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Home > Institutional Investor > Seaside Wealth Management, Inc. > 13F Holdings

Instuitional Investor - Seaside Wealth Management, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 340,337 $93,538,200 33.37%
2.
Vanguard Tax-Managed Fds
 839,732 $42,683,618 15.23%
3.
Dimensional Etf Trust
 906,190 $23,977,789 8.55%
4.
Dimensional Etf Trust
 787,747 $22,175,092 7.91%
5.
Vanguard Scottsdale Funds
 134,549 $11,000,761 3.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)