Instuitional Investor - Seaside Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Seaside Wealth Management, Inc. |
| Portfolio Value | $314,285,012 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 346,641 | $105,354,533 | 33.52% | |
| 2. | Vanguard Tax-Managed Fds | 857,699 | $48,897,385 | 15.56% | |
| 3. | Dimensional Etf Trust | 932,988 | $27,691,107 | 8.81% | |
| 4. | Dimensional Etf Trust | 832,987 | $24,514,847 | 7.8% | |
| 5. | Dimensional Etf Trust | 371,377 | $12,222,053 | 3.89% |
