Instuitional Investor - Seaside Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Seaside Wealth Management, Inc. |
| Portfolio Value | $218,620,244 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 301,201 | $71,450,960 | 32.68% | |
| 2. | Vanguard Tax-Managed Fds | 680,317 | $32,587,247 | 14.9% | |
| 3. | Dimensional Etf Trust | 655,409 | $19,085,466 | 8.72% | |
| 4. | Dimensional Etf Trust | 729,896 | $18,218,216 | 8.33% | |
| 5. | Ishares Tr | 107,912 | $11,698,740 | 5.35% |
