Seed Wealth Management, Inc. 13F Holdings
CIK 0001963728 · EVANSTON, IL
As of Sep 30, 2025, Seed Wealth Management, Inc. reported 114 positions worth
CIK 0001963728 · EVANSTON, IL
As of Sep 30, 2025, Seed Wealth Management, Inc. reported 114 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| EA SERIES TRUST | AAUS | — | 698,460 | $37.7M | 26.04% |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | JMBS | — | 149,544 | $6.8M | 4.72% |
| SCHWAB US TIPS ETF | SCHP | — | 218,375 | $5.9M | 4.06% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 208,063 | $5.3M | 3.69% |
| VANGUARD MUN BD FD INC | — | — | 50,095 | $5.0M | 3.47% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 45,150 | $4.5M | 3.10% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 34,045 | $3.9M | 2.68% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 61,915 | $2.9M | 2.01% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 55,892 | $2.9M | 1.97% |
| STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF | SPMB | — | 126,840 | $2.8M | 1.97% |
| INVESCO VARIABLE RATE PREFERRED ETF | VRP | — | 101,505 | $2.5M | 1.73% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 7,565 | $2.5M | 1.71% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 47,927 | $2.4M | 1.68% |
| BROADCOM INC | AVGO | Technology | 7,030 | $2.3M | 1.60% |
| MICROSOFT CORP | MSFT | Technology | 4,239 | $2.2M | 1.52% |
| ALPHA ARCHITECT US QUANTITATIVE MOMENTUM ETF | QMOM | — | 30,940 | $2.0M | 1.38% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 22,141 | $2.0M | 1.36% |
| P10 INC | PX | Financial Services | 166,893 | .8M | 1.25% |
| AVANTIS US EQUITY ETF | AVUS | — | 15,735 | .7M | 1.18% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 21,244 | .6M | 1.08% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 27,130 | .4M | 0.99% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | — | 31,547 | .4M | 0.97% |
| BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST | BTT | — | 59,620 | .3M | 0.92% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 45,000 | .3M | 0.90% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 16,065 | .3M | 0.88% |