Seaside Wealth Management

Seaside Wealth Management as of March 31, 2023

Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 47 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.4 $57M 277k 204.09
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 16.5 $27M 600k 45.15
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 6.1 $10M 131k 76.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $9.9M 246k 40.39
Ishares Tr National Mun Etf (MUB) 4.1 $6.8M 63k 107.69
Spdr Ser Tr Portfli Intrmdit (SPTI) 4.1 $6.7M 232k 28.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.9 $6.5M 85k 76.21
Ishares Tr Shrt Nat Mun Etf (SUB) 3.1 $5.2M 49k 104.65
Ishares Tr Global Reit Etf (REET) 2.6 $4.3M 186k 22.94
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.5 $4.2M 124k 33.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $4.0M 50k 80.01
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.8 $3.0M 62k 47.86
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $2.0M 50k 40.73
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.7M 65k 25.48
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $1.2M 24k 50.43
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.1M 2.7k 411.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $1.0M 20k 52.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.0M 30k 34.83
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $914k 29k 32.09
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $887k 9.8k 90.41
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $835k 22k 37.73
Apple (AAPL) 0.5 $803k 4.9k 165.02
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.5 $751k 23k 33.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $664k 1.6k 409.37
Exxon Mobil Corporation (XOM) 0.4 $597k 5.4k 109.92
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $558k 3.6k 154.10
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $515k 12k 44.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $440k 5.9k 74.17
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $402k 8.6k 46.73
Automatic Data Processing (ADP) 0.2 $400k 1.8k 222.72
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $364k 12k 30.87
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $348k 3.6k 96.61
Activision Blizzard 0.2 $330k 3.9k 85.47
Wal-Mart Stores (WMT) 0.2 $284k 1.9k 147.84
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $283k 4.9k 58.08
Microsoft Corporation (MSFT) 0.2 $282k 981.00 287.46
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $266k 5.2k 51.30
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $266k 8.3k 32.23
Colgate-Palmolive Company (CL) 0.2 $264k 3.5k 75.11
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.2 $258k 5.0k 51.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $256k 5.3k 48.45
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $243k 5.1k 48.10
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $230k 4.6k 50.23
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $224k 4.4k 50.85
Costco Wholesale Corporation (COST) 0.1 $218k 438.00 497.72
Cisco Systems (CSCO) 0.1 $211k 4.0k 52.31
Ishares Tr U.s. Energy Etf (IYE) 0.1 $205k 4.7k 43.55