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Entity | Shares/Amount Change | Position Value Change |
JPM |
+1,460 | +$292 | GOOG |
+1,505 | +$229 | AMZN |
+1,130 | +$204 |
Entity | Shares/Amount Change | Position Value Change |
STEW |
-25,789 | -$358 | BSMQ |
-13,781 | -$327 | BNDX |
-5,258 | -$260 |
Entity | Shares/Amount Change | Position Value Change |
SCWO |
+95,238 | +$103 | DFSV |
+9,803 | +$621 | DFAC |
+9,215 | +$1,084 | DUHP |
+6,663 | +$1,696 | AVLV |
+6,046 | +$1,772 | DFAR |
+5,736 | +$67 | DIHP |
+4,982 | +$438 | DFAE |
+4,768 | +$229 | DFIV |
+4,424 | +$520 | AVES |
+3,379 | +$268 |
Size ($ in 1000's)
At 03/31/2024: $120,803 At 12/31/2023: $113,289
Oceanside Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oceanside Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Oceanside Advisors LLC to be as follows, presented in the
table below with each row detailing each Oceanside Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Oceanside Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Oceanside Advisors LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 |
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$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 | WORLD GOLD TR |
4,614 |
-1,123 |
$203 | GLDM | 4,614 | -1,123 | $203 | VANGUARD CHARLOTTE FDS |
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$0 (exited) | BNDX | 0 | -5,258 | $0 | INVESCO EXCH TRD SLF IDX FD |
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$0 (exited) | BSMQ | 0 | -13,781 | $0 | SRH TOTAL RETURN FUND INC |
0 |
-25,789 |
$0 (exited) | STEW | 0 | -25,789 | $0 |
See Summary: Oceanside Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Oceanside Advisors LLC
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