☆Seed Wealth Management, Inc.
Quality Q
0.397
AUM ($M)
158
Positions
100
Turnover
0.09
Top-10 wt
58%
Herfindahl
0.082
History (qtrs)
6
Excess Return
not eligible
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Holdings · 109 positions · portfolio value $158M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CUSIP:02072Q853 funds › | EA SERIES TRUST | TRIM | — | 25.8% | +1.2% | 40.8 | 682,464 | -1,489 | 4 | — |
| ☆JMBS funds › | JANUS DETROIT STR TR | TRIM | — | 4.9% | -0.4% | 7.7 | 170,917 | -162 | 5 | — |
| ☆BOXX funds › | EA SERIES TRUST | ADD | — | 4.4% | +0.6% | 7.0 | 59,735 | +12,130 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 4.1% | +0.4% | 6.5 | 52,085 | +2,700 | 5 | — |
| ☆PULS funds › | PGIM ETF TR | TRIM | — | 3.9% | -1.9% | 6.2 | 124,759 | -45,200 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | HOLD | — | 3.5% | +0.2% | 5.6 | 192,268 | +0 | 5 | — |
| ☆VTEI funds › | VANGUARD MUN BD FDS | TRIM | — | 3.2% | -0.3% | 5.0 | 49,335 | -550 | 5 | — |
| ☆CUSIP:02072Q358 funds › | EA SERIES TRUST | TRIM | — | 3.1% | +0.1% | 4.8 | 91,183 | -271 | 3 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.7% | -1.4% | 4.2 | 159,565 | -62,295 | 5 | — |
| ☆SPMB funds › | SPDR SERIES TRUST | ADD | — | 2.0% | +0.1% | 3.1 | 138,610 | +20,050 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.9% | +0.3% | 2.9 | 7,915 | +750 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 1.8% | -0.1% | 2.9 | 27,882 | +396 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 1.7% | +0.6% | 2.6 | 30,729 | +10,090 | 5 | — |
| ☆VMBS funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 1.6% | -0.2% | 2.6 | 55,670 | -1,020 | 5 | — |
| ☆QMOM funds › | EA SERIES TRUST | HOLD | — | 1.5% | +0.1% | 2.4 | 30,940 | +0 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | ADD | — | 1.4% | +0.2% | 2.3 | 17,870 | +1,645 | 5 | — |
| ☆VRP funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 1.4% | -0.1% | 2.2 | 89,215 | -710 | 5 | — |
| ☆VTP funds › | VANGUARD MALVERN FDS | NEW | — | 1.4% | +1.4% | 2.1 | 27,895 | +27,895 | 1 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | HOLD | — | 1.2% | -0.0% | 2.0 | 21,865 | +0 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 1.0% | +0.2% | 1.6 | 3,312 | +0 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | HOLD | — | 1.0% | +0.0% | 1.6 | 44,930 | +0 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | TRIM | — | 1.0% | +0.5% | 1.6 | 3,595 | -870 | 5 | — |
| ☆FNDC funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.9% | -0.0% | 1.5 | 29,947 | -345 | 5 | — |
| ☆BTT funds › | BLACKROCK MUN TARGET TERM TR | HOLD | — | 0.9% | -0.1% | 1.3 | 59,170 | +0 | 5 | — |
| ☆RPC funds › | RIDGEPOST CAP INC | HOLD | — | 0.8% | -0.0% | 1.3 | 166,893 | +0 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 0.8% | -0.1% | 1.2 | 12,975 | -590 | 5 | — |
| ☆VFMF funds › | VANGUARD WELLINGTON FD | HOLD | — | 0.7% | +0.0% | 1.2 | 6,650 | +0 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.7% | +0.1% | 1.2 | 3,275 | +0 | 5 | — |
| ☆VWOB funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.7% | +0.1% | 1.1 | 16,235 | +2,945 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.7% | -0.0% | 1.1 | 3,751 | -255 | 5 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.7% | +0.0% | 1.1 | 11,080 | -500 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | HOLD | — | 0.7% | +0.0% | 1.1 | 5,280 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.7% | -0.2% | 1.1 | 2,827 | -610 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 0.6% | +0.0% | 1.0 | 4,295 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.6% | +0.6% | 0.9 | 1,358 | +1,358 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.6% | -0.1% | 0.9 | 2,451 | -560 | 5 | — |
| ☆MBB funds › | ISHARES TR | HOLD | — | 0.6% | -0.1% | 0.9 | 9,420 | +0 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.5% | -0.0% | 0.9 | 31,040 | -2,430 | 5 | — |
| ☆HYEM funds › | VANECK ETF TRUST | TRIM | — | 0.5% | -0.1% | 0.8 | 38,330 | -7,180 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | TRIM | — | 0.4% | -0.7% | 0.7 | 14,068 | -20,160 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.4% | -0.0% | 0.7 | 16,070 | +0 | 5 | — |
| ☆AVES funds › | AMERICAN CENTY ETF TR | ADD | — | 0.4% | +0.1% | 0.6 | 9,710 | +1,830 | 5 | — |
| ☆IBN funds › | ICICI BANK LIMITED | HOLD | — | 0.4% | +0.0% | 0.6 | 21,030 | +0 | 5 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.4% | -0.0% | 0.6 | 11,530 | +0 | 5 | — |
| ☆VFMO funds › | VANGUARD WELLINGTON FD | HOLD | — | 0.4% | +0.1% | 0.6 | 2,330 | +0 | 5 | — |
| ☆UBS funds › | UBS GROUP AG | HOLD | — | 0.4% | +0.1% | 0.6 | 11,695 | +0 | 5 | — |
| ☆SHEL funds › | SHELL PLC | HOLD | — | 0.3% | -0.1% | 0.5 | 6,927 | +0 | 5 | — |
| ☆IMTM funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.5 | 9,900 | +0 | 5 | — |
| ☆GLW funds › | CORNING INC | HOLD | — | 0.3% | +0.1% | 0.5 | 1,998 | +0 | 2 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | HOLD | — | 0.3% | -0.1% | 0.5 | 4,200 | +0 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.3% | +0.0% | 0.5 | 11,000 | +0 | 5 | — |
| ☆PFFV funds › | GLOBAL X FDS | TRIM | — | 0.3% | -0.1% | 0.5 | 22,100 | -7,600 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 0.3% | +0.1% | 0.5 | 4,100 | +0 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | TRIM | — | 0.3% | -0.1% | 0.5 | 9,934 | -4,710 | 5 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.3% | -0.1% | 0.5 | 4,085 | +0 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.3% | +0.0% | 0.5 | 726 | +0 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | +0.0% | 0.4 | 1,700 | +0 | 5 | — |
| ☆EMGF funds › | ISHARES INC | HOLD | — | 0.3% | +0.0% | 0.4 | 5,500 | +0 | 5 | — |
| ☆FLDR funds › | FIDELITY MERRIMACK STR TR | TRIM | — | 0.3% | -0.0% | 0.4 | 8,000 | -700 | 5 | — |
| ☆SONY funds › | SONY GROUP CORP | TRIM | — | 0.2% | -0.1% | 0.4 | 19,625 | -5,500 | 5 | — |
| ☆SLYV funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | +0.0% | 0.4 | 3,580 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.2% | -0.1% | 0.4 | 1,408 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | HOLD | — | 0.2% | -0.0% | 0.4 | 1,493 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | HOLD | — | 0.2% | -0.1% | 0.4 | 2,676 | +0 | 5 | — |
| ☆IMOM funds › | EA SERIES TRUST | HOLD | — | 0.2% | -0.0% | 0.4 | 8,320 | +0 | 5 | — |
| ☆IGSB funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.4 | 6,745 | +6,745 | 1 | — |
| ☆SHY funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.3 | 4,200 | +305 | 5 | — |
| ☆HAYW funds › | HAYWARD HLDGS INC | HOLD | — | 0.2% | +0.0% | 0.3 | 19,860 | +0 | 5 | — |
| ☆TEL funds › | TE CONNECTIVITY PLC | HOLD | — | 0.2% | -0.0% | 0.3 | 1,683 | +0 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.2% | +0.0% | 0.3 | 5,550 | +0 | 5 | — |
| ☆NPFD funds › | NUVEEN VRIABL RAT PFD & INM | HOLD | — | 0.2% | -0.0% | 0.3 | 17,030 | +0 | 5 | — |
| ☆GSK funds › | GSK PLC | HOLD | — | 0.2% | -0.0% | 0.3 | 6,080 | +0 | 5 | — |
| ☆DGS funds › | WISDOMTREE TR | HOLD | — | 0.2% | -0.0% | 0.3 | 4,800 | +0 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.2% | +0.2% | 0.3 | 530 | +530 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.2% | -0.0% | 0.3 | 1,610 | +0 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | TRIM | — | 0.2% | -0.1% | 0.3 | 399 | -84 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.2% | +0.2% | 0.3 | 280 | +280 | 1 | — |
| ☆HSBC funds › | HSBC HLDGS PLC | HOLD | — | 0.2% | +0.0% | 0.3 | 3,130 | +0 | 5 | — |
| ☆EQNR funds › | EQUINOR ASA | HOLD | — | 0.2% | -0.1% | 0.3 | 9,260 | +0 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | NEW | — | 0.2% | +0.2% | 0.3 | 1,422 | +1,422 | 1 | — |
| ☆CB funds › | CHUBB LIMITED | HOLD | — | 0.2% | -0.0% | 0.3 | 785 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.2% | -0.0% | 0.3 | 2,041 | +0 | 3 | — |
| ☆RY funds › | ROYAL BK CDA | HOLD | — | 0.2% | +0.0% | 0.3 | 1,250 | +0 | 3 | — |
| ☆WTW funds › | WILLIS TOWERS WATSON PLC LTD | HOLD | — | 0.2% | -0.0% | 0.3 | 970 | +0 | 5 | — |
| ☆HLN funds › | HALEON PLC | HOLD | — | 0.2% | -0.0% | 0.2 | 26,580 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.2% | -0.1% | 0.2 | 429 | -105 | 5 | — |
| ☆QEFA funds › | SPDR INDEX SHS FDS | HOLD | — | 0.2% | -0.0% | 0.2 | 2,500 | +0 | 5 | — |
| ☆CUSIP:464286582 funds › | ISHARES INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,140 | +0 | 2 | — |
| ☆PNR funds › | PENTAIR PLC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,929 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.1% | +0.1% | 0.2 | 892 | +892 | 1 | — |
| ☆AZN funds › | ASTRAZENECA PLC | HOLD | — | 0.1% | -0.0% | 0.2 | 1,170 | +0 | 2 | — |
| ☆SNN funds › | SMITH & NEPHEW PLC | HOLD | — | 0.1% | -0.0% | 0.2 | 7,570 | +0 | 5 | — |
| ☆NTR funds › | NUTRIEN LTD | HOLD | — | 0.1% | -0.0% | 0.2 | 3,435 | +0 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 987 | -285 | 5 | — |
| ☆IBB funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 1,115 | +1,115 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 0.1% | -0.0% | 0.2 | 1,446 | +0 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | NEW | — | 0.1% | +0.1% | 0.2 | 2,059 | +2,059 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 504 | +504 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | NEW | — | 0.1% | +0.1% | 0.2 | 280 | +280 | 1 | — |
| ☆INFY funds › | INFOSYS LTD | TRIM | — | 0.1% | -0.1% | 0.1 | 11,960 | -1,990 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -731 | 0 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,570 | 0 | — |
| ☆SYK funds › | STRYKER CORPORATION | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -970 | 0 | — |
| ☆RC funds › | READY CAPITAL CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,400 | 0 | — |
| ☆SNPS funds › | SYNOPSYS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -570 | 0 | — |
| ☆ORCL funds › | ORACLE CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,191 | 0 | — |
| ☆TTWO funds › | TAKE-TWO INTERACTIVE SOFTWAR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,080 | 0 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,231 | 0 | — |
| ☆ICSH funds › | ISHARES TR | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -8,000 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 158 | 100 | 0.09 | 58% | 0.082 | 0.397 | — | in |
| 2026Q1 | 145 | 98 | 0.05 | 59% | 0.078 | 0.477 | — | in |
| 2025Q4 | 145 | 102 | 0.10 | 57% | 0.083 | 0.322 | — | in |
| 2025Q3 | 145 | 114 | 0.26 | 54% | 0.081 | 0.095 | — | in |
| 2025Q2 | 134 | 149 | 0.14 | 32% | 0.017 | 0.124 | — | entered |
| 2025Q1 | 123 | 149 | 0.00 | 35% | 0.019 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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