Parkside Advisors LLC Incresed Positions in Q4 2024

Parkside Advisors LLC

  • $424 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.17K
+ 25.39%
$221.69 - $259.02 $1.37M - $1.6M
30.5K $7.63M
AVGO
Broadcom Inc.

Technology
5.55K
+ 77.08%
$159.67 - $250.0 $886K - $1.39M
12.8K $2.96M
VTI
Vanguard Total Stock Market Et

ETFs
2.66K
+ 14.67%
$280.04 - $302.45 $745K - $805K
20.8K $6.03M
IWM
Ishares Russell 2000 ETF

ETFs
2.63K
+ 1.64%
$216.13 - $242.4 $568K - $638K
163K $36.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.97K
+ 3.71%
$100.24 - $101.35 $698K - $706K
195K $19.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
10.2K
+ 74.29%
$57.78 - $60.4 $589K - $615K
23.9K $1.39M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13.7K
+ 22.74%
$46.33 - $48.6 $635K - $666K
73.9K $3.43M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
18.5K
+ 26.87%
$24.61 - $25.12 $455K - $465K
87.4K $2.16M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
30.2K
+ 5.74%
$45.17 - $47.23 $1.36M - $1.43M
557K $25.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.11K
+ 29.51%
$71.75 - $75.11 $438K - $459K
26.8K $1.93M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.9K
+ 2.54%
$41.09 - $45.94 $119K - $133K
117K $4.92M
VB
Vanguard Small Cap ETF

ETFs
40
+ 0.1%
$233.76 - $261.58 $9.35K - $10.5K
42K $10.1M
JNJ
Johnson & Johnson

Healthcare
1.15K
+ 29.04%
$143.34 - $165.86 $165K - $191K
5.12K $741K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
60.1K
+ 100.0%
$27.45 - $55.56 $1.65M - $3.34M
120K $3.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.2K
+ 200.0%
$22.4 - $68.28 $340K - $1.04M
22.7K $527K
RSP
Invesco S&P 500 Equal Weight E

ETFs
43
+ 3.81%
$174.22 - $187.62 $7.49K - $8.07K
1.17K $205K
IVE
Ishares S&P 500 Value ETF

ETFs
88
+ 4.15%
$189.5 - $206.17 $16.7K - $18.1K
2.21K $421K
ORCL
Oracle Corp

Technology
100
+ 2.66%
$165.41 - $192.43 $16.5K - $19.2K
3.87K $644K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
38
+ 0.4%
$42.8 - $44.98 $1.63K - $1.71K
9.49K $414K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.2K
+ 7.25%
$33.39 - $37.66 $39.9K - $45K
17.7K $590K
IYR
Ishares Tr

ETFs
176
+ 1.13%
$90.74 - $102.87 $16K - $18.1K
15.7K $1.46M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.57K
+ 2.12%
$80.13 - $83.77 $126K - $131K
75.7K $6.07M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
525
+ 0.43%
$77.86 - $79.27 $40.9K - $41.6K
124K $9.66M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
238
+ 0.68%
$75.65 - $83.47 $18K - $19.9K
35.5K $2.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.06K
+ 2.34%
$96.64 - $101.23 $585K - $613K
265K $25.7M
VNQ
Vanguard Specialized Funds Van

ETFs
885
+ 1.04%
$87.85 - $98.6 $77.7K - $87.3K
85.8K $7.65M
IEF
Ishares Barclays

ETFs
12.1K
+ 3.9%
$92.08 - $98.18 $1.11M - $1.19M
322K $29.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
19.2K
+ 5.71%
$75.1 - $82.99 $1.44M - $1.59M
355K $26.9M
VEA
Vanguard Ftse Developed Market

ETFs
4.58K
+ 1.36%
$47.57 - $52.44 $218K - $240K
342K $16.3M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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