Instuitional Investor - Seaside Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Seaside Wealth Management, Inc. |
| Portfolio Value | $350,497,757 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 348,344 | $116,789,618 | 33.32% | |
| 2. | Vanguard Tax-Managed Fds | 884,270 | $55,240,405 | 15.76% | |
| 3. | Dimensional Etf Trust | 957,726 | $31,681,563 | 9.04% | |
| 4. | Dimensional Etf Trust | 887,728 | $29,197,314 | 8.33% | |
| 5. | Dimensional Etf Trust | 364,574 | $13,853,785 | 3.95% |