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 $337.0M. In the most recent quarter, they have increased their positions in VCSH (+11.3K shares, valued at $903.1K), VEA (+14.5K shares, valued at $869.5K), VGIT (+7.8K shares, valued at $468.4K); decreased their positions in SCHF (-19.9K shares, valued at $462.2K), DISV (-2.5K shares, valued at $89.7K), DFGR (-2.9K shares, valued at $78.6K); initiated new positions in CMDY (+4.3K shares, valued at $225.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS346.6K shares-0.02%2025-09-302025-10-14
VEA VANGUARD TAX-MANAGED FDS872.2K shares1.69%2025-09-302025-10-14 DFEM DIMENSIONAL ETF TRUST939.8K shares0.73%2025-09-302025-10-14 DFSV DIMENSIONAL ETF TRUST845.1K shares1.46%2025-09-302025-10-14 DISV DIMENSIONAL ETF TRUST368.9K shares-0.68%2025-09-302025-10-14 VGIT VANGUARD SCOTTSDALE FDS198.8K shares4.09%2025-09-302025-10-14 VCIT VANGUARD SCOTTSDALE FDS140.2K shares2.40%2025-09-302025-10-14 VCSH VANGUARD SCOTTSDALE FDS147.4K shares8.30%2025-09-302025-10-14 AVRE AMERICAN CENTY ETF TR236.8K shares3.02%2025-09-302025-10-14 SCHB SCHWAB STRATEGIC TR252.4K shares3.77%2025-09-302025-10-14 MUB ISHARES TR54.1K shares0.70%2025-09-302025-10-14 SCHF SCHWAB STRATEGIC TR145.2K shares-12.03%2025-09-302025-10-14 DFAC DIMENSIONAL ETF TRUST67.2K shares0.28%2025-09-302025-10-14 SPYV SPDR SERIES TRUST37.8K shares-2.18%2025-09-302025-10-14 AVEM AMERICAN CENTY ETF TR27.6K shares1.49%2025-09-302025-10-14 SPTM SPDR SERIES TRUST22.9K shares-0.35%2025-09-302025-10-14 AAPL APPLE INC6.2K shares0.02%2025-09-302025-10-14 SUB ISHARES TR14.7K shares8.08%2025-09-302025-10-14 CVBF CVB FINL CORP80.9K shares0.00%2025-09-302025-10-14 MSFT MICROSOFT CORP2.9K shares1.29%2025-09-302025-10-14 ITOT ISHARES TR10.0K shares0.00%2025-09-302025-10-14 AVUV AMERICAN CENTY ETF TR14.2K shares-3.35%2025-09-302025-10-14 VWO VANGUARD INTL EQUITY INDEX F22.7K shares-1.74%2025-09-302025-10-14 VTEB VANGUARD MUN BD FDS24.5K shares-0.15%2025-09-302025-10-14 SPDW SPDR INDEX SHS FDS27.5K shares-0.20%2025-09-302025-10-14 DFUV DIMENSIONAL ETF TRUST21.2K shares0.16%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR1.4K shares0.21%2025-09-302025-10-14 SPSM SPDR SERIES TRUST19.4K shares-0.63%2025-09-302025-10-14 VIG VANGUARD SPECIALIZED FUNDS3.7K shares0.43%2025-09-302025-10-14 DFUS DIMENSIONAL ETF TRUST11.0K shares0.00%2025-09-302025-10-14 IVV ISHARES TR1.0K shares0.00%2025-09-302025-10-14 WMT WALMART INC6.0K shares0.32%2025-09-302025-10-14 DFGR DIMENSIONAL ETF TRUST22.5K shares-11.35%2025-09-302025-10-14 IJR ISHARES TR5.2K shares0.00%2025-09-302025-10-14 XOM EXXON MOBIL CORP5.2K shares-1.34%2025-09-302025-10-14 AVDV AMERICAN CENTY ETF TR6.4K shares-9.26%2025-09-302025-10-14 NVDA NVIDIA CORPORATION3.0K shares5.18%2025-09-302025-10-14 LLY ELI LILLY & CO691 shares0.00%2025-09-302025-10-14 SLYV SPDR SERIES TRUST5.9K shares-0.60%2025-09-302025-10-14 REET ISHARES TR19.4K shares0.48%2025-09-302025-10-14 GWX SPDR INDEX SHS FDS11.5K shares-8.54%2025-09-302025-10-14 AMZN AMAZON COM INC2.1K shares2.36%2025-09-302025-10-14 ADP AUTOMATIC DATA PROCESSING IN1.5K shares-0.60%2025-09-302025-10-14 SCHX SCHWAB STRATEGIC TR15.9K shares0.00%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW446 shares-1.55%2025-09-302025-10-14 DFSD DIMENSIONAL ETF TRUST8.3K shares1.10%2025-09-302025-10-14 USRT ISHARES TR6.7K shares0.00%2025-09-302025-10-14 VOO VANGUARD INDEX FDS607 shares0.00%2025-09-302025-10-14 SCHC SCHWAB STRATEGIC TR7.8K shares-0.85%2025-09-302025-10-14 SPTI SPDR SERIES TRUST11.5K shares18.46%2025-09-302025-10-14 AVUS AMERICAN CENTY ETF TR3.0K shares0.26%2025-09-302025-10-14 DFIV DIMENSIONAL ETF TRUST6.9K shares0.42%2025-09-302025-10-14 VGT VANGUARD WORLD FD422 shares0.00%2025-09-302025-10-14 MUNI PIMCO ETF TR5.7K shares0.00%2025-09-302025-10-14 IGIB ISHARES TR5.5K shares0.15%2025-09-302025-10-14 MCK MCKESSON CORP381 shares-1.04%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL569 shares2.52%2025-09-302025-10-14 CL COLGATE PALMOLIVE CO3.5K shares-0.71%2025-09-302025-10-14 DFNM DIMENSIONAL ETF TRUST5.9K shares-6.29%2025-09-302025-10-14 BR BROADRIDGE FINL SOLUTIONS IN1.1K shares0.36%2025-09-302025-10-14 HD HOME DEPOT INC562 shares0.00%2025-09-302025-10-14 CMDY ISHARES U S ETF TR4.3K sharesnew addition2025-09-302025-10-14 HON HONEYWELL INTL INC1.0K shares-0.97%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available