Seed Wealth Management

Seed Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Seed Wealth Management

Seed Wealth Management holds 148 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 Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 5.9 $7.2M 160k 45.34
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.6 $5.7M 130k 44.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.8 $4.8M 210k 22.70
Schwab Strategic Tr Us Tips Etf (SCHP) 3.6 $4.4M 171k 25.83
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.5 $4.3M 45k 96.53
American Centy Etf Tr Us Eqt Etf (AVUS) 3.3 $4.1M 42k 96.93
Ea Series Trust Alpha Arch 1-3 (BOXX) 2.5 $3.1M 29k 110.28
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 2.5 $3.1M 143k 21.55
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 2.4 $3.0M 125k 24.19
Microsoft Corporation (MSFT) 2.1 $2.6M 6.2k 421.50
Apple (AAPL) 2.1 $2.6M 10k 250.42
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $2.4M 8.2k 289.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $2.3M 48k 48.42
Broadcom (AVGO) 1.6 $1.9M 8.4k 231.84
Ea Series Trust Us Quan Momentum (QMOM) 1.5 $1.9M 29k 64.13
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.4 $1.8M 74k 24.27
Amazon (AMZN) 1.3 $1.7M 7.6k 219.39
Ishares Tr Ultra Short-term (ICSH) 1.2 $1.5M 29k 50.43
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $1.4M 16k 91.43
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.1 $1.4M 28k 49.55
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 1.0 $1.3M 63k 20.59
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.0 $1.3M 20k 65.08
Palantir Technologies Cl A (PLTR) 1.0 $1.3M 17k 75.63
Pimco Etf Tr Sr Ln Active Etf (LONZ) 1.0 $1.2M 24k 51.10
salesforce (CRM) 1.0 $1.2M 3.7k 334.33
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $1.2M 46k 26.07
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.2M 20k 58.93
Global X Fds Rate Preferred (PFFV) 0.9 $1.2M 50k 23.57
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.1M 5.9k 190.44
Nuveen Variable Rate Pref Incm Cf (NPFD) 0.9 $1.1M 62k 18.23
Schwab Strategic Tr Fundamental Intl (FNDC) 0.9 $1.1M 32k 34.14
Dell Technologies CL C (DELL) 0.9 $1.1M 9.2k 115.24
Vanguard Wellington Us Multifactor (VFMF) 0.8 $1.0M 8.0k 130.58
Novo-nordisk A S Adr (NVO) 0.8 $1.0M 12k 86.02
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.8 $1.0M 17k 61.37
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.8 $946k 49k 19.47
Meta Platforms Cl A (META) 0.8 $937k 1.6k 585.51
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $908k 18k 50.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $900k 4.6k 197.49
Oracle Corporation (ORCL) 0.7 $884k 5.3k 166.64
Home Depot (HD) 0.7 $869k 2.2k 389.00
Ishares Tr Mbs Etf (MBB) 0.7 $864k 9.4k 91.68
McKesson Corporation (MCK) 0.7 $840k 1.5k 569.91
Progressive Corporation (PGR) 0.7 $824k 3.4k 239.61
Wal-Mart Stores (WMT) 0.6 $740k 8.2k 90.35
Deere & Company (DE) 0.6 $683k 1.6k 423.70
McDonald's Corporation (MCD) 0.5 $676k 2.3k 289.89
Icici Bank Adr (IBN) 0.5 $663k 22k 29.86
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $653k 7.5k 87.25
Cisco Systems (CSCO) 0.5 $639k 11k 59.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $628k 34k 18.50
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $610k 10k 58.79
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $610k 12k 49.74
Exxon Mobil Corporation (XOM) 0.5 $604k 5.6k 107.57
Stryker Corporation (SYK) 0.5 $594k 1.7k 360.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $579k 12k 50.37
Sony Group Corp Sponsored Adr (SONY) 0.4 $552k 26k 21.16
Johnson & Johnson (JNJ) 0.4 $538k 3.7k 144.62
Vanguard Wellington Us Momentum (VFMO) 0.4 $531k 3.2k 164.37
Visa Com Cl A (V) 0.4 $529k 1.7k 316.04
Synopsys (SNPS) 0.4 $524k 1.1k 485.36
Caterpillar (CAT) 0.4 $522k 1.4k 362.76
Lennar Corp Cl A (LEN) 0.4 $511k 3.8k 136.37
Shell Spon Ads (SHEL) 0.4 $487k 7.8k 62.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $484k 2.4k 198.18
Take-Two Interactive Software (TTWO) 0.4 $477k 2.6k 184.08
Qualcomm (QCOM) 0.4 $476k 3.1k 153.62
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $471k 7.5k 63.15
Blackrock (BLK) 0.4 $465k 454.00 1025.11
Netflix (NFLX) 0.4 $464k 520.00 891.32
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $451k 16k 29.20
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $442k 8.6k 51.51
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.4 $434k 8.7k 49.93
Key (KEY) 0.3 $423k 25k 17.14
Procter & Gamble Company (PG) 0.3 $417k 2.5k 167.65
Paypal Holdings (PYPL) 0.3 $415k 4.9k 85.35
Select Sector Spdr Tr Technology (XLK) 0.3 $407k 1.8k 232.52
Abbott Laboratories (ABT) 0.3 $405k 3.6k 113.11
Infosys Sponsored Adr (INFY) 0.3 $400k 18k 21.92
Ubs Group SHS (UBS) 0.3 $398k 13k 30.32
Alphabet Cap Stk Cl A (GOOGL) 0.3 $398k 2.1k 189.30
NVIDIA Corporation (NVDA) 0.3 $387k 2.9k 134.29
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $386k 12k 33.21
Merck & Co (MRK) 0.3 $372k 3.7k 99.48
Ishares Tr Msci Intl Moment (IMTM) 0.3 $370k 9.9k 37.40
International Business Machines (IBM) 0.3 $369k 1.7k 219.83
Costco Wholesale Corporation (COST) 0.3 $367k 400.00 916.27
JPMorgan Chase & Co. (JPM) 0.3 $359k 1.5k 239.67
Raytheon Technologies Corp (RTX) 0.3 $356k 3.1k 115.72
Walt Disney Company (DIS) 0.3 $351k 3.2k 111.35
Best Buy (BBY) 0.3 $349k 4.1k 85.80
Hca Holdings (HCA) 0.3 $347k 1.2k 300.15
FedEx Corporation (FDX) 0.3 $345k 1.2k 281.33
Ishares Tr Ishares Biotech (IBB) 0.3 $331k 2.5k 132.21
AFLAC Incorporated (AFL) 0.3 $330k 3.2k 103.44
Adobe Systems Incorporated (ADBE) 0.3 $328k 738.00 444.68
UnitedHealth (UNH) 0.3 $317k 627.00 505.86
Kroger (KR) 0.3 $315k 5.1k 61.15
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $314k 6.8k 46.20
Ea Series Trust Cambria Tax Awar (TAX) 0.3 $314k 13k 24.42
AutoZone (AZO) 0.3 $311k 97.00 3202.00
Touchstone Etf Trust Securitized Inco (TSEC) 0.2 $308k 12k 25.98
Willis Towers Watson SHS (WTW) 0.2 $304k 970.00 313.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $303k 669.00 453.28
Te Connectivity Ord Shs (TEL) 0.2 $298k 2.1k 142.97
Pentair SHS (PNR) 0.2 $295k 2.9k 100.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $284k 4.6k 62.31
Electronic Arts (EA) 0.2 $282k 1.9k 146.30
Fiserv (FI) 0.2 $277k 1.4k 205.42
Iron Mountain (IRM) 0.2 $275k 2.6k 105.11
Haleon Spon Ads (HLN) 0.2 $274k 29k 9.54
Ishares Emng Mkts Eqt (EMGF) 0.2 $271k 6.0k 45.23
Vanguard Index Fds Value Etf (VTV) 0.2 $267k 1.6k 169.30
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $267k 5.5k 48.92
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $265k 4.2k 63.75
L3harris Technologies (LHX) 0.2 $262k 1.2k 210.28
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $260k 3.2k 81.98
Wells Fargo & Company (WFC) 0.2 $256k 3.6k 70.24
GSK Sponsored Adr (GSK) 0.2 $254k 7.5k 33.82
Republic Services (RSG) 0.2 $254k 1.3k 201.18
Texas Instruments Incorporated (TXN) 0.2 $253k 1.4k 187.51
Discover Financial Services 0.2 $252k 1.5k 173.23
Chubb (CB) 0.2 $250k 905.00 276.30
Equinor Asa Sponsored Adr (EQNR) 0.2 $249k 11k 23.69
Charles Schwab Corporation (SCHW) 0.2 $249k 3.4k 74.01
Abbvie (ABBV) 0.2 $245k 1.4k 177.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $244k 5.6k 44.04
Kimberly-Clark Corporation (KMB) 0.2 $242k 1.8k 131.04
eBay (EBAY) 0.2 $242k 3.9k 61.95
Lockheed Martin Corporation (LMT) 0.2 $231k 476.00 485.94
Edwards Lifesciences (EW) 0.2 $231k 3.1k 74.03
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.2 $227k 8.9k 25.64
Sanofi Sponsored Adr (SNY) 0.2 $226k 4.7k 48.23
Comcast Corp Cl A (CMCSA) 0.2 $223k 5.9k 37.53
Ea Series Trust Intl Quan Momntm (IMOM) 0.2 $221k 8.3k 26.55
Expedia Group Com New (EXPE) 0.2 $215k 1.2k 186.33
Starbucks Corporation (SBUX) 0.2 $211k 2.3k 91.25
Thermo Fisher Scientific (TMO) 0.2 $208k 400.00 520.23
International Paper Company (IP) 0.2 $208k 3.9k 53.82
Waste Management (WM) 0.2 $204k 1.0k 201.79
Equifax (EFX) 0.2 $204k 800.00 254.85
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.2 $189k 20k 9.62
AES Corporation (AES) 0.2 $189k 15k 12.87
Ready Cap Corp Com reit (RC) 0.1 $169k 25k 6.82
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $164k 15k 11.28
Viatris (VTRS) 0.1 $137k 11k 12.45
BlackRock MuniVest Fund (MVF) 0.1 $125k 18k 7.04
Japan Smaller Capitalizaion Fund (JOF) 0.1 $95k 12k 7.67