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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
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.31%
5.55%
$23.55M
111,904 shares@ $210.45 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.96%
3.26%
$13.792M
25,596 shares@ $538.82 avg price
ESGUIshares Tr
Recent Activity
Decreased -1.87%
2.13%
$9.015M
69,982 shares@ $128.82 avg price
MBBIshares Tr
Recent Activity
Decreased -1.9%
1.47%
$6.228M
67,930 shares@ $91.68 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -0.81%
0.7%
$2.93M
84,709 shares@ $34.6 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.42%
0.68%
$2.851M
6,765 shares@ $421.48 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.5%
0.47%
$1.968M
8,464 shares@ $232.53 avg price
IWDIshares Tr
Recent Activity
Decreased -9.29%
0.41%
$1.706M
9,214 shares@ $185.13 avg price
DMXFIshares Tr
Recent Activity
Decreased -2.75%
0.38%
$1.596M
24,703 shares@ $64.63 avg price