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

Currently, Oceanside Advisors LLC holds 53 types of securities in its portfolio with a total value $175.3M. In the most recent quarter, they have increased their positions in BND (+21.4K shares, valued at $1.6M), DFSD (+22.5K shares, valued at $1.1M), DUHP (+22.9K shares, valued at $843.5K); decreased their positions in AVDV (-2.2K shares, valued at $220.7K), GLD (-316 shares, valued at $136.0K), DISV (-1.7K shares, valued at $68.3K); initiated new positions in DUSB (+10.8K shares, valued at $549.3K), MU (+700 shares, valued at $236.5K), VTWO (+2.0K shares, valued at $200.3K).

1M P&L

+4.4M+2.45%

3M P&L

+3.9M+2.13%

HY P&L

+20.3M+12.33%

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/A169.4M

97.3%

2Consumer Electronics979.1K

0.6%

3Banks - Diversified640.1K

0.4%

Top Industries by Stock Count

1N/A40 stocks

78.4%

2Consumer Electronics1 stocks

2.0%

3Banks - Diversified1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DUHP DIMENSIONAL ETF TRUST564.5K shares4.24%2026-03-312026-04-28

AVLV AMERICAN CENTY ETF TR241.7K shares0.71%2026-03-312026-04-28

DFSV DIMENSIONAL ETF TRUST413.0K shares2.07%2026-03-312026-04-28

DFSD DIMENSIONAL ETF TRUST300.5K shares8.10%2026-03-312026-04-28

DFAC DIMENSIONAL ETF TRUST340.9K shares3.45%2026-03-312026-04-28

BND VANGUARD BD INDEX FDS149.4K shares16.69%2026-03-312026-04-28

DIHP DIMENSIONAL ETF TRUST285.1K shares3.87%2026-03-312026-04-28

DFIV DIMENSIONAL ETF TRUST168.3K shares0.14%2026-03-312026-04-28

Sponsored

AVDV AMERICAN CENTY ETF TR75.1K shares-2.86%2026-03-312026-04-28

DFAE DIMENSIONAL ETF TRUST215.9K shares0.28%2026-03-312026-04-28

MINT PIMCO ETF TR61.5K shares7.20%2026-03-312026-04-28

AVES AMERICAN CENTY ETF TR93.5K shares1.39%2026-03-312026-04-28

DFAR DIMENSIONAL ETF TRUST235.2K shares5.85%2026-03-312026-04-28

DFAI DIMENSIONAL ETF TRUST139.1K shares1.92%2026-03-312026-04-28

BAB INVESCO EXCH TRADED FD TR II128.7K shares10.85%2026-03-312026-04-28

AVGE AMERICAN CENTY ETF TR18.1K shares3.52%2026-03-312026-04-28

Sponsored

GLD SPDR GOLD TR3.4K shares-8.61%2026-03-312026-04-28

DISV DIMENSIONAL ETF TRUST33.0K shares-4.98%2026-03-312026-04-28

DFAU DIMENSIONAL ETF TRUST28.2K shares5.39%2026-03-312026-04-28

AVIV AMERICAN CENTY ETF TR14.7K shares-4.87%2026-03-312026-04-28

DFLV DIMENSIONAL ETF TRUST30.2K shares12.33%2026-03-312026-04-28

DFEV DIMENSIONAL ETF TRUST29.3K shares1.78%2026-03-312026-04-28

DFIC DIMENSIONAL ETF TRUST27.8K shares6.47%2026-03-312026-04-28

AAPL APPLE INC3.9K shares17.23%2026-03-312026-04-28

Sponsored

DFCF DIMENSIONAL ETF TRUST21.6K shares1.48%2026-03-312026-04-28

AVUV AMERICAN CENTY ETF TR6.4K shares11.85%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO2.2K shares4.36%2026-03-312026-04-28

DFEM DIMENSIONAL ETF TRUST18.2K shares1.19%2026-03-312026-04-28

MSFT MICROSOFT CORP1.5K shares6.81%2026-03-312026-04-28

AVUS AMERICAN CENTY ETF TR5.0K shares2.23%2026-03-312026-04-28

DUSB DIMENSIONAL ETF TRUST10.8K sharesnew addition2026-03-312026-04-28

Sponsored

NTRS NORTHERN TR CORP3.8K shares0.00%2026-03-312026-04-28

GLDM WORLD GOLD TR5.5K shares-1.23%2026-03-312026-04-28

KO COCA COLA CO6.1K shares0.00%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS8.3K shares-0.29%2026-03-312026-04-28

CIEN CIENA CORP1.0K shares0.00%2026-03-312026-04-28

AVDE AMERICAN CENTY ETF TR4.5K shares-0.44%2026-03-312026-04-28

DFNM DIMENSIONAL ETF TRUST7.7K shares-2.12%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.3K shares0.00%2026-03-312026-04-28

Sponsored

AVIG AMERICAN CENTY ETF TR8.7K shares18.04%2026-03-312026-04-28

DFGX DIMENSIONAL ETF TRUST5.9K shares0.00%2026-03-312026-04-28

WMT WALMART INC2.3K shares0.00%2026-03-312026-04-28

SLV ISHARES SILVER TR4.1K shares0.00%2026-03-312026-04-28

MUB ISHARES TR2.6K shares0.00%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS3.1K shares0.59%2026-03-312026-04-28

AMZN AMAZON COM INC1.2K shares0.00%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC700 sharesnew addition2026-03-312026-04-28

Sponsored

AVSF AMERICAN CENTY ETF TR4.8K shares0.00%2026-03-312026-04-28

BY BYLINE BANCORP INC7.1K shares0.00%2026-03-312026-04-28

VTI VANGUARD INDEX FDS660 shares0.00%2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP704 shares0.00%2026-03-312026-04-28

VTWO VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2026-03-312026-04-28

DUHP

DIMENSIONAL ETF TRUST

4.24%

Shares564.5K

Event2026-03-31

Filed2026-04-28

AVLV

AMERICAN CENTY ETF TR

0.71%

Shares241.7K

Event2026-03-31

Filed2026-04-28

DFSV

DIMENSIONAL ETF TRUST

2.07%

Shares413.0K

Event2026-03-31

Filed2026-04-28

DFSD

DIMENSIONAL ETF TRUST

8.10%

Shares300.5K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

3.45%

Shares340.9K

Event2026-03-31

Filed2026-04-28

BND

VANGUARD BD INDEX FDS

16.69%

Shares149.4K

Event2026-03-31

Filed2026-04-28

DIHP

DIMENSIONAL ETF TRUST

3.87%

Shares285.1K

Event2026-03-31

Filed2026-04-28

DFIV

DIMENSIONAL ETF TRUST

0.14%

Shares168.3K

Event2026-03-31

Filed2026-04-28

AVDV

AMERICAN CENTY ETF TR

-2.86%

Shares75.1K

Event2026-03-31

Filed2026-04-28

DFAE

DIMENSIONAL ETF TRUST

0.28%

Shares215.9K

Event2026-03-31

Filed2026-04-28

MINT

PIMCO ETF TR

7.20%

Shares61.5K

Event2026-03-31

Filed2026-04-28

AVES

AMERICAN CENTY ETF TR

1.39%

Shares93.5K

Event2026-03-31

Filed2026-04-28

DFAR

DIMENSIONAL ETF TRUST

5.85%

Shares235.2K

Event2026-03-31

Filed2026-04-28

DFAI

DIMENSIONAL ETF TRUST

1.92%

Shares139.1K

Event2026-03-31

Filed2026-04-28

BAB

INVESCO EXCH TRADED FD TR II

10.85%

Shares128.7K

Event2026-03-31

Filed2026-04-28

AVGE

AMERICAN CENTY ETF TR

3.52%

Shares18.1K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-8.61%

Shares3.4K

Event2026-03-31

Filed2026-04-28

DISV

DIMENSIONAL ETF TRUST

-4.98%

Shares33.0K

Event2026-03-31

Filed2026-04-28

DFAU

DIMENSIONAL ETF TRUST

5.39%

Shares28.2K

Event2026-03-31

Filed2026-04-28

AVIV

AMERICAN CENTY ETF TR

-4.87%

Shares14.7K

Event2026-03-31

Filed2026-04-28

DFLV

DIMENSIONAL ETF TRUST

12.33%

Shares30.2K

Event2026-03-31

Filed2026-04-28

DFEV

DIMENSIONAL ETF TRUST

1.78%

Shares29.3K

Event2026-03-31

Filed2026-04-28

DFIC

DIMENSIONAL ETF TRUST

6.47%

Shares27.8K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

17.23%

Shares3.9K

Event2026-03-31

Filed2026-04-28

DFCF

DIMENSIONAL ETF TRUST

1.48%

Shares21.6K

Event2026-03-31

Filed2026-04-28

AVUV

AMERICAN CENTY ETF TR

11.85%

Shares6.4K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

4.36%

Shares2.2K

Event2026-03-31

Filed2026-04-28

DFEM

DIMENSIONAL ETF TRUST

1.19%

Shares18.2K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

6.81%

Shares1.5K

Event2026-03-31

Filed2026-04-28

AVUS

AMERICAN CENTY ETF TR

2.23%

Shares5.0K

Event2026-03-31

Filed2026-04-28

DUSB

DIMENSIONAL ETF TRUST

New

Shares10.8K

Event2026-03-31

Filed2026-04-28

NTRS

NORTHERN TR CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-28

GLDM

WORLD GOLD TR

-1.23%

Shares5.5K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

-0.29%

Shares8.3K

Event2026-03-31

Filed2026-04-28

CIEN

CIENA CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

AVDE

AMERICAN CENTY ETF TR

-0.44%

Shares4.5K

Event2026-03-31

Filed2026-04-28

DFNM

DIMENSIONAL ETF TRUST

-2.12%

Shares7.7K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-28

AVIG

AMERICAN CENTY ETF TR

18.04%

Shares8.7K

Event2026-03-31

Filed2026-04-28

DFGX

DIMENSIONAL ETF TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-28

SLV

ISHARES SILVER TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD INDEX FDS

0.59%

Shares3.1K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

New

Shares700

Event2026-03-31

Filed2026-04-28

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-28

BYLINE BANCORP INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

0.00%

Shares660

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP

0.00%

Shares704

Event2026-03-31

Filed2026-04-28

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares2.0K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available