Seaside Wealth Management

Seaside Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 33.8 $51M 267k 191.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 16.1 $24M 582k 41.97
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 6.2 $9.4M 127k 74.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $9.1M 233k 38.98
Spdr Ser Tr Portfli Intrmdit (SPTI) 4.2 $6.3M 223k 28.24
Ishares Tr National Mun Etf (MUB) 4.1 $6.3M 59k 105.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $6.2M 82k 75.19
Ishares Tr Shrt Nat Mun Etf (SUB) 3.3 $5.0M 48k 104.27
Ishares Tr Global Reit Etf (REET) 2.6 $4.0M 176k 22.71
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $3.7M 48k 77.51
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.4 $3.7M 117k 31.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.8 $2.7M 61k 44.81
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.3 $2.0M 51k 38.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.6M 66k 24.28
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.2M 24k 47.29
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.0M 2.7k 384.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $978k 19k 50.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $944k 29k 32.21
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $846k 29k 29.69
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $836k 23k 36.97
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $832k 9.8k 84.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.5 $797k 24k 33.48
Apple (AAPL) 0.4 $632k 4.9k 129.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $618k 1.6k 382.35
Exxon Mobil Corporation (XOM) 0.4 $601k 5.5k 110.31
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $547k 3.6k 151.83
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $482k 12k 41.61
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $430k 5.8k 74.51
Automatic Data Processing (ADP) 0.3 $427k 1.8k 238.88
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $387k 8.4k 46.09
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $347k 12k 29.41
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $341k 3.6k 94.64
Activision Blizzard 0.2 $296k 3.9k 76.55
Colgate-Palmolive Company (CL) 0.2 $277k 3.5k 78.79
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.2 $274k 5.0k 54.52
Wal-Mart Stores (WMT) 0.2 $272k 1.9k 141.79
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $265k 4.8k 55.35
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $257k 5.2k 49.51
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $250k 8.2k 30.40
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $240k 5.0k 47.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $239k 5.3k 45.15
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $236k 4.8k 49.45
Microsoft Corporation (MSFT) 0.2 $235k 981.00 239.78
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $229k 4.5k 50.34
Ishares Tr U.s. Energy Etf (IYE) 0.1 $219k 4.7k 46.49
Honeywell International (HON) 0.1 $205k 955.00 214.41
Hayward Hldgs (HAYW) 0.1 $94k 10k 9.40