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Oceanside Advisors

Latest statistics and disclosures from Oceanside Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DUHP, AVLV, DFSV, DFSD, DFAC, and represent 48.95% of Oceanside Advisors's stock portfolio.
Added to shares of these 10 stocks: AVLV, DFSD, DUHP, AVIG, VGT, DFSV, DFAC, VTV, DIHP, BND.
Started 3 new stock positions in VTV, AVIG, VGT.
Reduced shares in these 10 stocks: WMT, SCWO, DFAU, GLD, AVSF, VNQ, GOOG, DFLV, AVUS, AAPL.
Sold out of its position in WMT.
Oceanside Advisors was a net buyer of stock by $3.3M.
Oceanside Advisors has $134M in assets under management (AUM), dropping by 8.43%.
Central Index Key (CIK): 0002012184

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Positions held by Oceanside Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Oceanside Advisors

Oceanside Advisors holds 49 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	13.3	$18M		522k	34.07	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	11.3	$15M	+2%	230k	65.83	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.2	$11M	+2%	359k	30.80	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.2	$11M	+3%	231k	47.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.9	$11M	+2%	311k	34.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.5	$7.4M	+2%	99k	75.11	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.1	$6.9M	+3%	248k	27.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.6	$6.2M	+2%	162k	38.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.1	$5.5M	+2%	201k	27.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.1	$5.5M		78k	70.67	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.5	$4.7M	+2%	183k	25.64	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.2	$4.3M	+2%	83k	52.14	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.1	$4.1M	+4%	41k	100.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.0	$4.0M	+3%	125k	31.78	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.8	$2.5M		89k	27.57	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$1.3M	-3%	33k	39.69	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.8	$1.1M		23k	48.54	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.7	$969k	+5%	13k	73.87	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$899k	+2%	21k	43.19	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$897k	+2%	31k	29.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$866k		1.9k	460.26	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$808k	+3%	28k	28.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$788k	-3%	3.2k	243.06	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$775k		14k	56.14	View chart
Apple (AAPL)	0.5	$629k		2.7k	233.00	View chart
Microsoft Corporation (MSFT)	0.5	$613k		1.4k	430.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$543k		19k	28.14	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$519k	-3%	17k	30.81	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$487k	-2%	5.1k	95.15	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$452k		16k	28.15	View chart
Coca-Cola Company (KO)	0.3	$440k		6.1k	71.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$432k		4.5k	95.96	View chart
JPMorgan Chase & Co. (JPM)	0.3	$418k		2.0k	210.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$413k		7.9k	52.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$375k	+2%	7.5k	50.28	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$356k	+32%	3.3k	108.63	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$316k		6.7k	46.94	View chart
Northern Trust Corporation (NTRS)	0.2	$315k		3.5k	90.03	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$306k	-3%	4.6k	67.03	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.2	$296k		5.5k	54.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$293k	+36%	556.00	527.67	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$272k	NEW	6.4k	42.51	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$253k	-8%	2.6k	97.41	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$248k	-9%	5.3k	47.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$229k	NEW	390.00	586.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$214k	-8%	1.3k	167.19	View chart
Amazon (AMZN)	0.2	$211k		1.1k	186.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$204k	NEW	1.2k	174.54	View chart
374water (SCWO)	0.2	$202k	-25%	149k	1.36	View chart

Past Filings by Oceanside Advisors

SEC 13F filings are viewable for Oceanside Advisors going back to 2023

Oceanside Advisors 2024 Q3 filed Oct. 28, 2024
Oceanside Advisors 2024 Q2 filed July 25, 2024
Oceanside Advisors 2024 Q1 filed April 24, 2024
Oceanside Advisors 2023 Q4 filed Feb. 15, 2024

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