Seaside Wealth Management, Inc.
66 holdingsFiling period: 2026-03-31Current AUM: $393.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 355.4K | $114.0M | $130.9M | 33.26% | +7.1K | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 895.8K | $57.4M | $63.3M | 16.08% | +11.5K | 2026-03-31 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 965.2K | $33.3M | $36.4M | 9.25% | +7.5K | 2026-03-31 |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 901.5K | $31.6M | $35.8M | 9.09% | +13.8K | 2026-03-31 |
| 5 | DISV | DIMENSIONAL ETF TRUST | 369.2K | $14.6M | $15.6M | 3.97% | +4.6K | 2026-03-31 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 173.4K | $13.7M | $13.6M | 3.47% | +4.4K | 2026-03-31 |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 217.6K | $13.0M | $12.7M | 3.23% | +4.5K | 2026-03-31 |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 146.4K | $12.1M | $11.9M | 3.02% | +1.5K | 2026-03-31 |
| 9 | AVRE | AMERICAN CENTY ETF TR | 273.4K | $12.0M | $13.3M | 3.38% | +7.8K | 2026-03-31 |
| 10 | SCHB | SCHWAB STRATEGIC TR | 246.1K | $6.2M | $7.1M | 1.80% | +203 | 2026-03-31 |
| 11 | MUB | ISHARES TR | 53.1K | $5.6M | $5.6M | 1.43% | -343 | 2026-03-31 |
| 12 | SCHF | SCHWAB STRATEGIC TR | 146.1K | $3.6M | $4.0M | 1.02% | -145 | 2026-03-31 |
| 13 | DFAC | DIMENSIONAL ETF TRUST | 67.2K | $2.6M | $3.0M | 0.76% | +76 | 2026-03-31 |
| 14 | AVEM | AMERICAN CENTY ETF TR | 27.4K | $2.2M | $2.5M | 0.62% | -188 | 2026-03-31 |
| 15 | SPYV | SPDR SERIES TRUST | 35.7K | $2.0M | $2.2M | 0.56% | -711 | 2026-03-31 |
| 16 | SPTM | SPDR SERIES TRUST | 22.8K | $1.8M | $2.1M | 0.53% | -26 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 6.4K | $1.6M | $2.0M | 0.50% | +135 | 2026-03-31 |
| 18 | AVUV | AMERICAN CENTY ETF TR | 14.2K | $1.6M | $1.8M | 0.45% | -30 | 2026-03-31 |
| 19 | SUB | ISHARES TR | 14.1K | $1.5M | $1.5M | 0.38% | -310 | 2026-03-31 |
| 20 | ITOT | ISHARES TR | 9.6K | $1.4M | $1.6M | 0.40% | -- | 2026-03-31 |
| 21 | SPDW | SPDR INDEX SHS FDS | 27.9K | $1.3M | $1.4M | 0.35% | -- | 2026-03-31 |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | 22.5K | $1.2M | $1.3M | 0.34% | -212 | 2026-03-31 |
| 23 | DFUV | DIMENSIONAL ETF TRUST | 21.1K | $1.0M | $1.2M | 0.30% | -119 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 2.8K | $1.0M | $1.3M | 0.33% | -23 | 2026-03-31 |
| 25 | VTEB | VANGUARD MUN BD FDS | 19.0K | $947K | $941K | 0.24% | -- | 2026-03-31 |
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