President & COO

0001085146-23-000480.txt : 20230131 0001085146-23-000480.hdr.sgml : 20230131 20230130202026 ACCESSION NUMBER: 0001085146-23-000480 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seed Wealth Management, Inc. CENTRAL INDEX KEY: 0001963728 IRS NUMBER: 471200311 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22778 FILM NUMBER: 23569882 BUSINESS ADDRESS: STREET 1: 1220 SHERMAN AVENUE CITY: EVANSTON STATE: IL ZIP: 60202 BUSINESS PHONE: 3127716900 MAIL ADDRESS: STREET 1: 1220 SHERMAN AVENUE CITY: EVANSTON STATE: IL ZIP: 60202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001963728 XXXXXXXX 12-31-2022 12-31-2022 false Seed Wealth Management, Inc.

1220 SHERMAN AVENUE EVANSTON IL 60202

13F HOLDINGS REPORT 028-22778 000171920 801-123622 N Jonathan Seed President & COO 312-771-6900 /s/Jonathan Seed San Francisco CA 01-30-2023 0 131 87332083 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 396561 3612 SH SOLE 3612 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 222699 1378 SH SOLE 1378 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 218745 650 SH SOLE 650 0 0 AFLAC INC COM 001055102 BBG001S5NGJ4 204311 2840 SH SOLE 2840 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 525282 5920 SH SOLE 5920 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 640080 7620 SH SOLE 7620 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 525186 10410 SH SOLE 10410 0 0 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 BBG012NXXGN9 286860 7000 SH SOLE 7000 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 1059545 19920 SH SOLE 19920 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 1021763 18460 SH SOLE 18460 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 2639471 38810 SH SOLE 38810 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 3691971 49550 SH SOLE 49550 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1339446 10309 SH SOLE 10309 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 361653 3895 SH SOLE 3895 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 239221 97 SH SOLE 97 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 206654 669 SH SOLE 669 0 0 BEST BUY INC COM 086516101 BBG001S5P285 328858 4100 SH SOLE 4100 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 321717 454 SH SOLE 454 0 0 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 211327 6050 SH SOLE 6050 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 217171 3018 SH SOLE 3018 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 258877 463 SH SOLE 463 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 324603 1355 SH SOLE 1355 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 536998 11272 SH SOLE 11272 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 213493 6105 SH SOLE 6105 0 0 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 266064 6875 SH SOLE 6875 0 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 208575 900 SH SOLE 900 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 232199 509 SH SOLE 509 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 343872 3690 SH SOLE 3690 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 690732 1611 SH SOLE 1611 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 620634 15431 SH SOLE 15431 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 461988 18450 SH SOLE 18450 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 265505 3056 SH SOLE 3056 0 0 EA SERIES TRUST US QUAN MOMENTUM 02072L409 BBG00BKYP4L9 1395814 30390 SH SOLE 30390 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 232783 3120 SH SOLE 3120 0 0 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 211372 1730 SH SOLE 1730 0 0 EQUINOR ASA SPONSORED ADR 29446M102 BBG001SJ3R93 408594 11410 SH SOLE 11410 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 533192 4834 SH SOLE 4834 0 0 FIDELITY MERRIMACK STR TR LOW DURTIN ETF 316188408 BBG00L4J9BR4 643240 13000 SH SOLE 13000 0 0 FRANKLIN TEMPLETON ETF TR FTSE BRAZIL 35473P835 BBG00J3M9WL3 259312 15050 SH SOLE 15050 0 0 FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF 35473P595 BBG00L2CKST9 1864214 80938 SH SOLE 80938 0 0 GLOBAL X FDS RATE PREFERRED 37954Y376 BBG00VNLZSW4 1001566 44514 SH SOLE 44514 0 0 GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 253712 7220 SH SOLE 7220 0 0 HALEON PLC SPON ADS 405552100 BBG018GZNDB0 233040 29130 SH SOLE 29130 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 254358 1060 SH SOLE 1060 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 736927 2333 SH SOLE 2333 0 0 ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 485872 22196 SH SOLE 22196 0 0 INFOSYS LTD SPONSORED ADR 456788108 BBG001S6ZLV4 328863 18260 SH SOLE 18260 0 0 INTEL CORP COM 458140100 BBG001S5SF65 224973 8512 SH SOLE 8512 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 211900 1504 SH SOLE 1504 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 BBG006F9S8B0 4586753 204857 SH SOLE 204857 0 0 ISHARES INC MSCI EMERG MKT 46434G889 BBG00BM64QL2 246240 6000 SH SOLE 6000 0 0 ISHARES INC MSCI HONG KG ETF 464286871 BBG001S5VWX4 219556 10450 SH SOLE 10450 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 212920 4255 SH SOLE 4255 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 220120 910 SH SOLE 910 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 4834955 96065 SH SOLE 96065 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 692498 13900 SH SOLE 13900 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 561142 6050 SH SOLE 6050 0 0 ISHARES TR MSCI INTL MOMENT 46434V449 BBG007WGK4B0 228142 7400 SH SOLE 7400 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 1651117 15835 SH SOLE 15835 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 2693519 53300 SH SOLE 53300 0 0 JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 1611331 35445 SH SOLE 35445 0 0 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 3135349 63649 SH SOLE 63649 0 0 JAPAN SMALLER CAPITALIZATION COM 47109U104 BBG001S6JF54 80352 12400 SH SOLE 12400 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 646715 3661 SH SOLE 3661 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 200581 1496 SH SOLE 1496 0 0 KEYCORP COM 493267108 BBG001S5SKV6 514273 29522 SH SOLE 29522 0 0 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 250730 1847 SH SOLE 1847 0 0 KROGER CO COM 501044101 BBG001S5SN40 229365 5145 SH SOLE 5145 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 259222 1245 SH SOLE 1245 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 321728 3555 SH SOLE 3555 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 231569 476 SH SOLE 476 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 614553 2332 SH SOLE 2332 0 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 534170 1424 SH SOLE 1424 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 418283 3770 SH SOLE 3770 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1477774 6162 SH SOLE 6162 0 0 MORGAN STANLEY EMKT DBT FD I COM 61744H105 BBG001S6S574 235610 36026 SH SOLE 36026 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 217756 1861 SH SOLE 1861 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 802566 5930 SH SOLE 5930 0 0 NUTRIEN LTD COM 67077M108 BBG00JM9SM69 313297 4290 SH SOLE 4290 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 413769 5062 SH SOLE 5062 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 134820 21000 SH SOLE 21000 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 377893 5306 SH SOLE 5306 0 0 PFIZER INC COM 717081103 BBG001S5V466 388655 7585 SH SOLE 7585 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 381326 2516 SH SOLE 2516 0 0 PROGRESSIVE CORP COM 743315103 BBG001S5V509 445813 3437 SH SOLE 3437 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 318607 2898 SH SOLE 2898 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 282273 2797 SH SOLE 2797 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 483953 3650 SH SOLE 3650 0 0 SANOFI SPONSORED ADR 80105N105 BBG001S5W768 206312 4260 SH SOLE 4260 0 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 263685 3167 SH SOLE 3167 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 463889 14402 SH SOLE 14402 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 346834 11931 SH SOLE 11931 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 BBG0051QD594 1012981 32405 SH SOLE 32405 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 3252758 72590 SH SOLE 72590 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 1064242 16120 SH SOLE 16120 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 217894 1751 SH SOLE 1751 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 514545 9035 SH SOLE 9035 0 0 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 213241 7930 SH SOLE 7930 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 BBG001S5W6H8 358516 4700 SH SOLE 4700 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 BBG0029J2J00 311498 10250 SH SOLE 10250 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 555166 7480 SH SOLE 7480 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 BBG004DF1DW8 3941047 96358 SH SOLE 96358 0 0 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 BBG005D236G5 239910 6000 SH SOLE 6000 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 403409 1650 SH SOLE 1650 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 344833 1080 SH SOLE 1080 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 331555 4451 SH SOLE 4451 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 269697 2590 SH SOLE 2590 0 0 TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 216168 1883 SH SOLE 1883 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 235769 1427 SH SOLE 1427 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 220276 400 SH SOLE 400 0 0 TYSON FOODS INC CL A 902494103 BBG001S871D5 214452 3445 SH SOLE 3445 0 0 UBS GROUP AG SHS H42097107 BBG007936GX0 245231 13135 SH SOLE 13135 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 332423 627 SH SOLE 627 0 0 VANECK ETF TRUST EMERGING MRKT HI 92189F353 BBG002YJGHH3 1487032 81660 SH SOLE 81660 0 0 VANECK ETF TRUST IG FLOATING RATE 92189F486 BBG001V14Q53 781232 31400 SH SOLE 31400 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 387472 2440 SH SOLE 2440 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2003673 10480 SH SOLE 10480 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 242139 1725 SH SOLE 1725 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 225694 5790 SH SOLE 5790 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 1877276 40190 SH SOLE 40190 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1009523 19519 SH SOLE 19519 0 0 VANGUARD WELLINGTON FD US MOMENTUM 921935508 BBG00K26BG83 419741 3680 SH SOLE 3680 0 0 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 BBG00K26C194 801544 8110 SH SOLE 8110 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 201059 5103 SH SOLE 5103 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 347790 1674 SH SOLE 1674 0 0 VMWARE INC CL A COM 928563402 BBG001S6TFZ0 716060 5833 SH SOLE 5833 0 0 WALMART INC COM 931142103 BBG001S5XH92 365109 2575 SH SOLE 2575 0 0 WESTERN ASSET EMERGING MKTS COM 95766A101 BBG001SCCJM1 181289 19900 SH SOLE 19900 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 BBG001SHY2Q9 207893 850 SH SOLE 850 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 BBG001SRPT24 246344 5600 SH SOLE 5600 0 0 YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 223794 4095 SH SOLE 4095 0 0