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Home > Institutional Investor > Seed Wealth Management, Inc. > Profile

Instuitional Investor - Seed Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Seed Wealth Management, Inc.
Portfolio Value $123,842,380
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 159,835 $7,246,919 5.85%
2.
Janus Detroit Str Tr
 129,542 $5,723,166 4.62%
3.
Schwab Strategic Trust
 FNDF 209,493 $4,755,491 3.83%
4.
Schwab Strategic Trust
 FNDF 171,420 $4,427,779 3.57%
5.
American Centy Etf Tr
 44,505 $4,296,068 3.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)