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
WMTWalmart Inc
Recent Activity
0.09%
$378,392
4,178 shares@ $90.57 avg price
DSIIshares Tr
Recent Activity
Decreased -2.52%
0.09%
$370,439
3,360 shares@ $110.25 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.13%
0.09%
$357,333
1,825 shares@ $195.8 avg price
ADPAutomatic Data Processing In
Recent Activity
0.09%
$350,476
1,191 shares@ $294.28 avg price
VXFVanguard Index Fds
Recent Activity
0.08%
$329,434
1,734 shares@ $189.99 avg price
MCDMcdonalds Corp
Recent Activity
0.08%
$327,066
1,128 shares@ $289.96 avg price
TSLATesla Inc
Recent Activity
0.08%
$322,163
798 shares@ $403.72 avg price
QQQInvesco Qqq Tr
Recent Activity
0.08%
$314,482
615 shares@ $511.36 avg price
BXBlackstone Inc
Recent Activity
0.08%
$308,168
1,787 shares@ $172.45 avg price
IJRIshares Tr
Recent Activity
0.08%
$306,946
2,664 shares@ $115.22 avg price