0001085146-21-001180.txt : 20210414
0001085146-21-001180.hdr.sgml : 20210414
20210414131514
ACCESSION NUMBER: 0001085146-21-001180
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210414
DATE AS OF CHANGE: 20210414
EFFECTIVENESS DATE: 20210414
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: 21825209
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
13F-HR
LIVE
false
false
false
0001831431
XXXXXXXX
03-31-2021
03-31-2021
false
SOUNDMARK WEALTH MANAGEMENT, LLC
11400 98TH AVENUE NE
SUITE 301
KIRKLAND
WA
98033
13F HOLDINGS REPORT
028-20472
N
Therese Elizabeth Mille
Chief Compliance Officer / Client Manager
425-820-1769
/s/Therese Elizabeth Mille
Kirkland
WA
04-09-2021
0
68
182311
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
361
1305
SH
SOLE
0
0
1305
AMAZON COM INC
COM
023135106
13022
4209
SH
SOLE
0
0
4209
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
9372
142594
SH
SOLE
0
0
142594
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
5858
94211
SH
SOLE
0
0
94211
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
16527
228859
SH
SOLE
0
0
228859
APPLE INC
COM
037833100
1641
13447
SH
SOLE
0
0
13447
BLACK KNIGHT INC
COM
09215C105
203
2739
SH
SOLE
0
0
2739
BOEING CO
COM
097023105
824
3229
SH
SOLE
0
0
3229
COSTCO WHSL CORP NEW
COM
22160K105
329
934
SH
SOLE
0
0
934
FACEBOOK INC
CL A
30303M102
217
737
SH
SOLE
0
0
737
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
328
8073
SH
SOLE
0
0
8073
GLACIER BANCORP INC NEW
COM
37637Q105
257
4492
SH
SOLE
0
0
4492
GLOBAL X FDS
NASDAQ 100 COVER
37954Y483
10
4336800
SH
Call
SOLE
0
0
4336800
GLOBAL X FDS
US PFD ETF
37954Y657
208
8143
PRN
SOLE
0
0
8143
HERITAGE FINL CORP WASH
COM
42722X106
215
7619
SH
SOLE
0
0
7619
HOME DEPOT INC
COM
437076102
262
858
SH
SOLE
0
0
858
INTEL CORP
COM
458140100
412
6439
SH
SOLE
0
0
6439
ISHARES TR
COHEN STEER REIT
464287564
1001
17307
SH
SOLE
0
0
17307
ISHARES TR
CORE S&P SCP ETF
464287804
4901
45136
SH
SOLE
0
0
45136
ISHARES TR
CORE S&P500 ETF
464287200
2536
6374
SH
SOLE
0
0
6374
ISHARES TR
EAFE VALUE ETF
464288877
1288
25298
SH
SOLE
0
0
25298
ISHARES TR
MSCI EMG MKT ETF
464287234
922
17295
SH
SOLE
0
0
17295
ISHARES TR
RUS 1000 ETF
464287622
849
3794
SH
SOLE
0
0
3794
ISHARES TR
RUS 1000 VAL ETF
464287598
936
6171
SH
SOLE
0
0
6171
ISHARES TR
S&P 500 VAL ETF
464287408
6157
43588
SH
SOLE
0
0
43588
ISHARES TR
S&P MC 400VL ETF
464287705
582
5701
SH
SOLE
0
0
5701
ISHARES TR
SP SMCP600VL ETF
464287879
8778
87117
SH
SOLE
0
0
87117
JOHNSON & JOHNSON
COM
478160104
329
2002
SH
SOLE
0
0
2002
MICROSOFT CORP
COM
594918104
14920
63295
SH
SOLE
0
0
63295
NIKE INC
CL B
654106103
751
5650
SH
SOLE
0
0
5650
ORACLE CORP
COM
68389X105
221
3148
SH
SOLE
0
0
3148
PACCAR INC
COM
693718108
523
5642
SH
SOLE
0
0
5642
PROSHARES TR
LARGE CAP CRE
74347R248
201
2198
SH
SOLE
0
0
2198
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
332
10401
SH
SOLE
0
0
10401
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
366
5014
SH
SOLE
0
0
5014
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
213
2155
SH
SOLE
0
0
2155
SOLITARIO ZINC CORP
COM
8342EP107
16
19100
SH
SOLE
0
0
19100
SPDR S&P 500 ETF TR
TR UNIT
78462F103
346
869
SH
SOLE
0
0
869
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
263
553
SH
SOLE
0
0
553
STARBUCKS CORP
COM
855244109
1215
11115
SH
SOLE
0
0
11115
SYNLOGIC INC
COM
87166L100
36
10000
SH
SOLE
0
0
10000
TESLA INC
COM
88160R101
941
1409
SH
SOLE
0
0
1409
US BANCORP DEL
COM NEW
902973304
201
3635
SH
SOLE
0
0
3635
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1603
18064
SH
SOLE
0
0
18064
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1908
23198
SH
SOLE
0
0
23198
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
275
4817
SH
SOLE
0
0
4817
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
15597
88140
SH
SOLE
0
0
88140
VANGUARD INDEX FDS
GROWTH ETF
922908736
801
3116
SH
SOLE
0
0
3116
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
6022
32501
SH
SOLE
0
0
32501
VANGUARD INDEX FDS
MID CAP ETF
922908629
367
1657
SH
SOLE
0
0
1657
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2303
25060
SH
SOLE
0
0
25060
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
6341
17403
SH
SOLE
0
0
17403
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
933
5634
SH
SOLE
0
0
5634
VANGUARD INDEX FDS
SMALL CP ETF
922908751
926
4323
SH
SOLE
0
0
4323
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
526
1915
SH
SOLE
0
0
1915
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1320
6381
SH
SOLE
0
0
6381
VANGUARD INDEX FDS
VALUE ETF
922908744
3403
25896
SH
SOLE
0
0
25896
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1200
23060
SH
SOLE
0
0
23060
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
528
4115
SH
SOLE
0
0
4115
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
233
2394
SH
SOLE
0
0
2394
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
4257
45757
SH
SOLE
0
0
45757
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2140
25937
SH
SOLE
0
0
25937
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF
92206C565
303
3799
SH
SOLE
0
0
3799
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
466
3170
SH
SOLE
0
0
3170
VANGUARD STAR FDS
VG TL INTL STK F
921909768
466
7435
SH
SOLE
0
0
7435
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
21497
437908
SH
SOLE
0
0
437908
VANGUARD WELLINGTON FD
US VALUE FACTR
921935805
8698
92003
SH
SOLE
0
0
92003
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1328
13130
SH
SOLE
0
0
13130