Parkside Advisors LLC

Q4 2024 13F Holdings

  • Location
    berkeley, CA
  • Num holdings

    80

  • Value ($000)

    $424,354

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0001585550
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWB
IWB

ISHARES TR

RUS 1000 ETF
464287622
$73.91M
17 %

229,428

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$36.08M
9 %

163,292

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$29.79M
7 %

322,175

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$26.87M
6 %

355,409

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$25.66M
6 %

264,795

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
92206C771
$25.25M
6 %

556,905

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$23.55M
6 %

111,904

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$19.60M
5 %

194,852

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$16.34M
4 %

341,657

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$13.79M
3 %

25,596

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