Top 50 Parkside Investments, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 11.26% | 1.76M | $92.7M | +9.86%(+158.28K) | $52.52(-0.31%) | 2026-03-31 | |
| IWM | ISHARES RUSSELL 2000 ETF | 7.68% | 255.0K | $63.2M | -1.10%(-2.84K) | $166.37(+69.84%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 7.41% | 93.4K | $61.0M | +1.24%(+1.15K) | $386.87(+87.91%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 6.93% | 817.6K | $57.0M | +17.63%(+122.56K) | $56.05(+42.99%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 6.56% | 596.1K | $54.0M | -10.93%(-73.14K) | $72.90(+30.90%) | 2026-03-31 | |
| MBB | ISHARES MBS ETF | 4.04% | 350.3K | $33.3M | +1.59%(+5.47K) | $93.45(+0.92%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.14% | 69.4K | $17.6M | -6.25%(-4.62K) | $160.44(+77.12%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 2.07% | 88.8K | $17.0M | +10.63%(+8.53K) | $167.28(+21.50%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.85% | 52.9K | $15.2M | +3.32%(+1.70K) | $70.61(+444.18%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1.83% | 113.5K | $15.1M | +5.33%(+5.74K) | $108.56(+52.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.03% | +26.06% |
| Top 20 Holdings Unweighted | +7.60% | +24.59% |
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