Managed by Soundmark Wealth Management, Llc • Latest filing Q2 2024
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $25.3M | 792.6K | 0.00% | — |
| 2 | ? N/A — | $22.7M | 778.1K | 0.00% | — |
| 3 | ? N/A — | $20.6M | 759.9K | 0.00% | — |
| 4 | ? N/A — | $20M | 765.2K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $15.8M |
| 37.5K |
| 0.00% |
| — |
| 6 | H | $13.6M | 506.8K | 0.00% | — |
| 7 | M MSFT — | $13.1M | 34.8K | 0.00% | — |
| 8 | V VGES — | $13.1M | 173.3K | 0.00% | — |
| 9 | X XOM — | $12.9M | 505.2K | 0.00% | — |
| 10 | X XOM — | $12M | 491.1K | 0.00% | — |
| 11 | M MSFT — | $12M | 35.1K | 0.00% | — |
| 12 | M MSFT — | $11M | 35.0K | 0.00% | — |
| 13 | H | $11M | 432.6K | 0.00% | — |
| 14 | ? N/A — | $10.8M | 264.5K | 0.00% | — |
| 15 | X XOM — | $10.7M | 459.6K | 0.00% | — |
| 16 | X XOM — | $10.7M | 475.5K | 0.00% | — |
| 17 | V VGES — | $10.7M | 65.5K | 0.00% | — |
| 18 | ? N/A — | $10.2M | 273.1K | 0.00% | — |
| 19 | V VGES — | $10.1M | 132.2K | 0.00% | — |
| 20 | ? N/A — | $9.6M | 278.1K | 0.00% | — |