Seaside Wealth Management, Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $241 Million distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $83.2M, Vanguard Ftse Developed Market with a value of $35.4M, Dimensional ETF Tr Emerging Mk with a value of $20.7M, Dimensional ETF Tr Dimensional with a value of $19.9M, and Vanguard Intermediate Term Cor with a value of $9.6M.
Examining the 13F form we can see an increase of $6.65M in the current position value, from $234M to 241M.
Seaside Wealth Management, Inc. is based out at Carlsbad, CA
Below you can find more details about Seaside Wealth Management, Inc. portfolio as well as his latest detailed transactions.