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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
IEIIshares 3-7 Year Treasury Bond Etf
Recent Activity
Exited
0%
$456,729
3,819 shares@ $119.6 avg price
NVONovo Nordisk As
Recent Activity
Exited
0%
$252,905
2,124 shares@ $119.08 avg price
VOTVanguard Mid-cap Growth Etf
Recent Activity
Exited
0%
$216,688
890 shares@ $243.47 avg price
SOSouthern Co
Recent Activity
Exited
0%
$200,888
2,228 shares@ $90.17 avg price