The Analysis of Oceanside Advisors LLC's Holdings
Currently, Oceanside Advisors LLC holds 48 types of securities in its portfolio with a total value $160.0M. In the most recent quarter, they have increased their positions in DFSD (+12.3K shares, valued at $594.0K), MINT (+3.4K shares, valued at $346.0K), BND (+3.8K shares, valued at $282.2K); decreased their positions in DFCF (-6.6K shares, valued at $282.8K), BRK.B (-420 shares, valued at $211.2K), AVDV (-1.3K shares, valued at $117.9K); initiated new positions in VTI (+660 shares, valued at $216.6K), NSC (+704 shares, valued at $211.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUHP DIMENSIONAL ETF TRUST540.2K shares0.61%2025-09-302025-11-07
AVLV AMERICAN CENTY ETF TR242.1K shares1.08%2025-09-302025-11-07 DFSD DIMENSIONAL ETF TRUST276.3K shares4.67%2025-09-302025-11-07 DFSV DIMENSIONAL ETF TRUST402.3K shares1.27%2025-09-302025-11-07 DFAC DIMENSIONAL ETF TRUST330.6K shares0.87%2025-09-302025-11-07 BND VANGUARD BD INDEX FDS124.0K shares3.16%2025-09-302025-11-07 DIHP DIMENSIONAL ETF TRUST276.8K shares1.54%2025-09-302025-11-07 DFIV DIMENSIONAL ETF TRUST174.1K shares-0.18%2025-09-302025-11-07 AVDV AMERICAN CENTY ETF TR81.2K shares-1.61%2025-09-302025-11-07 DFAE DIMENSIONAL ETF TRUST219.9K shares-1.07%2025-09-302025-11-07 MINT PIMCO ETF TR53.1K shares6.92%2025-09-302025-11-07 AVES AMERICAN CENTY ETF TR93.0K shares-0.61%2025-09-302025-11-07 DFAR DIMENSIONAL ETF TRUST212.0K shares3.70%2025-09-302025-11-07 DFAI DIMENSIONAL ETF TRUST136.6K shares0.22%2025-09-302025-11-07 BAB INVESCO EXCH TRADED FD TR II111.8K shares4.47%2025-09-302025-11-07 DFAU DIMENSIONAL ETF TRUST32.0K shares-3.45%2025-09-302025-11-07 AVGE AMERICAN CENTY ETF TR17.0K shares6.65%2025-09-302025-11-07 GLD SPDR GOLD TR3.7K shares-0.03%2025-09-302025-11-07 DISV DIMENSIONAL ETF TRUST34.4K shares0.40%2025-09-302025-11-07 AVIV AMERICAN CENTY ETF TR15.3K shares0.33%2025-09-302025-11-07 DFEV DIMENSIONAL ETF TRUST28.2K shares0.42%2025-09-302025-11-07 DFCF DIMENSIONAL ETF TRUST20.8K shares-24.09%2025-09-302025-11-07 DFLV DIMENSIONAL ETF TRUST25.5K shares1.36%2025-09-302025-11-07 AAPL APPLE INC3.3K shares3.78%2025-09-302025-11-07 DFIC DIMENSIONAL ETF TRUST24.8K shares2.22%2025-09-302025-11-07 MSFT MICROSOFT CORP1.4K shares0.00%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares-22.32%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.2.1K shares-7.13%2025-09-302025-11-07 DFEM DIMENSIONAL ETF TRUST17.5K shares0.29%2025-09-302025-11-07 AVUS AMERICAN CENTY ETF TR5.1K shares-0.64%2025-09-302025-11-07 AVUV AMERICAN CENTY ETF TR5.3K shares0.70%2025-09-302025-11-07 NTRS NORTHERN TR CORP3.8K shares0.00%2025-09-302025-11-07 GLDM WORLD GOLD TR6.4K shares-1.60%2025-09-302025-11-07 KO COCA COLA CO6.2K shares1.65%2025-09-302025-11-07 BNDX VANGUARD CHARLOTTE FDS8.1K shares1.40%2025-09-302025-11-07 AVDE AMERICAN CENTY ETF TR4.7K shares0.28%2025-09-302025-11-07 DFNM DIMENSIONAL ETF TRUST7.1K shares7.13%2025-09-302025-11-07 AVIG AMERICAN CENTY ETF TR8.0K shares0.00%2025-09-302025-11-07 DFGX DIMENSIONAL ETF TRUST5.8K shares0.00%2025-09-302025-11-07 GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-11-07 VNQ VANGUARD INDEX FDS3.1K shares0.69%2025-09-302025-11-07 AMZN AMAZON COM INC1.2K shares0.00%2025-09-302025-11-07 WMT WALMART INC2.3K shares-2.10%2025-09-302025-11-07 AVSF AMERICAN CENTY ETF TR5.0K shares4.13%2025-09-302025-11-07 MUB ISHARES TR2.2K shares5.76%2025-09-302025-11-07 VTI VANGUARD INDEX FDS660 sharesnew addition2025-09-302025-11-07 NSC NORFOLK SOUTHN CORP704 sharesnew addition2025-09-302025-11-07 SCWO 374WATER INC50.0K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available