The Analysis of Parkside Advisors LLC's Holdings
Currently, Parkside Advisors LLC holds 89 types of securities in its portfolio with a total value $455.1M. In the most recent quarter, they have increased their positions in IVV (+4.3K shares, valued at $2.6M), VB (+6.7K shares, valued at $1.6M), VOO (+1.8K shares, valued at $1.0M); decreased their positions in IWB (-3.8K shares, valued at $1.3M), VTI (-818 shares, valued at $249.4K), EFA (-2.5K shares, valued at $220.8K); initiated new positions in IEFA (+5.6K shares, valued at $468.2K), IWR (+3.3K shares, valued at $299.7K), REET (+11.2K shares, valued at $276.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWB ISHARES TR221.2K shares-1.70%2025-06-302025-07-09
IWM ISHARES TR168.1K shares0.75%2025-06-302025-07-09 EFA ISHARES TR348.6K shares-0.70%2025-06-302025-07-09 IEF ISHARES TR324.2K shares0.93%2025-06-302025-07-09 AGG ISHARES TR272.9K shares1.76%2025-06-302025-07-09 VMBS VANGUARD SCOTTSDALE FDS582.8K shares2.16%2025-06-302025-07-09 QQQM INVESCO EXCH TRADED FD TR II109.6K shares0.07%2025-06-302025-07-09 VEA VANGUARD TAX-MANAGED FDS358.9K shares4.23%2025-06-302025-07-09 STIP ISHARES TR197.2K shares1.42%2025-06-302025-07-09 VOO VANGUARD INDEX FDS26.9K shares7.26%2025-06-302025-07-09 VB VANGUARD INDEX FDS48.8K shares15.79%2025-06-302025-07-09 IEMG ISHARES INC184.0K shares2.95%2025-06-302025-07-09 VCSH VANGUARD SCOTTSDALE FDS126.1K shares1.75%2025-06-302025-07-09 ESGU ISHARES TR70.9K shares2.10%2025-06-302025-07-09 VNQ VANGUARD INDEX FDS89.4K shares1.94%2025-06-302025-07-09 VCIT VANGUARD SCOTTSDALE FDS79.9K shares2.87%2025-06-302025-07-09 MBB ISHARES TR66.6K shares0.53%2025-06-302025-07-09 VTI VANGUARD INDEX FDS19.8K shares-3.97%2025-06-302025-07-09 AAPL APPLE INC25.7K shares-2.87%2025-06-302025-07-09 ESML ISHARES TR117.4K shares-0.86%2025-06-302025-07-09 IVV ISHARES TR6.7K shares171.47%2025-06-302025-07-09 AVGO BROADCOM INC14.8K shares21.70%2025-06-302025-07-09 EAGG ISHARES TR76.9K shares-1.70%2025-06-302025-07-09 SCHK SCHWAB STRATEGIC TR116.2K shares-3.26%2025-06-302025-07-09 MSFT MICROSOFT CORP6.7K shares-0.55%2025-06-302025-07-09 ESGD ISHARES TR37.2K shares-4.39%2025-06-302025-07-09 DFAC DIMENSIONAL ETF TRUST84.7K shares0.00%2025-06-302025-07-09 SUSB ISHARES TR86.2K shares-2.79%2025-06-302025-07-09 XLK SELECT SECTOR SPDR TR8.3K shares-1.38%2025-06-302025-07-09 BND VANGUARD BD INDEX FDS25.8K shares-3.55%2025-06-302025-07-09 NVDA NVIDIA CORPORATION11.9K shares-0.08%2025-06-302025-07-09 DMXF ISHARES TR24.7K shares0.00%2025-06-302025-07-09 IWD ISHARES TR8.8K shares0.00%2025-06-302025-07-09 SPY SPDR S&P 500 ETF TR2.6K shares0.00%2025-06-302025-07-09 VGIT VANGUARD SCOTTSDALE FDS25.3K shares0.44%2025-06-302025-07-09 IYR ISHARES TR16.0K shares1.69%2025-06-302025-07-09 BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares20.82%2025-06-302025-07-09 GOOGL ALPHABET INC7.0K shares4.43%2025-06-302025-07-09 SUSA ISHARES TR9.2K shares-2.13%2025-06-302025-07-09 PM PHILIP MORRIS INTL INC5.9K shares0.00%2025-06-302025-07-09 XLF SELECT SECTOR SPDR TR20.2K shares0.00%2025-06-302025-07-09 PG PROCTER AND GAMBLE CO5.3K shares-0.56%2025-06-302025-07-09 ORCL ORACLE CORP3.8K shares-0.50%2025-06-302025-07-09 NFLX NETFLIX INC613 shares0.00%2025-06-302025-07-09 VGT VANGUARD WORLD FD1.1K shares0.00%2025-06-302025-07-09 CSCO CISCO SYS INC10.3K shares0.00%2025-06-302025-07-09 ESGE ISHARES INC18.2K shares-1.10%2025-06-302025-07-09 CRM SALESFORCE INC2.3K shares0.00%2025-06-302025-07-09 COST COSTCO WHSL CORP NEW598 shares0.00%2025-06-302025-07-09 AMZN AMAZON COM INC2.7K shares-0.22%2025-06-302025-07-09 DE DEERE & CO1.1K shares0.00%2025-06-302025-07-09 JNJ JOHNSON & JOHNSON3.6K shares-1.36%2025-06-302025-07-09 SCHX SCHWAB STRATEGIC TR22.2K shares0.00%2025-06-302025-07-09 VCR VANGUARD WORLD FD1.5K shares0.00%2025-06-302025-07-09 IVE ISHARES TR2.7K shares22.81%2025-06-302025-07-09 GOOG ALPHABET INC2.9K shares0.00%2025-06-302025-07-09 IEFA ISHARES TR5.6K sharesnew addition2025-06-302025-07-09 DIS DISNEY WALT CO3.7K shares0.00%2025-06-302025-07-09 STPZ PIMCO ETF TR8.3K shares-5.19%2025-06-302025-07-09 HEDJ WISDOMTREE TR9.2K shares-1.94%2025-06-302025-07-09 XLV SELECT SECTOR SPDR TR3.1K shares0.00%2025-06-302025-07-09 WMT WALMART INC4.2K shares0.00%2025-06-302025-07-09 DSI ISHARES TR3.4K shares0.00%2025-06-302025-07-09 SCHE SCHWAB STRATEGIC TR12.9K shares27.68%2025-06-302025-07-09 ADP AUTOMATIC DATA PROCESSING IN1.2K shares0.00%2025-06-302025-07-09 VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.00%2025-06-302025-07-09 VXF VANGUARD INDEX FDS1.7K shares0.00%2025-06-302025-07-09 QQQ INVESCO QQQ TR584 shares-5.04%2025-06-302025-07-09 IJR ISHARES TR2.9K shares9.05%2025-06-302025-07-09 MCD MCDONALDS CORP1.1K shares-3.90%2025-06-302025-07-09 JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-06-302025-07-09 IWR ISHARES TR3.3K sharesnew addition2025-06-302025-07-09 LLY ELI LILLY & CO382 shares0.00%2025-06-302025-07-09 ABT ABBOTT LABS2.2K shares0.00%2025-06-302025-07-09 REET ISHARES TR11.2K sharesnew addition2025-06-302025-07-09 CGW INVESCO EXCH TRADED FD TR II4.4K shares0.00%2025-06-302025-07-09 SCHF SCHWAB STRATEGIC TR12.4K sharesnew addition2025-06-302025-07-09 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.1K shares0.00%2025-06-302025-07-09 BX BLACKSTONE INC1.8K shares0.00%2025-06-302025-07-09 MDY SPDR S&P MIDCAP 400 ETF TR460 sharesnew addition2025-06-302025-07-09 CVNA CARVANA CO735 sharesnew addition2025-06-302025-07-09 MCK MCKESSON CORP318 shares0.00%2025-06-302025-07-09 SPEM SPDR INDEX SHS FDS5.2K sharesnew addition2025-06-302025-07-09 VUG VANGUARD INDEX FDS486 sharesnew addition2025-06-302025-07-09 BLK BLACKROCK INC203 sharesnew addition2025-06-302025-07-09 RSP INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2025-06-302025-07-09 WFC WELLS FARGO CO NEW2.6K sharesnew addition2025-06-302025-07-09 SO SOUTHERN CO2.2K shares0.00%2025-06-302025-07-09 HGBL HERITAGE GLOBAL INC34.1K shares0.00%2025-06-302025-07-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available