Seaside Wealth Management, Inc. holdings history

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64 is the total number of securities Seaside Wealth Management, Inc. has owned. The longest Seaside Wealth Management, Inc. has owned a single stock is 6 quarters.

Seaside Wealth Management, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS6633.34%34.09%34.79%Q2 2022Q3 20236
VEA VANGUARD TAX-MANAGED I...6614.66%15.27%16.46%Q2 2022Q3 20236
SLYV SPDR SER TR660.27%4.24%6.49%Q2 2022Q3 20236
VWO VANGUARD INTL EQUITY I...660.55%4.06%6.03%Q2 2022Q3 20236
VCSH VANGUARD SCOTTSDALE FDS663.60%3.99%4.39%Q2 2022Q3 20236
MUB ISHARES TR662.46%3.62%4.14%Q2 2022Q3 20236
SUB ISHARES TR662.62%3.02%3.47%Q2 2022Q3 20236
VCIT VANGUARD SCOTTSDALE FDS662.33%2.45%2.59%Q2 2022Q3 20236
REET ISHARES TR660.21%1.82%2.66%Q2 2022Q3 20236
SCHC SCHWAB STRATEGIC TR660.17%1.67%2.54%Q2 2022Q3 20236
SCHB SCHWAB STRATEGIC TR661.07%1.64%1.96%Q2 2022Q3 20236
SPYV SPDR SER TR661.05%1.25%1.47%Q2 2022Q3 20236
DFAC DIMENSIONAL ETF TRUST660.87%1.03%1.25%Q2 2022Q3 20236
SPTM SPDR SER TR660.64%0.73%0.85%Q2 2022Q3 20236
SCHF SCHWAB STRATEGIC TR660.54%0.71%1.22%Q2 2022Q3 20236
IVV ISHARES TR660.35%0.62%0.90%Q2 2022Q3 20236
SPSM SPDR SER TR660.42%0.54%0.72%Q2 2022Q3 20236
SPDW SPDR INDEX SHS FDS660.45%0.54%0.67%Q2 2022Q3 20236
AVEM AMERICAN CENTY ETF TR660.27%0.52%0.67%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.39%0.47%0.55%Q2 2022Q3 20236
AAPL APPLE INC660.42%0.47%0.52%Q2 2022Q3 20236
SPY SPDR S&P 500 ETF TR660.36%0.42%0.51%Q2 2022Q3 20236
VIG VANGUARD SPECIALIZED F...660.29%0.35%0.41%Q2 2022Q3 20236
XOM EXXON MOBIL CORP660.22%0.34%0.43%Q2 2022Q3 20236
DFUS DIMENSIONAL ETF TRUST660.27%0.32%0.39%Q2 2022Q3 20236
AVUV AMERICAN CENTY ETF TR660.22%0.27%0.34%Q2 2022Q3 20236
GWX SPDR INDEX SHS FDS660.18%0.22%0.30%Q2 2022Q3 20236
ATVI ACTIVISION BLIZZARD INC660.17%0.20%0.23%Q2 2022Q3 20236
MSFT MICROSOFT CORP660.16%0.17%0.20%Q2 2022Q3 20236
CMDY ISHARES U S ETF TR660.12%0.17%0.22%Q2 2022Q3 20236
SCHX SCHWAB STRATEGIC TR660.14%0.16%0.19%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.14%0.16%0.18%Q2 2022Q3 20236
FLOT ISHARES TR660.12%0.14%0.17%Q2 2022Q3 20236
USRT ISHARES TR660.11%0.14%0.17%Q2 2022Q3 20236
SPTI SPDR SER TR410.12%3.43%4.60%Q2 2022Q3 20235
ADP AUTOMATIC DATA PROCESS...550.20%0.25%0.30%Q3 2022Q3 20235
DIMENSIONAL ETF TRUST550.20%0.24%0.26%Q3 2022Q3 20235
CSCO CISCO SYS INC320.11%0.18%0.28%Q2 2022Q3 20235
WMT WALMART INC550.16%0.17%0.19%Q3 2022Q3 20235
CL COLGATE PALMOLIVE CO550.13%0.16%0.18%Q3 2022Q3 20235
DIMENSIONAL ETF TRUST550.12%0.16%0.18%Q2 2022Q2 20235
IGIB ISHARES TR550.13%0.15%0.17%Q3 2022Q3 20235
ESGU ISHARES TR440.54%0.63%0.81%Q2 2022Q1 20234
IJR ISHARES TR440.21%0.24%0.29%Q2 2022Q1 20234
AVDV AMERICAN CENTY ETF TR310.11%0.16%0.19%Q3 2022Q3 20234
IYE ISHARES TR440.12%0.15%0.17%Q2 2022Q1 20234
COST COSTCO WHSL CORP NEW310.12%0.13%0.15%Q3 2022Q3 20234
DIMENSIONAL ETF TRUST228.74%8.80%8.87%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST228.10%8.14%8.18%Q2 2023Q3 20232
VGIT VANGUARD SCOTTSDALE FDS223.55%3.57%3.60%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST223.22%3.29%3.36%Q2 2023Q3 20232
AMERICAN CENTY ETF TR223.16%3.21%3.26%Q2 2023Q3 20232
IGSB ISHARES TR220.17%0.19%0.21%Q2 2022Q3 20222
HON HONEYWELL INTL INC110.10%0.12%0.14%Q4 2022Q2 20232
VOO VANGUARD INDEX FDS220.11%0.11%0.12%Q2 2023Q3 20232
BSV VANGUARD BD INDEX FDS110.23%0.23%0.23%Q2 2022Q2 20221
RWO SPDR INDEX SHS FDS110.21%0.21%0.21%Q2 2022Q2 20221
EFG ISHARES TR110.20%0.20%0.20%Q2 2022Q2 20221
IUSB ISHARES TR110.20%0.20%0.20%Q2 2022Q2 20221
IXN ISHARES TR110.18%0.18%0.18%Q2 2022Q2 20221
EFV ISHARES TR110.17%0.17%0.17%Q2 2022Q2 20221
VLUE ISHARES TR110.16%0.16%0.16%Q2 2022Q2 20221
BR BROADRIDGE FINL SOLUTI...110.10%0.10%0.10%Q3 2023Q3 20231
HAYW HAYWARD HLDGS INC110.06%0.06%0.06%Q4 2022Q4 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD TAX-MANAGED INTL FD, and SPDR SER TR, are the highest-conviction holdings of Seaside Wealth Management, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Seaside Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Seaside Wealth Management, Inc. owns currently or has owned in the past.