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CIK: 0002012184
Total reported value
$198.1M
$198.1M
49 檔
33.1%
According to the latest 13F quarterly dataset, Oceanside Advisors LLC managed an equity portfolio of $198.1M at the end of Q3 2024, spanning 49 distinct U.S. exchange-listed positions.
During Q3 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 | 13.27% | +0.46% | +1.85% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 11.28% | +0.11% | +2.54% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.25% | +0.02% | +2.08% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 8.22% | -0.67% | +3.19% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.94% | +0.33% | +2.10% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.52% | -0.46% | +2.53% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 5.11% | -0.16% | +3.02% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.59% | -0.37% | +2.57% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.11% | +0.13% | +2.72% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.11% | -0.30% | +1.71% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.49% | +0.09% | +2.69% | |
| 12 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 3.21% | -0.02% | +2.72% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.09% | -0.17% | +4.22% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 2.95% | -0.09% | +3.29% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.83% | -0.12% | +0.76% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.97% | +0.01% | -3.52% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.85% | -0.05% | +0.55% | |
| 18 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.72% | +0.04% | +5.45% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.67% | -0.02% | +2.13% | |
| 20 | DISV | Dimensional International Sm | ETF-Other | 0.67% | -0.07% | +2.08% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.05% | — | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.60% | +0.03% | +3.01% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.20% | -3.43% | |
| 24 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.58% | -0.06% | -0.52% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.24% | -1.71% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.03% | — | |
| 27 | DFIC | Dimensional International Co | ETF-Other | 0.40% | -0.01% | -0.83% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.39% | -0.02% | -3.19% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.36% | — | -2.81% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.34% | +0.01% | -0.76% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.02% | — | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.32% | — | +0.02% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | — | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.31% | -0.06% | +0.84% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.28% | -0.03% | +2.08% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.27% | -0.01% | +32.32% | |
| 37 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.24% | — | — | |
| 38 | NTRS | Northern Trust CORP | Stock-Financials | 0.24% | +0.03% | — | |
| 39 | AVDE | Avantis International Equity | ETF-Other | 0.23% | -0.02% | -3.25% | |
| 40 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.22% | -0.02% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.41% | NEW | |
| 42 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.20% | -0.06% | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.19% | -0.01% | -8.19% | |
| 44 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.18% | -0.02% | -9.44% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.17% | +0.17% | NEW | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.14% | -8.90% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.24% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.15% | — | — | |
| 49 | ✓ | 374water Inc | Stock-Other | 0.15% | — | -25.66% |
According to official SEC Form 13F filings, Oceanside Advisors LLC reported a total U.S. public equity portfolio value of $198.1M across 49 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DUHP, AVLV, DFSV) accounted for 33.1% of total reported equity market value during Q3 2024.
During Q3 2024, Oceanside Advisors LLC's top holdings by market value included DUHP (13.3%)、AVLV (11.3%)、DFSV (8.3%). The largest single position, DUHP, represented 13.3% of total portfolio value.
In Q3 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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