SoundView Advisors Inc.
32 holdingsFiling period: 2026-06-30Current AUM: $305.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 115.5K | $79.3M | $80.4M | 26.35% | +2.5K | 2026-06-30 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 717.5K | $51.1M | $51.3M | 16.82% | +22.9K | 2026-06-30 |
| 3 | VCRB | VANGUARD MALVERN FDS | 384.2K | $29.7M | $28.7M | 9.41% | +3.8K | 2026-06-30 |
| 4 | SPSB | SPDR SERIES TRUST | 926.5K | $27.8M | $27.5M | 9.01% | -9,634 | 2026-06-30 |
| 5 | BILS | SPDR SERIES TRUST | 245.8K | $24.4M | $24.4M | 7.99% | -11,439 | 2026-06-30 |
| 6 | STIP | ISHARES TR | 209.7K | $21.4M | $21.0M | 6.89% | -8,738 | 2026-06-30 |
| 7 | IJH | ISHARES TR | 176.6K | $13.6M | $12.9M | 4.24% | -876 | 2026-06-30 |
| 8 | IJR | ISHARES TR | 89.7K | $13.3M | $12.6M | 4.11% | +586 | 2026-06-30 |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 22.5K | $7.6M | $7.7M | 2.52% | +45 | 2026-06-30 |
| 10 | IEFA | ISHARES TR | 62.7K | $6.1M | $6.2M | 2.02% | +97 | 2026-06-30 |
| 11 | QQQ | INVESCO QQQ TR | 6.3K | $4.7M | $4.5M | 1.46% | +201 | 2026-06-30 |
| 12 | VV | VANGUARD INDEX FDS | 13.0K | $4.5M | $4.5M | 1.49% | +20 | 2026-06-30 |
| 13 | NVDA | NVIDIA CORPORATION | 21.9K | $4.4M | $4.7M | 1.52% | +869 | 2026-06-30 |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | 26.5K | $3.2M | $3.1M | 1.00% | +43 | 2026-06-30 |
| 15 | XCEM | COLUMBIA ETF TR II | 58.0K | $3.1M | $2.9M | 0.96% | +1.1K | 2026-06-30 |
| 16 | IVOO | VANGUARD ADMIRAL FDS INC | 14.9K | $1.9M | $1.9M | 0.61% | +27 | 2026-06-30 |
| 17 | VO | VANGUARD INDEX FDS | 23.2K | $1.9M | $1.9M | 0.61% | +17.2K | 2026-06-30 |
| 18 | AAPL | APPLE INC | 5.7K | $1.7M | $1.9M | 0.62% | +150 | 2026-06-30 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 1.6K | $1.5M | $1.4M | 0.47% | -- | 2026-06-30 |
| 20 | GOOG | ALPHABET INC | 3.7K | $1.3M | $1.3M | 0.42% | +181 | 2026-06-30 |
| 21 | IVV | ISHARES TR | 1.2K | $876K | $888K | 0.29% | +556 | 2026-06-30 |
| 22 | LRCX | LAM RESEARCH CORP | 1.3K | $552K | $345K | 0.11% | +1 | 2026-06-30 |
| 23 | MSFT | MICROSOFT CORP | 1.2K | $455K | $606K | 0.20% | +100 | 2026-06-30 |
| 24 | CVX | CHEVRON CORPORATION | 2.5K | $411K | $540K | 0.18% | -150 | 2026-06-30 |
| 25 | DVA | DAVITA INC | 1.8K | $392K | $336K | 0.11% | -- | 2026-06-30 |
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