Seaside Wealth Management

Seaside Wealth Management as of March 31, 2025

Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 59 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 33.4 $94M 340k 274.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.2 $43M 840k 50.83
Dimensional Etf Trust Emerging Mkts Co (DFEM) 8.6 $24M 906k 26.46
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.9 $22M 788k 28.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.9 $11M 135k 81.76
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.9 $11M 182k 59.40
Dimensional Etf Trust Intl Small Cap V (DISV) 3.8 $11M 365k 29.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.6 $10M 127k 78.94
American Centy Etf Tr Real Estate Etf (AVRE) 3.4 $9.5M 221k 43.01
Ishares Tr National Mun Etf (MUB) 2.4 $6.7M 64k 105.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $4.8M 225k 21.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $3.0M 150k 19.78
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $2.2M 66k 32.99
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $2.2M 42k 51.07
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $1.7M 20k 87.17
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $1.6M 23k 68.01
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.5M 15k 105.60
CVB Financial (CVBF) 0.5 $1.5M 81k 18.46
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.5M 24k 60.17
Apple (AAPL) 0.5 $1.3M 5.7k 222.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.1M 23k 45.26
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $991k 27k 36.41
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $937k 23k 41.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $875k 1.6k 559.31
Ishares Tr Core S&p500 Etf (IVV) 0.3 $846k 1.5k 561.98
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $823k 20k 40.76
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $718k 3.7k 194.00
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $702k 27k 26.26
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $665k 11k 60.48
Exxon Mobil Corporation (XOM) 0.2 $613k 5.2k 118.93
Eli Lilly & Co. (LLY) 0.2 $549k 665.00 825.91
Wal-Mart Stores (WMT) 0.2 $513k 5.8k 87.79
Microsoft Corporation (MSFT) 0.2 $487k 1.3k 375.55
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $469k 6.0k 78.40
Automatic Data Processing (ADP) 0.2 $452k 1.5k 305.63
Ishares Tr Global Reit Etf (REET) 0.2 $449k 19k 24.26
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $426k 6.1k 69.74
Costco Wholesale Corporation (COST) 0.2 $422k 446.00 945.87
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $398k 12k 31.96
Amazon (AMZN) 0.1 $359k 1.9k 190.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $350k 16k 22.08
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $342k 8.7k 39.36
Colgate-Palmolive Company (CL) 0.1 $331k 3.5k 93.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $312k 607.00 513.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $296k 556.00 532.58
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $291k 8.1k 35.88
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $288k 6.1k 47.53
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $286k 5.4k 52.52
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.1 $277k 5.3k 51.89
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $276k 9.7k 28.58
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $262k 5.1k 51.06
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $262k 4.5k 57.60
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $261k 5.1k 51.55
Broadridge Financial Solutions (BR) 0.1 $260k 1.1k 242.47
McKesson Corporation (MCK) 0.1 $256k 380.00 673.81
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $249k 5.2k 47.57
NVIDIA Corporation (NVDA) 0.1 $237k 2.2k 108.38
Vanguard World Inf Tech Etf (VGT) 0.1 $229k 422.00 542.38
Honeywell International (HON) 0.1 $214k 1.0k 211.79