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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 $145,000,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust
 683,953 $37,689,556 25.99%
2.
Janus Detroit Str Tr
 171,652 $7,842,767 5.41%
3.
Schwab Strategic Trust
 FNDF 214,565 $5,683,827 3.92%
4.
Schwab Strategic Trust
 FNDF 199,343 $5,228,767 3.61%
5.
American Centy Etf Tr
 49,385 $5,036,282 3.47%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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