust 894,89932M $
4Vanguard Bond Index Funds 208,65116.1M $
5Vanguard Large-Cap ETF 15,6934.7M $
6DFA Dimensional US Marketwide Value ETF 81,2303.9M $
7Chevron Corp 14,1772.9M $
8Vanguard S&P 500 ETF 4,5832.7M $
9Apple Inc 4,3401.1M $
10Caterpillar Inc 1,4151M $
11Schwab Fundamental International Equity Etf 19,571957.6K $
12Microsoft Corp 2,389884.3K $
13IDACORP Inc 4,981712.1K $
14Vanguard Short-term Bond Etf 8,421660.3K $
15SCHWAB STRATEGIC TRUST 15,233582.8K $
16Costco Wholesale Corp 505503.2K $
17Vanguard Small-Cap ETF 1,705446.6K $
18Exxon Mobil Corp 2,522427.9K $
19Walmart Inc 3,240402.7K $
20Keysight Technologies Inc 1,393393.3K $
21JPMorgan Chase & Co 1,327390.4K $
22Oracle Corp 2,057302.6K $
23Freeport-McMoRan Inc 5,085298.9K $
24Dimensional International Core 8,300294.9K $
25Meta Platforms Inc 506289.3K $
26NVIDIA Corp 1,262220.1K $
27Vanguard Value ETF 1,107217.2K $
28Amazon.com Inc 1,016211.6K $
29Charles Schwab Corp/The 2,228209.4K $
30VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,210209.4K $