Portfolio (Quarterly)
Guide ↗
Seed Wealth Management, Inc.
· CIK 0001963728| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | DFAI | DIMENSIONAL ETF TRUST | — | 16,070.0 | $626K | 0.43% | — | — | $38.96 | +6.6% |
| 42 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,200.0 | $614K | 0.42% | — | — | $146.28 | -6.4% |
| 43 | FNDF | SCHWAB STRATEGIC TR | — | 11,530.0 | $564K | 0.39% | — | — | $48.93 | +9.1% |
| 44 | — | ICICI BANK LIMITED | — | 21,030.0 | $545K | 0.38% | — | — | $25.90 | — |
| 45 | NVO | NOVO-NORDISK A S | Healthcare | 14,644.0 | $538K | 0.37% | +4K | +33.8% | $36.75 | +22.3% |
| 46 | SONY | SONY GROUP CORP | Technology | 25,125.0 | $520K | 0.36% | — | — | $20.70 | +7.0% |
| 47 | WMT | WALMART INC | Consumer Defensive | 4,085.0 | $508K | 0.35% | — | — | $124.28 | -3.2% |
| 48 | IMTM | ISHARES TR | — | 9,900.0 | $475K | 0.33% | — | — | $48.02 | +9.9% |
| 49 | AVES | AMERICAN CENTY ETF TR | — | 7,880.0 | $473K | 0.33% | +400.0 | +5.3% | $59.98 | +10.5% |
| 50 | VFMO | VANGUARD WELLINGTON FD | — | 2,330.0 | $459K | 0.32% | — | — | $197.10 | +16.5% |
| 51 | UBS | UBS GROUP AG | Financial Services | 11,695.0 | $457K | 0.31% | — | — | $39.07 | +20.2% |
| 52 | XOM | EXXON MOBIL CORP | Energy | 2,676.0 | $454K | 0.31% | — | — | $169.66 | -8.7% |
| 53 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,408.0 | $438K | 0.30% | — | — | $310.79 | -9.2% |
| 54 | FLDR | FIDELITY MERRIMACK STR TR | — | 8,700.0 | $435K | 0.30% | — | — | $50.05 | +0.2% |
| 55 | DFAC | DIMENSIONAL ETF TRUST | — | 11,000.0 | $427K | 0.29% | — | — | $38.86 | +12.2% |
| 56 | MCK | MCKESSON CORP | Healthcare | 483.0 | $418K | 0.29% | — | — | $865.36 | -11.5% |
| 57 | DE | DEERE & CO | Industrials | 726.0 | $409K | 0.28% | — | — | $563.30 | -6.1% |
| 58 | ICSH | ISHARES TR | — | 8,000.0 | $405K | 0.28% | — | — | $50.62 | -0.1% |
| 59 | EQNR | EQUINOR ASA | Energy | 9,260.0 | $391K | 0.27% | — | — | $42.20 | -8.0% |
| 60 | VBR | VANGUARD INDEX FDS | — | 1,700.0 | $369K | 0.25% | — | — | $217.25 | +7.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.5%
Financial Services
19.4%
Healthcare
13.5%
Consumer Cyclical
6.7%
Energy
6.3%
Communication Services
6.2%
Industrials
5.3%
Consumer Defensive
3.0%
Basic Materials
1.1%
Real Estate
0.1%