$267 Million is the total value of Parkside Advisors LLC's 69 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | New | TESLA INC | $282,000 | – | 400 | +100.0% | 0.11% | – |
| ORCL | New | ORACLE CORP | $269,000 | – | 4,157 | +100.0% | 0.10% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $245,000 | – | 2,664 | +100.0% | 0.09% | – |
| AMZN | New | AMAZON COM INC | $240,000 | – | 74 | +100.0% | 0.09% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $239,000 | – | 893 | +100.0% | 0.09% | – |
| WMT | New | WALMART INC | $232,000 | – | 1,602 | +100.0% | 0.09% | – |
| COST | New | COSTCO WHSL CORP NEW | $223,000 | – | 592 | +100.0% | 0.08% | – |
| JPM | New | JPMORGAN CHASE & CO | $223,000 | – | 1,756 | +100.0% | 0.08% | – |
| SCHW | New | SCHWAB CHARLES CORP | $213,000 | – | 4,010 | +100.0% | 0.08% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $211,000 | – | 1,191 | +100.0% | 0.08% | – |
| KO | New | COCA COLA CO | $205,000 | – | 3,745 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 41 | Q4 2023 | 23.7% |
| ISHARES TR | 41 | Q4 2023 | 15.5% |
| ISHARES TR | 41 | Q4 2023 | 11.7% |
| ISHARES TR | 41 | Q4 2023 | 8.3% |
| ISHARES TR | 41 | Q4 2023 | 10.1% |
| PIMCO ETF TR | 41 | Q4 2023 | 8.7% |
| Vanguard Short-Term Corporate Bond ETF | 41 | Q4 2023 | 5.5% |
| ISHARES TR | 41 | Q4 2023 | 5.9% |
| VANGUARD SPECIALIZED PORTFOL | 41 | Q4 2023 | 1.8% |
| PROCTER & GAMBLE CO | 41 | Q4 2023 | 0.4% |
View Parkside Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-13 |
View Parkside Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.