Seed-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NTR",
  "AES",
  "FNDF",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  "BLK",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  null,
  null,
  "AVEM",
  null,
  null,
  "EBAY",
  "RC",
  "EQNR",
  null,
  "EXPE",
  null,
  null,
  null,
  "PNR",
  "HD",
  "IBN",
  "MCD",
  "SNN",
  "QCOM",
  null,
  "HSBC",
  "LEN",
  "META",
  null,
  null,
  "NPFD",
  "IJH",
  "BTT",
  "JOF",
  null,
  null,
  "LHX",
  "MSFT",
  null,
  "EMD",
  "KR",
  "ORCL",
  null,
  "PYPL",
  "IRM",
  "PGR",
  null,
  null,
  "UNH",
  "AAPL",
  "HLN",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  null,
  null,
  null,
  null,
  "SRE",
  "SHEL",
  "RTX",
  null,
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TJX",
  "TSN",
  "UBS",
  "SCHW",
  "VWO",
  null,
  null,
  null,
  "SNY",
  "TSM",
  "GSK",
  "EA",
  "EW",
  "AFL",
  "SONY",
  "FI",
  "IP",
  "WM",
  "NVO",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  "TTWO",
  "HCA",
  null,
  null,
  "VXUS",
  "VBR",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "WTW",
  null,
  "SCHF",
  null,
  "KEY",
  "INFY",
  "CRM",
  "MCK",
  "FDX",
  "KMB",
  "AZO",
  "BRK-B",
  "BBY",
  "MVF",
  "CB",
  "CSCO",
  "COST",
  "DELL",
  "DE",
  null,
  null,
  "DFS",
  null,
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 149
Total Value: 122846198
Accession Number: 0001085146-25-002203
Form Type: 13F-HR
CIK: seed-wealth-management
Manager Name: Seed-Wealth-Management

Data Enrichment

72% identified

108 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

149 positions • $122.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

Sort by:

92206C771

Shares:159.8K

Value:$7.4M

% of Portfolio:6.0% ($7.4M/$122.8M)

47103U852

Shares:139.6K

Value:$6.3M

% of Portfolio:5.1% ($6.3M/$122.8M)

808524870

Shares:193.8K

Value:$5.2M

% of Portfolio:4.2% ($5.2M/$122.8M)

808524102

SCHB|808524102

Shares:227.1K

Value:$4.9M

% of Portfolio:4.0% ($4.9M/$122.8M)

025072885

Shares:44.2K

Value:$4.1M

% of Portfolio:3.3% ($4.1M/$122.8M)

025072877

Shares:46.8K

Value:$4.1M

% of Portfolio:3.3% ($4.1M/$122.8M)

02072L565

Shares:30.8K

Value:$3.4M

% of Portfolio:2.8% ($3.4M/$122.8M)

78464A383

Shares:143.2K

Value:$3.2M

% of Portfolio:2.6% ($3.2M/$122.8M)

46138G870

Shares:103.6K

Value:$2.5M

% of Portfolio:2.0% ($2.5M/$122.8M)

MICROSOFT CORP

MSFT|594918104

Shares:6.1K

Value:$2.3M

% of Portfolio:1.9% ($2.3M/$122.8M)

Apple Inc.

AAPL|037833100

Shares:10.3K

Value:$2.3M

% of Portfolio:1.9% ($2.3M/$122.8M)

922020805

Shares:45.3K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$122.8M)

922908769

VTI|922908769

Shares:7.8K

Value:$2.1M

% of Portfolio:1.7% ($2.1M/$122.8M)

02072L409

Shares:30.9K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$122.8M)

78468R663

Shares:17.1K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$122.8M)

464288646

Shares:27.8K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$122.8M)

AMAZON COM INC

AMZN|023135106

Shares:7.6K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$122.8M)

69344A107

Shares:28.9K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$122.8M)

025072802

Shares:20.6K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$122.8M)

921909768

VXUS|921909768

Shares:23.0K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$122.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C771)✕	159.8K	QoQ -0.01% (-30) YoY +151.02% (+96.1K)	All Managers (Combined)	$7.4M	6.0% ($7.4M/$122.8M)	QoQ +2.12% (-$153.7K) YoY +157.19% (+$4.5M)
(cusip47103U852)✕	139.6K	QoQ +7.74% (+10.0K) YoY +40.65% (+40.3K)	All Managers (Combined)	$6.3M	5.1% ($6.3M/$122.8M)	QoQ +10.23% (+$585.5K) YoY +42.45% (+$1.9M)
(cusip808524870)✕	193.8K	QoQ +13.02% (+22.3K) YoY +334.96% (+149.2K)	All Managers (Combined)	$5.2M	4.2% ($5.2M/$122.8M)	QoQ +17.66% (+$782.3K) YoY +126.01% (+$2.9M)
(SCHBcusip808524102)	227.1K	QoQ +8.39% (+17.6K) YoY +210.81% (+154.0K)	All Managers (Combined)	$4.9M	4.0% ($4.9M/$122.8M)	QoQ +2.80% (+$133.6K) YoY +9.89% (+$440.4K)
(cusip025072885)✕	44.2K	QoQ +5.74% (+2.4K) YoY +3.91% (+1.7K)	All Managers (Combined)	$4.1M	3.3% ($4.1M/$122.8M)	QoQ +0.77% (+$31.5K) YoY +7.53% (+$286.1K)
(cusip025072877)✕	46.8K	QoQ +5.07% (-2.3K) YoY -2.92% (-1.4K)	All Managers (Combined)	$4.1M	3.3% ($4.1M/$122.8M)	QoQ -5.11% (-$219.6K) YoY -9.00% (-$403.3K)
(cusip02072L565)✕	30.8K	QoQ +8.30% (+2.4K) YoY +58.42% (+11.4K)	All Managers (Combined)	$3.4M	2.8% ($3.4M/$122.8M)	QoQ +9.49% (+$298.1K) YoY +65.81% (+$1.4M)
(cusip78464A383)✕	143.2K	QoQ +0.32% (+470) YoY +24.38% (+28.1K)	All Managers (Combined)	$3.2M	2.6% ($3.2M/$122.8M)	QoQ +2.65% (+$81.7K) YoY +27.56% (+$682.3K)
(cusip46138G870)✕	103.6K	QoQ -17.26% (-21.6K) YoY -19.65% (-25.3K)	All Managers (Combined)	$2.5M	2.0% ($2.5M/$122.8M)	QoQ -17.09% (-$517.9K) YoY -18.20% (-$559.0K)
MICROSOFT CORP(MSFTcusip594918104)	6.1K	QoQ -0.32% (-20) YoY +0.98% (-60)	All Managers (Combined)	$2.3M	1.9% ($2.3M/$122.8M)	QoQ -11.22% (-$291.6K) YoY -10.71% (-$276.6K)
Apple Inc.(AAPLcusip037833100)	10.3K	QoQ 0.00% (-0) YoY +2.21% (+223)	All Managers (Combined)	$2.3M	1.9% ($2.3M/$122.8M)	QoQ -11.29% (-$291.6K) YoY +33.53% (+$575.0K)
(cusip922020805)✕	45.3K	QoQ -6.21% (-3.0K) YoY NEW(+45.3K)	All Managers (Combined)	$2.3M	1.8% ($2.3M/$122.8M)	QoQ -3.34% (-$78.3K) YoY NEW(+$2.3M)
(VTIcusip922908769)	7.8K	QoQ -4.28% (-350) YoY -24.74% (-2.6K)	All Managers (Combined)	$2.1M	1.7% ($2.1M/$122.8M)	QoQ -9.23% (-$218.4K) YoY -20.36% (-$549.1K)
(cusip02072L409)✕	30.9K	QoQ +6.17% (-1.8K) YoY -5.20% (-1.7K)	All Managers (Combined)	$1.8M	1.5% ($1.8M/$122.8M)	QoQ -1.65% (-$30.9K) YoY -4.74% (-$91.5K)
(cusip78468R663)✕	17.1K	QoQ +9.16% (+1.4K) YoY +47.77% (+5.5K)	All Managers (Combined)	$1.6M	1.3% ($1.6M/$122.8M)	QoQ +9.52% (+$136.3K) YoY +48.27% (+$510.4K)
(cusip464288646)✕	27.8K	QoQ NEW(+27.8K) YoY NEW(+27.8K)	All Managers (Combined)	$1.5M	1.2% ($1.5M/$122.8M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	7.6K	QoQ 0.00% (-0) YoY +2.69% (+200)	All Managers (Combined)	$1.4M	1.2% ($1.4M/$122.8M)	QoQ -13.27% (-$222.0K) YoY +7.96% (+$107.0K)
(cusip69344A107)✕	28.9K	QoQ +4.50% (+1.2K) YoY +397.75% (+23.1K)	All Managers (Combined)	$1.4M	1.2% ($1.4M/$122.8M)	QoQ +4.88% (+$66.9K) YoY +400.37% (+$1.1M)
(cusip025072802)✕	20.6K	QoQ +4.04% (+800) YoY +12.59% (+2.3K)	All Managers (Combined)	$1.4M	1.2% ($1.4M/$122.8M)	QoQ +11.49% (+$147.9K) YoY +19.88% (+$237.8K)
(VXUScusip921909768)	23.0K	QoQ +15.03% (+3.0K) YoY +3.58% (+795)	All Managers (Combined)	$1.4M	1.2% ($1.4M/$122.8M)	QoQ +21.22% (+$249.6K) YoY +6.87% (+$91.7K)