Titelia

Holdings of Seaside Wealth Management, Inc.

58 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 87.3 % of the equity sleeve

Sector breakdown

  • Technology 1.3 %
  • Funds 0.7 %
  • Consumer staples 0.5 %
  • Health care 0.3 %
  • Energy 0.3 %
  • Industrials 0.2 %
  • Consumer discretionary 0.2 %
  • Communication 0.1 %
  • Financials 0.1 %
  • Unattributed 96.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US58288.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 355,403114M $
2Vanguard FTSE Developed Markets ETF 895,78357.4M $
3Dimensional International Smal 369,18314.6M $
4VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 173,41313.7M $
5Vanguard Scottsdale Funds 217,60113M $
6Vanguard Intermediate-Term Corporate Bond ETF 146,35412.1M $
7Avantis Real Estate ETF 273,41112M $
8Schwab US Broad Market ETF 246,0526.2M $
9iShares National Muni Bond ETF 53,1195.6M $
10Schwab International Equity ETF 146,0563.6M $
11Dimensional ETF Trust 67,2282.6M $
12Avantis Emerging Markets Equity ETF 27,4502.2M $
13SPDR Series Trust 35,6872M $
14State Street SPDR Portfolio S& 22,7791.8M $
15Apple Inc 6,3551.6M $
16American Century ETF Trust 14,2101.6M $
17iShares Short-Term National Muni Bond ETF 14,0631.5M $
18iShares Core S&P Total U.S. Stock Market ETF 9,6101.4M $
19State Street SPDR Portfolio Developed World ex-US ETF 27,8781.3M $
20Vanguard International Equity Index Funds 22,4951.2M $
21DFA Dimensional US Marketwide Value ETF 21,1461M $
22Microsoft Corp 2,7651M $
23Vanguard Tax-Exempt Bond Index ETF 18,984947.1K $
24SPDR Series Trust 19,104923.1K $
25Exxon Mobil Corp 5,121868.7K $
26State Street SPDR S&P 500 ETF Trust 1,281832.9K $
27VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,762809.1K $
28Dimensional ETF Trust 10,987779.1K $
29Walmart Inc 6,033749.8K $
30NVIDIA Corp 3,791661.2K $
31iShares Core S&P 500 ETF 1,004656K $
32Eli Lilly & Co 705648.4K $
33iShares Core S&P Small-Cap ETF 5,157641.1K $
34SPDR SERIES TRUST 5,864554.6K $
35Avantis International Small Cap Value ETF 5,469546.1K $
36iShares Trust 19,784497.6K $
37State Street SPDR S&P International Small Cap ETF 11,639491.5K $
38Amazon.com Inc 2,235465.5K $
39Costco Wholesale Corp 453451.4K $
40Schwab U.S. Large-Cap ETF 15,852406.4K $
41iShares Core U.S. REIT ETF 6,748399.4K $
42Avantis US Equity ETF 3,298366.7K $
43Vanguard S&P 500 ETF 607362.7K $
44Schwab International Small-Cap Equity ETF 7,696359.7K $
45Dimensional International Value ETF 6,605348.6K $
46State Street SPDR Portfolio Intermediate Term Treasury ETF 11,856339.8K $
47Broadcom Inc 1,084335.5K $
48McKesson Corp 386334K $
49Colgate-Palmolive Co 3,550302.6K $
50Vanguard Information Technology ETF 422294.4K $
51iShares 5-10 Year Investment Grade Corporate Bond ETF 5,470291.1K $
52iShares U.S. ETF Trust 4,857288.6K $
53DFA Dimensional National Municipal Bond ETF 5,949285.1K $
54Alphabet Inc 925266K $
55Berkshire Hathaway Inc 552264.5K $
56Automatic Data Processing Inc 1,218247.5K $
57Honeywell International Inc 1,039234.8K $
58Avantis US Small Cap Equity ETF 3,351208.7K $