Woodside Wealth Management Llc
13F Holdings
Filed: 2025-05-01
Portfolio Value
107.87M
Number of Holdings
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info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002064883
Filing Date
2025-05-01 14:51:21
Address
111 Speen St
Framingham
MA
Prior Value
-
Top 10 Holdings %
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File Number
None
Portfolio Value
Holdings
(13F - 2025-03-31)
| Company | Ticker | Shares | Value | Portfolio % | Reporting Period | Filing Date |
|---|
Top Holdings
(13F - 2025-03-31)
Vanguard Index Fds
VOO
2025-05-01
Value
25.44M
Shares
Portfolio %
23.58%
Spdr Ser Tr
SPSB
2025-05-01
Value
14.01M
Shares
Portfolio %
12.99%
Vanguard Index Fds
VUG
2025-05-01
Value
7.99M
Shares
Portfolio %
7.41%
Dimensional Etf Trust
DFAC
2025-05-01
Value
7.16M
Shares
Portfolio %
6.63%
Invesco Exchange Traded Fd T
PRF
2025-05-01
Value
6.87M
Shares
Portfolio %
6.37%
Ishares Tr
USMV
2025-05-01
Value
4.26M
Shares
Portfolio %
3.95%
Vanguard Index Fds
VTI
2025-05-01
Value
3.61M
Shares
Portfolio %
3.35%
J P Morgan Exchange Traded F
JPST
2025-05-01
Value
3.49M
Shares
Portfolio %
3.24%
Schwab Strategic Tr
SCHD
2025-05-01
Value
2.99M
Shares
Portfolio %
2.77%
Dimensional Etf Trust
DFUV
2025-05-01
Value
2.60M
Shares
Portfolio %
2.41%