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Parkside Advisors Llc

Portfolio Manager
Parkside Advisors Llc
Performance
+5.91% (2025 Q2)
AUM (13F)
$455.10M
# of Holdings
89
Performance Rank
Allocation (Top 20)
85.24%

Parkside Advisors Llc Holdings Map

Top 50 Parkside Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWB
ISHARES TR
16.5%221.2K$75.1Mโ€”โ€”โ€”2025-06-30
IWM
ISHARES TR
7.97%168.1K$36.3Mโ€”โ€”โ€”2025-06-30
EFA
ISHARES TR
6.85%348.6K$31.2Mโ€”โ€”โ€”2025-06-30
IEF
ISHARES TR
6.82%324.2K$31.1Mโ€”โ€”โ€”2025-06-30
AGG
ISHARES TR
5.95%272.9K$27.1Mโ€”โ€”โ€”2025-06-30
VMBS
VANGUARD SCOTTSDALE FDS
5.93%582.8K$27.0Mโ€”โ€”โ€”2025-06-30
QQQM
INVESCO EXCH TRADED FD TR II
5.47%109.6K$24.9Mโ€”โ€”โ€”2025-06-30
VEA
VANGUARD TAX-MANAGED FDS
4.5%358.9K$20.5Mโ€”โ€”โ€”2025-06-30
STIP
ISHARES TR
4.46%197.2K$20.3Mโ€”โ€”โ€”2025-06-30
VOO
VANGUARD INDEX FDS
3.37%26.9K$15.3Mโ€”โ€”โ€”2025-06-30

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