Instuitional Investor - Seaside Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Seaside Wealth Management, Inc. |
| Portfolio Value | $280,346,425 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 340,337 | $93,538,200 | 33.37% | |
| 2. | Vanguard Tax-Managed Fds | 839,732 | $42,683,618 | 15.23% | |
| 3. | Dimensional Etf Trust | 906,190 | $23,977,789 | 8.55% | |
| 4. | Dimensional Etf Trust | 787,747 | $22,175,092 | 7.91% | |
| 5. | Vanguard Scottsdale Funds | 134,549 | $11,000,761 | 3.92% |
