Woodside-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "MSFT",
  null,
  "IJR",
  "EFG",
  "IWD",
  "VGIT",
  null,
  "VHT",
  null,
  "VGSH",
  "IEMG",
  null,
  "IVV",
  "AAPL",
  "FNDX",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  null,
  "VNQ",
  "VXF",
  "VWO",
  "VSS",
  "PRF",
  null,
  "VIG",
  "SDY",
  "IWR",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "VNQI",
  null,
  "VXUS",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  "DFAC",
  "EFA",
  "USMV",
  "IWB",
  null,
  "IWM",
  "GOOG",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 76
Total Value: 107873251
Accession Number: 0002064883-25-000001
Form Type: 13F-HR
CIK: woodside-wealth-management
Manager Name: Woodside-Wealth-Management

Data Enrichment

62% identified

47 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $107.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 4

Sort by:

921943858

VEA|921943858

Shares:2.9K

Value:$149.0K

% of Portfolio:0.1% ($149.0K/$107.9M)

25434V500

Shares:2.4K

Value:$145.4K

% of Portfolio:0.1% ($145.4K/$107.9M)

92206C102

VGSH|92206C102

Shares:2.3K

Value:$135.0K

% of Portfolio:0.1% ($135.0K/$107.9M)

922907746

VTEB|922907746

Shares:2.5K

Value:$125.6K

% of Portfolio:0.1% ($125.6K/$107.9M)

464287507

IJH|464287507

Shares:2.1K

Value:$124.0K

% of Portfolio:0.1% ($124.0K/$107.9M)

922908751

VB|922908751

Shares:488

Value:$108.2K

% of Portfolio:0.1% ($108.2K/$107.9M)

78464A649

Shares:4.0K

Value:$102.2K

% of Portfolio:0.1% ($102.2K/$107.9M)

808524755

FNDF|808524755

Shares:2.8K

Value:$101.2K

% of Portfolio:0.1% ($101.2K/$107.9M)

92206C706

VGIT|92206C706

Shares:1.7K

Value:$98.8K

% of Portfolio:0.1% ($98.8K/$107.9M)

78468R606

Shares:4.0K

Value:$93.4K

% of Portfolio:0.1% ($93.4K/$107.9M)

92204A702

VGT|92204A702

Shares:114

Value:$61.8K

% of Portfolio:0.1% ($61.8K/$107.9M)

464287499

IWR|464287499

Shares:560

Value:$47.6K

% of Portfolio:0.0% ($47.6K/$107.9M)

46432F859

Shares:936

Value:$45.3K

% of Portfolio:0.0% ($45.3K/$107.9M)

808524607

SCHA|808524607

Shares:1.8K

Value:$41.8K

% of Portfolio:0.0% ($41.8K/$107.9M)

464288885

EFG|464288885

Shares:404

Value:$40.4K

% of Portfolio:0.0% ($40.4K/$107.9M)

92204A504

VHT|92204A504

Shares:132

Value:$34.9K

% of Portfolio:0.0% ($34.9K/$107.9M)

464287556

Shares:240

Value:$30.7K

% of Portfolio:0.0% ($30.7K/$107.9M)

464287622

IWB|464287622

Shares:99

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$107.9M)

78463X889

SPDW|78463X889

Shares:711

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$107.9M)

922042718

VSS|922042718

Shares:221

Value:$25.5K

% of Portfolio:0.0% ($25.5K/$107.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	2.9K	QoQ- YoY-	All Managers (Combined)	$149.0K	0.1% ($149.0K/$107.9M)	QoQ- YoY-
(cusip25434V500)✕	2.4K	QoQ- YoY-	All Managers (Combined)	$145.4K	0.1% ($145.4K/$107.9M)	QoQ- YoY-
(VGSHcusip92206C102)	2.3K	QoQ- YoY-	All Managers (Combined)	$135.0K	0.1% ($135.0K/$107.9M)	QoQ- YoY-
(VTEBcusip922907746)	2.5K	QoQ- YoY-	All Managers (Combined)	$125.6K	0.1% ($125.6K/$107.9M)	QoQ- YoY-
(IJHcusip464287507)	2.1K	QoQ- YoY-	All Managers (Combined)	$124.0K	0.1% ($124.0K/$107.9M)	QoQ- YoY-
(VBcusip922908751)	488	QoQ- YoY-	All Managers (Combined)	$108.2K	0.1% ($108.2K/$107.9M)	QoQ- YoY-
(cusip78464A649)✕	4.0K	QoQ- YoY-	All Managers (Combined)	$102.2K	0.1% ($102.2K/$107.9M)	QoQ- YoY-
(FNDFcusip808524755)	2.8K	QoQ- YoY-	All Managers (Combined)	$101.2K	0.1% ($101.2K/$107.9M)	QoQ- YoY-
(VGITcusip92206C706)	1.7K	QoQ- YoY-	All Managers (Combined)	$98.8K	0.1% ($98.8K/$107.9M)	QoQ- YoY-
(cusip78468R606)✕	4.0K	QoQ- YoY-	All Managers (Combined)	$93.4K	0.1% ($93.4K/$107.9M)	QoQ- YoY-
(VGTcusip92204A702)	114	QoQ- YoY-	All Managers (Combined)	$61.8K	0.1% ($61.8K/$107.9M)	QoQ- YoY-
(IWRcusip464287499)	560	QoQ- YoY-	All Managers (Combined)	$47.6K	0.0% ($47.6K/$107.9M)	QoQ- YoY-
(cusip46432F859)✕	936	QoQ- YoY-	All Managers (Combined)	$45.3K	0.0% ($45.3K/$107.9M)	QoQ- YoY-
(SCHAcusip808524607)	1.8K	QoQ- YoY-	All Managers (Combined)	$41.8K	0.0% ($41.8K/$107.9M)	QoQ- YoY-
(EFGcusip464288885)	404	QoQ- YoY-	All Managers (Combined)	$40.4K	0.0% ($40.4K/$107.9M)	QoQ- YoY-
(VHTcusip92204A504)	132	QoQ- YoY-	All Managers (Combined)	$34.9K	0.0% ($34.9K/$107.9M)	QoQ- YoY-
(cusip464287556)✕	240	QoQ- YoY-	All Managers (Combined)	$30.7K	0.0% ($30.7K/$107.9M)	QoQ- YoY-
(IWBcusip464287622)	99	QoQ- YoY-	All Managers (Combined)	$30.4K	0.0% ($30.4K/$107.9M)	QoQ- YoY-
(SPDWcusip78463X889)	711	QoQ- YoY-	All Managers (Combined)	$25.9K	0.0% ($25.9K/$107.9M)	QoQ- YoY-
(VSScusip922042718)	221	QoQ- YoY-	All Managers (Combined)	$25.5K	0.0% ($25.5K/$107.9M)	QoQ- YoY-