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CIK: 0002012184
Total reported value
$198.1M
$198.1M
46 檔
30.1%
As reported in its official Q1 2024 Form 13F filing, Oceanside Advisors LLC's tracked investment portfolio stood at $198.1M with 46 total positions.
During Q1 2024, Oceanside Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 13.14% | +0.46% | +1.35% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 11.64% | +0.11% | +2.84% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.52% | +0.02% | +2.95% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 8.09% | -0.67% | -1.68% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.92% | +0.33% | +3.17% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.59% | -0.46% | +1.52% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 5.41% | -0.16% | +2.10% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.68% | -0.37% | +2.96% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.03% | -0.30% | +2.47% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.85% | +0.13% | +2.60% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.20% | +0.09% | +3.43% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.14% | -0.17% | +1.49% | |
| 13 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 3.12% | -0.02% | +4.44% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 2.96% | -0.09% | +2.77% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.89% | -0.12% | +1.86% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.01% | +0.01% | -0.74% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.93% | -0.05% | -8.20% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.79% | -0.02% | -4.59% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 0.67% | -0.07% | +1.43% | |
| 20 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.66% | +0.04% | +3.95% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.05% | +24.47% | |
| 22 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.62% | -0.06% | +0.68% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.62% | +0.03% | -2.01% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.20% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.03% | -23.81% | |
| 26 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | -0.36% | |
| 27 | DFIC | Dimensional International Co | ETF-Other | 0.42% | -0.01% | +7.30% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.24% | -1.11% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.39% | — | +0.11% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.37% | +0.01% | +1.92% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.35% | — | +1.57% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.02% | — | |
| 33 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.31% | — | — | |
| 34 | NTRS | Northern Trust CORP | Stock-Financials | 0.26% | +0.03% | — | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.25% | -0.02% | +2.24% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.01% | — | |
| 37 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.24% | -0.02% | -1.53% | |
| 38 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.23% | -0.02% | -14.63% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.22% | -0.01% | -7.92% | |
| 40 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.22% | — | -14.93% | |
| 41 | ✓ | 374water Inc | Stock-Other | 0.21% | — | +90.91% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | +7.22% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.04% | +167.03% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.14% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.24% | — | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.17% | -0.06% | -19.57% |
According to official SEC Form 13F filings, Oceanside Advisors LLC reported a total U.S. public equity portfolio value of $198.1M across 46 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DUHP, AVLV, DFSV) accounted for 30.1% of total reported equity market value during Q1 2024.
During Q1 2024, Oceanside Advisors LLC's top holdings by market value included DUHP (13.1%)、AVLV (11.6%)、DFSV (8.5%). The largest single position, DUHP, represented 13.1% of total portfolio value.
In Q1 2024, Oceanside Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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