Seed Wealth Management

Seed Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Seed Wealth Management

Seed Wealth Management holds 131 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.5 $4.8M 96k 50.33
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 5.3 $4.6M 205k 22.39
Ssga Active Etf Tr Blackstone Senr (SRLN) 4.5 $3.9M 96k 40.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.2 $3.7M 50k 74.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.7 $3.3M 73k 44.81
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $3.1M 64k 49.26
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.1 $2.7M 53k 50.54
American Centy Etf Tr Us Eqt Etf (AVUS) 3.0 $2.6M 39k 68.01
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $2.0M 11k 191.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.1 $1.9M 40k 46.71
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 2.1 $1.9M 81k 23.03
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $1.7M 16k 104.27
Janus Detroit Str Tr Henderson Mtg (JMBS) 1.8 $1.6M 35k 45.46
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 1.7 $1.5M 82k 18.21
Microsoft Corporation (MSFT) 1.7 $1.5M 6.2k 239.82
Ea Series Trust Us Quan Momentum (QMOM) 1.6 $1.4M 30k 45.93
Apple (AAPL) 1.5 $1.3M 10k 129.93
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $1.1M 16k 66.02
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $1.1M 20k 53.19
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.2 $1.0M 19k 55.35
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.2 $1.0M 32k 31.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $1.0M 20k 51.72
Global X Fds Rate Preferred (PFFV) 1.1 $1.0M 45k 22.50
Novo-nordisk A S Adr (NVO) 0.9 $803k 5.9k 135.34
Vanguard Wellington Us Multifactor (VFMF) 0.9 $802k 8.1k 98.83
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.9 $781k 31k 24.88
Home Depot (HD) 0.8 $737k 2.3k 315.87
Vmware Cl A Com 0.8 $716k 5.8k 122.76
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $693k 14k 49.82
Deere & Company (DE) 0.8 $691k 1.6k 428.76
Johnson & Johnson (JNJ) 0.7 $647k 3.7k 176.65
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.7 $643k 13k 49.48
Amazon (AMZN) 0.7 $640k 7.6k 84.00
Dell Technologies CL C (DELL) 0.7 $621k 15k 40.22
McDonald's Corporation (MCD) 0.7 $615k 2.3k 263.53
Ishares Tr Mbs Etf (MBB) 0.6 $561k 6.1k 92.75
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $555k 7.5k 74.22
Cisco Systems (CSCO) 0.6 $537k 11k 47.64
McKesson Corporation (MCK) 0.6 $534k 1.4k 375.12
Exxon Mobil Corporation (XOM) 0.6 $533k 4.8k 110.30
Alphabet Cap Stk Cl C (GOOG) 0.6 $525k 5.9k 88.73
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $525k 10k 50.45
Shell Spon Ads (SHEL) 0.6 $515k 9.0k 56.95
Key (KEY) 0.6 $514k 30k 17.42
Icici Bank Adr (IBN) 0.6 $486k 22k 21.89
salesforce (CRM) 0.6 $484k 3.7k 132.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $464k 14k 32.21
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $462k 19k 25.04
Progressive Corporation (PGR) 0.5 $446k 3.4k 129.71
Vanguard Wellington Us Momentum (VFMO) 0.5 $420k 3.7k 114.06
Merck & Co (MRK) 0.5 $418k 3.8k 110.95
Oracle Corporation (ORCL) 0.5 $414k 5.1k 81.74
Equinor Asa Sponsored Adr (EQNR) 0.5 $409k 11k 35.81
Stryker Corporation (SYK) 0.5 $403k 1.7k 244.49
Abbott Laboratories (ABT) 0.5 $397k 3.6k 109.79
Pfizer (PFE) 0.4 $389k 7.6k 51.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $388k 2.4k 158.80
Procter & Gamble Company (PG) 0.4 $381k 2.5k 151.56
Paypal Holdings (PYPL) 0.4 $378k 5.3k 71.22
Wal-Mart Stores (WMT) 0.4 $365k 2.6k 141.79
Archer Daniels Midland Company (ADM) 0.4 $362k 3.9k 92.85
Sony Group Corporation Sponsored Adr (SONY) 0.4 $359k 4.7k 76.28
Visa Com Cl A (V) 0.4 $348k 1.7k 207.76
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $347k 12k 29.07
Synopsys (SNPS) 0.4 $345k 1.1k 319.29
CVS Caremark Corporation (CVS) 0.4 $344k 3.7k 93.19
UnitedHealth (UNH) 0.4 $332k 627.00 530.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $332k 4.5k 74.49
Infosys Sponsored Adr (INFY) 0.4 $329k 18k 18.01
Best Buy (BBY) 0.4 $329k 4.1k 80.21
Caterpillar (CAT) 0.4 $325k 1.4k 239.56
Lennar Corp Cl A (LEN) 0.4 $322k 3.6k 90.50
BlackRock (BLK) 0.4 $322k 454.00 708.63
Qualcomm (QCOM) 0.4 $319k 2.9k 109.94
Nutrien (NTR) 0.4 $313k 4.3k 73.03
Spdr Ser Tr Bloomberg Invt (FLRN) 0.4 $312k 10k 30.39
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $287k 7.0k 40.98
Raytheon Technologies Corp (RTX) 0.3 $282k 2.8k 100.92
Take-Two Interactive Software (TTWO) 0.3 $270k 2.6k 104.13
ConAgra Foods (CAG) 0.3 $266k 6.9k 38.70
Walt Disney Company (DIS) 0.3 $266k 3.1k 86.88
Charles Schwab Corporation (SCHW) 0.3 $264k 3.2k 83.26
Franklin Templeton Etf Tr Ftse Brazil (FLBR) 0.3 $259k 15k 17.23
L3harris Technologies (LHX) 0.3 $259k 1.2k 208.21
Broadcom (AVGO) 0.3 $259k 463.00 559.13
Hca Holdings (HCA) 0.3 $254k 1.1k 239.96
GSK Sponsored Adr (GSK) 0.3 $254k 7.2k 35.14
Kimberly-Clark Corporation (KMB) 0.3 $251k 1.8k 135.75
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $246k 5.6k 43.99
Ishares Msci Emerg Mkt (EMGF) 0.3 $246k 6.0k 41.04
Ubs Group SHS (UBS) 0.3 $245k 13k 18.67
Vanguard Index Fds Value Etf (VTV) 0.3 $242k 1.7k 140.37
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.3 $240k 6.0k 39.98
AutoZone (AZO) 0.3 $239k 97.00 2466.20
Texas Instruments Incorporated (TXN) 0.3 $236k 1.4k 165.22
Morgan Stanley Emerging Markets Debt (MSD) 0.3 $236k 36k 6.54
Haleon Spon Ads (HLN) 0.3 $233k 29k 8.00
Edwards Lifesciences (EW) 0.3 $233k 3.1k 74.61
Costco Wholesale Corporation (COST) 0.3 $232k 509.00 456.19
Lockheed Martin Corporation (LMT) 0.3 $232k 476.00 486.49
Kroger (KR) 0.3 $229k 5.1k 44.58
Ishares Tr Msci Intl Moment (IMTM) 0.3 $228k 7.4k 30.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $226k 5.8k 38.98
Intel Corporation (INTC) 0.3 $225k 8.5k 26.43
Yum China Holdings (YUMC) 0.3 $224k 4.1k 54.65
Abbvie (ABBV) 0.3 $223k 1.4k 161.61
Thermo Fisher Scientific (TMO) 0.3 $220k 400.00 550.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $220k 910.00 241.89
Ishares Msci Hong Kg Etf (EWH) 0.3 $220k 11k 21.01
Adobe Systems Incorporated (ADBE) 0.3 $219k 650.00 336.53
Select Sector Spdr Tr Technology (XLK) 0.2 $218k 1.8k 124.44
Nike CL B (NKE) 0.2 $218k 1.9k 117.01
Bristol Myers Squibb (BMY) 0.2 $217k 3.0k 71.96
Te Connectivity SHS (TEL) 0.2 $216k 1.9k 114.80
Tyson Foods Cl A (TSN) 0.2 $215k 3.4k 62.25
Comcast Corp Cl A (CMCSA) 0.2 $214k 6.1k 34.97
Smith & Nephew Spdn Adr New (SNN) 0.2 $213k 7.9k 26.89
Ishares Tr Blackrock Ultra (ICSH) 0.2 $213k 4.3k 50.04
International Business Machines (IBM) 0.2 $212k 1.5k 140.89
Electronic Arts (EA) 0.2 $211k 1.7k 122.18
BP Sponsored Adr (BP) 0.2 $211k 6.1k 34.93
Constellation Brands Cl A (STZ) 0.2 $209k 900.00 231.75
Willis Towers Watson SHS (WTW) 0.2 $208k 850.00 244.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $207k 669.00 308.90
Sanofi Sponsored Adr (SNY) 0.2 $206k 4.3k 48.43
AFLAC Incorporated (AFL) 0.2 $204k 2.8k 71.94
Verizon Communications (VZ) 0.2 $201k 5.1k 39.40
JPMorgan Chase & Co. (JPM) 0.2 $201k 1.5k 134.08
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.2 $181k 20k 9.11
Palantir Technologies Cl A (PLTR) 0.2 $135k 21k 6.42
Japan Smaller Capitalizaion Fund (JOF) 0.1 $80k 12k 6.48