0001085146-22-003871.txt : 20221109 0001085146-22-003871.hdr.sgml : 20221109 20221109165434 ACCESSION NUMBER: 0001085146-22-003871 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221373440 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 09-30-2022 09-30-2022 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 11-09-2022 0 48 144856 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 281 3861 SH SOLE 0 0 3861 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 967 21420 SH SOLE 0 0 21420 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 269 5377 SH SOLE 0 0 5377 AMERICAN CENTY ETF TR US SML CP VALU 025072877 491 6433 SH SOLE 0 0 6433 APPLE INC COM 037833100 747 4865 SH SOLE 0 0 4865 AUTOMATIC DATA PROCESSING IN COM 053015103 433 1789 SH SOLE 0 0 1789 CISCO SYS INC COM 17275R102 366 8062 SH SOLE 0 0 8062 COLGATE PALMOLIVE CO COM 194162103 259 3515 SH SOLE 0 0 3515 COSTCO WHSL CORP NEW COM 22160K105 220 438 SH SOLE 0 0 438 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 227 8143 SH SOLE 0 0 8143 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 233 5005 SH SOLE 0 0 5005 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 382 8340 SH SOLE 0 0 8340 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1593 65202 SH SOLE 0 0 65202 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 487 11587 SH SOLE 0 0 11587 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 794 23790 SH SOLE 0 0 23790 EXXON MOBIL CORP COM 30231G102 625 5628 SH SOLE 0 0 5628 ISHARES TR CORE S&P SCP ETF 464287804 351 3611 SH SOLE 0 0 3611 ISHARES TR CORE S&P500 ETF 464287200 1089 2807 SH SOLE 0 0 2807 ISHARES TR CRE U S REIT ETF 464288521 227 4553 SH SOLE 0 0 4553 ISHARES TR ESG AWR MSCI USA 46435G425 906 10574 SH SOLE 0 0 10574 ISHARES TR FLTG RATE NT ETF 46429B655 226 4490 SH SOLE 0 0 4490 ISHARES TR GLOBAL REIT ETF 46434V647 3720 169102 SH SOLE 0 0 169102 ISHARES TR ISHS 1-5YR INVS 464288646 242 4930 SH SOLE 0 0 4930 ISHARES TR ISHS 5-10YR INVT 464288638 249 5185 SH SOLE 0 0 5185 ISHARES TR NATIONAL MUN ETF 464288414 5495 54126 SH SOLE 0 0 54126 ISHARES TR SHRT NAT MUN ETF 464288158 5030 49035 SH SOLE 0 0 49035 ISHARES TR U.S. ENERGY ETF 464287796 230 4714 SH SOLE 0 0 4714 ISHARES U S ETF TR BLOOMBERG ROLL 46431W598 271 4835 SH SOLE 0 0 4835 MICROSOFT CORP COM 594918104 227 981 SH SOLE 0 0 981 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 981 32976 SH SOLE 0 0 32976 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3244 111437 SH SOLE 0 0 111437 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2834 62407 SH SOLE 0 0 62407 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 241 5284 SH SOLE 0 0 5284 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 740 27094 SH SOLE 0 0 27094 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 312 11641 SH SOLE 0 0 11641 SPDR S&P 500 ETF TR TR UNIT 78462F103 636 1648 SH SOLE 0 0 1648 SPDR SER TR PORTFLI INTRMDIT 78464A672 6085 218230 SH SOLE 0 0 218230 SPDR SER TR PORTFOLI S&P1500 78464A805 1051 21976 SH SOLE 0 0 21976 SPDR SER TR PORTFOLIO S&P600 78468R853 872 22821 SH SOLE 0 0 22821 SPDR SER TR PRTFLO S&P500 VL 78464A508 1922 49989 SH SOLE 0 0 49989 SPDR SER TR S&P 600 SMCP VAL 78464A300 9402 122128 SH SOLE 0 0 122128 VANGUARD INDEX FDS TOTAL STK MKT 922908769 50250 258983 SH SOLE 0 0 258983 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7817 220081 SH SOLE 0 0 220081 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3563 47561 SH SOLE 0 0 47561 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6017 81349 SH SOLE 0 0 81349 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 533 3582 SH SOLE 0 0 3582 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 21445 556061 SH SOLE 0 0 556061 WALMART INC COM 931142103 274 1921 SH SOLE 0 0 1921