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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 $122,846,198
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 159,805 $7,400,570 6.02%
2.
Janus Detroit Str Tr
 139,573 $6,308,716 5.14%
3.
Schwab Strategic Trust
 FNDF 193,755 $5,210,072 4.24%
4.
Schwab Strategic Trust
 FNDF 227,083 $4,889,097 3.98%
5.
American Centy Etf Tr - US EQT ETF
 44,195 $4,082,734 3.32%
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)