HoldingsChannel.com
| 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 | $234 |
See Full List: All Stocks Held By Seaside Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Seaside Wealth Management Inc.
|
Size ($ 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 |
