Woodside Wealth Management

Woodside Wealth Management as of June 30, 2025

Portfolio Holdings for Woodside Wealth Management

Woodside Wealth Management holds 77 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 S&p 500 Etf Shs (VOO) 24.5 $28M 50k 568.03
Spdr Ser Tr Portfolio Short (SPSB) 12.1 $14M 465k 30.19
Vanguard Index Fds Growth Etf (VUG) 8.2 $9.5M 22k 438.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.7 $7.8M 217k 35.84
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 6.1 $7.1M 169k 42.27
Ishares Tr Msci Usa Min Vol (USMV) 3.7 $4.2M 45k 93.87
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $4.0M 13k 303.93
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.3 $3.8M 75k 50.68
Alphabet Cap Stk Cl C (GOOG) 2.5 $3.0M 17k 177.39
Alphabet Cap Stk Cl A (GOOGL) 2.5 $2.9M 16k 176.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $2.9M 109k 26.50
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.3 $2.7M 63k 42.28
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $2.5M 23k 109.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $2.4M 35k 69.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $2.3M 29k 78.70
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.6 $1.9M 41k 45.75
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.4 $1.7M 39k 42.36
Vanguard Index Fds Value Etf (VTV) 1.2 $1.4M 7.9k 176.74
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $1.3M 25k 52.76
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.1M 1.8k 620.90
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $921k 27k 34.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $906k 4.7k 194.23
Microsoft Corporation (MSFT) 0.7 $828k 1.7k 497.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $663k 8.3k 79.50
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $652k 8.9k 72.82
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $609k 6.1k 99.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $585k 3.0k 195.01
Ishares Tr Russell 2000 Etf (IWM) 0.5 $572k 2.7k 215.79
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $557k 6.3k 89.06
Ishares Tr Msci Eafe Etf (EFA) 0.4 $497k 5.6k 89.39
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $340k 4.7k 72.69
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $303k 1.5k 204.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $291k 4.0k 73.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $244k 4.9k 49.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $233k 4.3k 53.96
Apple (AAPL) 0.2 $229k 1.1k 205.17
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $203k 3.0k 66.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $193k 8.7k 22.10
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $174k 6.0k 28.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $167k 2.9k 57.01
Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $160k 5.5k 29.22
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $155k 2.4k 63.71
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $135k 2.3k 58.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $132k 2.1k 62.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $124k 2.5k 49.03
Ishares Tr National Mun Etf (MUB) 0.1 $120k 1.1k 104.48
Vanguard Index Fds Small Cp Etf (VB) 0.1 $118k 497.00 236.98
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $112k 2.8k 40.02
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $110k 4.3k 25.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $100k 1.7k 59.81
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $95k 4.0k 23.80
Vanguard World Inf Tech Etf (VGT) 0.1 $76k 114.00 663.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $52k 560.00 91.97
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $47k 956.00 48.65
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $45k 404.00 112.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $45k 1.8k 25.30
Ishares Tr Rus 1000 Etf (IWB) 0.0 $34k 99.00 339.57
Vanguard World Health Car Etf (VHT) 0.0 $33k 132.00 248.34
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $31k 163.00 192.71
Ishares Tr Ishares Biotech (IBB) 0.0 $30k 240.00 126.51
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $30k 221.00 134.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $29k 711.00 40.49
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $26k 1.0k 24.54
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $21k 213.00 96.22
Ishares Tr Micro-cap Etf (IWC) 0.0 $20k 158.00 127.25
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $19k 140.00 135.73
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $18k 241.00 74.89
Ishares Gold Tr Ishares New (IAU) 0.0 $17k 276.00 62.36
Ishares Core Msci Emkt (IEMG) 0.0 $17k 275.00 60.03
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $16k 335.00 46.15
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $13k 510.00 24.81
Ishares Tr Tips Bd Etf (TIP) 0.0 $9.9k 90.00 110.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $7.8k 268.00 29.21
Ishares Tr Core Total Usd (IUSB) 0.0 $7.5k 163.00 46.23
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $7.1k 167.00 42.74
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $6.3k 149.00 42.60
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $3.6k 66.00 54.38