SoundView Advisors Inc.
32 holdingsFiling period: 2026-06-30Current AUM: $304.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 115.5K | $79.3M | $81.2M | 26.68% | +2.5K | 2026-06-30 |
| 2 | VEA | Vanguard Tax-Managed Fds | 717.5K | $51.1M | $49.7M | 16.34% | +22.9K | 2026-06-30 |
| 3 | VCRB | Vanguard Malvern Fds | 384.2K | $29.7M | $28.7M | 9.42% | +3.8K | 2026-06-30 |
| 4 | SPSB | Spdr Series Trust | 926.5K | $27.8M | $27.5M | 9.03% | -9,634 | 2026-06-30 |
| 5 | BILS | Spdr Series Trust | 245.8K | $24.4M | $24.4M | 8.02% | -11,439 | 2026-06-30 |
| 6 | STIP | iShares TR | 209.7K | $21.4M | $21.1M | 6.95% | -8,738 | 2026-06-30 |
| 7 | IJH | iShares TR | 176.6K | $13.6M | $12.9M | 4.23% | -876 | 2026-06-30 |
| 8 | IJR | iShares TR | 89.7K | $13.3M | $12.5M | 4.09% | +586 | 2026-06-30 |
| 9 | VONE | Vanguard Scottsdale Fds | 22.5K | $7.6M | $7.8M | 2.55% | +45 | 2026-06-30 |
| 10 | IEFA | iShares TR | 62.7K | $6.1M | $6.0M | 1.98% | +97 | 2026-06-30 |
| 11 | QQQ | Invesco Qqq TR | 6.3K | $4.7M | $4.5M | 1.48% | +201 | 2026-06-30 |
| 12 | VV | Vanguard Index Fds | 13.0K | $4.5M | $4.6M | 1.50% | +20 | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 21.9K | $4.4M | $4.7M | 1.56% | +869 | 2026-06-30 |
| 14 | VTWO | Vanguard Scottsdale Fds | 26.5K | $3.2M | $3.0M | 0.98% | +43 | 2026-06-30 |
| 15 | XCEM | Columbia ETF TR II | 58.0K | $3.1M | $2.7M | 0.90% | +1.1K | 2026-06-30 |
| 16 | IVOO | Vanguard Admiral Fds Inc | 14.9K | $1.9M | $1.8M | 0.60% | +27 | 2026-06-30 |
| 17 | VO | Vanguard Index Fds | 23.2K | $1.9M | $1.9M | 0.62% | +17.2K | 2026-06-30 |
| 18 | AAPL | Apple Inc | 5.7K | $1.7M | $2.0M | 0.65% | +150 | 2026-06-30 |
| 19 | COST | Costco Wholesale Corporation | 1.6K | $1.5M | $1.6M | 0.52% | -- | 2026-06-30 |
| 20 | GOOG | Alphabet Inc | 3.7K | $1.3M | $1.2M | 0.38% | +181 | 2026-06-30 |
| 21 | IVV | iShares TR | 1.2K | $876K | $899K | 0.30% | +556 | 2026-06-30 |
| 22 | LRCX | Lam Research Corp | 1.3K | $552K | $303K | 0.10% | +1 | 2026-06-30 |
| 23 | MSFT | Microsoft Corp | 1.2K | $455K | $650K | 0.21% | +100 | 2026-06-30 |
| 24 | CVX | Chevron Corporation | 2.5K | $411K | $575K | 0.19% | -150 | 2026-06-30 |
| 25 | DVA | Davita Inc | 1.8K | $392K | $324K | 0.11% | -- | 2026-06-30 |
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