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Livermore
Livermore
ZHEN

Seed Wealth Management, Inc.

SEC CIK
0001963728
Latest filing
Jul 27, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Apr 25, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
131
0 vs. Q4 2022
Portfolio value
$88.3M
+$955.1K (+1.1%) vs. Q4 2022
Filed
Apr 25, 2023
SEC
Holdings of Seed Wealth Management, Inc. in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46429B655FLTG RATE NT ETF101,940$5.14M5.8%+5,875+6.1%Added–
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD202,657$4.49M5.1%−2,200−1.1%Reduced–
Schwab U.S. Broad Market ETF808524102ETF74,490$3.56M4.0%+1,900+2.6%Added–
American Centy ETF Tr025072877US SML CP VALU45,900$3.40M3.9%−3,650−7.4%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF81,138$3.36M3.8%−15,220−15.8%Reduced–
Janus Detroit STR Tr47103U845HENDRSON AAA CL61,069$3.02M3.4%−2,580−4.1%Reduced–
American Centy ETF Tr025072885US EQT ETF41,170$2.92M3.3%+2,360+6.1%Added–
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF107,588$2.57M2.9%+26,650+32.9%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF10,584$2.16M2.4%+104+1.0%Added–
MSFTMicrosoft CorpStock6,162$1.78M2.0%00.0%UnchangedHistory
AAPLApple Inc.Stock10,309$1.70M1.9%00.0%UnchangedHistory
Janus Detroit STR Tr47103U852HENDERSON MTG36,305$1.70M1.9%+860+2.4%Added–
VanEck ETF Trust92189F353EMERGING MRKT HI77,660$1.43M1.6%−4,000−4.9%Reduced–
iShares Tr464288158SHRT NAT MUN ETF12,885$1.35M1.5%−2,950−18.6%Reduced–
Alpha Architect ETF Tr02072L409US QUAN MOMENTUM28,590$1.29M1.5%−1,800−5.9%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF12,400$1.23M1.4%+12,400New–
Vanguard Malvern FDS922020805STRM INFPROIDX24,870$1.19M1.3%−15,320−38.1%Reduced–
American Centy ETF Tr025072703INTL EQT ETF20,460$1.17M1.3%+540+2.7%Added–
Vanguard Star FDS921909768VG TL INTL STK F20,319$1.12M1.3%+800+4.1%Added–
Schwab Fundamental International Small Equity ETF808524748ETF32,297$1.07M1.2%−108−0.3%Reduced–
American Centy ETF Tr025072802INTL SMCP VLU18,260$1.07M1.2%−200−1.1%Reduced–
Schwab U.S. Large-Cap Value ETF808524409ETF16,120$1.06M1.2%00.0%Unchanged–
Global X FDS37954Y376RATE PREFERRED45,659$1.04M1.2%+1,145+2.6%Added–
NVONovo Nordisk A SADR5,930$943.7K1.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL16,750$850.7K1.0%−36,550−68.6%Reduced–
Vanguard Wellington FD921935607US MULTIFACTOR7,950$787.8K0.9%−160−2.0%Reduced–
AMZNAmazon Com IncStock7,620$787.1K0.9%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock3,650$729.2K0.8%00.0%UnchangedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF9,480$722.2K0.8%+2,000+26.7%Added–
HDHome Depot, Inc.Stock2,333$688.5K0.8%00.0%UnchangedHistory
DEDeere & CoStock1,611$665.1K0.8%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,332$652.1K0.7%00.0%UnchangedHistory
Fidelity Merrimack STR Tr316188408LOW DURTIN ETF13,000$645.3K0.7%00.0%Unchanged–
DELLDell Technologies Inc.Stock15,431$620.5K0.7%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock5,920$615.7K0.7%00.0%UnchangedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT11,610$614.1K0.7%+1,200+11.5%Added–
iShares Tr464288646ISHS 1-5YR INVS12,120$612.5K0.7%−1,780−12.8%Reduced–
VMWVmware LLCCL A COM4,833$603.4K0.7%−1,000−17.1%ReducedHistory
CSCOCisco Systems, Inc.Stock11,272$589.2K0.7%00.0%UnchangedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF23,400$584.3K0.7%−8,000−25.5%Reduced–
iShares Tr464288588MBS ETF6,075$575.5K0.7%+25+0.4%Added–
JNJJohnson & JohnsonStock3,661$567.5K0.6%00.0%UnchangedHistory
Vanguard Wellington FD921935508US MOMENTUM4,830$543.6K0.6%+1,150+31.3%Added–
XOMExxonMobil Holdings CorpCOM4,834$530.1K0.6%00.0%UnchangedHistory
SHELShell plcADR9,035$519.9K0.6%00.0%UnchangedHistory
MCKMcKesson CorpStock1,424$507.0K0.6%00.0%UnchangedHistory
Schwab International Equity ETF808524805ETF14,402$501.2K0.6%00.0%Unchanged–
Dimensional ETF Trust25434V203INTL CORE EQT MK18,450$497.2K0.6%00.0%Unchanged–
PGRProgressive CorpStock3,437$491.7K0.6%00.0%UnchangedHistory
IBNIcici Bank LtdADR22,196$479.0K0.5%00.0%UnchangedHistory
SYKStryker CorpStock1,650$471.0K0.5%00.0%UnchangedHistory
ORCLOracle CorpStock5,062$470.4K0.5%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR4,700$426.1K0.5%00.0%UnchangedHistory
SNPSSynopsys IncCOM1,080$417.1K0.5%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,376$407.1K0.5%−75−1.7%ReducedHistory
MRKMerck & Co., Inc.Stock3,770$401.1K0.5%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,440$387.4K0.4%00.0%Unchanged–
WMTWalmart Inc.Stock2,575$379.7K0.4%00.0%UnchangedHistory
VVisa Inc.Stock1,674$377.4K0.4%00.0%UnchangedHistory
PGProcter & Gamble CoStock2,516$374.1K0.4%00.0%UnchangedHistory
LENLennar CorpCL A3,555$373.7K0.4%00.0%UnchangedHistory
Schwab Fundamental International Equity ETF808524755ETF11,931$373.1K0.4%00.0%Unchanged–
QCOMQualcomm IncStock2,898$369.7K0.4%00.0%UnchangedHistory
KEYKeycorpCOM29,522$369.6K0.4%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock3,612$365.8K0.4%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,600$339.1K0.4%+1,600NewHistory
PYPLPayPal Holdings, Inc.Stock4,396$333.8K0.4%−910−17.2%ReducedHistory
EQNREquinor ASASPONSORED ADR11,410$324.4K0.4%00.0%UnchangedHistory
BBYBest Buy Co IncStock4,100$320.9K0.4%00.0%UnchangedHistory
DISWalt Disney CoStock3,186$319.0K0.4%+130+4.3%AddedHistory
INFYInfosys LtdSPONSORED ADR18,260$318.5K0.4%00.0%UnchangedHistory
NTRNutrien Ltd.COM4,290$316.8K0.4%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock3,895$310.3K0.4%00.0%UnchangedHistory
CATCaterpillar IncStock1,355$310.1K0.4%00.0%UnchangedHistory
TTWOTake Two Interactive Software IncCOM2,590$309.0K0.3%00.0%UnchangedHistory
SPDR Series Trust78468R200ST STR RATE ETF10,000$304.3K0.3%−250−2.4%Reduced–
BLKBlackRock, Inc.COM454$303.8K0.3%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock463$297.0K0.3%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock627$296.3K0.3%00.0%UnchangedHistory
UBSUBS Group AGStock13,135$280.3K0.3%00.0%UnchangedHistory
HCAHCA Healthcare, Inc.COM1,060$279.5K0.3%00.0%UnchangedHistory
RTXRTX CorpStock2,797$273.9K0.3%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,427$265.4K0.3%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,751$264.4K0.3%00.0%Unchanged–
INTCIntel CorpStock8,012$261.8K0.3%−500−5.9%ReducedHistory
YUMCYum China Holdings, Inc.COM4,095$259.6K0.3%00.0%UnchangedHistory
CAGConagra Brands Inc.Stock6,875$258.2K0.3%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock3,120$258.1K0.3%00.0%UnchangedHistory
GSKGSK plcADR7,220$256.9K0.3%00.0%UnchangedHistory
WisdomTree Tr97717W281EMG MKTS SMCAP5,600$256.4K0.3%00.0%Unchanged–
American Centy ETF Tr025072372EMERGING MKT VAL6,000$256.1K0.3%−1,000−14.3%Reduced–
KRKroger CoStock5,145$254.0K0.3%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P835FTSE BRAZIL15,050$253.2K0.3%00.0%Unchanged–
COSTCostco Wholesale CorpStock509$252.7K0.3%00.0%UnchangedHistory
FDXFedEx CorpStock1,105$252.5K0.3%+1,105NewHistory
CVSCVS Health CorpStock3,390$251.9K0.3%−300−8.1%ReducedHistory
ADBEAdobe Inc.Stock650$250.5K0.3%00.0%UnchangedHistory
iShares Inc46434G889EMNG MKTS EQT6,000$249.1K0.3%00.0%Unchanged–
KMBKimberly Clark CorpStock1,847$247.9K0.3%00.0%UnchangedHistory
TELTE Connectivity plcREG SHS1,883$247.0K0.3%00.0%UnchangedHistory

Sold out since Q4 2022 (7)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Seed Wealth Management, Inc. sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
SCHWSchwab Charles CorpStock3,167$263.7K0.3%History
TSNTyson Foods, Inc.Stock3,445$214.5K0.2%History
IBMInternational Business Machines CorpStock1,504$211.9K0.2%History
WTWWillis Towers Watson PLCSHS850$207.9K0.2%History
AFLAflac IncStock2,840$204.3K0.2%History
VZVerizon Communications IncStock5,103$201.1K0.2%History
JPMJPMorgan Chase & CoStock1,496$200.6K0.2%History