Woodside Wealth Management

Woodside Wealth Management as of March 31, 2025

Portfolio Holdings for Woodside Wealth Management

Woodside Wealth Management holds 76 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 S&p 500 Etf Shs (VOO) 23.6 $25M 50k 513.91
Spdr Ser Tr Portfolio Short (SPSB) 13.0 $14M 466k 30.10
Vanguard Index Fds Growth Etf (VUG) 7.4 $8.0M 22k 370.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.6 $7.2M 217k 32.99
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 6.4 $6.9M 170k 40.41
Ishares Tr Msci Usa Min Vol (USMV) 4.0 $4.3M 46k 93.66
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $3.6M 13k 274.84
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.2 $3.5M 69k 50.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.8 $3.0M 107k 27.96
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.4 $2.6M 63k 41.21
Alphabet Cap Stk Cl C (GOOG) 2.4 $2.6M 17k 156.23
Alphabet Cap Stk Cl A (GOOGL) 2.4 $2.5M 16k 154.64
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $2.4M 23k 104.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $2.3M 29k 78.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $2.1M 34k 62.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.6 $1.8M 39k 45.65
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.4 $1.5M 38k 38.44
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $1.4M 27k 52.37
Vanguard Index Fds Value Etf (VTV) 1.3 $1.4M 7.9k 172.74
Ishares Tr Core S&p500 Etf (IVV) 0.9 $983k 1.8k 561.90
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $878k 4.7k 188.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $795k 25k 31.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $675k 7.5k 90.54
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $669k 8.9k 74.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $658k 8.3k 78.94
Microsoft Corporation (MSFT) 0.6 $625k 1.7k 375.39
Ishares Tr Russell 2000 Etf (IWM) 0.6 $599k 3.0k 199.49
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $595k 6.0k 98.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $559k 3.0k 186.29
Ishares Tr Msci Eafe Etf (EFA) 0.4 $454k 5.6k 81.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $289k 3.9k 73.45
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $287k 1.5k 193.99
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $282k 4.3k 65.76
Apple (AAPL) 0.2 $248k 1.1k 222.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $223k 4.9k 45.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $222k 4.3k 51.49
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $186k 3.0k 61.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $162k 8.2k 19.78
Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $159k 5.5k 29.03
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $154k 5.9k 25.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $149k 2.9k 50.83
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $145k 2.4k 59.75
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $135k 2.3k 58.69
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $126k 2.5k 49.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $124k 2.1k 58.35
Vanguard Index Fds Small Cp Etf (VB) 0.1 $108k 488.00 221.75
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $102k 4.0k 25.54
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $101k 2.8k 36.14
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $99k 1.7k 59.40
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $93k 4.0k 23.42
Vanguard World Inf Tech Etf (VGT) 0.1 $62k 114.00 542.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $48k 560.00 85.07
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $45k 936.00 48.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $42k 1.8k 23.43
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $40k 404.00 100.00
Vanguard World Health Car Etf (VHT) 0.0 $35k 132.00 264.73
Ishares Tr Ishares Biotech (IBB) 0.0 $31k 240.00 127.90
Ishares Tr Rus 1000 Etf (IWB) 0.0 $30k 99.00 306.74
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $26k 711.00 36.41
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $26k 221.00 115.60
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $25k 1.0k 23.61
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $24k 137.00 172.26
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $21k 213.00 98.89
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $19k 140.00 135.68
Ishares Tr Micro-cap Etf (IWC) 0.0 $18k 158.00 110.56
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $16k 241.00 68.01
Ishares Gold Tr Ishares New (IAU) 0.0 $16k 276.00 58.96
Ishares Core Msci Emkt (IEMG) 0.0 $15k 275.00 53.97
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $14k 335.00 40.46
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $13k 510.00 24.64
Ishares Tr Tips Bd Etf (TIP) 0.0 $10k 90.00 111.09
Ishares Tr Core Total Usd (IUSB) 0.0 $7.5k 163.00 46.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $6.7k 268.00 25.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $6.6k 167.00 39.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $5.9k 144.00 40.76
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $3.4k 66.00 51.18