Seaside Wealth Management

Seaside Wealth Management as of June 30, 2025

Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 62 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 33.5 $105M 347k 303.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.6 $49M 858k 57.01
Dimensional Etf Trust Emerging Mkts Co (DFEM) 8.8 $28M 933k 29.68
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.8 $25M 833k 29.43
Dimensional Etf Trust Intl Small Cap V (DISV) 3.9 $12M 371k 32.91
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.6 $11M 191k 59.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.6 $11M 137k 82.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.4 $11M 136k 79.50
American Centy Etf Tr Real Estate Etf (AVRE) 3.2 $10M 230k 44.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.8 $5.8M 243k 23.83
Ishares Tr National Mun Etf (MUB) 1.8 $5.6M 54k 104.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $3.6M 165k 22.10
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $2.4M 67k 35.84
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.6 $2.0M 39k 52.34
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $1.9M 27k 68.54
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.5 $1.7M 23k 74.89
CVB Financial (CVBF) 0.5 $1.6M 81k 19.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.4M 14k 106.34
Microsoft Corporation (MSFT) 0.5 $1.4M 2.9k 497.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.3M 10k 135.04
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $1.3M 15k 91.10
Apple (AAPL) 0.4 $1.3M 6.2k 205.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.2M 25k 49.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.1M 23k 49.46
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $1.1M 28k 40.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $897k 21k 42.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $865k 1.4k 617.82
Spdr Series Trust Portfolio S&p600 (SPSM) 0.3 $833k 20k 42.60
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $758k 3.7k 204.68
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $736k 11k 67.02
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $681k 25k 26.83
Ishares Tr Core S&p500 Etf (IVV) 0.2 $623k 1.0k 620.74
Wal-Mart Stores (WMT) 0.2 $585k 6.0k 97.78
Exxon Mobil Corporation (XOM) 0.2 $565k 5.2k 107.81
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $564k 5.2k 109.29
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $557k 7.0k 79.28
Eli Lilly & Co. (LLY) 0.2 $539k 691.00 779.53
Ishares Tr Global Reit Etf (REET) 0.2 $478k 19k 24.70
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.2 $477k 6.0k 79.76
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $469k 13k 37.18
Automatic Data Processing (ADP) 0.1 $461k 1.5k 308.36
NVIDIA Corporation (NVDA) 0.1 $449k 2.8k 157.99
Costco Wholesale Corporation (COST) 0.1 $449k 453.00 990.04
Amazon (AMZN) 0.1 $447k 2.0k 219.39
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $396k 8.3k 48.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $387k 16k 24.44
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $382k 6.7k 56.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $345k 607.00 568.03
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $335k 7.9k 42.59
Colgate-Palmolive Company (CL) 0.1 $322k 3.5k 90.90
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $306k 3.0k 100.83
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $297k 6.3k 47.43
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $296k 6.9k 42.83
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $294k 5.7k 51.36
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $290k 5.4k 53.29
McKesson Corporation (MCK) 0.1 $282k 385.00 732.52
Vanguard World Inf Tech Etf (VGT) 0.1 $280k 422.00 663.28
Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $279k 9.7k 28.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $270k 555.00 485.77
Broadridge Financial Solutions (BR) 0.1 $267k 1.1k 243.01
Honeywell International (HON) 0.1 $239k 1.0k 232.91
Home Depot (HD) 0.1 $206k 562.00 366.64