| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JOF | Exit | JAPAN SMALLER CAPITALIZATION | $0 | – | -12,400 | -100.0% | -0.10% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -10,991 | -100.0% | -0.12% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -14,500 | -100.0% | -0.16% | – |
| EMD | Exit | WESTERN ASSET EMERGING MKTS | $0 | – | -19,900 | -100.0% | -0.19% | – |
| MSD | Exit | MORGAN STANLEY EMKT DBT FD I | $0 | – | -26,026 | -100.0% | -0.19% | – |
| EWH | Exit | ISHARES INCmsci hong kg etf | $0 | – | -10,450 | -100.0% | -0.20% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -5,200 | -100.0% | -0.23% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -2,797 | -100.0% | -0.23% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -4,000 | -100.0% | -0.23% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -400 | -100.0% | -0.23% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,378 | -100.0% | -0.23% | – |
| TAP | Exit | MOLSON COORS BEVERAGE COcl b | $0 | – | -3,281 | -100.0% | -0.23% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,504 | -100.0% | -0.24% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -600 | -100.0% | -0.24% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -3,120 | -100.0% | -0.24% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,245 | -100.0% | -0.24% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,496 | -100.0% | -0.24% | – |
| AFL | Exit | AFLAC INC | $0 | – | -2,840 | -100.0% | -0.24% | – |
| IMOM | Exit | EA SERIES TRUSTintl quan momntm | $0 | – | -9,120 | -100.0% | -0.25% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -1,847 | -100.0% | -0.25% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -900 | -100.0% | -0.25% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -5,790 | -100.0% | -0.26% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -910 | -100.0% | -0.26% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,427 | -100.0% | -0.26% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -4,095 | -100.0% | -0.26% | – |
| KR | Exit | KROGER CO | $0 | – | -5,145 | -100.0% | -0.26% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -1,883 | -100.0% | -0.26% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,930 | -100.0% | -0.26% | – |
| IMTM | Exit | ISHARES TRmsci intl moment | $0 | – | -7,400 | -100.0% | -0.26% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,335 | -100.0% | -0.26% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -3,790 | -100.0% | -0.26% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -669 | -100.0% | -0.26% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,725 | -100.0% | -0.27% | – |
| Exit | HALEON PLCspon ads | $0 | – | -29,130 | -100.0% | -0.27% | – | |
| EMGF | Exit | ISHARES INCemng mkts eqt | $0 | – | -6,000 | -100.0% | -0.28% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -8,000 | -100.0% | -0.28% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -97 | -100.0% | -0.28% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -4,635 | -100.0% | -0.28% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -4,256 | -100.0% | -0.28% | – |
| BTT | Exit | BLACKROCK MUN TARGET TERM TR | $0 | – | -13,150 | -100.0% | -0.29% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,186 | -100.0% | -0.29% | – |
| DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -5,600 | -100.0% | -0.29% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -1,060 | -100.0% | -0.29% | – |
| Exit | AMERICAN CENTY ETF TRemerging mkt val | $0 | – | -6,000 | -100.0% | -0.29% | – | |
| Exit | GSK PLCsponsored adr | $0 | – | -7,220 | -100.0% | -0.29% | – | |
| KEY | Exit | KEYCORP | $0 | – | -24,703 | -100.0% | -0.30% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -6,045 | -100.0% | -0.30% | – |
| PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -5,500 | -100.0% | -0.31% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,100 | -100.0% | -0.31% | – |
| FLBR | Exit | FRANKLIN TEMPLETON ETF TRftse brazil | $0 | – | -15,050 | -100.0% | -0.31% | – |
| INTC | Exit | INTEL CORP | $0 | – | -8,012 | -100.0% | -0.32% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -4,100 | -100.0% | -0.32% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,751 | -100.0% | -0.32% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -509 | -100.0% | -0.32% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,105 | -100.0% | -0.33% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -3,895 | -100.0% | -0.33% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -454 | -100.0% | -0.33% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -19,000 | -100.0% | -0.34% | – |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -18,260 | -100.0% | -0.35% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -627 | -100.0% | -0.36% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,898 | -100.0% | -0.36% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -13,135 | -100.0% | -0.36% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -650 | -100.0% | -0.37% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,612 | -100.0% | -0.39% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -2,590 | -100.0% | -0.41% | – |
| VFMO | Exit | VANGUARD WELLINGTON FDus momentum | $0 | – | -3,230 | -100.0% | -0.41% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,516 | -100.0% | -0.41% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -11,615 | -100.0% | -0.41% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,355 | -100.0% | -0.42% | – |
| EQNR | Exit | EQUINOR ASAsponsored adr | $0 | – | -11,410 | -100.0% | -0.42% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -4,376 | -100.0% | -0.43% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -463 | -100.0% | -0.43% | – |
| V | Exit | VISA INC | $0 | – | -1,674 | -100.0% | -0.43% | – |
| SONY | Exit | SONY GROUP CORPsponsored adr | $0 | – | -4,700 | -100.0% | -0.44% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -3,770 | -100.0% | -0.44% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -2,440 | -100.0% | -0.44% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -10,140 | -100.0% | -0.45% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -3,555 | -100.0% | -0.45% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,575 | -100.0% | -0.46% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,650 | -100.0% | -0.51% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -3,437 | -100.0% | -0.54% | – |
| ULST | Exit | SSGA ACTIVE ETF TRult sht trm bd | $0 | – | -11,900 | -100.0% | -0.54% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,600 | -100.0% | -0.54% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -18,450 | -100.0% | -0.54% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -14,402 | -100.0% | -0.55% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -1,080 | -100.0% | -0.56% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -22,196 | -100.0% | -0.58% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -5,860 | -100.0% | -0.58% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -5,095 | -100.0% | -0.59% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -10,600 | -100.0% | -0.59% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -5,062 | -100.0% | -0.60% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,652 | -100.0% | -0.64% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,834 | -100.0% | -0.64% | – |
| Exit | SHELL PLCspon ads | $0 | – | -8,865 | -100.0% | -0.64% | – | |
| CSCO | Exit | CISCO SYS INC | $0 | – | -11,272 | -100.0% | -0.68% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,611 | -100.0% | -0.68% | – |
| AVEM | Exit | AMERICAN CENTY ETF TRavantis emgmkt | $0 | – | -11,610 | -100.0% | -0.69% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,332 | -100.0% | -0.69% | – |
| GIGB | Exit | GOLDMAN SACHS ETF TRaccess invt gr | $0 | – | -14,400 | -100.0% | -0.70% | – |
| Exit | NUVEEN VRIABL RAT PFD & INM | $0 | – | -40,600 | -100.0% | -0.72% | – | |
| FLDR | Exit | FIDELITY MERRIMACK STR TRlow durtin etf | $0 | – | -13,000 | -100.0% | -0.72% | – |
| Exit | INVESCO ACTIVELY MANAGED ETFaaa clo fltng rt | $0 | – | -25,550 | -100.0% | -0.73% | – | |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,524 | -100.0% | -0.74% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,333 | -100.0% | -0.79% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -3,650 | -100.0% | -0.83% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -17,700 | -100.0% | -0.87% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -5,920 | -100.0% | -0.88% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -10,980 | -100.0% | -0.89% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -11,675 | -100.0% | -0.90% | – |
| VFMF | Exit | VANGUARD WELLINGTON FDus multifactor | $0 | – | -7,950 | -100.0% | -0.92% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -7,620 | -100.0% | -1.09% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -15,920 | -100.0% | -1.15% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -32,177 | -100.0% | -1.16% | – |
| AVDV | Exit | AMERICAN CENTY ETF TRintl smcp vlu | $0 | – | -18,260 | -100.0% | -1.19% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -11,790 | -100.0% | -1.20% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -20,319 | -100.0% | -1.22% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -11,295 | -100.0% | -1.23% | – |
| AVDE | Exit | AMERICAN CENTY ETF TRintl eqt etf | $0 | – | -20,715 | -100.0% | -1.30% | – |
| HYEM | Exit | VANECK ETF TRUSTemerging mrkt hi | $0 | – | -66,695 | -100.0% | -1.34% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -25,550 | -100.0% | -1.36% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -25,375 | -100.0% | -1.39% | – |
| QMOM | Exit | EA SERIES TRUSTus quan momentum | $0 | – | -32,640 | -100.0% | -1.58% | – |
| PFFV | Exit | GLOBAL X FDSrate preferred | $0 | – | -72,685 | -100.0% | -1.88% | – |
| AAPL | Exit | APPLE INC | $0 | – | -10,309 | -100.0% | -1.98% | – |
| JMBS | Exit | JANUS DETROIT STR TRhenderson mtg | $0 | – | -44,560 | -100.0% | -2.17% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -6,162 | -100.0% | -2.19% | – |
| JAAA | Exit | JANUS DETROIT STR TRhendrson aaa cl | $0 | – | -39,234 | -100.0% | -2.22% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -10,485 | -100.0% | -2.50% | – |
| Exit | EA SERIES TRUSTalpha arch 1-3 | $0 | – | -22,140 | -100.0% | -2.58% | – | |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -62,378 | -100.0% | -2.94% | – |
| FLBL | Exit | FRANKLIN TEMPLETON ETF TRsenior loan etf | $0 | – | -109,742 | -100.0% | -2.97% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -58,255 | -100.0% | -3.33% | – |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -42,370 | -100.0% | -3.49% | – |
| VRP | Exit | INVESCO EXCH TRADED FD TR IIvar rate pfd | $0 | – | -143,780 | -100.0% | -3.62% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -44,300 | -100.0% | -3.88% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -73,461 | -100.0% | -4.12% | – |
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.