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CIK: 0001963728
Total reported value
$158.0M
$158.0M
149 檔
15.2%
The Q2 2024 SEC filing reveals that Seed Wealth Management, Inc. held a total portfolio value of $158.0M, covering 149 public equity positions.
During Q2 2024, Seed 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 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.88% | -0.18% | +133.63% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.93% | +0.20% | -1.82% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.87% | -0.45% | +0.20% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.82% | +0.36% | +1.57% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.40% | +0.21% | +1.62% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.00% | -1.38% | +48.42% | |
| 7 | VRP | Invesco Variable Rate Prefer | ETF-Other | 2.66% | -0.11% | -1.28% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.53% | +0.13% | +17.14% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.21% | +1.32% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.40% | +0.27% | -0.96% | |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.06% | +0.62% | +12.48% | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.94% | — | -2.32% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.89% | -0.01% | +2.21% | |
| 14 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.66% | +0.09% | — | |
| 15 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.61% | — | +0.09% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.47% | -0.07% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.03% | +2.70% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 1.25% | -0.05% | +11.34% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | -0.05% | +0.84% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.16% | +0.57% | — | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.12% | -0.07% | +8.21% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.12% | -0.11% | +20.75% | |
| 23 | DELL | Dell Technologies -c | Stock-Tech | 1.10% | +0.48% | -21.41% | |
| 24 | PFFV | Global X Variable Rate Pref | ETF-Other | 1.03% | -0.14% | -14.95% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.01% | +0.05% | -0.22% | |
| 26 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 0.99% | -0.01% | +4.19% | |
| 27 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.97% | -0.05% | -0.31% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.08% | +4.59% | |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.94% | — | — | |
| 30 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.85% | +0.03% | — | |
| 31 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.84% | -0.07% | +144.94% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.20% | EXIT | |
| 33 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.82% | -0.13% | -9.18% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.75% | -0.06% | — | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.75% | -0.10% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.06% | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.23% | +1.27% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.67% | +0.04% | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.17% | EXIT | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.22% | EXIT | |
| 41 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.65% | — | — | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.62% | -0.03% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.08% | +16.11% | |
| 44 | SNPS | Synopsys Inc | Stock-Tech | 0.56% | -0.16% | EXIT | |
| 45 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.56% | +0.02% | +7.14% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.52% | +0.01% | +6.62% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.06% | — | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | — | +10.63% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.51% | +0.02% | — | |
| 50 | SHEL | Shell Plc-adr | Stock-Energy | 0.51% | -0.10% | +8.04% |
According to official SEC Form 13F filings, Seed Wealth Management, Inc. reported a total U.S. public equity portfolio value of $158.0M across 149 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VMBS, SCHB, JMBS) accounted for 15.2% of total reported equity market value during Q2 2024.
During Q2 2024, Seed Wealth Management, Inc.'s top holdings by market value included VMBS (5.9%)、SCHB (3.9%)、JMBS (3.9%). The largest single position, VMBS, represented 5.9% of total portfolio value.
In Q2 2024, Seed 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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