Seaside Wealth Management

Latest statistics and disclosures from Seaside Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Seaside Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 48 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.8 $46M 223k 206.22
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 14.7 $19M 451k 42.96
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 6.1 $8.0M 102k 78.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $7.6M 185k 41.32
Spdr Ser Tr Portfli Intrmdit (SPTI) 4.6 $6.1M 203k 29.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.4 $5.8M 75k 77.33
Ishares Tr Global Reit Etf (REET) 2.7 $3.5M 134k 26.18
Ishares Tr Shrt Nat Mun Etf (SUB) 2.6 $3.5M 33k 105.36
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $3.4M 42k 82.52
Ishares Tr National Mun Etf (MUB) 2.5 $3.2M 30k 108.58
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.4 $3.2M 95k 33.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $2.6M 54k 48.31
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.5 $1.9M 50k 38.97
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $1.7M 65k 25.41

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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $1.6M 49k 33.03
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.2M 2.9k 414.64
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.1M 22k 50.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.1M 12k 91.87
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $946k 24k 39.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $890k 29k 30.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $676k 1.6k 411.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.5 $673k 20k 33.40
Apple (AAPL) 0.4 $572k 3.5k 163.06
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $547k 3.6k 153.48
Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $516k 12k 44.53
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.3 $403k 13k 30.84
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $378k 3.7k 101.78
Cisco Systems (CSCO) 0.3 $365k 8.1k 45.27
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $360k 6.9k 51.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $340k 4.5k 75.74
Activision Blizzard (ATVI) 0.2 $309k 3.9k 80.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $308k 4.0k 77.56
Exxon Mobil Corporation (XOM) 0.2 $290k 3.0k 96.54
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.2 $287k 4.8k 59.36
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $274k 5.8k 47.62
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $273k 5.3k 51.33
Microsoft Corporation (MSFT) 0.2 $268k 953.00 281.22
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $265k 3.0k 87.09
Ishares Tr Core Total Usd (IUSB) 0.2 $260k 5.4k 47.97
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $257k 5.3k 48.64
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $243k 5.0k 48.77
Ishares Tr Global Tech Etf (IXN) 0.2 $241k 4.7k 51.11
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $240k 8.1k 29.59
Ishares Tr Eafe Value Etf (EFV) 0.2 $226k 5.1k 44.36
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $224k 4.5k 50.19
Ishares Tr U.s. Energy Etf (IYE) 0.2 $222k 5.2k 42.44
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $222k 3.8k 58.71
Ishares Tr Msci Usa Value (VLUE) 0.2 $209k 2.2k 95.13

Past Filings by Seaside Wealth Management

SEC 13F filings are viewable for Seaside Wealth Management going back to 2022