Top 50 Parkside Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 16.5% | 221.2K | $75.1M | โ | โ | โ | 2025-06-30 |
| IWM | ISHARES TR | 7.97% | 168.1K | $36.3M | โ | โ | โ | 2025-06-30 |
| EFA | ISHARES TR | 6.85% | 348.6K | $31.2M | โ | โ | โ | 2025-06-30 |
| IEF | ISHARES TR | 6.82% | 324.2K | $31.1M | โ | โ | โ | 2025-06-30 |
| AGG | ISHARES TR | 5.95% | 272.9K | $27.1M | โ | โ | โ | 2025-06-30 |
| VMBS | VANGUARD SCOTTSDALE FDS | 5.93% | 582.8K | $27.0M | โ | โ | โ | 2025-06-30 |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.47% | 109.6K | $24.9M | โ | โ | โ | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 4.5% | 358.9K | $20.5M | โ | โ | โ | 2025-06-30 |
| STIP | ISHARES TR | 4.46% | 197.2K | $20.3M | โ | โ | โ | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 3.37% | 26.9K | $15.3M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +39.00% |
| Top 20 Holdings Unweighted | +14.57% | +45.35% |
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