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The Analysis of Oceanside Advisors LLC's Holdings & P&L

Currently, Oceanside Advisors LLC holds 57 types of securities in its portfolio with a total value $198.1M. In the most recent quarter, they have increased their positions in DUHP (+19.5K shares, valued at $815.7K), VOO (+1.2K shares, valued at $805.7K), DFSD (+12.5K shares, valued at $597.2K); decreased their positions in DFAE (-3.9K shares, valued at $157.9K), AVIG (-1.7K shares, valued at $69.9K), DFNM (-1.3K shares, valued at $62.6K); initiated new positions in VOO (+1.2K shares, valued at $805.7K), VGT (+2.8K shares, valued at $335.5K), N/A (+500 shares, valued at $281.6K).

1M P&L

+105.9K+0.05%

3M P&L

+994.5K+0.51%

HY P&L

+6.3M+3.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A188.1M

96.0%

2Consumer Electronics1.6M

0.8%

3Internet Content & Information979.0K

0.5%

Top Industries by Stock Count

1N/A39 stocks

75.0%

2Internet Content & Information2 stocks

3.8%

3Consumer Electronics1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DUHP DIMENSIONAL ETF TRUST584.1K shares3.46%2026-06-302026-07-27

AVLV AMERICAN CENTY ETF TR243.9K shares0.90%2026-06-302026-07-27

DFSV DIMENSIONAL ETF TRUST422.9K shares2.41%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST352.4K shares3.35%2026-06-302026-07-27

DFSD DIMENSIONAL ETF TRUST313.0K shares4.16%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS156.9K shares5.07%2026-06-302026-07-27

DIHP DIMENSIONAL ETF TRUST294.8K shares3.40%2026-06-302026-07-27

DFIV DIMENSIONAL ETF TRUST172.5K shares2.50%2026-06-302026-07-27

Sponsored

DFAE DIMENSIONAL ETF TRUST211.9K shares-1.82%2026-06-302026-07-27

AVDV AMERICAN CENTY ETF TR76.5K shares1.93%2026-06-302026-07-27

MINT PIMCO ETF TR66.0K shares7.29%2026-06-302026-07-27

DFAR DIMENSIONAL ETF TRUST247.2K shares5.09%2026-06-302026-07-27

AVES AMERICAN CENTY ETF TR96.1K shares2.77%2026-06-302026-07-27

DFAI DIMENSIONAL ETF TRUST144.2K shares3.72%2026-06-302026-07-27

BAB INVESCO EXCH TRADED FD TR II137.0K shares6.49%2026-06-302026-07-27

AVGE AMERICAN CENTY ETF TR18.9K shares4.69%2026-06-302026-07-27

Sponsored

AAPL APPLE INC5.5K shares42.66%2026-06-302026-07-27

DFAU DIMENSIONAL ETF TRUST28.3K shares0.54%2026-06-302026-07-27

DISV DIMENSIONAL ETF TRUST33.3K shares0.79%2026-06-302026-07-27

DFEV DIMENSIONAL ETF TRUST29.2K shares-0.35%2026-06-302026-07-27

GLD SPDR GOLD TR3.4K shares0.03%2026-06-302026-07-27

DFLV DIMENSIONAL ETF TRUST29.8K shares-1.35%2026-06-302026-07-27

AVIV AMERICAN CENTY ETF TR14.6K shares-0.53%2026-06-302026-07-27

DFIC DIMENSIONAL ETF TRUST29.3K shares5.33%2026-06-302026-07-27

Sponsored

DFCF DIMENSIONAL ETF TRUST23.3K shares7.60%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC700 shares0.00%2026-06-302026-07-27

VOO VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR6.3K shares-1.18%2026-06-302026-07-27

AMZN AMAZON COM INC3.2K shares167.93%2026-06-302026-07-27

DFEM DIMENSIONAL ETF TRUST18.1K shares-0.99%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares0.00%2026-06-302026-07-27

GOOG ALPHABET INC2.0K shares54.69%2026-06-302026-07-27

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-6.50%2026-06-302026-07-27

NTRS NORTHERN TR CORP3.8K shares0.00%2026-06-302026-07-27

AVUS AMERICAN CENTY ETF TR4.9K shares-1.76%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares133.03%2026-06-302026-07-27

MSFT MICROSOFT CORP1.5K shares0.00%2026-06-302026-07-27

DUSB DIMENSIONAL ETF TRUST10.8K shares-0.47%2026-06-302026-07-27

KO COCA COLA CO6.1K shares0.00%2026-06-302026-07-27

CIEN CIENA CORP1.0K shares0.00%2026-06-302026-07-27

Sponsored

WORLD GOLD TR WORLD GOLD TR5.7K shares2.64%2026-06-302026-07-27

BNDX VANGUARD CHARLOTTE FDS8.3K shares0.42%2026-06-302026-07-27

AVDE AMERICAN CENTY ETF TR4.4K shares-1.93%2026-06-302026-07-27

VGT VANGUARD WORLD FD2.8K sharesnew addition2026-06-302026-07-27

DFGX DIMENSIONAL ETF TRUST5.9K shares0.00%2026-06-302026-07-27

DFNM DIMENSIONAL ETF TRUST6.4K shares-16.89%2026-06-302026-07-27

VNQ VANGUARD INDEX FDS3.1K shares0.06%2026-06-302026-07-27

MUB ISHARES TR2.7K shares3.96%2026-06-302026-07-27

Sponsored

AVIG AMERICAN CENTY ETF TR7.0K shares-19.38%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC500 sharesnew addition2026-06-302026-07-27

GOOGL ALPHABET INC782 sharesnew addition2026-06-302026-07-27

BY BYLINE BANCORP INC7.1K shares0.00%2026-06-302026-07-27

WMT WALMART INC2.3K shares0.00%2026-06-302026-07-27

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS2.0K shares0.00%2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP704 shares0.00%2026-06-302026-07-27

SLV ISHARES SILVER TR4.1K shares0.00%2026-06-302026-07-27

Sponsored

AVSF AMERICAN CENTY ETF TR4.7K shares-2.41%2026-06-302026-07-27

DUHP

DIMENSIONAL ETF TRUST

3.46%

Shares584.1K

Event2026-06-30

Filed2026-07-27

AVLV

AMERICAN CENTY ETF TR

0.90%

Shares243.9K

Event2026-06-30

Filed2026-07-27

DFSV

DIMENSIONAL ETF TRUST

2.41%

Shares422.9K

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

3.35%

Shares352.4K

Event2026-06-30

Filed2026-07-27

DFSD

DIMENSIONAL ETF TRUST

4.16%

Shares313.0K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

5.07%

Shares156.9K

Event2026-06-30

Filed2026-07-27

DIHP

DIMENSIONAL ETF TRUST

3.40%

Shares294.8K

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

2.50%

Shares172.5K

Event2026-06-30

Filed2026-07-27

DFAE

DIMENSIONAL ETF TRUST

-1.82%

Shares211.9K

Event2026-06-30

Filed2026-07-27

AVDV

AMERICAN CENTY ETF TR

1.93%

Shares76.5K

Event2026-06-30

Filed2026-07-27

MINT

PIMCO ETF TR

7.29%

Shares66.0K

Event2026-06-30

Filed2026-07-27

DFAR

DIMENSIONAL ETF TRUST

5.09%

Shares247.2K

Event2026-06-30

Filed2026-07-27

AVES

AMERICAN CENTY ETF TR

2.77%

Shares96.1K

Event2026-06-30

Filed2026-07-27

DFAI

DIMENSIONAL ETF TRUST

3.72%

Shares144.2K

Event2026-06-30

Filed2026-07-27

BAB

INVESCO EXCH TRADED FD TR II

6.49%

Shares137.0K

Event2026-06-30

Filed2026-07-27

AVGE

AMERICAN CENTY ETF TR

4.69%

Shares18.9K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

42.66%

Shares5.5K

Event2026-06-30

Filed2026-07-27

DFAU

DIMENSIONAL ETF TRUST

0.54%

Shares28.3K

Event2026-06-30

Filed2026-07-27

DISV

DIMENSIONAL ETF TRUST

0.79%

Shares33.3K

Event2026-06-30

Filed2026-07-27

DFEV

DIMENSIONAL ETF TRUST

-0.35%

Shares29.2K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-27

DFLV

DIMENSIONAL ETF TRUST

-1.35%

Shares29.8K

Event2026-06-30

Filed2026-07-27

AVIV

AMERICAN CENTY ETF TR

-0.53%

Shares14.6K

Event2026-06-30

Filed2026-07-27

DFIC

DIMENSIONAL ETF TRUST

5.33%

Shares29.3K

Event2026-06-30

Filed2026-07-27

DFCF

DIMENSIONAL ETF TRUST

7.60%

Shares23.3K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

-1.18%

Shares6.3K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

167.93%

Shares3.2K

Event2026-06-30

Filed2026-07-27

DFEM

DIMENSIONAL ETF TRUST

-0.99%

Shares18.1K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

54.69%

Shares2.0K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-6.50%

Shares1.4K

Event2026-06-30

Filed2026-07-27

NTRS

NORTHERN TR CORP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-27

AVUS

AMERICAN CENTY ETF TR

-1.76%

Shares4.9K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

133.03%

Shares1.5K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

DUSB

DIMENSIONAL ETF TRUST

-0.47%

Shares10.8K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-27

CIEN

CIENA CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

WORLD GOLD TR

2.64%

Shares5.7K

Event2026-06-30

Filed2026-07-27

BNDX

VANGUARD CHARLOTTE FDS

0.42%

Shares8.3K

Event2026-06-30

Filed2026-07-27

AVDE

AMERICAN CENTY ETF TR

-1.93%

Shares4.4K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

DFGX

DIMENSIONAL ETF TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-27

DFNM

DIMENSIONAL ETF TRUST

-16.89%

Shares6.4K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

0.06%

Shares3.1K

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

3.96%

Shares2.7K

Event2026-06-30

Filed2026-07-27

AVIG

AMERICAN CENTY ETF TR

-19.38%

Shares7.0K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

New

Shares500

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

New

Shares782

Event2026-06-30

Filed2026-07-27

BYLINE BANCORP INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP

0.00%

Shares704

Event2026-06-30

Filed2026-07-27

SLV

ISHARES SILVER TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-27

AVSF

AMERICAN CENTY ETF TR

-2.41%

Shares4.7K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available