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Size ($ in 1000's)
At 03/31/2024: $234,435 At 12/31/2023: $218,622
Seaside Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Seaside Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Seaside Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Seaside Wealth Management Inc..
In the Seaside Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Seaside Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Seaside Wealth Management Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VTI) |
304,483 |
+3,282 |
$79,135 | VTI | 304,483 | +3,282 | $79,135 | VANGUARD TAX MANAGED FDS (VEA) |
694,226 |
+13,909 |
$34,829 | VEA | 694,226 | +13,909 | $34,829 | DIMENSIONAL ETF TRUST (DFSV) |
667,071 |
+11,662 |
$20,079 | DFSV | 667,071 | +11,662 | $20,079 | DIMENSIONAL ETF TRUST (DFEM) |
752,081 |
+22,185 |
$19,171 | DFEM | 752,081 | +22,185 | $19,171 | ISHARES TR (MUB) |
108,670 |
+758 |
$11,693 | MUB | 108,670 | +758 | $11,693 | DIMENSIONAL ETF TRUST (DISV) |
304,855 |
+6,277 |
$8,289 | DISV | 304,855 | +6,277 | $8,289 | VANGUARD SCOTTSDALE FDS (VGIT) |
135,585 |
+2,897 |
$7,939 | VGIT | 135,585 | +2,897 | $7,939 | VANGUARD SCOTTSDALE FDS (VCIT) |
97,561 |
+3,255 |
$7,855 | VCIT | 97,561 | +3,255 | $7,855 | AMERICAN CENTY ETF TR (AVRE) |
178,319 |
+4,536 |
$7,539 | AVRE | 178,319 | +4,536 | $7,539 | VANGUARD SCOTTSDALE FDS (VCSH) |
72,260 |
+1,897 |
$5,586 | VCSH | 72,260 | +1,897 | $5,586 | SCHWAB STRATEGIC TR |
48,324 |
-203 |
$2,950 | SCHB | 48,324 | -203 | $2,950 | SPDR SER TR (SPYV) |
45,388 |
-516 |
$2,274 | SPYV | 45,388 | -516 | $2,274 | SCHWAB STRATEGIC TR |
55,163 |
-252 |
$2,152 | SCHF | 55,163 | -252 | $2,152 | DIMENSIONAL ETF TRUST (DFAC) |
65,654 |
-20 |
$2,098 | DFAC | 65,654 | -20 | $2,098 | ISHARES TR (SUB) |
17,146 |
-1,664 |
$1,796 | SUB | 17,146 | -1,664 | $1,796 | SPDR SER TR (SPTM) |
23,450 |
-364 |
$1,504 | SPTM | 23,450 | -364 | $1,504 | PARSONS CORP DEL |
14,943 |
+14,943 |
$1,240 | PSN | 14,943 | +14,943 | $1,240 | AMERICAN CENTY ETF TR (AVEM) |
19,606 |
UNCH |
$1,136 | AVEM | 19,606 | UNCH | $1,136 | VANGUARD INTL EQUITY INDEX F (VWO) |
24,802 |
-373 |
$1,036 | VWO | 24,802 | -373 | $1,036 | SPDR INDEX SHS FDS (SPDW) |
26,579 |
UNCH |
$953 | SPDW | 26,579 | UNCH | $953 | DIMENSIONAL ETF TRUST (DFUV) |
22,594 |
+31 |
$924 | DFUV | 22,594 | +31 | $924 | APPLE INC |
5,329 |
-39 |
$914 | AAPL | 5,329 | -39 | $914 | SPDR SER TR (SPSM) |
20,354 |
-68 |
$876 | SPSM | 20,354 | -68 | $876 | SPDR S&P 500 ETF TR (SPY) |
1,639 |
+6 |
$857 | SPY | 1,639 | +6 | $857 | AMERICAN CENTY ETF TR (AVUV) |
8,592 |
-119 |
$805 | AVUV | 8,592 | -119 | $805 | ISHARES TR (IVV) |
1,445 |
-242 |
$760 | IVV | 1,445 | -242 | $760 | VANGUARD SPECIALIZED FUNDS (VIG) |
3,685 |
+15 |
$673 | VIG | 3,685 | +15 | $673 | DIMENSIONAL ETF TRUST (DFUS) |
11,587 |
UNCH |
$660 | DFUS | 11,587 | UNCH | $660 | EXXON MOBIL CORP |
5,431 |
+14 |
$631 | XOM | 5,431 | +14 | $631 | SPDR SER TR (SLYV) |
6,186 |
-181 |
$513 | SLYV | 6,186 | -181 | $513 | AUTOMATIC DATA PROCESSING IN |
1,828 |
+8 |
$457 | ADP | 1,828 | +8 | $457 | ISHARES TR (REET) |
18,981 |
+5 |
$449 | REET | 18,981 | +5 | $449 | MICROSOFT CORP |
981 |
UNCH |
$413 | MSFT | 981 | UNCH | $413 | SPDR INDEX SHS FDS (GWX) |
12,113 |
UNCH |
$393 | GWX | 12,113 | UNCH | $393 | DIMENSIONAL ETF TRUST (DFGR) |
13,976 |
+34 |
$357 | DFGR | 13,976 | +34 | $357 | SCHWAB STRATEGIC TR |
9,816 |
-196 |
$351 | SCHC | 9,816 | -196 | $351 | WALMART INC |
5,763 |
+3,842 |
$347 | WMT | 5,763 | +3,842 | $347 | SCHWAB STRATEGIC TR |
5,284 |
UNCH |
$328 | SCHX | 5,284 | UNCH | $328 | COSTCO WHSL CORP NEW |
438 |
-12 |
$321 | COST | 438 | -12 | $321 | COLGATE PALMOLIVE CO |
3,515 |
UNCH |
$317 | CL | 3,515 | UNCH | $317 | DIMENSIONAL ETF TRUST (DFIV) |
8,362 |
-184 |
$307 | DFIV | 8,362 | -184 | $307 | ISHARES TR (IGIB) |
5,444 |
UNCH |
$281 | IGIB | 5,444 | UNCH | $281 | AMERICAN CENTY ETF TR (AVDV) |
4,257 |
UNCH |
$280 | AVDV | 4,257 | UNCH | $280 | VANGUARD INDEX FDS (VOO) |
546 |
-251 |
$262 | VOO | 546 | -251 | $262 | DIMENSIONAL ETF TRUST (DFSD) |
5,543 |
-3,297 |
$261 | DFSD | 5,543 | -3,297 | $261 | ISHARES TR (FLOT) |
4,852 |
+47 |
$248 | FLOT | 4,852 | +47 | $248 | ISHARES U S ETF TR (CMDY) |
5,125 |
UNCH |
$246 | CMDY | 5,125 | UNCH | $246 | DIMENSIONAL ETF TRUST (DFNM) |
5,094 |
+24 |
$245 | DFNM | 5,094 | +24 | $245 | ISHARES TR (USRT) |
4,473 |
-2 |
$241 | USRT | 4,473 | -2 | $241 | BROADRIDGE FINL SOLUTIONS IN |
1,141 |
+5 |
$234 | BR | 1,141 | +5 | $234 |
See Full List: All Stocks Held By Seaside Wealth Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Seaside Wealth Management Inc.
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