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SI

Seeds Investor Portfolio holdings

AUM $735M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$12.4M
3
+$12.2M
4
MBB icon
iShares MBS ETF
MBB
+$10.8M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.68M

Top Sells

1
+$14.7M
2
+$2.24M
3
+$2.02M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$1.67M
5
IQSM icon
IQ Candriam US Mid Cap Equity ETF
IQSM
+$1.66M

Sector Composition

1 Technology 8.95%
2 Communication Services 2.52%
3 Financials 2.51%
4 Consumer Discretionary 2.36%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$647B
$48.2M 6.56%
140,674
+1,435
MUB icon
2
iShares National Muni Bond ETF
MUB
$45.2B
$43.8M 5.96%
409,195
+245,278
VOO icon
3
Vanguard S&P 500 ETF
VOO
$973B
$36M 4.9%
56,428
+19,533
VTES icon
4
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.99B
$19.7M 2.68%
194,104
+4,546
SPDW icon
5
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$18.2M 2.48%
370,987
+21,472
BNDX icon
6
Vanguard Total International Bond ETF
BNDX
$81.5B
$18M 2.45%
372,615
+184,442
VTEI icon
7
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.46B
$16.5M 2.24%
163,601
+1,335
EUSB icon
8
iShares ESG Advanced Universal USD Bond ETF
EUSB
$699M
$16.2M 2.21%
370,504
+10,838
DFSB icon
9
Dimensional Global Sustainability Fixed Income ETF
DFSB
$700M
$13.4M 1.83%
256,943
+26,229
NVDA icon
10
NVIDIA
NVDA
$5.05T
$13.1M 1.78%
66,621
+6,020
AAPL icon
11
Apple
AAPL
$4.43T
$12.8M 1.75%
49,593
+7,639
VEU icon
12
Vanguard FTSE All-World ex-US ETF
VEU
$65.1B
$12.5M 1.71%
155,390
-14,545
IAU icon
13
iShares Gold Trust
IAU
$67.2B
$12.4M 1.69%
135,863
+8,379
IUSB icon
14
iShares Core Universal USD Bond ETF
IUSB
$41.4B
$12.3M 1.68%
+265,614
BIV icon
15
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$11.4M 1.55%
146,706
-189,166
MBB icon
16
iShares MBS ETF
MBB
$38.3B
$10.8M 1.47%
+113,393
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$9.75M 1.33%
14,034
-2,974
IBIT icon
18
iShares Bitcoin Trust
IBIT
$49B
$9.42M 1.28%
+223,516
JMSI icon
19
JPMorgan Sustainable Municipal Income ETF
JMSI
$385M
$8.5M 1.16%
169,063
+20,027
TFLO icon
20
iShares Treasury Floating Rate Bond ETF
TFLO
$6.57B
$8.43M 1.15%
166,683
+25,737
SPYX icon
21
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.71B
$8.09M 1.1%
142,394
+8,306
MDY icon
22
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$7.78M 1.06%
11,906
-974
MSFT icon
23
Microsoft
MSFT
$3.06T
$7.55M 1.03%
19,198
+2,717
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.4T
$7.31M 1%
22,115
+16,839
VUG icon
25
Vanguard Growth ETF
VUG
$223B
$7.01M 0.95%
88,284
+14,016
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