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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
EAGGIshares Tr
Recent Activity
Increased 22.75%
0.81%
$3.433M
73,928 shares@ $46.44 avg price
SCHKSchwab Strategic Tr
Recent Activity
Increased 100%
0.81%
$3.401M
120,127 shares@ $28.31 avg price
AVGOBroadcom Inc
Recent Activity
Increased 77.09%
0.7%
$2.956M
12,750 shares@ $231.84 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
ESGDIshares Tr
Recent Activity
Increased 0.68%
0.64%
$2.699M
35,452 shares@ $76.14 avg price
SUSBIshares Tr
Recent Activity
Increased 26.87%
0.51%
$2.158M
87,389 shares@ $24.7 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.5%
0.47%
$1.968M
8,464 shares@ $232.53 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 29.52%
0.46%
$1.927M
26,794 shares@ $71.92 avg price
IWDIshares Tr
Recent Activity
Decreased -9.29%
0.41%
$1.706M
9,214 shares@ $185.13 avg price