Seaside Wealth Management, Inc. Top Holdings and 13F Report (2024) → Rich Dad Poor Dad Author Shocks Millions With 2024 Crash Warning (From American Hartford Gold Group) (Ad) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $234.44 million in total holdings as of March 31, 2024.Seaside Wealth Management, Inc. owns shares of 56 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.48% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 51 new stocks and bought additional shares in 22 stocks.Seaside Wealth Management, Inc. sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $79,135,179Vanguard FTSE Developed Markets Index Fund ETF Shares $34,829,269Dimensional US Small Cap Value ETF $20,078,859Dimensional Emerging Markets Core Equity 2 ETF $19,170,554iShares National Muni Bond ETF $11,692,858 Largest New Holdings this Quarter Parsons $1,239,522 HoldingBerkshire Hathaway $219,091 HoldingHome Depot $206,760 HoldingMcKesson $202,184 HoldingPIMCO Intermediate Municipal Bond Exchange-Traded Fund $200,121 Holding Largest Purchases this Quarter Parsons 14,943 shares (about $1.24M)Vanguard Total Stock Market ETF 3,282 shares (about $852.99K)Vanguard FTSE Developed Markets Index Fund ETF Shares 13,909 shares (about $697.81K)Dimensional Emerging Markets Core Equity 2 ETF 22,185 shares (about $565.50K)Dimensional US Small Cap Value ETF 11,662 shares (about $351.03K) Largest Sales this Quarter iShares Short-Term National Muni Bond ETF 1,664 shares (about $174.27K)Dimensional Short-Duration Fixed Income ETF 3,297 shares (about $155.08K)iShares Core S&P 500 ETF 242 shares (about $127.22K)Vanguard S&P 500 ETF 251 shares (about $120.66K)SPDR Portfolio S&P 500 Value ETF 516 shares (about $25.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeaside Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$79,135,179$852,992 ▲1.1%304,48333.8%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$34,829,269$697,814 ▲2.0%694,22614.9%ETFDFSVDimensional US Small Cap Value ETF$20,078,859$351,027 ▲1.8%667,0718.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$19,170,554$565,496 ▲3.0%752,0818.2%ETFMUBiShares National Muni Bond ETF$11,692,858$81,561 ▲0.7%108,6705.0%ETFDISVDimensional International Small Cap Value ETF$8,289,043$170,672 ▲2.1%304,8553.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$7,938,513$169,620 ▲2.2%135,5853.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,854,661$262,061 ▲3.5%97,5613.4%ETFAVREAvantis Real Estate ETF$7,539,309$191,782 ▲2.6%178,3193.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,586,426$146,657 ▲2.7%72,2602.4%ETFSCHBSchwab US Broad Market ETF$2,950,181$12,393 ▼-0.4%48,3241.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,273,940$25,852 ▼-1.1%45,3881.0%ETFSCHFSchwab International Equity ETF$2,152,460$9,833 ▼-0.5%55,1630.9%ETFDFACDimensional U.S. Core Equity 2 ETF$2,097,649$639 ▼0.0%65,6540.9%ETFSUBiShares Short-Term National Muni Bond ETF$1,795,693$174,270 ▼-8.8%17,1460.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,504,317$23,351 ▼-1.5%23,4500.6%ETFPSNParsons$1,239,522$1,239,522 ▲New Holding14,9430.5%Business ServicesAVEMAvantis Emerging Markets Equity ETF$1,136,2960.0%19,6060.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,035,988$15,580 ▼-1.5%24,8020.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$952,5790.0%26,5790.4%ETFDFUVDimensional US Marketwide Value ETF$924,126$1,268 ▲0.1%22,5940.4%ETFAAPLApple$913,894$6,688 ▼-0.7%5,3290.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$876,032$2,927 ▼-0.3%20,3540.4%ETFSPYSPDR S&P 500 ETF Trust$857,254$3,138 ▲0.4%1,6390.4%FinanceAVUVAvantis U.S. Small Cap Value ETF$805,158$11,152 ▼-1.4%8,5920.3%ETFIVViShares Core S&P 500 ETF$759,656$127,223 ▼-14.3%1,4450.3%ETFVIGVanguard Dividend Appreciation Index Fund ETF Shares$672,896$2,739 ▲0.4%3,6850.3%ETFDFUSDimensional U.S. Equity ETF$660,2270.0%11,5870.3%ETFXOMExxon Mobil$631,274$1,627 ▲0.3%5,4310.3%Oils/EnergySLYVSPDR S&P 600 Small CapValue ETF$513,256$15,018 ▼-2.8%6,1860.2%ETFADPAutomatic Data Processing$456,569$1,998 ▲0.4%1,8280.2%Business ServicesREETiShares Global REIT ETF$449,472$118 ▲0.0%18,9810.2%ETFMSFTMicrosoft$412,7750.0%9810.2%Computer and TechnologyGWXSPDR S&P International Small Cap ETF$393,4530.0%12,1130.2%ETFDFGRDimensional Global Real Estate ETF$356,808$868 ▲0.2%13,9760.2%ETFSCHCSchwab International Small-Cap Equity ETF$351,413$7,017 ▼-2.0%9,8160.1%ETFWMTWalmart$346,760$231,173 ▲200.0%5,7630.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$327,9250.0%5,2840.1%ETFCOSTCostco Wholesale$320,917$8,792 ▼-2.7%4380.1%Retail/WholesaleCLColgate-Palmolive$316,5260.0%3,5150.1%Consumer StaplesDFIVDimensional International Value ETF$307,326$6,762 ▼-2.2%8,3620.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$280,9100.0%5,4440.1%ManufacturingAVDVAvantis International Small Cap Value ETF$280,3670.0%4,2570.1%ETFVOOVanguard S&P 500 ETF$262,462$120,656 ▼-31.5%5460.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$260,732$155,085 ▼-37.3%5,5430.1%ETFFLOTiShares Floating Rate Bond ETF$247,751$2,400 ▲1.0%4,8520.1%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$245,7400.0%5,1250.1%ETFDFNMDimensional National Municipal Bond ETF$244,927$1,154 ▲0.5%5,0940.1%ETFUSRTiShares Core U.S. REIT ETF$240,650$108 ▼0.0%4,4730.1%ETFBRBroadridge Financial Solutions$233,689$1,024 ▲0.4%1,1410.1%Business ServicesBRK.BBerkshire Hathaway$219,091$219,091 ▲New Holding5210.1%FinanceHDHome Depot$206,760$206,760 ▲New Holding5390.1%Retail/WholesaleMCKMcKesson$202,184$202,184 ▲New Holding3770.1%MedicalHONHoneywell International$201,458$1,231 ▲0.6%9820.1%Multi-Sector ConglomeratesCSCOCisco Systems$201,3510.0%4,0340.1%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$200,121$200,121 ▲New Holding3,8140.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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