{"url":"https://nivawealth.com/firms/seaside-wealth-management-271039","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/271039","regulatoryAum":459283506,"crd":"271039","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5903787","suffix":null,"lastName":"CALLAHAN","firstName":"MATTHEW","middleName":"Brian"},{"crd":"4895591","suffix":null,"lastName":"Finch","firstName":"Derek","middleName":"Justin"},{"crd":"7079717","suffix":null,"lastName":"FRANCO","firstName":"ANTHONY","middleName":"CARL"},{"crd":"5419883","suffix":null,"lastName":"Hammons","firstName":"Jerri","middleName":null},{"crd":"8174611","suffix":null,"lastName":"Kretzschmar","firstName":"Kade","middleName":"Scott"},{"crd":"5280019","suffix":null,"lastName":"LINEBERGER","firstName":"BRADLEY","middleName":"JAMES"},{"crd":"7795009","suffix":null,"lastName":"Mangold","firstName":"Austin","middleName":"Robert"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-08","regulatoryAum":192421124,"clients":308,"employees":6,"offices":1},{"filedOn":"2022-06-27","regulatoryAum":243109355,"clients":315,"employees":6,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":223846230,"clients":317,"employees":5,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":284791984,"clients":330,"employees":7,"offices":1},{"filedOn":"2025-02-12","regulatoryAum":362311582,"clients":346,"employees":5,"offices":1},{"filedOn":"2026-02-19","regulatoryAum":459283506,"clients":380,"employees":12,"offices":1}],"secFileNumber":"801-111750","legalName":"Seaside Wealth Management, Inc.","displayName":"Seaside Wealth Management","slug":"seaside-wealth-management-271039","website":"https://seasidewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/271039/c610bc7ebce9a303-r1.webp","tone":"light","width":1194,"height":200,"sourceUrl":"https://www.seasidewealth.com/","sourceLabel":"Seaside Wealth Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/seaside-wealth-management/","founded":"2011","organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"6154 Innovation Way","city":"Carlsbad","state":"CA","stateName":"California","country":"United States","postalCode":"92009"},"tradeNames":[],"registration":{"secApproved":"27 September 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1208640.805263158,"staff":{"employees":12,"advisory":11,"brokerDealerReps":1,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":459283506,"discretionary":454656919,"discretionaryAccounts":1160,"nonDiscretionary":4626587,"nonDiscretionaryAccounts":15,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":228,"regulatoryAum":107709419},{"label":"High-net-worth individuals","clients":152,"regulatoryAum":351574087}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010289","versionId":1010289,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-19","documentName":"FORM ADV PART 2A - FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1.25,"fee_negotiable":false,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning & Consulting","summary":"Hourly financial planning and consulting is billed at up to $500 per hour, or as a flat fee up to $10,000, with a 50% retainer at signing.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010289","versionId":1010289,"submittedOn":"2026-02-19","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting is charged a maximum annual fee of 1.00% of plan assets, with the fee arrangement set case by case in the signed consulting agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010289","versionId":1010289,"submittedOn":"2026-02-19","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:06:29.259205+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010289","versionId":1010289,"submittedOn":"2026-02-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":459283506}],"custodyNote":"Seaside Wealth Management has custody of $374M in client assets for 724 clients.","otherCustodians":[],"leadership":[{"name":"Bradley Lineberger","title":"President","crd":"5280019"},{"name":"Derek Finch","title":"Chief Compliance Officer","crd":"4895591"}],"ownership":[{"label":"Bradley Lineberger","detail":"President in the 75% or more ownership band and a control person, since August 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"6154 Innovation Way","city":"Carlsbad","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"760-730-8120","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":95},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"19 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/271039/PDF/271039.pdf","brochureDate":"19 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010289","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Seaside Wealth Management have?","answer":"Seaside Wealth Management has 380 clients and manages $459 million for them, as of February 2026. They include 228 individual clients and 152 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Seaside Wealth Management offer?","answer":"Seaside Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Seaside Wealth Management charge?","answer":"Seaside Wealth Management charges up to 1.25% a year for its Asset Management. The fee is billed in advance and is not negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Seaside Wealth Management use?","answer":"Seaside Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $459M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Seaside Wealth Management have?","answer":"Seaside Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 11 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Seaside Wealth Management invest in?","answer":"At the end of its last fiscal year, Seaside Wealth Management’s separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Seaside Wealth Management?","answer":"Seaside Wealth Management’s direct owner is Bradley Lineberger (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Seaside Wealth Management get paid?","answer":"Seaside Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Seaside Wealth Management?","answer":"Seaside Wealth Management’s main office is at 6154 Innovation Way, Carlsbad, CA 92009. Its phone number is 760-730-8120. Its website is seasidewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/seaside-wealth-management-271039/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-05","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1929977/000192997726000007/0001929977-26-000007-index.html","totalValue":404553247,"positionCount":71,"top10Share":0.8669302486157032,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":133466634,"shares":360681,"shareType":"SH","priorValue":114016928,"priorShares":355403},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":64753495,"shares":908819,"shareType":"SH","priorValue":57401778,"priorShares":895783},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":38931316,"shares":957955,"shareType":"SH","priorValue":33347504,"priorShares":965195},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":35782292,"shares":922462,"shareType":"SH","priorValue":31590151,"priorShares":901546},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":15465175,"shares":195687,"shareType":"SH","priorValue":13746434,"priorShares":173413},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":14940438,"shares":372300,"shareType":"SH","priorValue":14560580,"priorShares":369183},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":14095762,"shares":238993,"shareType":"SH","priorValue":12958065,"priorShares":217601},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"REAL ESTATE ETF","cusip":"025072356","value":13701414,"shares":289183,"shareType":"SH","priorValue":12035572,"priorShares":273411},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":12668778,"shares":153282,"shareType":"SH","priorValue":12110925,"priorShares":146354},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":6914143,"shares":238748,"shareType":"SH","priorValue":6175908,"priorShares":246052}],"positionsListed":71,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":133466634,"shares":360681,"shareType":"SH","priorValue":114016928,"priorShares":355403},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":64753495,"shares":908819,"shareType":"SH","priorValue":57401778,"priorShares":895783},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":38931316,"shares":957955,"shareType":"SH","priorValue":33347504,"priorShares":965195},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":35782292,"shares":922462,"shareType":"SH","priorValue":31590151,"priorShares":901546},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":15465175,"shares":195687,"shareType":"SH","priorValue":13746434,"priorShares":173413},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":14940438,"shares":372300,"shareType":"SH","priorValue":14560580,"priorShares":369183},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":14095762,"shares":238993,"shareType":"SH","priorValue":12958065,"priorShares":217601},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"REAL ESTATE ETF","cusip":"025072356","value":13701414,"shares":289183,"shareType":"SH","priorValue":12035572,"priorShares":273411},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":12668778,"shares":153282,"shareType":"SH","priorValue":12110925,"priorShares":146354},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":6914143,"shares":238748,"shareType":"SH","priorValue":6175908,"priorShares":246052},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":5798007,"shares":53875,"shareType":"SH","priorValue":5638514,"priorShares":53119},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":3824872,"shares":138082,"shareType":"SH","priorValue":3614895,"priorShares":146056},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":2989595,"shares":67393,"shareType":"SH","priorValue":2612521,"priorShares":67228},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":2551780,"shares":26446,"shareType":"SH","priorValue":2211999,"priorShares":27450},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":2145707,"shares":35297,"shareType":"SH","priorValue":2019171,"priorShares":35687},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":2060387,"shares":22694,"shareType":"SH","priorValue":1800907,"priorShares":22779},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2034659,"shares":7031,"shareType":"SH","priorValue":1612830,"priorShares":6355},{"issuer":"ISHARES TR","titleOfClass":"SHRT NAT MUN ETF","cusip":"464288158","value":1692815,"shares":15900,"shareType":"SH","priorValue":1497767,"priorShares":14063},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":1663547,"shares":13334,"shareType":"SH","priorValue":1569780,"priorShares":14210},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":1578635,"shares":9610,"shareType":"SH","priorValue":1368752,"priorShares":9610},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":1420295,"shares":28186,"shareType":"SH","priorValue":1272634,"priorShares":27878},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":1329189,"shares":22268,"shareType":"SH","priorValue":1215836,"priorShares":22495},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":1164601,"shares":21171,"shareType":"SH","priorValue":1024723,"priorShares":21146},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":1098656,"shares":19051,"shareType":"SH","priorValue":923093,"priorShares":19104},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1018785,"shares":2731,"shareType":"SH","priorValue":1023429,"priorShares":2765},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":968999,"shares":4095,"shareType":"SH","priorValue":809122,"priorShares":3762},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":962081,"shares":19021,"shareType":"SH","priorValue":947111,"priorShares":18984},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":900274,"shares":10987,"shareType":"SH","priorValue":779088,"priorShares":10987},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":898876,"shares":1204,"shareType":"SH","priorValue":832917,"priorShares":1281},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":852795,"shares":711,"shareType":"SH","priorValue":648439,"priorShares":705},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":769728,"shares":5190,"shareType":"SH","priorValue":641066,"priorShares":5157},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":752457,"shares":1005,"shareType":"SH","priorValue":656023,"priorShares":1004},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":714672,"shares":6310,"shareType":"SH","priorValue":749782,"priorShares":6033},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":714418,"shares":2813,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":701340,"shares":3505,"shareType":"SH","priorValue":661151,"priorShares":3791},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600SM C","cusip":"78464A300","value":663826,"shares":6084,"shareType":"SH","priorValue":554616,"priorShares":5864},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":629570,"shares":21732,"shareType":"SH","priorValue":573655,"priorShares":21582},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":571062,"shares":2396,"shareType":"SH","priorValue":465485,"priorShares":2235},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL REIT ETF","cusip":"46434V647","value":546418,"shares":19784,"shareType":"SH","priorValue":497580,"priorShares":19784},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":539464,"shares":5235,"shareType":"SH","priorValue":546135,"priorShares":5469},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST INTL CAP ETF","cusip":"78463X871","value":515501,"shares":11780,"shareType":"SH","priorValue":491511,"priorShares":11639},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":483163,"shares":1352,"shareType":"SH","priorValue":265994,"priorShares":925},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":466524,"shares":15852,"shareType":"SH","priorValue":406446,"priorShares":15852},{"issuer":"ISHARES TR","titleOfClass":"CRE U S REIT ETF","cusip":"464288521","value":448405,"shares":6748,"shareType":"SH","priorValue":399413,"priorShares":6748},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":445370,"shares":1179,"shareType":"SH","priorValue":335508,"priorShares":1084},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":437855,"shares":468,"shareType":"SH","priorValue":451437,"priorShares":453},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":433376,"shares":631,"shareType":"SH","priorValue":362713,"priorShares":607},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":422940,"shares":3302,"shareType":"SH","priorValue":366701,"priorShares":3298},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":395252,"shares":3307,"shareType":"SH","priorValue":294438,"priorShares":422},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":395216,"shares":4863,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL SCEQT ETF","cusip":"808524888","value":365231,"shares":7590,"shareType":"SH","priorValue":359710,"priorShares":7696},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":361788,"shares":6697,"shareType":"SH","priorValue":348640,"priorShares":6605},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"NATL MUN BD ETF","cusip":"25434V849","value":357505,"shares":7396,"shareType":"SH","priorValue":285093,"priorShares":5949},{"issuer":"COLGATE PALMOLIVE CO","titleOfClass":"COM","cusip":"194162103","value":340500,"shares":3714,"shareType":"SH","priorValue":302567,"priorShares":3550},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER ETF","cusip":"78464A672","value":331425,"shares":11674,"shareType":"SH","priorValue":339793,"priorShares":11856},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CALIF MUN BD ETF","cusip":"25434V633","value":318311,"shares":6343,"shareType":"SH"},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":306981,"shares":1371,"shareType":"SH","priorValue":247467,"priorShares":1218},{"issuer":"PIMCO ETF TR","titleOfClass":"INTER MUN BD ACT","cusip":"72201R866","value":300977,"shares":5722,"shareType":"SH","priorValue":298631,"priorShares":5722},{"issuer":"ISHARES TR","titleOfClass":"ISHS 5-10YR INVT","cusip":"464288638","value":290839,"shares":5470,"shareType":"SH","priorValue":291113,"priorShares":5470},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":289672,"shares":383,"shareType":"SH","priorValue":334037,"priorShares":386},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":275215,"shares":550,"shareType":"SH","priorValue":264518,"priorShares":552},{"issuer":"ISHARES U S ETF TR","titleOfClass":"BLOOMBERG ROLL","cusip":"46431W598","value":271156,"shares":4910,"shareType":"SH","priorValue":288577,"priorShares":4857},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":259415,"shares":1565,"shareType":"SH"},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN US SMAL ETF","cusip":"025072323","value":246490,"shares":3361,"shareType":"SH","priorValue":208731,"priorShares":3351},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"SHOR DUR FIX ETF","cusip":"25434V864","value":239483,"shares":5015,"shareType":"SH","priorValue":366674,"priorShares":7658},{"issuer":"ISHARES TR","titleOfClass":"ESG AWRE 1 5 YR","cusip":"46435G243","value":225910,"shares":9040,"shareType":"SH","priorValue":226086,"priorShares":9020},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":220160,"shares":461,"shareType":"SH"},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":210647,"shares":2361,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":210610,"shares":286,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":206670,"shares":586,"shareType":"SH"},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":203703,"shares":546,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}