All Stocks Held By Seaside Wealth Management Inc.

As of 03/31/2024, we find all stocks held by Seaside Wealth Management Inc. to be as follows, presented in the table below with each row detailing each Seaside Wealth Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Seaside Wealth Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Seaside Wealth Management Inc. as of the latest filing.

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
BERKSHIRE HATHAWAY INC DEL			$219
BRK.B	521	+521	$219
HOME DEPOT INC	539	+539	$207
HD	539	+539	$207
MCKESSON CORP	377	+377	$202
MCK	377	+377	$202
CISCO SYS INC	4,034	UNCH	$201
CSCO	4,034	UNCH	$201
HONEYWELL INTL INC	982	+6	$201
HON	982	+6	$201
PIMCO ETF TR (MUNI)	3,814	+3,814	$200
MUNI	3,814	+3,814	$200

See Summary: Seaside Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Seaside Wealth Management Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
PSN	+14,943	+$1,240
BRK	+521	+$219
HD	+539	+$207
MCK	+377	+$202
MUNI	+3,814	+$200

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
HON	-976	-$205

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFEM	+22,185	+$953
VEA	+13,909	+$2,242
DFSV	+11,662	+$994
DISV	+6,277	+$590
AVRE	+4,536	+$12
WMT	+3,842	+$44
VTI	+3,282	+$7,684
VCIT	+3,255	+$190
VGIT	+2,897	+$68
VCSH	+1,897	+$142

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFSD	-3,297	-$155
SUB	-1,664	-$187
SPYV	-516	+$133
VWO	-373	+$1
SPTM	-364	+$112
SCHF	-252	+$104
VOO	-251	-$86
IVV	-242	-$46
SCHB	-203	+$249

Seaside Wealth Management Inc. Info

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

All Stocks Held By Seaside Wealth Management Inc. | www.HoldingsChannel.com