SoundView Advisors Inc.
31 holdingsFiling period: 2026-03-31Current AUM: $303.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 113.0K | $67.5M | $77.6M | 25.60% | -3,903 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 694.6K | $44.5M | $49.0M | 16.18% | -8,372 | 2026-03-31 |
| 3 | VCRB | VANGUARD MALVERN FDS | 380.5K | $29.4M | $28.9M | 9.52% | -- | 2026-03-31 |
| 4 | SPSB | SPDR SERIES TRUST | 936.1K | $28.1M | $28.0M | 9.24% | -83,979 | 2026-03-31 |
| 5 | BILS | SPDR SERIES TRUST | 257.3K | $25.6M | $25.6M | 8.44% | -18,852 | 2026-03-31 |
| 6 | STIP | ISHARES TR | 218.4K | $22.6M | $22.1M | 7.30% | +8.2K | 2026-03-31 |
| 7 | IJH | ISHARES TR | 177.4K | $12.0M | $13.4M | 4.41% | +467 | 2026-03-31 |
| 8 | IJR | ISHARES TR | 89.1K | $11.1M | $13.0M | 4.27% | -1,632 | 2026-03-31 |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 22.4K | $6.6M | $7.6M | 2.50% | -508 | 2026-03-31 |
| 10 | IEFA | ISHARES TR | 62.6K | $5.7M | $6.1M | 2.03% | -1,495 | 2026-03-31 |
| 11 | VV | VANGUARD INDEX FDS | 13.0K | $3.9M | $4.5M | 1.47% | -36 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 21.1K | $3.7M | $4.2M | 1.39% | -943 | 2026-03-31 |
| 13 | QQQ | INVESCO QQQ TR | 6.1K | $3.5M | $4.2M | 1.39% | -261 | 2026-03-31 |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | 26.5K | $2.7M | $3.1M | 1.03% | -1,009 | 2026-03-31 |
| 15 | XCEM | COLUMBIA ETF TR II | 57.0K | $2.3M | $2.7M | 0.89% | -586 | 2026-03-31 |
| 16 | IVOO | VANGUARD ADMIRAL FDS INC | 14.9K | $1.7M | $1.9M | 0.63% | -121 | 2026-03-31 |
| 17 | VO | VANGUARD INDEX FDS | 5.9K | $1.7M | $1.9M | 0.63% | +18 | 2026-03-31 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | 1.6K | $1.6M | $1.5M | 0.49% | -304 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 5.6K | $1.4M | $1.7M | 0.57% | -- | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 3.5K | $1.0M | $1.3M | 0.42% | -- | 2026-03-31 |
| 21 | SGOV | ISHARES TR | 8.2K | $824K | $824K | 0.27% | -- | 2026-03-31 |
| 22 | CVX | CHEVRON CORPORATION | 2.6K | $544K | $518K | 0.17% | -- | 2026-03-31 |
| 23 | VTEB | VANGUARD MUN BD FDS | 10.9K | $542K | $539K | 0.18% | -- | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 1.1K | $414K | $520K | 0.17% | -291 | 2026-03-31 |
| 25 | IVV | ISHARES TR | 615 | $402K | $462K | 0.15% | -11 | 2026-03-31 |
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