The Analysis of Seaside Wealth Management, Inc.'s Holdings
Currently, Seaside Wealth Management, Inc. holds 63 types of securities in its portfolio with a total value $350.5M. In the most recent quarter, they have increased their positions in VCSH (+21.6K shares, valued at $1.7M), DFSV (+42.6K shares, valued at $1.4M), AVRE (+28.9K shares, valued at $1.3M); decreased their positions in VTEB (-5.5K shares, valued at $276.0K), SCHB (-6.6K shares, valued at $171.8K), DISV (-4.3K shares, valued at $163.0K); initiated new positions in N/A (+853 shares, valued at $267.0K), SUSB (+8.9K shares, valued at $225.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS348.3K shares0.52%2025-12-312026-02-17
VEA VANGUARD TAX-MANAGED FDS884.3K shares1.38%2025-12-312026-02-17 DFEM DIMENSIONAL ETF TRUST957.7K shares1.91%2025-12-312026-02-17 DFSV DIMENSIONAL ETF TRUST887.7K shares5.04%2025-12-312026-02-17 DISV DIMENSIONAL ETF TRUST364.6K shares-1.16%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS169.1K shares14.67%2025-12-312026-02-17 VGIT VANGUARD SCOTTSDALE FDS213.1K shares7.21%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS144.8K shares3.25%2025-12-312026-02-17 AVRE AMERICAN CENTY ETF TR265.6K shares12.20%2025-12-312026-02-17 SCHB SCHWAB STRATEGIC TR245.8K shares-2.60%2025-12-312026-02-17 MUB ISHARES TR53.5K shares-1.14%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR146.2K shares0.66%2025-12-312026-02-17 DFAC DIMENSIONAL ETF TRUST67.2K shares-0.02%2025-12-312026-02-17 AVEM AMERICAN CENTY ETF TR27.6K shares0.24%2025-12-312026-02-17 SPYV SPDR SERIES TRUST36.4K shares-3.59%2025-12-312026-02-17 SPTM SPDR SERIES TRUST22.8K shares-0.59%2025-12-312026-02-17 AAPL APPLE INC6.2K shares0.45%2025-12-312026-02-17 SUB ISHARES TR14.4K shares-2.40%2025-12-312026-02-17 AVUV AMERICAN CENTY ETF TR14.2K shares0.38%2025-12-312026-02-17 ITOT ISHARES TR9.6K shares-3.67%2025-12-312026-02-17 MSFT MICROSOFT CORP2.8K shares-4.03%2025-12-312026-02-17 SPDW SPDR INDEX SHS FDS27.9K shares1.36%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F22.7K shares-0.03%2025-12-312026-02-17 DFUV DIMENSIONAL ETF TRUST21.3K shares0.12%2025-12-312026-02-17 VTEB VANGUARD MUN BD FDS19.0K shares-22.43%2025-12-312026-02-17 SPSM SPDR SERIES TRUST19.0K shares-2.19%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR1.3K shares-7.63%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS3.7K shares0.78%2025-12-312026-02-17 DFUS DIMENSIONAL ETF TRUST11.0K shares0.00%2025-12-312026-02-17 LLY ELI LILLY & CO698 shares1.01%2025-12-312026-02-17 IVV ISHARES TR1.0K shares0.10%2025-12-312026-02-17 WMT WALMART INC6.0K shares-0.08%2025-12-312026-02-17 XOM EXXON MOBIL CORP5.3K shares2.48%2025-12-312026-02-17 IJR ISHARES TR5.2K shares0.00%2025-12-312026-02-17 AVDV AMERICAN CENTY ETF TR6.5K shares1.26%2025-12-312026-02-17 DFGR DIMENSIONAL ETF TRUST21.6K shares-4.09%2025-12-312026-02-17 NVDA NVIDIA CORPORATION3.0K shares1.74%2025-12-312026-02-17 SLYV SPDR SERIES TRUST5.9K shares-1.24%2025-12-312026-02-17 AMZN AMAZON COM INC2.1K shares3.07%2025-12-312026-02-17 REET ISHARES TR19.6K shares0.67%2025-12-312026-02-17 GWX SPDR INDEX SHS FDS11.7K shares1.62%2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR15.9K shares0.00%2025-12-312026-02-17 DFSD DIMENSIONAL ETF TRUST8.5K shares1.64%2025-12-312026-02-17 USRT ISHARES TR6.7K shares0.00%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.40%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW442 shares-0.90%2025-12-312026-02-17 SCHC SCHWAB STRATEGIC TR7.7K shares-1.21%2025-12-312026-02-17 DFIV DIMENSIONAL ETF TRUST7.0K shares0.46%2025-12-312026-02-17 SPTI SPDR SERIES TRUST12.0K shares4.30%2025-12-312026-02-17 AVUS AMERICAN CENTY ETF TR3.0K shares0.30%2025-12-312026-02-17 VGT VANGUARD WORLD FD422 shares0.00%2025-12-312026-02-17 MCK MCKESSON CORP382 shares0.26%2025-12-312026-02-17 MUNI PIMCO ETF TR5.7K shares0.00%2025-12-312026-02-17 IGIB ISHARES TR5.5K shares0.33%2025-12-312026-02-17 DFNM DIMENSIONAL ETF TRUST5.9K shares0.94%2025-12-312026-02-17 CL COLGATE PALMOLIVE CO3.5K shares0.28%2025-12-312026-02-17 ALPHABET INC ALPHABET INC853 sharesnew addition2025-12-312026-02-17 BR BROADRIDGE FINL SOLUTIONS IN1.1K shares-0.64%2025-12-312026-02-17 CMDY ISHARES U S ETF TR4.8K shares12.51%2025-12-312026-02-17 SUSB ISHARES TR8.9K sharesnew addition2025-12-312026-02-17 HON HONEYWELL INTL INC1.0K shares1.18%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available