Woodside Wealth Management LLC 13F Holdings
CIK 0002064883
As of Sep 30, 2025, Woodside Wealth Management LLC reported 80 positions worth
CIK 0002064883
As of Sep 30, 2025, Woodside Wealth Management LLC reported 80 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 51,034 | $31.3M | 24.64% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 470,987 | 4.3M | 11.25% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 21,975 | 0.5M | 8.31% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 219,896 | $8.5M | 6.69% |
| INVESCO RAFI US 1000 ETF | PRF | — | 170,000 | $7.7M | 6.06% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 13,332 | $4.4M | 3.45% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 45,151 | $4.3M | 3.39% |
| ALPHABET INC | GOOG | Equity | 16,645 | $4.1M | 3.20% |
| ALPHABET INC | GOOGL | Equity | 16,400 | $4.0M | 3.14% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 75,870 | $3.8M | 3.03% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 108,753 | $3.0M | 2.34% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 63,016 | $2.8M | 2.22% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 23,224 | $2.8M | 2.18% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 36,942 | $2.7M | 2.14% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 29,952 | $2.4M | 1.86% |
| FIDELITY TOTAL BOND ETF | FBND | — | 41,967 | .9M | 1.53% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 39,024 | .8M | 1.41% |
| VANGUARD VALUE INDEX FUND | VTV | — | 7,986 | .5M | 1.17% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 25,035 | .3M | 1.05% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,805 | .2M | 0.95% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 30,911 | .1M | 0.89% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 4,665 | $949.7K | 0.75% |
| MICROSOFT CORP | MSFT | Technology | 1,665 | $862.4K | 0.68% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 8,337 | $666.4K | 0.53% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 2,650 | $641.2K | 0.51% |