test

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
BNDVanguard Bd Index Fds
Recent Activity
Increased 29.52%
0.46%
$1.927M
26,794 shares@ $71.92 avg price
IYRIshares Tr
Recent Activity
Increased 1.14%
0.35%
$1.464M
15,735 shares@ $93.07 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 74.29%
0.33%
$1.386M
23,900 shares@ $58.0 avg price
JNJJohnson & Johnson
Recent Activity
Increased 29.04%
0.18%
$740,964
5,124 shares@ $144.61 avg price
ORCLOracle Corp
Recent Activity
Increased 2.66%
0.16%
$644,022
3,865 shares@ $166.63 avg price
ESGEIshares Inc
Recent Activity
Increased 7.25%
0.14%
$590,566
17,687 shares@ $33.39 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.13%
$527,187
22,743 shares@ $23.19 avg price
IVEIshares Tr
Recent Activity
Increased 4.15%
0.1%
$421,667
2,209 shares@ $190.89 avg price
HEDJWisdomtree Tr
Recent Activity
Increased 0.41%
0.1%
$414,772
9,487 shares@ $43.73 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 3.82%
0.05%
$205,259
1,171 shares@ $175.29 avg price