Woodside Wealth Management LLC
CIK 2064883 · Holdings on Mar 31, 2025 · First reported May 1, 2025
Top ten holdings
Q1 2025- VOO23.58%
- SPSB12.99%
- VUG7.41%
- DFAC6.63%
- PRF6.37%
- USMV3.95%
- VTI3.35%
- JPST3.24%
- SCHD2.77%
- DFUV2.41%
Share classes counted separately72.70%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $25.44M | 23.58% | 49.49K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPSBSS SPDR P ST C CORP ETFPORTFOLIO SHORT View history and evidence | $14.01M | 12.99% | 465.59K shares | Prior unavailable — | — | ↗▾ |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $7.99M | 7.41% | 21.55K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $7.16M | 6.63% | 216.90K shares | Prior unavailable — | — | ↗▾ |
| 05 | PRFINVESCO RAFI US 1000 ETFRAFI US 1000 ETF View history and evidence | $6.87M | 6.37% | 169.99K shares | Prior unavailable — | — | ↗▾ |
| 06 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN VOL View history and evidence | $4.26M | 3.95% | 45.52K shares | Prior unavailable — | — | ↗▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $3.61M | 3.35% | 13.14K shares | Prior unavailable — | — | ↗▾ |
| 08 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $3.49M | 3.24% | 69.02K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $2.99M | 2.77% | 107.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $2.60M | 2.41% | 63.13K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2064883 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 107873251
}Research all 76 reported holdings.
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