Parkside Advisors LLC holdings history

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150 is the total number of securities Parkside Advisors LLC has owned. The longest Parkside Advisors LLC has owned a single stock is 41 quarters.

Parkside Advisors LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWB ISHARES TR414111.61%16.38%23.66%Q4 2013Q4 202341
IWD ISHARES TR41410.46%8.59%15.46%Q4 2013Q4 202341
EFA ISHARES TR41416.29%8.59%11.69%Q4 2013Q4 202341
AGG ISHARES TR41415.24%6.92%8.35%Q4 2013Q4 202341
IWM ISHARES TR41414.46%6.84%10.14%Q4 2013Q4 202341
STPZ PIMCO ETF TR41410.23%4.14%8.70%Q4 2013Q4 202341
VCSH Vanguard Short-Term Co...41412.33%3.78%5.51%Q4 2013Q4 202341
MBB ISHARES TR41410.07%3.42%5.92%Q4 2013Q4 202341
VIG VANGUARD SPECIALIZED P...41410.09%0.33%1.82%Q4 2013Q4 202341
PG PROCTER & GAMBLE CO41410.16%0.24%0.36%Q4 2013Q4 202341
BWX SPDR SER TR38380.09%0.20%0.28%Q1 2014Q2 202338
IEI ISHARES TR36361.52%5.01%9.53%Q1 2015Q4 202336
IWN ISHARES TR36360.08%3.53%6.17%Q4 2013Q3 202236
AAPL APPLE INC2870.19%0.98%2.40%Q2 2014Q4 202335
SPY SPDR SP 500 ETF Trust3050.15%0.28%0.38%Q4 2013Q4 202335
IVV ISHARES TR2470.20%0.45%0.77%Q4 2013Q4 202331
WIP SPDR SER TR30300.09%0.15%0.19%Q1 2014Q2 202130
JNJ JOHNSON & JOHNSON2810.16%0.19%0.26%Q1 2016Q4 202329
CMF ISHARES TR28281.99%2.77%4.62%Q4 2013Q3 202028
CSCO Cisco Systems Inc28280.15%0.19%0.27%Q1 2017Q4 202328
EWU ISHARES TR15130.06%0.19%0.47%Q4 2016Q4 202328
EFV ISHARES TR26260.19%6.91%8.23%Q4 2013Q1 202026
NFLX NETFLIX INC2150.08%0.22%0.75%Q1 2017Q4 202326
TIP ISHARES TR26260.08%0.15%0.24%Q1 2017Q2 202326
EEM ISHARES TR25252.06%2.55%3.08%Q4 2013Q4 201925
IWC ISHARES TR25251.58%2.45%2.87%Q4 2013Q4 201925
DEM WISDOMTREE TR25250.77%1.73%2.03%Q4 2013Q4 201925
SCZ ISHARES TR25251.43%1.70%1.98%Q4 2013Q4 201925
DLS WISDOMTREE TR25250.69%1.13%1.36%Q4 2013Q4 201925
IVE ISHARES TR25250.09%0.30%0.54%Q4 2013Q4 201925
BRKB BERKSHIRE HATHAWAY INC...24240.11%0.28%0.44%Q1 2018Q4 202324
MSFT MICROSOFT CORP23230.18%0.54%0.85%Q2 2018Q4 202323
CRM SALESFORCE INC23230.11%0.16%0.25%Q2 2018Q4 202323
INTC INTEL CORP2210.08%0.15%0.22%Q1 2017Q4 202323
VOT Vanguard Mid-Cap Growt...23230.08%0.13%0.20%Q1 2018Q3 202323
EWUS ISHARES TR22220.15%0.26%0.31%Q4 2014Q1 202022
GOOGL ALPHABET INC22220.15%0.24%0.51%Q3 2018Q4 202322
VOO Vanguard SP 500 ETF21210.63%2.59%4.42%Q4 2018Q4 202321
VEA VANGUARD TAX-MANAGED I...21210.11%2.46%5.83%Q4 2018Q4 202321
VB Vanguard Small-Cap ETF21210.11%1.49%2.71%Q4 2018Q4 202321
VCIT VANGUARD SCOTTSDALE FDS21210.22%1.07%1.48%Q4 2018Q4 202321
VTI Vanguard Total Stock M...21210.32%0.82%1.06%Q4 2018Q4 202321
DE DEERE & CO21210.12%0.17%0.25%Q4 2018Q4 202321
VXF VANGUARD INDEX FDS21210.10%0.13%0.19%Q4 2018Q4 202321
XOM EXXON MOBIL CORP1550.14%0.25%0.54%Q4 2013Q4 201820
DIS The Walt Disney Co1430.09%0.14%0.20%Q1 2017Q4 202320
ABT ABBOTT LABS20200.08%0.11%0.16%Q4 2018Q3 202320
SHM SPDR SER TR19190.13%2.38%3.40%Q1 2016Q3 202019
VNQ Vanguard Real Estate ETF18180.46%2.39%3.24%Q3 2019Q4 202318
VGSH Vanguard Short-Term Tr...1530.08%0.39%1.07%Q2 2014Q2 202218
IJR ISHARES TR1350.08%0.10%0.13%Q4 2018Q4 202318
VMBS VANGUARD SCOTTSDALE FDS17170.47%4.73%7.49%Q4 2019Q4 202317
STIP ISHARES TR17170.44%3.00%4.81%Q4 2019Q4 202317
PGX Invesco Preferred ETF17170.14%2.96%4.23%Q4 2018Q4 202217
ESGU ISHARES TR17170.09%1.35%2.15%Q4 2019Q4 202317
ESML ISHARES TR17170.14%0.84%1.16%Q4 2019Q4 202317
ESGD ISHARES TR17170.12%0.60%0.86%Q4 2019Q4 202317
SUSA ISHARES TR17170.10%0.25%0.59%Q4 2019Q4 202317
DSI ISHARES TR17170.10%0.15%0.30%Q4 2019Q4 202317
TTWO Take-Two Interactive S...1320.07%0.12%0.18%Q3 2017Q2 202217
SCHK SCHWAB STRATEGIC TR16160.82%1.08%1.30%Q1 2020Q4 202316
EAGG ISHARES TR16160.18%0.60%0.85%Q1 2020Q4 202316
WDAY WORKDAY INC1420.26%0.51%0.82%Q4 2013Q4 201716
SUSB ISHARES TR15150.09%0.41%0.55%Q2 2020Q4 202315
VGIT VANGUARD SCOTTSDALE FDS15150.11%0.40%2.45%Q2 2020Q4 202315
VO Vanguard Mid-Cap ETF15150.08%0.12%0.18%Q4 2018Q2 202215
ADP Automatic Data Process...1310.08%0.09%0.14%Q3 2017Q4 202315
COST COSTCO WHSL CORP NEW1310.08%0.12%0.19%Q2 2017Q4 202314
ORCL ORACLE CORP13130.10%0.11%0.14%Q4 2020Q4 202313
SCHW THE CHARLES SCHWAB COR...1010.08%0.10%0.14%Q4 2018Q1 202313
SPOT SPOTIFY TECHNOLOGY S A12120.16%0.47%1.72%Q3 2018Q2 202112
VBK Vanguard Small-Cap Gro...750.07%0.12%0.19%Q4 2018Q4 202112
HEDJ WISDOMTREE TR12120.10%0.11%0.12%Q1 2021Q4 202312
BMY BRISTOL-MYERS SQUIBB CO810.06%0.12%0.17%Q2 2015Q4 202311
AMZN AMAZON COM INC650.09%0.11%0.13%Q4 2020Q4 202311
TSLA TESLA INC830.07%0.10%0.14%Q4 2020Q4 202311
KO COCA COLA CO610.06%0.09%0.16%Q4 2018Q1 202311
SCHF SCHWAB STRATEGIC TR10100.11%0.42%0.62%Q1 2020Q2 202210
JPM JPMORGAN CHASE & CO640.07%0.08%0.09%Q4 2020Q3 202310
ABEO ABEONA THERAPEUTICS INC730.02%0.07%0.17%Q2 2017Q1 202010
SHM SPDR SERIES TRUST993.36%3.47%3.58%Q4 2013Q4 20159
GOOG ALPHABET INC540.08%0.10%0.14%Q2 2021Q4 20239
WMT WALMART INC610.06%0.07%0.09%Q4 2020Q4 20239
EWU ISHARES TR880.37%0.41%0.44%Q4 2014Q3 20168
BND VANGUARD BD INDEX FDS770.52%0.60%0.65%Q2 2019Q4 20207
CVNA CARVANA CO520.07%0.20%0.30%Q2 2018Q3 20217
UTX UNITED TECHNOLOGIES CORP770.17%0.18%0.20%Q4 2013Q2 20157
SCHX SCHWAB STRATEGIC TR770.10%0.11%0.12%Q2 2022Q4 20237
TAN INVESCO EXCH TRADED FD...330.11%0.16%0.30%Q2 2019Q4 20206
IBM INTERNATIONAL BUSINESS...510.09%0.12%0.20%Q1 2016Q3 20226
QQQ Invesco QQQ Trust330.07%0.08%0.09%Q2 2021Q4 20236
CRBQ ALPS ETF TR552.10%2.25%2.38%Q4 2013Q4 20145
PICB POWERSHARES ETF TRUST II551.65%1.71%1.76%Q4 2013Q4 20145
TLND TALEND S A550.91%1.41%1.87%Q1 2018Q1 20195
DMXF ISHARES TR550.46%0.51%0.55%Q4 2022Q4 20235
XLK SELECT SECTOR SPDR TR550.37%0.41%0.45%Q4 2022Q4 20235
XLF SELECT SECTOR SPDR TR550.21%0.23%0.30%Q4 2022Q4 20235
VWO VANGUARD INTL EQUITY I...550.20%0.23%0.25%Q4 2018Q4 20195
PM PHILIP MORRIS INTL INC550.17%0.21%0.26%Q4 2022Q4 20235
VGT VANGUARD WORLD FDS550.13%0.14%0.15%Q4 2022Q4 20235
XLV SELECT SECTOR SPDR TR550.12%0.13%0.17%Q4 2022Q4 20235
VCR VANGUARD WORLD FDS550.12%0.12%0.13%Q4 2022Q4 20235
MCD MCDONALDS CORP550.09%0.10%0.11%Q4 2022Q4 20235
PFE PFIZER INC550.06%0.09%0.13%Q4 2022Q4 20235
CVX CHEVRON CORP NEW550.06%0.08%0.10%Q4 2022Q4 20235
CGW INVESCO EXCH TRADED FD...550.06%0.07%0.08%Q4 2022Q4 20235
NKE NIKE INC320.06%0.07%0.07%Q2 2021Q1 20235
QQQM INVESCO EXCH TRADED FD...441.38%4.24%5.33%Q1 2023Q4 20234
IEMG ISHARES INC440.15%1.61%2.13%Q1 2023Q4 20234
6699SC ISHARES440.34%0.43%0.48%Q4 2013Q3 20144
NVDA NVIDIA CORPORATION440.11%0.15%0.17%Q1 2023Q4 20234
ESGE ISHARES INC440.08%0.11%0.13%Q1 2023Q4 20234
VXUS VANGUARD STAR FD330.58%0.62%0.67%Q2 2019Q4 20193
BSV VANGUARD BD INDEX FDS110.18%0.40%0.71%Q2 2022Q3 20233
BNDX VANGUARD CHARLOTTE FDS330.24%0.27%0.29%Q2 2019Q4 20193
FB META PLATFORMS INC210.18%0.19%0.20%Q3 2018Q4 20233
IWV ISHARES TR220.23%0.23%0.23%Q3 2015Q4 20152
V VISA INC220.18%0.19%0.19%Q3 2023Q4 20232
CLX CLOROX CO DEL220.15%0.15%0.15%Q3 2015Q4 20152
SCHL SCHOLASTIC CORP220.12%0.15%0.18%Q4 2018Q1 20192
GLD SPDR GOLD TR220.11%0.11%0.12%Q3 2020Q4 20202
BIO BIO RAD LABS INC220.09%0.10%0.11%Q3 2023Q4 20232
MO ALTRIA GROUP INC220.07%0.08%0.09%Q4 2022Q1 20232
XLE SELECT SECTOR SPDR TR110.07%0.08%0.09%Q4 2022Q3 20232
PSA PUBLIC STORAGE220.07%0.07%0.07%Q4 2021Q1 20222
MRK MERCK & CO INC110.06%0.07%0.07%Q4 2022Q2 20232
WAL WESTERN ALLIANCE BANCORP110.06%0.07%0.07%Q1 2021Q3 20212
TLT ISHARES TR220.06%0.06%0.06%Q3 2021Q4 20212
UPS UNITED PARCEL SERVICE INC220.06%0.06%0.06%Q4 2021Q1 20222
LLY ELI LILLY & CO220.06%0.06%0.06%Q3 2023Q4 20232
NVO NOVO-NORDISK A S220.06%0.06%0.06%Q3 2023Q4 20232
IYR ISHARES TR110.38%0.38%0.38%Q4 2023Q4 20231
EUSB ISHARES TR110.34%0.34%0.34%Q4 2022Q4 20221
PGF INVESCO EXCHANGE TRADE...110.32%0.32%0.32%Q4 2022Q4 20221
DLN WISDOMTREE TR110.24%0.24%0.24%Q4 2013Q4 20131
XJR ISHARES TR110.22%0.22%0.22%Q4 2022Q4 20221
GE GENERAL ELECTRIC CO110.20%0.20%0.20%Q1 2017Q1 20171
A AGILENT TECHNOLOGIES INC110.18%0.18%0.18%Q1 2016Q1 20161
WFC WELLS FARGO CO NEW110.17%0.17%0.17%Q3 2017Q3 20171
TGT TARGET CORP110.15%0.15%0.15%Q1 2016Q1 20161
DOCU DOCUSIGN INC110.15%0.15%0.15%Q2 2020Q2 20201
MMM 3M CO110.15%0.15%0.15%Q2 2017Q2 20171
HPE HEWLETT PACKARD ENTERP...110.13%0.13%0.13%Q1 2016Q1 20161
IGIB ISHARES TR110.12%0.12%0.12%Q4 2022Q4 20221
MUB ISHARES TR110.11%0.11%0.11%Q3 2020Q3 20201
HPQ HP INC110.09%0.09%0.09%Q1 2016Q1 20161
IGSB ISHARES TR110.07%0.07%0.07%Q4 2022Q4 20221
SO SOUTHERN CO110.07%0.07%0.07%Q4 2022Q4 20221
BX BLACKSTONE INC110.06%0.06%0.06%Q4 2023Q4 20231
MELI MERCADOLIBRE INC110.06%0.06%0.06%Q4 2023Q4 20231
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Parkside Advisors LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Parkside Advisors LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Parkside Advisors LLC owns currently or has owned in the past.