0001085146-22-003176.txt : 20220830 0001085146-22-003176.hdr.sgml : 20220830 20220830085017 ACCESSION NUMBER: 0001085146-22-003176 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220830 DATE AS OF CHANGE: 20220830 EFFECTIVENESS DATE: 20220830 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seaside Wealth Management, Inc. CENTRAL INDEX KEY: 0001929977 IRS NUMBER: 453449646 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22647 FILM NUMBER: 221212968 BUSINESS ADDRESS: STREET 1: 6154 INNOVATION WAY CITY: CARLSBAD STATE: CA ZIP: 92009 BUSINESS PHONE: 7607308120 MAIL ADDRESS: STREET 1: 6154 INNOVATION WAY CITY: CARLSBAD STATE: CA ZIP: 92009 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001929977 XXXXXXXX 06-30-2022 06-30-2022 false Seaside Wealth Management, Inc.

6154 INNOVATION WAY CARLSBAD CA 92009

13F HOLDINGS REPORT 028-22647 N Bradley J. Lineberger 760-730-8120 /s/Bradley J. Lineberger Carlsbad CA 08-29-2022 0 48 132149 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 309 3861 SH SOLE 0 0 3861 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 360 6936 SH SOLE 0 0 6936 AMERICAN CENTY ETF TR US SML CP VALU 025072877 340 4489 SH SOLE 0 0 4489 APPLE INC COM 037833100 572 3508 SH SOLE 0 0 3508 CISCO SYS INC COM 17275R102 365 8062 SH SOLE 0 0 8062 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 240 8112 SH SOLE 0 0 8112 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 243 4983 SH SOLE 0 0 4983 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1651 64963 SH SOLE 0 0 64963 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 516 11587 SH SOLE 0 0 11587 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 673 20147 SH SOLE 0 0 20147 EXXON MOBIL CORP COM 30231G102 290 3004 SH SOLE 0 0 3004 ISHARES TR CORE S&P SCP ETF 464287804 378 3714 SH SOLE 0 0 3714 ISHARES TR CORE S&P500 ETF 464287200 1195 2882 SH SOLE 0 0 2882 ISHARES TR CORE TOTAL USD 46434V613 260 5420 SH SOLE 0 0 5420 ISHARES TR CRE U S REIT ETF 464288521 222 3781 SH SOLE 0 0 3781 ISHARES TR EAFE GRWTH ETF 464288885 265 3043 SH SOLE 0 0 3043 ISHARES TR EAFE VALUE ETF 464288877 226 5095 SH SOLE 0 0 5095 ISHARES TR ESG AWR MSCI USA 46435G425 1065 11592 SH SOLE 0 0 11592 ISHARES TR FLTG RATE NT ETF 46429B655 224 4463 SH SOLE 0 0 4463 ISHARES TR GLOBAL REIT ETF 46434V647 3516 134286 SH SOLE 0 0 134286 ISHARES TR GLOBAL TECH ETF 464287291 241 4715 SH SOLE 0 0 4715 ISHARES TR ISHS 1-5YR INVS 464288646 273 5319 SH SOLE 0 0 5319 ISHARES TR MSCI USA VALUE 46432F388 209 2197 SH SOLE 0 0 2197 ISHARES TR NATIONAL MUN ETF 464288414 3247 29903 SH SOLE 0 0 29903 ISHARES TR SHRT NAT MUN ETF 464288158 3459 32830 SH SOLE 0 0 32830 ISHARES TR U.S. ENERGY ETF 464287796 222 5231 SH SOLE 0 0 5231 ISHARES U S ETF TR BLOOMBERG ROLL 46431W598 287 4835 SH SOLE 0 0 4835 MICROSOFT CORP COM 594918104 268 953 SH SOLE 0 0 953 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1617 48961 SH SOLE 0 0 48961 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3172 94895 SH SOLE 0 0 94895 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2587 53545 SH SOLE 0 0 53545 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 257 5284 SH SOLE 0 0 5284 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 274 5754 SH SOLE 0 0 5754 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 890 29262 SH SOLE 0 0 29262 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 403 13066 SH SOLE 0 0 13066 SPDR S&P 500 ETF TR TR UNIT 78462F103 676 1641 SH SOLE 0 0 1641 SPDR SER TR PORTFLI INTRMDIT 78464A672 6074 202584 SH SOLE 0 0 202584 SPDR SER TR PORTFOLI S&P1500 78464A805 1119 22041 SH SOLE 0 0 22041 SPDR SER TR PORTFOLIO S&P600 78468R853 946 23830 SH SOLE 0 0 23830 SPDR SER TR PRTFLO S&P500 VL 78464A508 1939 49759 SH SOLE 0 0 49759 SPDR SER TR S&P 600 SMCP VAL 78464A300 8004 101904 SH SOLE 0 0 101904 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 308 3971 SH SOLE 0 0 3971 VANGUARD INDEX FDS TOTAL STK MKT 922908769 45980 222965 SH SOLE 0 0 222965 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7639 184875 SH SOLE 0 0 184875 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3423 41482 SH SOLE 0 0 41482 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5798 74977 SH SOLE 0 0 74977 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 547 3564 SH SOLE 0 0 3564 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 19380 451168 SH SOLE 0 0 451168