SoundView Advisors Inc. Diversified Active

Location: Olympia, WA

CIK: 0002054083 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 31, 2025

Total Value: $271M

Holdings (35)

VOO VANGUARD INDEX FDS 22.2%

Value $60.28M Shares 106,117 Est. Cost $539.39 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 13.7%

Value $37.17M Shares 651,990 Est. Cost $48.58 Unrealized —

SPSB SPDR SERIES TRUST 10.9%

Value $29.61M Shares 980,896 Est. Cost $29.89 Unrealized —

BILS SPDR SERIES TRUST 10.1%

Value $27.28M Shares 274,348 Est. Cost $99.17 Unrealized —

XHLF BONDBLOXX ETF TRUST 9.5%

Value $25.72M Shares 510,955 Est. Cost $50.20 Unrealized —

STIP ISHARES TR 7.1%

Value $19.37M Shares 188,220 Est. Cost $100.87 Unrealized —

IJH ISHARES TR 4.0%

Value $10.81M Shares 174,391 Est. Cost $62.16 Unrealized —

IJR ISHARES TR 3.5%

Value $9.411M Shares 86,117 Est. Cost $115.04 Unrealized —

VONE VANGUARD SCOTTSDALE FDS 2.6%

Value $7.03M Shares 25,031 Est. Cost $266.69 Unrealized —

MSFT MICROSOFT CORP 2.1%

Value $5.834M Shares 11,730 Est. Cost $422.35 Unrealized +2.4%

IEFA ISHARES TR 2.0%

Value $5.489M Shares 65,755 Est. Cost $70.47 Unrealized —

NVDA NVIDIA CORPORATION 1.5%

Value $4.201M Shares 26,596 Est. Cost $137.07 Unrealized -8.2%

VV VANGUARD INDEX FDS 1.4%

Value $3.708M Shares 12,998 Est. Cost $273.05 Unrealized —

GOOG ALPHABET INC 1.2%

Value $3.215M Shares 18,128 Est. Cost $175.86 Unrealized -6.3%

QQQ INVESCO QQQ TR 1.2%

Value $3.181M Shares 5,767 Est. Cost $514.42 Unrealized —

COST COSTCO WHSL CORP NEW 1.1%

Value $2.888M Shares 2,918 Est. Cost $922.64 Unrealized +7.4%

VTWO VANGUARD SCOTTSDALE FDS 1.0%

Value $2.622M Shares 30,066 Est. Cost $89.30 Unrealized —

IVOO VANGUARD ADMIRAL FDS INC 0.7%

Value $1.821M Shares 17,350 Est. Cost $105.47 Unrealized —

VO VANGUARD INDEX FDS 0.6%

Value $1.631M Shares 5,832 Est. Cost $264.03 Unrealized —

XCEM COLUMBIA ETF TR II 0.6%

Value $1.624M Shares 47,542 Est. Cost $29.60 Unrealized —

PATH UIPATH INC 0.6%

Value $1.544M Shares 120,649 Est. Cost $12.90 Unrealized -7.0%

LRCX LAM RESEARCH CORP 0.5%

Value $1.456M Shares 14,968 Est. Cost $75.20 Unrealized +4.9%

AAPL APPLE INC 0.5%

Value $1.343M Shares 6,547 Est. Cost $234.51 Unrealized -14.1%

AMZN AMAZON COM INC 0.3%

Value $761K Shares 3,473 Est. Cost $207.69 Unrealized -4.7%

DVA DAVITA INC 0.2%

Value $567K Shares 3,984 Est. Cost $156.79 Unrealized -9.6%

CVX CHEVRON CORP NEW 0.1%

Value $389K Shares 2,723 Est. Cost $145.49 Unrealized -5.8%

IVV ISHARES TR 0.1%

Value $385K Shares 621 Est. Cost $587.80 Unrealized —

JMST J P MORGAN EXCHANGE TRADED F 0.1%

Value $373K Shares 7,327 Est. Cost $50.68 Unrealized —

DIA SPDR DOW JONES INDL AVERAGE 0.1%

Value $303K Shares 689 Est. Cost $422.94 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value $273K Shares 563 Est. Cost $466.24 Unrealized +8.9%

IWR ISHARES TR 0.1%

Value $242K Shares 2,642 Est. Cost $91.60 Unrealized —

— ISHARES TR 0.1%

Value $241K Shares 10,320 Est. Cost $23.26 Unrealized —

GOOGL ALPHABET INC 0.1%

Value $223K Shares 1,271 Est. Cost $163.29 Unrealized 0.0%

ETN EATON CORP PLC 0.1%

Value $214K Shares 600 Est. Cost $306.71 Unrealized 0.0%

SNOW SNOWFLAKE INC 0.1%

Value $200K Shares 894 Est. Cost $180.80 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	106,117	$60.28M	22.2%	$539.39	—	—	922908363
VEA	VANGUARD TAX-MANAGED FDS	651,990	$37.17M	13.7%	$48.58	—	—	921943858
SPSB	SPDR SERIES TRUST	980,896	$29.61M	10.9%	$29.89	—	—	78464A474
BILS	SPDR SERIES TRUST	274,348	$27.28M	10.1%	$99.17	—	—	78468R523
XHLF	BONDBLOXX ETF TRUST	510,955	$25.72M	9.5%	$50.20	—	—	09789C788
STIP	ISHARES TR	188,220	$19.37M	7.1%	$100.87	—	—	46429B747
IJH	ISHARES TR	174,391	$10.81M	4.0%	$62.16	—	—	464287507
IJR	ISHARES TR	86,117	$9.411M	3.5%	$115.04	—	—	464287804
VONE	VANGUARD SCOTTSDALE FDS	25,031	$7.03M	2.6%	$266.69	—	—	92206C730
MSFT	MICROSOFT CORP	11,730	$5.834M	2.1%	$422.35	+2.4%	—	594918104
IEFA	ISHARES TR	65,755	$5.489M	2.0%	$70.47	—	—	46432F842
NVDA	NVIDIA CORPORATION	26,596	$4.201M	1.5%	$137.07	-8.2%	—	67066G104
VV	VANGUARD INDEX FDS	12,998	$3.708M	1.4%	$273.05	—	—	922908637
GOOG	ALPHABET INC	18,128	$3.215M	1.2%	$175.86	-6.3%	—	02079K107
QQQ	INVESCO QQQ TR	5,767	$3.181M	1.2%	$514.42	—	—	46090E103
COST	COSTCO WHSL CORP NEW	2,918	$2.888M	1.1%	$922.64	+7.4%	—	22160K105
VTWO	VANGUARD SCOTTSDALE FDS	30,066	$2.622M	1.0%	$89.30	—	—	92206C664
IVOO	VANGUARD ADMIRAL FDS INC	17,350	$1.821M	0.7%	$105.47	—	—	921932885
VO	VANGUARD INDEX FDS	5,832	$1.631M	0.6%	$264.03	—	—	922908629
XCEM	COLUMBIA ETF TR II	47,542	$1.624M	0.6%	$29.60	—	—	19762B202
PATH	UIPATH INC	120,649	$1.544M	0.6%	$12.90	-7.0%	—	90364P105
LRCX	LAM RESEARCH CORP	14,968	$1.456M	0.5%	$75.20	+4.9%	—	512807306
AAPL	APPLE INC	6,547	$1.343M	0.5%	$234.51	-14.1%	—	037833100
AMZN	AMAZON COM INC	3,473	$761K	0.3%	$207.69	-4.7%	—	023135106
DVA	DAVITA INC	3,984	$567K	0.2%	$156.79	-9.6%	—	23918K108
CVX	CHEVRON CORP NEW	2,723	$389K	0.1%	$145.49	-5.8%	—	166764100
IVV	ISHARES TR	621	$385K	0.1%	$587.80	—	—	464287200
JMST	J P MORGAN EXCHANGE TRADED F	7,327	$373K	0.1%	$50.68	—	—	46641Q654
DIA	SPDR DOW JONES INDL AVERAGE	689	$303K	0.1%	$422.94	—	—	78467X109
BRK/B	BERKSHIRE HATHAWAY INC DEL	563	$273K	0.1%	$466.24	+8.9%	—	084670702
IWR	ISHARES TR	2,642	$242K	0.1%	$91.60	—	—	464287499
—	ISHARES TR	10,320	$241K	0.1%	$23.26	—	—	46436E866
GOOGL	ALPHABET INC	1,271	$223K	0.1%	$163.29	0.0%	—	02079K305
ETN	EATON CORP PLC	600	$214K	0.1%	$306.71	0.0%	—	G29183103
SNOW	SNOWFLAKE INC	894	$200K	0.1%	$180.80	0.0%	—	833445109