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CIK: 0001585550
Total reported value
$455.1M
$455.1M
81 檔
41.3%
At the close of Q1 2025, Parkside Advisors LLC disclosed equity holdings valued at approximately $455.1M, spread across 81 reported holdings.
In Q1 2025, Parkside Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWB, IWM, IEF) accounted for 41.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 16.62% | — | -1.92% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.01% | — | +2.19% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.38% | — | -0.29% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.91% | — | -1.23% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.39% | — | +1.28% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 6.36% | — | +2.43% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.09% | — | -2.16% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.84% | — | -0.22% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.21% | — | +0.79% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | — | -1.95% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.36% | — | +0.14% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.32% | — | +1.65% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.25% | — | +0.38% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.04% | — | -0.83% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.91% | — | +2.23% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.53% | — | +2.61% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.49% | — | -2.54% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.42% | — | -13.05% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | — | -1.01% | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.10% | — | +1.27% | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.89% | — | +5.77% | |
| 22 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.78% | — | — | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.77% | — | +9.88% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.67% | — | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | — | -0.06% | |
| 26 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.53% | — | +1.46% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | — | -4.53% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.47% | — | -0.34% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | — | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | — | -4.00% | |
| 31 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.40% | — | — | |
| 32 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.36% | — | -0.13% | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.36% | — | +5.50% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | — | -4.95% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | -2.11% | |
| 38 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.26% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | — | -1.10% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.24% | — | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.23% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | — | — | |
| 43 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.16% | — | +4.26% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | — | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.15% | — | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | — | -28.14% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | — | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.14% | — | — | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | — | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.13% | — | -1.32% |
According to official SEC Form 13F filings, Parkside Advisors LLC reported a total U.S. public equity portfolio value of $455.1M across 81 disclosed positions in Q1 2025.
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Top New Position Initiated
IWB
市值: $69.0M
During Q1 2025, Parkside Advisors LLC's top holdings by market value included IWB (16.6%)、IWM (8.0%)、IEF (7.4%). The largest single position, IWB, represented 16.6% of total portfolio value.
In Q1 2025, Parkside Advisors LLC made 50 total portfolio adjustments, initiating 50 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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