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
CCO
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