0001085146-23-001595.txt : 20230411 0001085146-23-001595.hdr.sgml : 20230411 20230410215410 ACCESSION NUMBER: 0001085146-23-001595 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230411 DATE AS OF CHANGE: 20230410 EFFECTIVENESS DATE: 20230411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SOUNDMARK WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001831431 IRS NUMBER: 753072275 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20472 FILM NUMBER: 23812265 BUSINESS ADDRESS: STREET 1: 11400 98TH AVENUE NE STREET 2: SUITE 301 CITY: KIRKLAND STATE: WA ZIP: 98033 BUSINESS PHONE: 425-820-1769 MAIL ADDRESS: STREET 1: 11400 98TH AVENUE NE STREET 2: SUITE 301 CITY: KIRKLAND STATE: WA ZIP: 98033 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001831431 XXXXXXXX 03-31-2023 03-31-2023 false SOUNDMARK WEALTH MANAGEMENT, LLC

11400 98TH AVENUE NE SUITE 301 KIRKLAND WA 98033

13F HOLDINGS REPORT 028-20472 000121344 801-68799 N Therese Elizabeth Mille 425-820-1769 /s/Therese Elizabeth Mille Kirkland WA 04-07-2023 0 58 167131796 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 1162942 11259 SH SOLE 11259 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 1784206 33734 SH SOLE 33734 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 1742463 29795 SH SOLE 29795 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 3182687 42974 SH SOLE 42974 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1845144 11189 SH SOLE 11189 0 0 BOEING CO COM 097023105 BBG001S5P0V3 1008156 4746 SH SOLE 4746 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 321835 648 SH SOLE 648 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 202402 8580 SH SOLE 8580 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 735443 31948 SH SOLE 31948 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 BBG012G21Y06 2247454 69732 SH SOLE 69732 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 407365 15116 SH SOLE 15116 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 6504873 270304 SH SOLE 270304 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 893344 18490 SH SOLE 18490 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 18904115 741921 SH SOLE 741921 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 9328783 278638 SH SOLE 278638 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 3634225 68960 SH SOLE 68960 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 1224437 49115 SH SOLE 49115 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 3856445 86662 SH SOLE 86662 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 10334138 448142 SH SOLE 448142 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 281990 8073 SH SOLE 8073 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 245835 833 SH SOLE 833 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 2195080 22700 SH SOLE 22700 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1065931 2593 SH SOLE 2593 0 0 ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 955959 19698 SH SOLE 19698 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 423285 10727 SH SOLE 10727 0 0 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 866785 3848 SH SOLE 3848 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 898258 5900 SH SOLE 5900 0 0 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 6441428 42444 SH SOLE 42444 0 0 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 5050916 53970 SH SOLE 53970 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 9930673 34446 SH SOLE 34446 0 0 PACCAR INC COM 693718108 BBG001S5V1S8 489553 6687 SH SOLE 6687 0 0 PROSHARES TR LARGE CAP CRE 74347R248 BBG001T551S6 209559 4396 SH SOLE 4396 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 722650 9878 SH SOLE 9878 0 0 SIGILON THERAPEUTICS INC COM 82657L107 BBG00HFX36F0 23769 25555 SH SOLE 25555 0 0 SOLITARIO ZINC CORP COM 8342EP107 BBG001S5QW79 12642 19100 SH SOLE 19100 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 210030 458 SH SOLE 458 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 624597 5998 SH SOLE 5998 0 0 SYNLOGIC INC COM 87166L100 BBG001T92245 8635 13663 SH SOLE 13663 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 420313 2026 SH SOLE 2026 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 6161610 80292 SH SOLE 80292 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 5459534 71376 SH SOLE 71376 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 1784078 12725 SH SOLE 12725 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 5049567 27030 SH SOLE 27030 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1711796 20614 SH SOLE 20614 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 4644102 12349 SH SOLE 12349 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 709572 4469 SH SOLE 4469 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2682811 14152 SH SOLE 14152 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 557650 2731 SH SOLE 2731 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 5766767 41756 SH SOLE 41756 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2029592 50237 SH SOLE 50237 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 200560 2178 SH SOLE 2178 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 4525604 89333 SH SOLE 89333 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 7927679 98824 SH SOLE 98824 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 6658562 87348 SH SOLE 87348 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 622094 11268 SH SOLE 11268 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 5444659 120537 SH SOLE 120537 0 0 VANGUARD WELLINGTON FD US VALUE FACTR 921935805 BBG00K26B603 3469903 35783 SH SOLE 35783 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1327311 12581 SH SOLE 12581 0 0