Instuitional Investor - Seaside Wealth Management, Inc.
Fund Profile
Filing Period:
Fund Name: | Seaside Wealth Management, Inc. |
Portfolio Value | $336,993,332 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 346,556 | $113,729,061 | 33.75% | |
2. | Vanguard Tax-Managed Fds | 872,210 | $52,262,762 | 15.51% | |
3. | Dimensional Etf Trust | 939,792 | $30,139,109 | 8.94% | |
4. | Dimensional Etf Trust | 845,116 | $26,908,532 | 7.98% | |
5. | Dimensional Etf Trust | 368,864 | $13,164,806 | 3.91% |