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Jill Martin

@Parkside Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$424.354MTotal holdings80
Assets growth rate0.77%Assets growth rate (2-Q avg)4.18%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Parkside Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Parkside Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 424.354M in assets, with a quarterly growth rate of 0.77% and a 2-quarter average growth rate of 4.18%. The portfolio is managed by Jill Martin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWBIshares Tr
Recent Activity
Decreased -0.66%
17.42%
$73.912M
229,428 shares@ $322.16 avg price
IWMIshares Tr
Recent Activity
Increased 1.64%
8.51%
$36.081M
163,292 shares@ $220.97 avg price
IEFIshares Tr
Recent Activity
Increased 3.91%
7.02%
$29.785M
322,175 shares@ $92.45 avg price
EFAIshares Tr
Recent Activity
Increased 5.71%
6.34%
$26.872M
355,409 shares@ $75.62 avg price
AGGIshares Tr
Recent Activity
Increased 2.35%
6.05%
$25.659M
264,795 shares@ $96.9 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 5.74%
5.96%
$25.25M
556,905 shares@ $45.34 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.31%
5.55%
$23.55M
111,904 shares@ $210.45 avg price
STIPIshares Tr
Recent Activity
Increased 3.71%
4.62%
$19.602M
194,852 shares@ $100.6 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.36%
3.86%
$16.338M
341,657 shares@ $47.83 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.96%
3.26%
$13.792M
25,596 shares@ $538.82 avg price