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

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808524771

FNDX|808524771

Shares:1.0K

Value:$24.6K

% of Portfolio:0.0% ($24.6K/$107.9M)

922908652

VXF|922908652

Shares:137

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$107.9M)

78464A607

Shares:213

Value:$21.1K

% of Portfolio:0.0% ($21.1K/$107.9M)

78464A763

SDY|78464A763

Shares:140

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$107.9M)

464288869

Shares:158

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$107.9M)

78464A805

Shares:241

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$107.9M)

464285204

Shares:276

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$107.9M)

46434G103

IEMG|46434G103

Shares:275

Value:$14.8K

% of Portfolio:0.0% ($14.8K/$107.9M)

922042676

VNQI|922042676

Shares:335

Value:$13.6K

% of Portfolio:0.0% ($13.6K/$107.9M)

808524714

Shares:510

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$107.9M)

464287176

Shares:90

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$107.9M)

46434V613

Shares:163

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$107.9M)

808524300

SCHG|808524300

Shares:268

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$107.9M)

78463X509

Shares:167

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$107.9M)

78468R853

Shares:144

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$107.9M)

78464A847

Shares:66

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$107.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(FNDXcusip808524771)	1.0K	QoQ- YoY-	All Managers (Combined)	$24.6K	0.0% ($24.6K/$107.9M)	QoQ- YoY-
(VXFcusip922908652)	137	QoQ- YoY-	All Managers (Combined)	$23.6K	0.0% ($23.6K/$107.9M)	QoQ- YoY-
(cusip78464A607)✕	213	QoQ- YoY-	All Managers (Combined)	$21.1K	0.0% ($21.1K/$107.9M)	QoQ- YoY-
(SDYcusip78464A763)	140	QoQ- YoY-	All Managers (Combined)	$19.0K	0.0% ($19.0K/$107.9M)	QoQ- YoY-
(cusip464288869)✕	158	QoQ- YoY-	All Managers (Combined)	$17.5K	0.0% ($17.5K/$107.9M)	QoQ- YoY-
(cusip78464A805)✕	241	QoQ- YoY-	All Managers (Combined)	$16.4K	0.0% ($16.4K/$107.9M)	QoQ- YoY-
(cusip464285204)✕	276	QoQ- YoY-	All Managers (Combined)	$16.3K	0.0% ($16.3K/$107.9M)	QoQ- YoY-
(IEMGcusip46434G103)	275	QoQ- YoY-	All Managers (Combined)	$14.8K	0.0% ($14.8K/$107.9M)	QoQ- YoY-
(VNQIcusip922042676)	335	QoQ- YoY-	All Managers (Combined)	$13.6K	0.0% ($13.6K/$107.9M)	QoQ- YoY-
(cusip808524714)✕	510	QoQ- YoY-	All Managers (Combined)	$12.6K	0.0% ($12.6K/$107.9M)	QoQ- YoY-
(cusip464287176)✕	90	QoQ- YoY-	All Managers (Combined)	$10.0K	0.0% ($10.0K/$107.9M)	QoQ- YoY-
(cusip46434V613)✕	163	QoQ- YoY-	All Managers (Combined)	$7.5K	0.0% ($7.5K/$107.9M)	QoQ- YoY-
(SCHGcusip808524300)	268	QoQ- YoY-	All Managers (Combined)	$6.7K	0.0% ($6.7K/$107.9M)	QoQ- YoY-
(cusip78463X509)✕	167	QoQ- YoY-	All Managers (Combined)	$6.6K	0.0% ($6.6K/$107.9M)	QoQ- YoY-
(cusip78468R853)✕	144	QoQ- YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$107.9M)	QoQ- YoY-
(cusip78464A847)✕	66	QoQ- YoY-	All Managers (Combined)	$3.4K	0.0% ($3.4K/$107.9M)	QoQ- YoY-