$197 Million is the total value of Seaside Wealth Management, Inc.'s 50 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTI | New | SPDR SER TRportfli intrmdit | $236,099 | – | 8,576 | +100.0% | 0.12% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $210,171 | – | 3,633 | +100.0% | 0.11% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $202,511 | – | 1,131 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 6 | Q3 2023 | 34.8% |
| VANGUARD TAX-MANAGED INTL FD | 6 | Q3 2023 | 16.5% |
| SPDR SER TR | 6 | Q3 2023 | 6.5% |
| VANGUARD INTL EQUITY INDEX F | 6 | Q3 2023 | 6.0% |
| VANGUARD SCOTTSDALE FDS | 6 | Q3 2023 | 4.4% |
| ISHARES TR | 6 | Q3 2023 | 4.1% |
| ISHARES TR | 6 | Q3 2023 | 3.5% |
| VANGUARD SCOTTSDALE FDS | 6 | Q3 2023 | 2.6% |
| ISHARES TR | 6 | Q3 2023 | 2.7% |
| SCHWAB STRATEGIC TR | 6 | Q3 2023 | 2.5% |
View Seaside Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-30 |
View Seaside Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.