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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
 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%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)