Seaside Wealth Management

Seaside Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 35.5 $97M 335k 289.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 14.1 $39M 804k 47.82
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.6 $24M 766k 30.78
Dimensional Etf Trust Emerging Mkts Co (DFEM) 8.3 $23M 864k 26.19
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.8 $11M 131k 80.27
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.7 $10M 174k 58.00
Dimensional Etf Trust Intl Small Cap V (DISV) 3.4 $9.2M 348k 26.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $8.8M 113k 78.01
American Centy Etf Tr Real Estate Etf (AVRE) 3.2 $8.8M 210k 41.92
Ishares Tr National Mun Etf (MUB) 2.5 $6.9M 65k 106.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $3.3M 148k 22.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $2.8M 151k 18.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $2.3M 66k 34.59
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $2.2M 43k 51.14
CVB Financial (CVBF) 0.6 $1.7M 81k 21.41
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $1.7M 23k 71.43
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.5M 14k 105.48
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.4M 24k 58.79
Apple (AAPL) 0.5 $1.4M 5.4k 250.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.0M 24k 44.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $969k 1.7k 586.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $929k 27k 34.13
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $929k 23k 40.92
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $895k 9.3k 96.53
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $895k 20k 44.92
Ishares Tr Core S&p500 Etf (IVV) 0.3 $853k 1.4k 588.56
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $739k 12k 63.75
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $731k 3.7k 195.84
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $592k 23k 25.54
Exxon Mobil Corporation (XOM) 0.2 $545k 5.1k 107.58
Automatic Data Processing (ADP) 0.2 $542k 1.9k 292.71
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $523k 6.0k 87.25
Wal-Mart Stores (WMT) 0.2 $521k 5.8k 90.35
Eli Lilly & Co. (LLY) 0.2 $502k 650.00 772.00
Microsoft Corporation (MSFT) 0.2 $488k 1.2k 421.44
Ishares Tr Global Reit Etf (REET) 0.2 $442k 19k 23.97
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $410k 6.3k 65.08
Costco Wholesale Corporation (COST) 0.1 $401k 438.00 916.36
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $385k 12k 30.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $379k 7.6k 50.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $367k 16k 23.18
Colgate-Palmolive Company (CL) 0.1 $320k 3.5k 90.91
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $307k 8.7k 35.48
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $293k 8.5k 34.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $285k 529.00 538.81
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $282k 6.0k 46.87
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $280k 5.4k 51.51
Vanguard World Inf Tech Etf (VGT) 0.1 $262k 422.00 621.80
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $262k 5.1k 51.73
Broadridge Financial Solutions (BR) 0.1 $261k 1.2k 226.01
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $259k 5.1k 50.88
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $255k 4.4k 57.31
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.1 $254k 5.3k 47.58
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $249k 5.2k 47.78
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $242k 8.7k 27.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $237k 522.00 453.28
Honeywell International (HON) 0.1 $225k 997.00 225.85
NVIDIA Corporation (NVDA) 0.1 $221k 1.6k 134.29
McKesson Corporation (MCK) 0.1 $215k 378.00 569.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $213k 2.8k 77.26