Parkside Advisors LLC

Q1 2025 13F Holdings

  • Location
    berkeley, CA
  • Num holdings

    81

  • Value ($000)

    $415,340

  • Date Filed
    04/09/2025
  • Form type
    13F-HR
  • CIK
    0001585550
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWB
IWB

ISHARES TR

RUS 1000 ETF
$69.02 M
17 %

225,017

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$33.29 M
8 %

166,866

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
$30.64 M
7 %

321,237

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$28.69 M
7 %

351,031

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$26.53 M
6 %

268,184

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$26.42 M
6 %

570,439

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$21.13 M
5 %

109,488

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
$20.12 M
5 %

194,417

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$17.50 M
4 %

344,366

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$12.90 M
3 %

25,097

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