Parkside Advisors LLC
Q1 2025 13F Holdings
- Locationberkeley, CA
- Num holdings
81
- Value ($000)
$415,340
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001585550
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $69.02 M | 17 % | 225,017 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $33.29 M | 8 % | 166,866 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $30.64 M | 7 % | 321,237 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $28.69 M | 7 % | 351,031 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $26.53 M | 6 % | 268,184 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $26.42 M | 6 % | 570,439 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $21.13 M | 5 % | 109,488 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $20.12 M | 5 % | 194,417 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $17.50 M | 4 % | 344,366 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $12.90 M | 3 % | 25,097 |
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