President & COO

0001085146-23-001852.txt : 20230425 0001085146-23-001852.hdr.sgml : 20230425 20230424213620 ACCESSION NUMBER: 0001085146-23-001852 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230424 EFFECTIVENESS DATE: 20230425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seed Wealth Management, Inc. CENTRAL INDEX KEY: 0001963728 IRS NUMBER: 471200311 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22778 FILM NUMBER: 23841461 BUSINESS ADDRESS: STREET 1: 1220 SHERMAN AVENUE CITY: EVANSTON STATE: IL ZIP: 60202 BUSINESS PHONE: 3127716900 MAIL ADDRESS: STREET 1: 1220 SHERMAN AVENUE CITY: EVANSTON STATE: IL ZIP: 60202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001963728 XXXXXXXX 03-31-2023 03-31-2023 false Seed Wealth Management, Inc.

1220 SHERMAN AVENUE EVANSTON IL 60202

13F HOLDINGS REPORT 028-22778 000171920 801-123622 N Jonathan Seed President & COO 312-771-6900 /s/Jonathan Seed San Francisco CA 04-24-2023 0 131 88287162 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 365750 3612 SH SOLE 3612 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 219611 1378 SH SOLE 1378 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 250490 650 SH SOLE 650 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 217833 2100 SH SOLE 2100 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 615680 5920 SH SOLE 5920 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 787070 7620 SH SOLE 7620 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 614054 11610 SH SOLE 11610 0 0 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 BBG012NXXGN9 256140 6000 SH SOLE 6000 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 1166834 20460 SH SOLE 20460 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 1067845 18260 SH SOLE 18260 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 2918130 41170 SH SOLE 41170 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 3399354 45900 SH SOLE 45900 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1699954 10309 SH SOLE 10309 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 310277 3895 SH SOLE 3895 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 238442 97 SH SOLE 97 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 206567 669 SH SOLE 669 0 0 BEST BUY INC COM 086516101 BBG001S5P285 320905 4100 SH SOLE 4100 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 303780 454 SH SOLE 454 0 0 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 229537 6050 SH SOLE 6050 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 209203 3018 SH SOLE 3018 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 297033 463 SH SOLE 463 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 310079 1355 SH SOLE 1355 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 589245 11272 SH SOLE 11272 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 229169 6045 SH SOLE 6045 0 0 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 258225 6875 SH SOLE 6875 0 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 203301 900 SH SOLE 900 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 252733 509 SH SOLE 509 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 251911 3390 SH SOLE 3390 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 665150 1611 SH SOLE 1611 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 620481 15431 SH SOLE 15431 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 497228 18450 SH SOLE 18450 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 319012 3186 SH SOLE 3186 0 0 EA SERIES TRUST US QUAN MOMENTUM 02072L409 BBG00BKYP4L9 1288726 28590 SH SOLE 28590 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 258118 3120 SH SOLE 3120 0 0 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 232470 1930 SH SOLE 1930 0 0 EQUINOR ASA SPONSORED ADR 29446M102 BBG001SJ3R93 324388 11410 SH SOLE 11410 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 530096 4834 SH SOLE 4834 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 252481 1105 SH SOLE 1105 0 0 FIDELITY MERRIMACK STR TR LOW DURTIN ETF 316188408 BBG00L4J9BR4 645306 13000 SH SOLE 13000 0 0 FRANKLIN TEMPLETON ETF TR FTSE BRAZIL 35473P835 BBG00J3M9WL3 253189 15050 SH SOLE 15050 0 0 FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF 35473P595 BBG00L2CKST9 2565976 107588 SH SOLE 107588 0 0 GLOBAL X FDS RATE PREFERRED 37954Y376 BBG00VNLZSW4 1043765 45659 SH SOLE 45659 0 0 GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 256890 7220 SH SOLE 7220 0 0 HALEON PLC SPON ADS 405552100 BBG018GZNDB0 237119 29130 SH SOLE 29130 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 279500 1060 SH SOLE 1060 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 688539 2333 SH SOLE 2333 0 0 ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 478989 22196 SH SOLE 22196 0 0 INFOSYS LTD SPONSORED ADR 456788108 BBG001S6ZLV4 318456 18260 SH SOLE 18260 0 0 INTEL CORP COM 458140100 BBG001S5SF65 261753 8012 SH SOLE 8012 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 BBG006F9S8B0 4488858 202657 SH SOLE 202657 0 0 ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 249120 6000 SH SOLE 6000 0 0 ISHARES INC MSCI HONG KG ETF 464286871 BBG001S5VWX4 214749 10450 SH SOLE 10450 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 1230453 12400 SH SOLE 12400 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 213814 4255 SH SOLE 4255 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 227646 910 SH SOLE 910 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 5136759 101940 SH SOLE 101940 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 612545 12120 SH SOLE 12120 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 575486 6075 SH SOLE 6075 0 0 ISHARES TR MSCI INTL MOMENT 46434V449 BBG007WGK4B0 239160 7400 SH SOLE 7400 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 1348802 12885 SH SOLE 12885 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 850733 16750 SH SOLE 16750 0 0 JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 1695083 36305 SH SOLE 36305 0 0 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 3023529 61069 SH SOLE 61069 0 0 JAPAN SMALLER CAPITALIZATION COM 47109U104 BBG001S6JF54 85684 12400 SH SOLE 12400 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 567455 3661 SH SOLE 3661 0 0 KEYCORP COM 493267108 BBG001S5SKV6 369614 29522 SH SOLE 29522 0 0 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 247905 1847 SH SOLE 1847 0 0 KROGER CO COM 501044101 BBG001S5SN40 254007 5145 SH SOLE 5145 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 244317 1245 SH SOLE 1245 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 373666 3555 SH SOLE 3555 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 225019 476 SH SOLE 476 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 652051 2332 SH SOLE 2332 0 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 507016 1424 SH SOLE 1424 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 401091 3770 SH SOLE 3770 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 339104 1600 SH SOLE 1600 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1776507 6162 SH SOLE 6162 0 0 MORGAN STANLEY EMKT DBT FD I COM 61744H105 BBG001S6S574 232007 36026 SH SOLE 36026 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 228233 1861 SH SOLE 1861 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 943700 5930 SH SOLE 5930 0 0 NUTRIEN LTD COM 67077M108 BBG00JM9SM69 316818 4290 SH SOLE 4290 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 470362 5062 SH SOLE 5062 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 177451 21000 SH SOLE 21000 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 333833 4396 SH SOLE 4396 0 0 PFIZER INC COM 717081103 BBG001S5V466 244188 5985 SH SOLE 5985 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 BBG00KJQ1QS8 234175 4750 SH SOLE 4750 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 374105 2516 SH SOLE 2516 0 0 PROGRESSIVE CORP COM 743315103 BBG001S5V509 491697 3437 SH SOLE 3437 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 369727 2898 SH SOLE 2898 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 273911 2797 SH SOLE 2797 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 729197 3650 SH SOLE 3650 0 0 SANOFI SPONSORED ADR 80105N105 BBG001S5W768 231828 4260 SH SOLE 4260 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 501190 14402 SH SOLE 14402 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 373082 11931 SH SOLE 11931 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 BBG0051QD594 1070002 32297 SH SOLE 32297 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 3564349 74490 SH SOLE 74490 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 1057150 16120 SH SOLE 16120 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 264419 1751 SH SOLE 1751 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 519875 9035 SH SOLE 9035 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 200565 1700 SH SOLE 1700 0 0 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 221326 7930 SH SOLE 7930 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 BBG001S5W6H8 426058 4700 SH SOLE 4700 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 BBG0029J2J00 304300 10000 SH SOLE 10000 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 722186 9480 SH SOLE 9480 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 BBG004DF1DW8 3363984 81138 SH SOLE 81138 0 0 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 BBG005D236G5 241500 6000 SH SOLE 6000 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 200763 1928 SH SOLE 1928 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 471026 1650 SH SOLE 1650 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 417150 1080 SH SOLE 1080 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 407058 4376 SH SOLE 4376 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 308987 2590 SH SOLE 2590 0 0 TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 246955 1883 SH SOLE 1883 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 265437 1427 SH SOLE 1427 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 230548 400 SH SOLE 400 0 0 UBS GROUP AG SHS H42097107 BBG007936GX0 280301 13135 SH SOLE 13135 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 296314 627 SH SOLE 627 0 0 VANECK ETF TRUST EMERGING MRKT HI 92189F353 BBG002YJGHH3 1430497 77660 SH SOLE 77660 0 0 VANECK ETF TRUST IG FLOATING RATE 92189F486 BBG001V14Q53 584298 23400 SH SOLE 23400 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 387375 2440 SH SOLE 2440 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2160194 10584 SH SOLE 10584 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 238240 1725 SH SOLE 1725 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 233916 5790 SH SOLE 5790 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 1189284 24870 SH SOLE 24870 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1121813 20319 SH SOLE 20319 0 0 VANGUARD WELLINGTON FD US MOMENTUM 921935508 BBG00K26BG83 543563 4830 SH SOLE 4830 0 0 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 BBG00K26C194 787814 7950 SH SOLE 7950 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 377420 1674 SH SOLE 1674 0 0 VMWARE INC CL A COM 928563402 BBG001S6TFZ0 603400 4833 SH SOLE 4833 0 0 WALMART INC COM 931142103 BBG001S5XH92 379686 2575 SH SOLE 2575 0 0 WESTERN ASSET EMERGING MKTS COM 95766A101 BBG001SCCJM1 170941 19900 SH SOLE 19900 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 BBG001SRPT24 256424 5600 SH SOLE 5600 0 0 YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 259583 4095 SH SOLE 4095 0 0