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Jonathan Seed

@Seed Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$123.842MTotal holdings148
Assets growth rate-0.92%Assets growth rate (2-Q avg)3.98%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seed Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 148 positions.

Assets under management

The assets under management (AUM) of Seed Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 123.842M in assets, with a quarterly growth rate of -0.92% and a 2-quarter average growth rate of 3.98%. The portfolio is managed by Jonathan Seed, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JMBSJanus Detroit Str Tr
Recent Activity
Increased 16.04%
4.63%
$5.723M
129,542 shares@ $44.19 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 200%
3.84%
$4.755M
209,493 shares@ $22.7 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 159.65%
3.58%
$4.428M
171,420 shares@ $25.84 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 3.3%
3.28%
$4.051M
41,795 shares@ $96.93 avg price
BOXXEa Series Trust
Recent Activity
Increased 2.93%
2.54%
$3.141M
28,480 shares@ $110.28 avg price
SPMBSpdr Ser Tr
Recent Activity
Increased 5.84%
2.49%
$3.076M
142,720 shares@ $21.55 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 5.5%
1.89%
$2.337M
48,262 shares@ $48.42 avg price
FLBLFranklin Templeton Etf Tr
Recent Activity
Increased 0.13%
1.45%
$1.787M
73,645 shares@ $24.27 avg price
BILSpdr Ser Tr
Recent Activity
Increased 2.03%
1.16%
$1.431M
15,655 shares@ $91.44 avg price
BTTBlackrock Mun Target Term Tr
Recent Activity
Increased 41.84%
1.05%
$1.291M
62,720 shares@ $20.6 avg price