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Name: |
Seed Wealth Management Inc. |
City: |
EVANSTON |
State: |
IL |
Zip: |
60202 |
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Holdings
Found :
13 |
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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 |
Janus Henderson Mortgagebac... |
3 |
- |
$44.39 |
$4,429,000 |
99,228 |
4.23% |
851,000 |
20,869 |
0.09 |
N/A |
|
AVUS |
Avantis Us Equity Etf |
4 |
- |
$0.00 |
$3,797,000 |
42,530 |
3.63% |
376,000 |
360 |
0.047 |
N/A |
|
VMBS |
Vanguard Mortgage-Backed S |
6 |
- |
$45.06 |
$2,877,000 |
63,660 |
2.75% |
390,000 |
9,720 |
0.007 |
Closed - End Fund - Debt |
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MBG |
Spdr Brcly Captl Mrtg Bkd |
9 |
- |
$21.44 |
$2,475,000 |
115,120 |
2.37% |
480,000 |
24,190 |
0.021 |
Gambling/Resorts |
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CRM |
Salesforce.com Inc |
26 |
- |
$276.80 |
$1,115,000 |
3,690 |
1.07% |
180,000 |
40 |
0 |
Internet Software & S... |
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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... |
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AVEM |
Avantis Emerging Markets Eq... |
36 |
- |
$0.00 |
$734,000 |
12,610 |
0.7% |
88,000 |
1,000 |
0.011 |
N/A |
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TSM |
Taiwan Semiconductor Mfg. C... |
39 |
- |
$151.95 |
$637,000 |
4,501 |
0.61% |
193,000 |
125 |
0 |
Semiconductor - Integ... |
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CLOI |
Vaneck Clo Etf |
62 |
- |
$0.00 |
$437,000 |
8,310 |
0.42% |
45,000 |
800 |
0 |
N/A |
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WMT |
Wal-Mart Stores Inc |
61 |
- |
$60.24 |
$437,000 |
7,290 |
0.42% |
27,000 |
4,715 |
0 |
Discount, Variety Stores |
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IJH |
iShares S&P MidCap 400 Index |
102 |
- |
$60.31 |
$275,000 |
4,550 |
0.26% |
24,000 |
3,640 |
0.002 |
Closed - End Fund - E... |
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CAG |
ConAgra Foods Inc |
129 |
- |
$31.00 |
$227,000 |
7,645 |
0.22% |
9,000 |
265 |
0 |
Food - Major Diversified |
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VOD |
Vodafone Group Public Limit... |
150 |
- |
$9.19 |
$114,000 |
12,991 |
0.11% |
16,000 |
1,950 |
0 |
Wireless Communications |
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