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| Name: |
Seaside Wealth Management Inc. |
| City: |
CARLSBAD |
| State: |
CA |
| Zip: |
92009 |
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data |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AVEM |
Avantis Emerging Markets Eq... |
18 |
- |
$0.00 |
$1,136,000 |
19,606 |
0.48% |
30,000 |
0 |
0.018 |
N/A |
|
|
GWL |
St Spdr S&P Wld Xus |
20 |
- |
$36.15 |
$953,000 |
26,579 |
0.41% |
49,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
DFUS |
Dimensional U S Equity Etf |
28 |
- |
$57.63 |
$660,000 |
11,587 |
0.28% |
59,000 |
0 |
0.001 |
N/A |
|
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MSFT |
Microsoft Corp |
33 |
- |
$430.52 |
$413,000 |
981 |
0.18% |
44,000 |
0 |
0 |
Application Software |
|
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GWX |
St Spdr S&P Intl Sc |
34 |
- |
$32.40 |
$393,000 |
12,113 |
0.17% |
8,000 |
0 |
0.053 |
Closed - End Fund - E... |
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SCHX |
Schwab Strategic Trust |
38 |
- |
$62.80 |
$328,000 |
5,284 |
0.14% |
30,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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CL |
Colgate Palmolive Co |
40 |
- |
$94.76 |
$317,000 |
3,515 |
0.14% |
37,000 |
0 |
0 |
Personal Products |
|
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CIU |
iShares Barclays Intermedia... |
42 |
- |
$51.10 |
$281,000 |
5,444 |
0.12% |
-2,000 |
0 |
0.001 |
Closed - End Fund - E... |
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AVDV |
Avantis International Small... |
43 |
- |
$0.00 |
$280,000 |
4,257 |
0.12% |
14,000 |
0 |
0.003 |
N/A |
|
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CMDY |
Ishares Bloomberg Roll Sele... |
47 |
- |
$0.00 |
$246,000 |
5,125 |
0.1% |
5,000 |
0 |
0.006 |
N/A |
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CSCO |
Cisco Systems Inc |
54 |
- |
$47.43 |
$201,000 |
4,034 |
0.09% |
-3,000 |
0 |
0 |
Networking & Communic... |
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