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CIK: 0001585550
Total reported value
$455.1M
$455.1M
80 檔
42.3%
During the Q4 2024 filing period, Parkside Advisors LLC (CIK: 0001585550) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $455.1M across 80 reported positions.
During Q4 2024, Parkside 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 | IWB | Ishares Russell 1000 ETF | ETF-Other | 17.42% | — | -0.66% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.50% | — | +1.64% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.02% | — | +3.90% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.33% | — | +5.71% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.05% | — | +2.34% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.95% | — | +5.74% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.55% | — | -0.31% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.62% | — | +3.71% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.85% | — | +1.36% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | — | -2.96% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.38% | — | +0.10% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.28% | — | +0.43% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.16% | — | +3.85% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.12% | — | -1.87% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.80% | — | +1.04% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.80% | — | +25.39% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.47% | — | -1.91% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.43% | — | +2.12% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | — | +14.67% | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.16% | — | +2.54% | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.81% | — | +22.74% | |
| 22 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.80% | — | +100.00% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | — | +77.08% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.69% | — | -0.82% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | — | -0.43% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.64% | — | +0.68% | |
| 27 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.51% | — | +26.87% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.46% | — | -0.51% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | — | +29.51% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | — | -9.29% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | — | — | |
| 32 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.38% | — | -2.76% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | — | -1.40% | |
| 34 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.35% | — | +1.13% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | — | -11.28% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.33% | — | +74.29% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | — | -0.70% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | — | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.27% | — | -20.61% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.23% | — | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | — | -1.30% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.18% | — | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | +29.04% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | — | -9.43% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.16% | — | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.15% | — | +2.66% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | — | -17.82% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | — | -7.78% | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.14% | — | +7.25% | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.13% | — | — |
According to official SEC Form 13F filings, Parkside Advisors LLC reported a total U.S. public equity portfolio value of $455.1M across 80 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWB, IWM, IEF) accounted for 42.3% of total reported equity market value during Q4 2024.
During Q4 2024, Parkside Advisors LLC's top holdings by market value included IWB (17.4%)、IWM (8.5%)、IEF (7.0%). The largest single position, IWB, represented 17.4% of total portfolio value.
In Q4 2024, Parkside 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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