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  Name: Seed Wealth Management Inc.
  City: EVANSTON
  State: IL
  Zip: 60202
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $104,628,000
  Total Value Change : $5,531,000
  Securities Held Change : 4
   
All Securities Held : 152
  New Positions : 8
  Closed Positions : 4
  Increased Positions : 13
  Unchanged Positions : 81
  Decreased Positions : 50

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (JMBS)1 Year Chart         JMBS Janus Henderson Mortgagebac... 3 - $44.29 $4,429,000 99,228 4.23% 851,000 20,869 0.09    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 4 - $0.00 $3,797,000 42,530 3.63% 376,000 360 0.047    N/A
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 6 - $44.92 $2,877,000 63,660 2.75% 390,000 9,720 0.007    Closed - End Fund - Debt
   (MBG)1 Year Chart         MBG Spdr Brcly Captl Mrtg Bkd 9 - $21.35 $2,475,000 115,120 2.37% 480,000 24,190 0.021    Gambling/Resorts
   (CRM)1 Year Chart         CRM Salesforce.com Inc 26 - $277.52 $1,115,000 3,690 1.07% 180,000 40 0    Internet Software & S...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 29 - $0.00 $1,057,000 11,565 1.01% 334,000 3,660 0.001    Closed - End Fund - E...
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 36 - $0.00 $734,000 12,610 0.7% 88,000 1,000 0.011    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 39 - $146.41 $637,000 4,501 0.61% 193,000 125 0    Semiconductor - Integ...
   (CLOI)1 Year Chart         CLOI Vaneck Clo Etf 62 - $0.00 $437,000 8,310 0.42% 45,000 800 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 61 - $60.24 $437,000 7,290 0.42% 27,000 4,715 0    Discount, Variety Stores
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 102 - $59.78 $275,000 4,550 0.26% 24,000 3,640 0.002    Closed - End Fund - E...
   (CAG)1 Year Chart         CAG ConAgra Foods Inc 129 - $30.95 $227,000 7,645 0.22% 9,000 265 0    Food - Major Diversified
   (VOD)1 Year Chart         VOD Vodafone Group Public Limit... 150 - $8.77 $114,000 12,991 0.11% 16,000 1,950 0    Wireless Communications
      13 Records Found
  1    
Page 1 of 1
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