Instuitional Investor - Seaside Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Seaside Wealth Management, Inc. |
| Portfolio Value | $273,241,696 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 334,709 | $97,001,826 | 35.5% | |
| 2. | Vanguard Tax-Managed Fds | 804,288 | $38,461,020 | 14.07% | |
| 3. | Dimensional Etf Trust | 766,066 | $23,579,535 | 8.62% | |
| 4. | Dimensional Etf Trust | 863,666 | $22,619,428 | 8.27% | |
| 5. | Vanguard Scottsdale Funds | 130,675 | $10,489,271 | 3.83% |
