|
Size ($ in 1000's)
At 03/31/2024: $120,803 At 12/31/2023: $113,289
Oceanside Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oceanside Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Oceanside Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Oceanside Advisors LLC.
In the Oceanside Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Oceanside Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Oceanside Advisors LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
DIMENSIONAL ETF TRUST (DUHP) |
502,009 |
+6,663 |
$15,868 | DUHP | 502,009 | +6,663 | $15,868 | AMERICAN CENTY ETF TR (AVLV) |
218,891 |
+6,046 |
$14,066 | AVLV | 218,891 | +6,046 | $14,066 | DIMENSIONAL ETF TRUST (DFSV) |
341,853 |
+9,803 |
$10,290 | DFSV | 341,853 | +9,803 | $10,290 | DIMENSIONAL ETF TRUST (DFSD) |
207,721 |
-3,550 |
$9,771 | DFSD | 207,721 | -3,550 | $9,771 | DIMENSIONAL ETF TRUST (DFAC) |
299,499 |
+9,215 |
$9,569 | DFAC | 299,499 | +9,215 | $9,569 | VANGUARD BD INDEX FDS (BND) |
93,015 |
+1,390 |
$6,756 | BND | 93,015 | +1,390 | $6,756 | DIMENSIONAL ETF TRUST (DIHP) |
242,627 |
+4,982 |
$6,536 | DIHP | 242,627 | +4,982 | $6,536 | DIMENSIONAL ETF TRUST (DFIV) |
153,979 |
+4,424 |
$5,659 | DFIV | 153,979 | +4,424 | $5,659 | AMERICAN CENTY ETF TR (AVDV) |
73,903 |
+1,779 |
$4,867 | AVDV | 73,903 | +1,779 | $4,867 | DIMENSIONAL ETF TRUST (DFAE) |
188,002 |
+4,768 |
$4,647 | DFAE | 188,002 | +4,768 | $4,647 | DIMENSIONAL ETF TRUST (DFAR) |
173,031 |
+5,736 |
$3,871 | DFAR | 173,031 | +5,736 | $3,871 | PIMCO ETF TR (MINT) |
37,720 |
+555 |
$3,792 | MINT | 37,720 | +555 | $3,792 | AMERICAN CENTY ETF TR (AVES) |
79,498 |
+3,379 |
$3,767 | AVES | 79,498 | +3,379 | $3,767 | DIMENSIONAL ETF TRUST (DFAI) |
118,453 |
+3,190 |
$3,580 | DFAI | 118,453 | +3,190 | $3,580 | INVESCO EXCH TRADED FD TR II (BAB) |
86,003 |
+1,572 |
$2,283 | BAB | 86,003 | +1,572 | $2,283 | DIMENSIONAL ETF TRUST (DFAU) |
33,501 |
-251 |
$1,224 | DFAU | 33,501 | -251 | $1,224 | DIMENSIONAL ETF TRUST (DFNM) |
23,321 |
-2,084 |
$1,122 | DFNM | 23,321 | -2,084 | $1,122 | DIMENSIONAL ETF TRUST (DFCF) |
22,685 |
-1,091 |
$952 | DFCF | 22,685 | -1,091 | $952 | DIMENSIONAL ETF TRUST (DISV) |
29,878 |
+421 |
$812 | DISV | 29,878 | +421 | $812 | AMERICAN CENTY ETF TR (AVGE) |
11,434 |
+435 |
$798 | AVGE | 11,434 | +435 | $798 | BERKSHIRE HATHAWAY INC DEL |
|
|
$791 | BRK.B | 1,882 | +370 | $791 | AMERICAN CENTY ETF TR (AVIV) |
13,840 |
+94 |
$748 | AVIV | 13,840 | +94 | $748 | DIMENSIONAL ETF TRUST (DFEV) |
28,732 |
-590 |
$746 | DFEV | 28,732 | -590 | $746 | SPDR GOLD TR (GLD) |
3,382 |
UNCH |
$696 | GLD | 3,382 | UNCH | $696 | MICROSOFT CORP |
1,424 |
-445 |
$599 | MSFT | 1,424 | -445 | $599 | DIMENSIONAL ETF TRUST (DFLV) |
17,836 |
-64 |
$535 | DFLV | 17,836 | -64 | $535 | DIMENSIONAL ETF TRUST (DFIC) |
18,909 |
+1,287 |
$506 | DFIC | 18,909 | +1,287 | $506 | APPLE INC |
2,849 |
-32 |
$489 | AAPL | 2,849 | -32 | $489 | AMERICAN CENTY ETF TR (AVUS) |
5,290 |
+6 |
$473 | AVUS | 5,290 | +6 | $473 | DIMENSIONAL ETF TRUST (DFEM) |
17,750 |
+334 |
$452 | DFEM | 17,750 | +334 | $452 | AMERICAN CENTY ETF TR (AVUV) |
4,475 |
+69 |
$419 | AVUV | 4,475 | +69 | $419 | COCA COLA CO |
6,244 |
UNCH |
$382 | KO | 6,244 | UNCH | $382 | INVESCO EXCH TRD SLF IDX FD |
15,620 |
UNCH |
$369 | BSMR | 15,620 | UNCH | $369 | NORTHERN TR CORP |
3,503 |
UNCH |
$311 | NTRS | 3,503 | UNCH | $311 | AMERICAN CENTY ETF TR (AVDE) |
4,704 |
+103 |
$300 | AVDE | 4,704 | +103 | $300 | JPMORGAN CHASE & CO |
1,460 |
+1,460 |
$292 | JPM | 1,460 | +1,460 | $292 | DIMENSIONAL ETF TRUST (DFGX) |
5,462 |
-85 |
$290 | DFGX | 5,462 | -85 | $290 | AMERICAN CENTY ETF TR (AVSF) |
5,909 |
-1,013 |
$273 | AVSF | 5,909 | -1,013 | $273 | AMERICAN CENTY ETF TR (AVMU) |
5,703 |
-1,001 |
$266 | AVMU | 5,703 | -1,001 | $266 | ISHARES TR (MUB) |
2,475 |
-213 |
$266 | MUB | 2,475 | -213 | $266 | 374WATER INC |
200,000 |
+95,238 |
$252 | SCWO | 200,000 | +95,238 | $252 | VANGUARD INDEX FDS (VNQ) |
2,823 |
+190 |
$244 | VNQ | 2,823 | +190 | $244 | WALMART INC |
3,960 |
+2,477 |
$238 | WMT | 3,960 | +2,477 | $238 | ALPHABET INC |
1,505 |
+1,505 |
$229 | GOOG | 1,505 | +1,505 | $229 | AMAZON COM INC |
1,130 |
+1,130 |
$204 | AMZN | 1,130 | +1,130 | $204 |
See Full List: All Stocks Held By Oceanside Advisors LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Oceanside Advisors LLC
|
|