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
NVDANvidia Corporation
Recent Activity
0.39%
$1.636M
12,180 shares@ $134.3 avg price
DMXFIshares Tr
Recent Activity
Decreased -2.75%
0.38%
$1.596M
24,703 shares@ $64.63 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.39%
0.38%
$1.579M
2,685 shares@ $588.05 avg price
IYRIshares Tr
Recent Activity
Increased 1.14%
0.35%
$1.464M
15,735 shares@ $93.07 avg price
IVVIshares Tr
Recent Activity
Decreased -11.28%
0.35%
$1.463M
2,485 shares@ $588.74 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 74.29%
0.33%
$1.386M
23,900 shares@ $58.0 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.69%
0.31%
$1.291M
6,818 shares@ $189.3 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.28%
$1.167M
2,574 shares@ $453.29 avg price
SUSAIshares Tr
Recent Activity
Decreased -20.61%
0.27%
$1.145M
9,418 shares@ $121.6 avg price
XLFSelect Sector Spdr Tr
Recent Activity
0.24%
$977,667
20,229 shares@ $48.33 avg price