The Analysis of Woodside Wealth Management LLC's Holdings
Currently, Woodside Wealth Management LLC holds 83 types of securities in its portfolio with a total value $134.0M. In the most recent quarter, they have increased their positions in JPST (+10.2K shares, valued at $516.8K), N/A (+750 shares, valued at $470.3K), GLW (+3.5K shares, valued at $306.5K); decreased their positions in VNQ (-478 shares, valued at $42.3K), USMV (-163 shares, valued at $15.3K), N/A (-295 shares, valued at $13.8K); initiated new positions in GLW (+3.5K shares, valued at $306.5K), BK (+1.9K shares, valued at $219.1K), CMCSA (+7.2K shares, valued at $214.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPSB SPDR SER TR479.8K shares1.87%2025-12-312026-01-30
VUG VANGUARD INDEX FDS22.3K shares1.45%2025-12-312026-01-30 DFAC DIMENSIONAL ETF TRUST220.0K shares0.06%2025-12-312026-01-30 ALPHABET INC ALPHABET INC16.6K shares0.00%2025-12-312026-01-30 ALPHABET INC ALPHABET INC16.4K shares0.00%2025-12-312026-01-30 VTI VANGUARD INDEX FDS13.3K shares0.11%2025-12-312026-01-30 JPST J P MORGAN EXCHANGE TRADED F86.1K shares13.46%2025-12-312026-01-30 USMV ISHARES TR45.0K shares-0.36%2025-12-312026-01-30 SCHD SCHWAB STRATEGIC TR109.1K shares0.30%2025-12-312026-01-30 DFUV DIMENSIONAL ETF TRUST62.7K shares-0.46%2025-12-312026-01-30 VXUS VANGUARD STAR FDS38.4K shares3.97%2025-12-312026-01-30 IJR ISHARES TR23.4K shares0.59%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS30.1K shares0.39%2025-12-312026-01-30 FBND FIDELITY MERRIMACK STR TR44.9K shares6.97%2025-12-312026-01-30 DFAU DIMENSIONAL ETF TRUST42.4K shares8.53%2025-12-312026-01-30 VTV VANGUARD INDEX FDS8.0K shares-0.06%2025-12-312026-01-30 DFAI DIMENSIONAL ETF TRUST36.2K shares17.08%2025-12-312026-01-30 IGSB ISHARES TR25.4K shares1.59%2025-12-312026-01-30 IVV ISHARES TR1.9K shares3.88%2025-12-312026-01-30 IWD ISHARES TR4.7K shares0.00%2025-12-312026-01-30 MSFT MICROSOFT CORP1.7K shares0.00%2025-12-312026-01-30 VCSH VANGUARD SCOTTSDALE FDS8.3K shares-0.16%2025-12-312026-01-30 IWM ISHARES TR2.6K shares0.00%2025-12-312026-01-30 VBR VANGUARD INDEX FDS3.0K shares0.00%2025-12-312026-01-30 AGG ISHARES TR6.3K shares1.06%2025-12-312026-01-30 VNQ VANGUARD INDEX FDS6.2K shares-7.18%2025-12-312026-01-30 EFA ISHARES TR5.6K shares0.00%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS1.6K shares-1.21%2025-12-312026-01-30 AAPL APPLE INC1.4K shares28.52%2025-12-312026-01-30 SPYM SPDR SER TR4.4K shares0.36%2025-12-312026-01-30 VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2025-12-312026-01-30 GLW CORNING INC3.5K sharesnew addition2025-12-312026-01-30 DFAE DIMENSIONAL ETF TRUST9.3K shares17.79%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS4.0K shares0.00%2025-12-312026-01-30 DCOR DIMENSIONAL ETF TRUST3.6K shares0.00%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2025-12-312026-01-30 DFAT DIMENSIONAL ETF TRUST4.3K shares0.00%2025-12-312026-01-30 MUB ISHARES TR2.2K shares28.60%2025-12-312026-01-30 BK BANK NEW YORK MELLON CORP1.9K sharesnew addition2025-12-312026-01-30 CMCSA COMCAST CORP NEW7.2K sharesnew addition2025-12-312026-01-30 SCHF SCHWAB STRATEGIC TR8.8K shares0.92%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED FDS2.9K shares0.00%2025-12-312026-01-30 DFAS DIMENSIONAL ETF TRUST2.4K shares0.00%2025-12-312026-01-30 SPBO SPDR SER TR5.5K shares0.00%2025-12-312026-01-30 IJH ISHARES TR2.1K shares0.00%2025-12-312026-01-30 VGSH VANGUARD SCOTTSDALE FDS2.3K shares0.00%2025-12-312026-01-30 VB VANGUARD INDEX FDS497 shares0.00%2025-12-312026-01-30 VTEB VANGUARD MUN BD FDS2.5K shares0.00%2025-12-312026-01-30 FNDF SCHWAB STRATEGIC TR2.8K shares0.00%2025-12-312026-01-30 SPAB SPDR SER TR4.2K shares3.65%2025-12-312026-01-30 SCHA SCHWAB STRATEGIC TR3.6K shares0.00%2025-12-312026-01-30 VGIT VANGUARD SCOTTSDALE FDS1.7K shares0.00%2025-12-312026-01-30 SPHY SPDR SER TR4.0K shares0.00%2025-12-312026-01-30 VGT VANGUARD WORLD FD109 shares0.00%2025-12-312026-01-30 LQD ISHARES TR500 sharesnew addition2025-12-312026-01-30 IWR ISHARES TR560 shares0.00%2025-12-312026-01-30 ISTB ISHARES TR1.1K shares5.43%2025-12-312026-01-30 EFG ISHARES TR404 shares0.00%2025-12-312026-01-30 IBB ISHARES TR240 shares0.00%2025-12-312026-01-30 VHT VANGUARD WORLD FD132 shares0.00%2025-12-312026-01-30 IWB ISHARES TR99 shares0.00%2025-12-312026-01-30 VXF VANGUARD INDEX FDS164 shares0.61%2025-12-312026-01-30 EEM ISHARES TR601 sharesnew addition2025-12-312026-01-30 SPDW SPDR INDEX SHS FDS723 shares1.69%2025-12-312026-01-30 VSS VANGUARD INTL EQUITY INDEX F221 shares0.00%2025-12-312026-01-30 FNDX SCHWAB STRATEGIC TR1.1K shares6.24%2025-12-312026-01-30 TIP ISHARES TR241 shares167.78%2025-12-312026-01-30 IWC ISHARES TR158 shares0.00%2025-12-312026-01-30 RWR SPDR SER TR213 shares0.00%2025-12-312026-01-30 SPTM SPDR SER TR242 shares0.00%2025-12-312026-01-30 SDY SPDR SER TR140 shares0.00%2025-12-312026-01-30 IEMG ISHARES INC275 shares0.00%2025-12-312026-01-30 VNQI VANGUARD INTL EQUITY INDEX F335 shares0.00%2025-12-312026-01-30 SCHJ SCHWAB STRATEGIC TR510 shares0.00%2025-12-312026-01-30 IUSB ISHARES TR203 shares0.00%2025-12-312026-01-30 SCHG SCHWAB STRATEGIC TR268 shares0.00%2025-12-312026-01-30 SPEM SPDR INDEX SHS FDS167 shares0.00%2025-12-312026-01-30 SPSM SPDR SER TR156 shares1.96%2025-12-312026-01-30 SPMD SPDR SER TR66 shares0.00%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available