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CIK: 0001929977
Total reported value
$404.6M
$404.6M
59 檔
46.0%
At the close of Q3 2024, Seaside Wealth Management, Inc. disclosed equity holdings valued at approximately $404.6M, spread across 59 reported holdings.
During Q3 2024, Seaside Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 34.38% | +0.92% | +3.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.98% | -0.13% | +4.76% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 8.61% | +0.24% | +4.60% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.39% | -0.04% | +4.27% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.94% | -0.28% | +3.73% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.67% | -0.16% | +6.37% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.61% | -0.41% | +3.85% | |
| 8 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.44% | +0.01% | +3.94% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.80% | -0.05% | +9.92% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.57% | -0.16% | -2.59% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.25% | -0.03% | -7.43% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | -0.04% | -0.63% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.89% | -0.07% | -3.71% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.86% | +0.01% | +1.09% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.62% | — | — | |
| 16 | CVBF | Cvb Financial CORP | Stock-Other | 0.54% | — | — | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.50% | +0.01% | -3.74% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.48% | — | +7.87% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.05% | +0.02% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.01% | -0.60% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.38% | -0.01% | — | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.36% | — | +0.11% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | +0.01% | -1.29% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | -0.01% | +0.33% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | -2.09% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.30% | -0.03% | -1.66% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | +0.01% | +0.49% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.27% | — | — | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.23% | — | +0.12% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.24% | EXIT | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.03% | — | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.20% | — | -1.49% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.19% | +0.01% | +0.49% | |
| 34 | REET | Ishares Global Reit ETF | ETF-Other | 0.19% | — | -0.18% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | — | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | -0.03% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.04% | — | |
| 38 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.16% | -0.01% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | -0.02% | — | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | +0.01% | — | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.13% | -0.01% | -8.54% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.12% | -0.01% | +0.59% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.11% | -0.01% | — | |
| 45 | DFSD | Dimensional Short Duration | ETF-Other | 0.11% | -0.04% | +5.50% | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.10% | -0.02% | — | |
| 47 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.10% | — | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 49 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.10% | -0.01% | +3.94% | |
| 50 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, Seaside Wealth Management, Inc. reported a total U.S. public equity portfolio value of $404.6M across 59 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFEM) accounted for 46.0% of total reported equity market value during Q3 2024.
During Q3 2024, Seaside Wealth Management, Inc.'s top holdings by market value included VTI (34.4%)、VEA (15.0%)、DFEM (8.6%). The largest single position, VTI, represented 34.4% of total portfolio value.
In Q3 2024, Seaside Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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