| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 5.8% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 5.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.1% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.2% |
| SSGA ACTIVE ETF TR | 4 | Q3 2023 | 4.5% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.5% |
| JANUS DETROIT STR TR | 4 | Q3 2023 | 3.6% |
| FRANKLIN TEMPLETON ETF TR | 4 | Q3 2023 | 3.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 2.5% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.2% |
View Seed Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-31 |
View Seed 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.