Instuitional Investor - Seaside Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Seaside Wealth Management, Inc. |
| Portfolio Value | $355,552,595 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 355,403 | $114,016,928 | 32.07% | |
| 2. | Vanguard Tax-Managed Fds | 895,783 | $57,401,778 | 16.14% | |
| 3. | Dimensional Etf Trust | 965,195 | $33,347,504 | 9.38% | |
| 4. | Dimensional Etf Trust | 901,546 | $31,590,151 | 8.88% | |
| 5. | Dimensional Etf Trust | 369,183 | $14,560,580 | 4.1% |