Parkside Advisors LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationberkeley, CA
- CIK0001585550
- Alternate namesGrubman Wealth Management
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
80 | $424.35M | IWB, IWM, IEF, EFA | 13F-HR | Jan 13, 2025 | 000106299325000714 | ||
82 | $421.15M | IWB, IWM, IEF, EFA | 13F-HR | Oct 8, 2024 | 000106299324017478 | ||
80 | $391.44M | IWB, IWM, IEF, EFA | 13F-HR | Jul 9, 2024 | 000106299324013585 | ||
87 | $388.57M | IWB, IWM, IEI, EFA | 13F-HR | Apr 10, 2024 | 000106299324008278 | ||
78 | $361.13M | IWB, IWM, IEI, AGG | 13F-HR | Jan 8, 2024 | 000106299324000616 | ||
79 | $321.87M | IWB, IWM, IEI, VANGUARD SCOTTSDALE FDS | 13F-HR | Oct 10, 2023 | 000106299323019154 | ||
75 | $322.84M | IWB, IEI, IWM, VANGUARD SCOTTSDALE FDS | 13F-HR | Jul 10, 2023 | 000106299323014780 | ||
76 | $302.13M | IWB, IEI, IWM, EFA | 13F-HR | Apr 10, 2023 | 000106299323008976 | ||
82 | $285.75M | IWB, IWM, EFA, VANGUARD SCOTTSDALE FDS | 13F-HR | Jan 9, 2023 | 000106299323000723 | ||
60 | $262.57M | IWB, EFA, IWM, IEI | 13F-HR | Oct 12, 2022 | 000106299322020706 | ||
64 | $276.94M | IWB, EFA, IWM, IEI | 13F-HR | Jul 12, 2022 | 000106299322016237 | ||
68 | $316.21M | IWB, EFA, IWM, IEI | 13F-HR | Apr 13, 2022 | 000106299322010180 | ||
72 | $329.76M | IWB, EFA, IWM, IEI | 13F-HR | Jan 13, 2022 | 000106299322001031 | ||
70 | $320.40M | IWB, EFA, IWM, IEI | 13F-HR | Oct 13, 2021 | 000106299321009436 | ||
70 | $313.70M | IWB, EFA, IWM, IEI | 13F-HR | Jul 12, 2021 | 000106299321006455 | ||
67 | $289.88M | IWB, IWM, EFA, IEI | 13F-HR | Apr 9, 2021 | 000106299321003540 | ||
69 | $266.80M | IWB, EFA, IWM, IEI | 13F-HR | Jan 11, 2021 | 000106299321000261 | ||
61 | $227.23M | IWB, EFA, IWM, IEI | 13F-HR | Oct 6, 2020 | 000106299320004800 | ||
60 | $214.89M | IWB, EFA, IWM, IEI | 13F-HR | Jul 8, 2020 | 000106299320003180 | ||
58 | $184.12M | IWB, EFA, IEI, IWM | 13F-HR | Apr 7, 2020 | 000106299320001673 | ||
71 | $223.63M | IWB, EFA, IWD, IWM | 13F-HR | Jan 15, 2020 | 000106299320000151 | ||
62 | $189.95M | IWB, IWD, EFA, AGG | 13F-HR | Oct 9, 2019 | 000106299319003858 | ||
61 | $181.15M | IWD, IWB, EFA, AGG | 13F-HR | Jul 10, 2019 | 000106299319002844 | ||
58 | $176.16M | IWD, IWB, EFA, AGG | 13F-HR | Apr 11, 2019 | 000106299319001666 | ||
60 | $163.59M | IWD, IWB, EFA, AGG | 13F-HR | Jan 11, 2019 | 000106299319000158 | ||
45 | $149.74M | IWB, IWD, EFA, AGG | 13F-HR | Oct 11, 2018 | 000106299318004037 | ||
41 | $141.30M | IWB, IWD, EFA, AGG | 13F-HR | Jul 12, 2018 | 000106299318002885 | ||
37 | $140.41M | IWB, IWD, EFA, AGG | 13F-HR | Apr 10, 2018 | 000106299318001567 | ||
36 | $142.16M | IWB, IWD, EFA, AGG | 13F-HR | Jan 10, 2018 | 000106299318000110 | ||
38 | $141.10M | IWD, IWB, EFA, EFV | 13F-HR | Oct 10, 2017 | 000106299317004369 | ||
38 | $140.43M | IWD, IWB, EFA, AGG | 13F-HR | Jul 10, 2017 | 000106299317003166 | ||
36 | $138.05M | IWD, IWB, EFA, EFV | 13F-HR | Apr 7, 2017 | 000106299317001776 | ||
28 | $132.47M | IWD, IWB, EFA, EFV | 13F-HR | Jan 9, 2017 | 000106299317000075 | ||
28 | $135.50M | IWD, IWB, EFA, EFV | 13F-HR | Oct 7, 2016 | 000106299316011665 | ||
28 | $141.37M | IWB, IWD, STPZ, AGG | 13F-HR | Jul 7, 2016 | 000106299316010442 | ||
33 | $142.95M | IWB, IWD, STPZ, AGG | 13F-HR | Apr 7, 2016 | 000106299316008809 | ||
30 | $134.68M | IWB, IWD, STPZ, AGG | 13F-HR | Jan 8, 2016 | 000106299316006968 | ||
30 | $134.90M | IWB, IWD, STPZ, AGG | 13F-HR | Oct 7, 2015 | 000106299315005320 | ||
31 | $146.16M | IWD, IWB, STPZ, AGG | 13F-HR | Jul 7, 2015 | 000106299315003739 | ||
30 | $144.96M | IWD, IWB, STPZ, EFA | 13F-HR | Apr 7, 2015 | 000106299315001801 | ||
33 | $138.52M | IWD, IWB, STPZ, EFA | 13F-HR | Jan 8, 2015 | 000106299315000065 | ||
32 | $136.46M | IWD, IWB, STPZ, EFA | 13F-HR | Oct 6, 2014 | 000106299314005817 | ||
31 | $140.24M | IWD, IWB, STPZ, EFA | 13F-HR | Jul 9, 2014 | 000106299314004120 | ||
30 | $130.29M | IWD, IWB, STPZ, EFA | 13F-HR | Apr 8, 2014 | 000106299314001997 | ||
29 | $122.28M | IWD, IWB, EFA, STPZ | 13F-HR | Jan 9, 2014 | 000106299314000113 |