StockDriftsStockDriftsTop 34 Tumwater Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | 29.35% | 2.15M | $73.0M | -3.64%(-81.24K) | $26.13(+43.61%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 21.22% | 164.5K | $52.8M | +0.98%(+1.60K) | $287.14(+27.01%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 15.79% | 628.7K | $39.3M | -0.37%(-2.35K) | $55.54(+18.55%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 12.85% | 894.9K | $32.0M | +0.38%(+3.41K) | $30.58(+25.19%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 6.48% | 208.7K | $16.1M | +6.52%(+12.78K) | $76.66(-0.05%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 3.76% | 184.4K | $9.4M | +18.06%(+28.21K) | $50.71(+0.26%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 1.89% | 15.7K | $4.7M | +0.00%(+0) | $266.50(+28.07%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 1.58% | 81.2K | $3.9M | -3.30%(-2.77K) | $41.30(+27.42%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.18% | 14.2K | $2.9M | -4.72%(-702) | $146.21(+27.21%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.1% | 4.6K | $2.7M | +2.69%(+120) | $539.44(+26.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.44% | +53.82% |
| Top 20 Holdings Unweighted | +15.01% | +52.13% |
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