SW

Seed Wealth Management, Inc.

13F
Seed Wealth Management, Inc.
Last update 2025-07-14 149 Stocks (12 new)
Value $134.00 Mil Turnover 12 %
Countries:
Top Holdings: JMBS(4.96%)SCHP(4.35%)SCHB(4.02%)VTEI(3.47%)AVUV(3.12%)
Summary Stock Picks Current Portfolio
Seed Wealth Management, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
147,778
6,657.4
+5.88%
4.960
+0.28%
0.120
+0.94%
+3.10%
5,848.6
 
SCHP
Schwab U.S. Tips ETF
218,580
5,831.7
+12.81%
4.350
+0.49%
0.040
+1.75%
+4.44%
13,031.5
 
SCHB
Schwab U.S. Broad Market ETF
226,583
5,399.5
-0.22%
4.020
-0.01%
0.020
+19.44%
+6.75%
34,739.0
 
VTEI
Vanguard Intermediate-Term Tax-Exempt Bond ETF
Vanguard Intermediate-Term Tax-Exempt Bond ETF
47,245
4,656.5
New Holding
3.470
+3.47%
0.810
+1.71%
+0.36%
570.6
 
AVUV
Avantis U.S. Small Cap Value ETF
46,010
4,191.5
-1.61%
3.120
-0.05%
0.030
+18.20%
-2.62%
16,438.6
 
BOXX
Alpha Architect 1-3 Month Box ETF
34,105
3,842.9
+10.57%
2.860
+0.27%
0.060
+0.99%
+2.32%
6,971.3
 
AVUS
Avantis U.S. Equity ETF
35,925
3,622.0
-18.71%
2.700
-0.62%
0.040
+18.68%
+5.62%
8,811.7
 
MSFT
Microsoft Corp
6,403
3,184.9
+4.25%
2.370
+0.10%
0.000
+36.31%
+20.42%
3,758,042.8
Software
FLOT
iShares Floating Rate Bond ETF
57,970
2,957.6
New Holding
2.200
+2.20%
0.030
+1.70%
+2.61%
8,975.4
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
61,915
2,869.1
-61.26%
2.140
-3.69%
0.020
+0.94%
+3.31%
14,367.2
 

Seed Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Seed Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-06-30
Reduce
Reduce
-3.69%
●
45.15 ($45.77) 46.6
$45.83
0.13%
Reduce -61.26%
61,915
-97,890
VTEI
Vanguard Intermediate-Term Tax-Exempt Bond ETF
Vanguard Intermediate-Term Tax-Exempt Bond ETF
2025-06-30
New Buy
New Buy
+3.47%
●
96.37 ($97.9) 99.69
$98.24
0.35%
New holding
47,245
47,245
FLOT
iShares Floating Rate Bond ETF
2025-06-30
New Buy
New Buy
+2.20%
●
50.1 ($50.81) 51.05
$50.97
0.31%
New holding
57,970
57,970
PX
P10 Inc
2025-06-30
New Buy
New Buy
+1.93%
●
8.91 ($10.73) 12.2
$11.50
7.18%
New holding
252,893
252,893
LONZ
PIMCO Senior Loan Active ExchangeTraded Fund
PIMCO Senior Loan Active ExchangeTraded Fund
2025-06-30
Sold Out
Sold Out
-0.97%
●
48.48 ($50.26) 50.99
$50.96
1.39%
Sold Out
0
-23,770
JAAA
Janus Henderson AAA CLO ETF
2025-06-30
Sold Out
Sold Out
-0.75%
●
49.79 ($50.49) 50.75
$50.64
0.30%
Sold Out
0
-18,104
CLIP
Global X 1-3 Month T-Bill ETF
2025-06-30
Sold Out
Sold Out
-0.72%
●
100.05 ($100.24) 100.44
$100.24
0%
Sold Out
0
-8,770
AVUS
Avantis U.S. Equity ETF
2025-06-30
Reduce
Reduce
-0.62%
●
81.38 ($93.61) 100.82
$101.74
8.68%
Reduce -18.71%
35,925
-8,270
FLBL
Franklin Senior Loan ETF
2025-06-30
Sold Out
Sold Out
-0.55%
●
23.13 ($23.94) 24.23
$24.26
1.34%
Sold Out
0
-28,254
SCHP
Schwab U.S. Tips ETF
2025-06-30
Add
Add
+0.49%
●
26.18 ($26.47) 26.93
$26.53
0.23%
Add 12.81%
218,580
24,825

Seed Wealth Management, Inc. Total Holding History ($B)

To

Seed Wealth Management, Inc.'s Asset Allocation

To

Seed Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Seed Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30

Seed Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Seed Wealth Management, Inc.'s Holdings Heat Map

Size field:

Seed Wealth Management, Inc.'s Holdings Bubble Chart

Seed Wealth Management, Inc. News

  • 1

Discussions on Seed Wealth Management, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.