StockDriftsStockDriftsTop 50 Seaside Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 32.07% | 355.4K | $114.0M | +2.03%(+7.06K) | $218.38(+67.01%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 16.14% | 895.8K | $57.4M | +1.30%(+11.51K) | $45.72(+54.47%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 9.38% | 965.2K | $33.3M | +0.78%(+7.47K) | $24.76(+63.23%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 8.88% | 901.5K | $31.6M | +1.56%(+13.82K) | $26.58(+38.25%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 4.1% | 369.2K | $14.6M | +1.26%(+4.61K) | $24.76(+70.83%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.87% | 173.4K | $13.7M | +2.58%(+4.36K) | $78.02(+1.28%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.64% | 217.6K | $13.0M | +2.11%(+4.49K) | $59.14(-0.27%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.41% | 146.4K | $12.1M | +1.07%(+1.55K) | $80.81(+2.16%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 3.39% | 273.4K | $12.0M | +2.92%(+7.77K) | $41.81(+13.55%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.74% | 246.1K | $6.2M | +0.08%(+203) | $19.10(+49.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.89% | +40.10% |
| Top 20 Holdings Unweighted | +8.97% | +29.40% |
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