President & COO

0001085146-24-000433.txt : 20240124 0001085146-24-000433.hdr.sgml : 20240124 20240123183644 ACCESSION NUMBER: 0001085146-24-000433 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240124 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seed Wealth Management, Inc. CENTRAL INDEX KEY: 0001963728 ORGANIZATION NAME: 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: 24553856 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 12-31-2023 12-31-2023 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 01-23-2024 0 148 99093519 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 396778 3612 SH SOLE 3612 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 220232 1378 SH SOLE 1378 0 0 ADOBE INC COM 00724F101 BBG001S5NCQ5 377046 650 SH SOLE 650 0 0 AFLAC INC COM 001055102 BBG001S5NGJ4 236515 2840 SH SOLE 2840 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 290157 2100 SH SOLE 2100 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 826195 5920 SH SOLE 5920 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1142467 7620 SH SOLE 7620 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 645748 11610 SH SOLE 11610 0 0 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 BBG012NXXGN9 272093 6000 SH SOLE 6000 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 1239171 20715 SH SOLE 20715 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 1129198 18260 SH SOLE 18260 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 3421252 42170 SH SOLE 42170 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 4377278 48930 SH SOLE 48930 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1913763 10309 SH SOLE 10309 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 283400 3895 SH SOLE 3895 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 249145 97 SH SOLE 97 0 0 AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 203663 1020 SH SOLE 1020 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 242486 669 SH SOLE 669 0 0 BEST BUY INC COM 086516101 BBG001S5P285 316766 4100 SH SOLE 4100 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 363336 454 SH SOLE 454 0 0 BLACKROCK INVT QUALITY MUN T COM 09247D105 BBG001S72D73 143280 12000 SH SOLE 12000 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 BBG003BPM0W5 411414 19770 SH SOLE 19770 0 0 BLACKROCK MUNIVEST FD INC COM 09253R105 BBG001S5TGK6 176080 24800 SH SOLE 24800 0 0 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 213355 6010 SH SOLE 6010 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 901951 831 SH SOLE 831 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 396622 1355 SH SOLE 1355 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 205752 905 SH SOLE 905 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 569349 11272 SH SOLE 11272 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 263985 6045 SH SOLE 6045 0 0 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 217931 7380 SH SOLE 7380 0 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 219501 900 SH SOLE 900 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 330953 509 SH SOLE 509 0 0 CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 284553 2440 SH SOLE 2440 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 269635 3335 SH SOLE 3335 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 645866 1611 SH SOLE 1611 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 873173 11675 SH SOLE 11675 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 522873 18450 SH SOLE 18450 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 289002 3186 SH SOLE 3186 0 0 EA SERIES TRUST ALPHA ARCH 1-3 02072L565 BBG01BBK3R95 2618290 24910 SH SOLE 24910 0 0 EA SERIES TRUST INTL QUAN MOMNTM 02072L300 BBG00BR3YKT6 237850 9120 SH SOLE 9120 0 0 EA SERIES TRUST US QUAN MOMENTUM 02072L409 BBG00BKYP4L9 1605562 32640 SH SOLE 32640 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 235778 3120 SH SOLE 3120 0 0 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 262055 1930 SH SOLE 1930 0 0 EQUINOR ASA SPONSORED ADR 29446M102 BBG001SJ3R93 359187 11410 SH SOLE 11410 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 494808 4834 SH SOLE 4834 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 278725 1105 SH SOLE 1105 0 0 FIDELITY MERRIMACK STR TR LOW DURTIN ETF 316188408 BBG00L4J9BR4 433782 8700 SH SOLE 8700 0 0 FRANKLIN TEMPLETON ETF TR FTSE BRAZIL 35473P835 BBG00J3M9WL3 309579 15050 SH SOLE 15050 0 0 FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF 35473P595 BBG00L2CKST9 2071371 85347 SH SOLE 85347 0 0 GLOBAL X FDS RATE PREFERRED 37954Y376 BBG00VNLZSW4 1452579 62855 SH SOLE 62855 0 0 GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 270822 7220 SH SOLE 7220 0 0 HALEON PLC SPON ADS 405552100 BBG018GZNDB0 239740 29130 SH SOLE 29130 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 291839 1060 SH SOLE 1060 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 770592 2233 SH SOLE 2233 0 0 ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 520496 22196 SH SOLE 22196 0 0 INFOSYS LTD SPONSORED ADR 456788108 BBG001S6ZLV4 330141 18260 SH SOLE 18260 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 BBG00F0SW7P6 223630 2210 SH SOLE 2210 0 0 INTEL CORP COM 458140100 BBG001S5SF65 382974 8012 SH SOLE 8012 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 242896 1504 SH SOLE 1504 0 0 INVESCO ACTIVELY MANAGED ETF AAA CLO FLTNG RT 46090A721 BBG01BTTD0X8 601897 23530 SH SOLE 23530 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 BBG006F9S8B0 3413606 148160 SH SOLE 148160 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 241584 600 SH SOLE 600 0 0 ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 253620 6000 SH SOLE 6000 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 201460 4000 SH SOLE 4000 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 251397 910 SH SOLE 910 0 0 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 345175 2500 SH SOLE 2500 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 658006 12720 SH SOLE 12720 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 621507 6645 SH SOLE 6645 0 0 ISHARES TR MSCI INTL MOMENT 46434V449 BBG007WGK4B0 250712 7400 SH SOLE 7400 0 0 JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 3577852 78359 SH SOLE 78359 0 0 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 1236539 24554 SH SOLE 24554 0 0 JAPAN SMALLER CAPITALIZATION COM 47109U104 BBG001S6JF54 93744 12400 SH SOLE 12400 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 584210 3652 SH SOLE 3652 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 257390 1496 SH SOLE 1496 0 0 KEYCORP COM 493267108 BBG001S5SKV6 360911 24703 SH SOLE 24703 0 0 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 225999 1847 SH SOLE 1847 0 0 KROGER CO COM 501044101 BBG001S5SN40 238059 5145 SH SOLE 5145 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 261176 1245 SH SOLE 1245 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 524220 3555 SH SOLE 3555 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 217113 476 SH SOLE 476 0 0 MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 275988 7580 SH SOLE 7580 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 692697 2332 SH SOLE 2332 0 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 721492 1524 SH SOLE 1524 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 426915 3770 SH SOLE 3770 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 554064 1600 SH SOLE 1600 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 2285301 6162 SH SOLE 6162 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 219169 3531 SH SOLE 3531 0 0 MORGAN STANLEY EMKT DBT FD I COM 61744H105 BBG001S6S574 167701 24026 SH SOLE 24026 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 243620 520 SH SOLE 520 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 1203877 11790 SH SOLE 11790 0 0 NUTRIEN LTD COM 67077M108 BBG00JM9SM69 216141 3790 SH SOLE 3790 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 160225 14500 SH SOLE 14500 0 0 NUVEEN VRIABL RAT PFD & INM COM 67080R102 BBG011B9SY72 1056210 64600 SH SOLE 64600 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 526752 5062 SH SOLE 5062 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 306730 18500 SH SOLE 18500 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 299003 4865 SH SOLE 4865 0 0 PENTAIR PLC SHS G7S00T104 BBG001S69VB3 207725 2929 SH SOLE 2929 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 BBG00KJQ1QS8 306218 6200 SH SOLE 6200 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 374230 2516 SH SOLE 2516 0 0 PROGRESSIVE CORP COM 743315103 BBG001S5V509 555522 3437 SH SOLE 3437 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 394747 2815 SH SOLE 2815 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 208154 1262 SH SOLE 1262 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 238360 2797 SH SOLE 2797 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 934875 3650 SH SOLE 3650 0 0 SANOFI SPONSORED ADR 80105N105 BBG001S5W768 234750 4695 SH SOLE 4695 0 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 203292 2942 SH SOLE 2942 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 526681 14402 SH SOLE 14402 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 388754 11615 SH SOLE 11615 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 BBG0051QD594 1106245 32177 SH SOLE 32177 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 4063128 73461 SH SOLE 73461 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 1104024 15700 SH SOLE 15700 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 2375303 45565 SH SOLE 45565 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 328207 1751 SH SOLE 1751 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 544746 8265 SH SOLE 8265 0 0 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 212921 7930 SH SOLE 7930 0 0 SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 438510 4700 SH SOLE 4700 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 722517 7905 SH SOLE 7905 0 0 SPDR SER TR PORT MTG BK ETF 78464A383 BBG001T2HF72 1995004 90930 SH SOLE 90930 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 620690 7480 SH SOLE 7480 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 BBG004DF1DW8 2466658 58828 SH SOLE 58828 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 488780 1650 SH SOLE 1650 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 538888 1080 SH SOLE 1080 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 444295 4376 SH SOLE 4376 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 412483 2590 SH SOLE 2590 0 0 TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 261586 1883 SH SOLE 1883 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 228501 1350 SH SOLE 1350 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 217660 400 SH SOLE 400 0 0 UBS GROUP AG SHS H42097107 BBG007936GX0 399304 13135 SH SOLE 13135 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 338166 627 SH SOLE 627 0 0 VANECK ETF TRUST CLO ETF 92189H748 BBG0188ZYL92 392097 7510 SH SOLE 7510 0 0 VANECK ETF TRUST EMERGING MRKT HI 92189F353 BBG002YJGHH3 1317952 71395 SH SOLE 71395 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 438444 2440 SH SOLE 2440 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2776900 11785 SH SOLE 11785 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 259475 1725 SH SOLE 1725 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 235190 5790 SH SOLE 5790 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 2486634 53940 SH SOLE 53940 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1269711 22159 SH SOLE 22159 0 0 VANGUARD WELLINGTON FD US MOMENTUM 921935508 BBG00K26BG83 417058 3230 SH SOLE 3230 0 0 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 BBG00K26C194 912660 7950 SH SOLE 7950 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 255879 4050 SH SOLE 4050 0 0 VIATRIS INC COM 92556V106 BBG00Y52JV51 125187 10991 SH SOLE 10991 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 433348 1674 SH SOLE 1674 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 97713 11041 SH SOLE 11041 0 0 WALMART INC COM 931142103 BBG001S5XH92 410172 2575 SH SOLE 2575 0 0 WESTERN ASSET EMERGING MKTS COM 95766A101 BBG001SCCJM1 182085 19900 SH SOLE 19900 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 BBG001SHY2Q9 203958 850 SH SOLE 850 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 BBG001SRPT24 276080 5600 SH SOLE 5600 0 0 YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 235330 5545 SH SOLE 5545 0 0