Titelia

Holdings of SoundView Advisors Inc.

31 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 90.1 % of the equity sleeve

Sector breakdown

  • Funds 32.8 %
  • Technology 2.1 %
  • Consumer staples 0.6 %
  • Communication 0.4 %
  • Financials 0.1 %
  • Unattributed 64.2 %

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
1US31281K $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 113,04567.6K $
2Vanguard FTSE Developed Markets ETF 694,55144.5K $
3Vanguard Core Bond ETF 380,46229.4K $
4SPDR Series Trust 936,12928.1K $
5SPDR Series Trust 257,28325.6K $
6iShares 0-5 Year TIPS Bond ETF 218,43922.6K $
7iShares Core S&P Mid-Cap ETF 177,44512K $
8iShares Core S&P Small-Cap ETF 89,08511.1K $
9Vanguard Russell 1000 22,4466.6K $
10iShares Core MSCI EAFE ETF 62,5825.7K $
11Vanguard Large-Cap ETF 12,9743.9K $
12NVIDIA Corp 21,0583.7K $
13Invesco QQQ Trust Series 1 6,1393.5K $
14Vanguard Scottsdale Funds 26,4932.7K $
15Columbia EM Core ex-China ETF 56,9832.3K $
16VANGUARD ADMIRAL FDS INC 14,8941.7K $
17Vanguard Mid-Cap ETF 5,9121.7K $
18Costco Wholesale Corp 1,5761.6K $
19Apple Inc 5,5791.4K $
20Alphabet Inc 3,5491K $
21iShares Trust 8,192824 $
22Chevron Corp 2,631544 $
23Vanguard Tax-Exempt Bond Index ETF 10,881542 $
24Microsoft Corp 1,120414 $
25iShares Core S&P 500 ETF 615402 $
26State Street Spdr Dow Jones Industrial Average Etf Trust 731338 $
27Lam Research Corp 1,275272 $
28DaVita Inc 1,765271 $
29iShares Trust 2,642256 $
30Berkshire Hathaway Inc 508243 $
31SPDR INDEX SHARES FUNDS 3,428212 $