13F Filings for Seed Wealth Management, Inc. (CIK: 1963728)
View the most recent portfolio holdings disclosed by Seed Wealth Management, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| JMBS - JANUS DETROIT STR TR(Class: HENDERSON MTG) | 147.78K | $6.66M | 4.96% | Increased | 8.21K (5.0%, $348.69K) |
| SCHP - SCHWAB STRATEGIC TR(Class: US TIPS ETF) | 218.58K | $5.83M | 4.35% | Increased | 24.82K (12.0%, $621.64K) |
| SCHB - SCHWAB STRATEGIC TR(Class: US BRD MKT ETF) | 226.58K | $5.40M | 4.02% | Decreased | 500 (0.0%, $510.38K) |
| N/A - VANGUARD MUN BD FDS(Class: INTERMEDIATE TRM) | 47.24K | $4.66M | 3.47% | New | 47.24K ($4.66M) |
| AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 46.01K | $4.19M | 3.12% | Decreased | 755 (1.0%, $115.01K) |
| N/A - EA SERIES TRUST(Class: ALPHA ARCH 1-3) | 34.10K | $3.84M | 2.86% | Increased | 3.26K (10.0%, $404.04K) |
| AVUS - AMERICAN CENTY ETF TR(Class: US EQT ETF) | 35.92K | $3.62M | 2.70% | Decreased | 8.27K (18.0%, $460.77K) |
| MSFT - MICROSOFT CORP(Class: COM) | 6.40K | $3.18M | 2.37% | Increased | 261 (4.0%, $879.27K) |
| N/A - ISHARES TR(Class: FLTG RATE NT ETF) | 57.97K | $2.96M | 2.20% | New | 57.97K ($2.96M) |
| VMBS - VANGUARD SCOTTSDALE FDS(Class: MTG-BKD SECS ETF) | 61.91K | $2.87M | 2.14% | Decreased | 97.89K (61.0%, $4.53M) |
| SPMB - SPDR SERIES TRUST(Class: PORT MTG BK ETF) | 126.84K | $2.80M | 2.09% | Decreased | 16.35K (11.0%, $354.18K) |
| PX - P10 INC(Class: COM CL A) | 252.89K | $2.58M | 1.93% | New | 252.89K ($2.58M) |
| PLTR - PALANTIR TECHNOLOGIES INC(Class: CL A) | 18.81K | $2.56M | 1.91% | Increased | 2.77K (17.0%, $1.21M) |
| VRP - INVESCO EXCH TRADED FD TR II(Class: VAR RATE PFD) | 103.61K | $2.53M | 1.89% | Unchanged | |
| AVGO - BROADCOM INC(Class: COM) | 9.08K | $2.50M | 1.86% | Increased | 700 (8.0%, $1.10M) |
| VTIP - VANGUARD MALVERN FDS(Class: STRM INFPROIDX) | 49.09K | $2.47M | 1.84% | Increased | 3.82K (8.0%, $208.94K) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 7.62K | $2.31M | 1.72% | Decreased | 200 (2.0%, $166.55K) |
| AAPL - APPLE INC(Class: COM) | 10.09K | $2.07M | 1.54% | Decreased | 223 (2.0%, $220.59K) |
| QMOM - EA SERIES TRUST(Class: US QUAN MOMENTUM) | 30.94K | $2.01M | 1.50% | Unchanged | |
| AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU) | 22.34K | $1.77M | 1.32% | Increased | 1.78K (8.0%, $337.34K) |
| AMZN - AMAZON COM INC(Class: COM) | 7.42K | $1.63M | 1.21% | Decreased | 200 (2.0%, $178.09K) |
| VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F) | 22.40K | $1.55M | 1.15% | Decreased | 550 (2.0%, $122.45K) |
| BIL - SPDR SERIES TRUST(Class: BLOOMBERG 1-3 MO) | 15.60K | $1.43M | 1.07% | Decreased | 1.49K (8.0%, $136.68K) |
| IGSB - ISHARES TR(Class: ISHS 1-5YR INVS) | 27.06K | $1.43M | 1.06% | Decreased | 715 (2.0%, $26.89K) |
| META - META PLATFORMS INC(Class: CL A) | 1.87K | $1.38M | 1.03% | Increased | 270 (16.0%, $458.05K) |