Seed Wealth Management

Seed Wealth Management as of March 31, 2025

Portfolio Holdings for Seed Wealth Management

Seed Wealth Management holds 149 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 Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 6.0 $7.4M 160k 46.31
Janus Detroit Str Tr Henderson Mtg (JMBS) 5.1 $6.3M 140k 45.20
Schwab Strategic Tr Us Tips Etf (SCHP) 4.2 $5.2M 194k 26.89
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.0 $4.9M 227k 21.53
American Centy Etf Tr Us Eqt Etf (AVUS) 3.3 $4.1M 44k 92.38
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.3 $4.1M 47k 87.17
Ea Series Trust Alpha Arch 1-3 (BOXX) 2.8 $3.4M 31k 111.49
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 2.6 $3.2M 143k 22.05
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 2.0 $2.5M 104k 24.24
Microsoft Corporation (MSFT) 1.9 $2.3M 6.1k 375.39
Apple (AAPL) 1.9 $2.3M 10k 222.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.8 $2.3M 45k 49.90
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.1M 7.8k 274.84
Ea Series Trust Us Quan Momentum (QMOM) 1.5 $1.8M 31k 59.40
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.3 $1.6M 17k 91.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $1.5M 28k 52.37
Amazon (AMZN) 1.2 $1.4M 7.6k 190.26
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.2 $1.4M 29k 49.73
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.2 $1.4M 21k 69.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $1.4M 23k 62.10
Broadcom (AVGO) 1.1 $1.4M 8.4k 167.43
Palantir Technologies Cl A (PLTR) 1.1 $1.4M 16k 84.40
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 1.1 $1.3M 63k 21.23
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $1.2M 46k 26.58
Pimco Etf Tr Sr Ln Active Etf (LONZ) 1.0 $1.2M 24k 50.38
Schwab Strategic Tr Fundamental Intl (FNDC) 0.9 $1.2M 32k 36.20
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $1.1M 17k 66.27
Vanguard Wellington Us Multifactor (VFMF) 0.8 $1.0M 8.0k 126.31
McKesson Corporation (MCK) 0.8 $992k 1.5k 672.99
salesforce (CRM) 0.8 $989k 3.7k 268.36
Novo-nordisk A S Adr (NVO) 0.8 $974k 14k 69.44
Progressive Corporation (PGR) 0.8 $973k 3.4k 283.01
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.8 $947k 48k 19.65
Alphabet Cap Stk Cl C (GOOG) 0.8 $925k 5.9k 156.23
Meta Platforms Cl A (META) 0.8 $922k 1.6k 576.36
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $918k 18k 50.71
Ishares Tr Mbs Etf (MBB) 0.7 $883k 9.4k 93.78
Global X Fds 1-3 Month T-bill (CLIP) 0.7 $881k 8.8k 100.44
Dell Technologies CL C (DELL) 0.7 $836k 9.2k 91.15
Home Depot (HD) 0.7 $818k 2.2k 366.50
Global X Fds Rate Preferred (PFFV) 0.6 $791k 33k 23.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $757k 4.6k 166.00
Deere & Company (DE) 0.6 $756k 1.6k 469.35
Oracle Corporation (ORCL) 0.6 $741k 5.3k 139.81
McDonald's Corporation (MCD) 0.6 $728k 2.3k 312.37
Wal-Mart Stores (WMT) 0.6 $719k 8.2k 87.79
Icici Bank Adr (IBN) 0.6 $700k 22k 31.52
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $697k 12k 60.17
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.6 $680k 28k 24.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $671k 34k 19.78
Exxon Mobil Corporation (XOM) 0.5 $668k 5.6k 118.93
Cisco Systems (CSCO) 0.5 $666k 11k 61.71
Sony Group Corp Sponsored Adr (SONY) 0.5 $662k 26k 25.39
Johnson & Johnson (JNJ) 0.5 $617k 3.7k 165.84
Stryker Corporation (SYK) 0.5 $614k 1.7k 372.25
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $606k 12k 50.28
Visa Com Cl A (V) 0.5 $587k 1.7k 350.46
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $586k 7.5k 78.40
Shell Spon Ads (SHEL) 0.5 $569k 7.8k 73.28
Take-Two Interactive Software (TTWO) 0.4 $537k 2.6k 207.25
Nuveen Variable Rate Pref Incm Cf (NPFD) 0.4 $502k 27k 18.77
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $499k 7.8k 64.20
Vanguard Wellington Us Momentum (VFMO) 0.4 $490k 3.2k 151.71
Netflix (NFLX) 0.4 $485k 520.00 932.53
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $483k 16k 31.23
Qualcomm (QCOM) 0.4 $475k 3.1k 153.61
Abbott Laboratories (ABT) 0.4 $475k 3.6k 132.65
Caterpillar (CAT) 0.4 $475k 1.4k 329.80
Synopsys (SNPS) 0.4 $463k 1.1k 428.85
Ishares Tr Ultra Short-term (ICSH) 0.4 $456k 9.0k 50.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $455k 2.4k 186.29
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $451k 8.6k 52.52
Lennar Corp Cl A (LEN) 0.4 $445k 3.9k 114.78
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.4 $436k 8.7k 50.12
Blackrock (BLK) 0.3 $430k 454.00 946.48
Procter & Gamble Company (PG) 0.3 $424k 2.5k 170.42
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $420k 12k 36.14
International Business Machines (IBM) 0.3 $418k 1.7k 248.66
Raytheon Technologies Corp (RTX) 0.3 $408k 3.1k 132.46
Ubs Group SHS (UBS) 0.3 $402k 13k 30.63
Hca Holdings (HCA) 0.3 $399k 1.2k 345.55
Ishares Tr Msci Intl Moment (IMTM) 0.3 $395k 9.9k 39.94
Key (KEY) 0.3 $395k 25k 15.99
Costco Wholesale Corporation (COST) 0.3 $378k 400.00 945.78
AutoZone (AZO) 0.3 $370k 97.00 3812.78
JPMorgan Chase & Co. (JPM) 0.3 $367k 1.5k 245.26
Select Sector Spdr Tr Technology (XLK) 0.3 $362k 1.8k 206.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $356k 669.00 532.58
AFLAC Incorporated (AFL) 0.3 $354k 3.2k 111.19
Kroger (KR) 0.3 $348k 5.1k 67.69
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $336k 7.1k 47.16
Merck & Co (MRK) 0.3 $335k 3.7k 89.76
UnitedHealth (UNH) 0.3 $328k 627.00 523.75
Willis Towers Watson SHS (WTW) 0.3 $328k 970.00 337.95
Alphabet Cap Stk Cl A (GOOGL) 0.3 $325k 2.1k 154.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $320k 3.9k 82.73
Ishares Tr Ishares Biotech (IBB) 0.3 $320k 2.5k 127.90
Paypal Holdings (PYPL) 0.3 $317k 4.9k 65.25
NVIDIA Corporation (NVDA) 0.3 $312k 2.9k 108.38
Walt Disney Company (DIS) 0.3 $311k 3.2k 98.70
Republic Services (RSG) 0.2 $306k 1.3k 242.16
Infosys Sponsored Adr (INFY) 0.2 $303k 17k 18.25
FedEx Corporation (FDX) 0.2 $299k 1.2k 243.78
Fiserv (FI) 0.2 $298k 1.4k 220.83
Haleon Spon Ads (HLN) 0.2 $296k 29k 10.29
Ea Series Trust Cambria Tax Awar (TAX) 0.2 $295k 13k 22.97
GSK Sponsored Adr (GSK) 0.2 $291k 7.5k 38.74
Abbvie (ABBV) 0.2 $289k 1.4k 209.52
Ishares Emng Mkts Eqt (EMGF) 0.2 $281k 6.0k 46.78
Electronic Arts (EA) 0.2 $279k 1.9k 144.52
Equinor Asa Sponsored Adr (EQNR) 0.2 $278k 11k 26.45
Chubb (CB) 0.2 $273k 905.00 301.99
Vanguard Index Fds Value Etf (VTV) 0.2 $272k 1.6k 172.74
Best Buy (BBY) 0.2 $268k 3.6k 73.61
Te Connectivity Ord Shs (TEL) 0.2 $266k 1.9k 141.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $266k 4.6k 58.35
AES Corporation (AES) 0.2 $265k 21k 12.42
eBay (EBAY) 0.2 $265k 3.9k 67.73
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $263k 5.5k 48.31
Charles Schwab Corporation (SCHW) 0.2 $263k 3.4k 78.28
Kimberly-Clark Corporation (KMB) 0.2 $263k 1.8k 142.22
Wells Fargo & Company (WFC) 0.2 $262k 3.6k 71.79
L3harris Technologies (LHX) 0.2 $261k 1.2k 209.31
Adobe Systems Incorporated (ADBE) 0.2 $259k 676.00 383.53
Pentair SHS (PNR) 0.2 $256k 2.9k 87.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $251k 5.6k 45.26
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $251k 4.2k 60.48
Discover Financial Services 0.2 $248k 1.5k 170.70
Sempra Energy (SRE) 0.2 $243k 3.4k 71.36
Texas Instruments Incorporated (TXN) 0.2 $243k 1.4k 179.70
Sanofi Sponsored Adr (SNY) 0.2 $236k 4.2k 55.46
Ea Series Trust Intl Quan Momntm (IMOM) 0.2 $235k 8.3k 28.21
Waste Management (WM) 0.2 $234k 1.0k 231.51
Starbucks Corporation (SBUX) 0.2 $227k 2.3k 98.09
Edwards Lifesciences (EW) 0.2 $226k 3.1k 72.48
Iron Mountain (IRM) 0.2 $225k 2.6k 86.04
Smith & Nephew Spdn Adr New (SNN) 0.2 $225k 7.9k 28.37
Tyson Foods Cl A (TSN) 0.2 $222k 3.5k 63.81
Lockheed Martin Corporation (LMT) 0.2 $213k 476.00 446.71
Expedia Group Com New (EXPE) 0.2 $210k 1.3k 168.10
HSBC HLDGS Spon Adr New (HSBC) 0.2 $209k 3.6k 57.43
International Paper Company (IP) 0.2 $206k 3.9k 53.35
Nutrien (NTR) 0.2 $204k 4.1k 49.67
TJX Companies (TJX) 0.2 $200k 1.6k 121.80
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.2 $194k 20k 9.89
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $162k 15k 11.20
Ready Cap Corp Com reit (RC) 0.1 $126k 25k 5.09
BlackRock MuniVest Fund (MVF) 0.1 $116k 17k 7.01
Japan Smaller Capitalizaion Fund (JOF) 0.1 $104k 12k 8.39