Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 49.31% of Oceanside Advisors's stock portfolio.
Added to shares of these 10 stocks: AVLV, DFSV, DFAC, JPM, GOOG, DUHP, AMZN, DFIV, AVES, BRK.B.
Started 3 new stock positions in GOOG, JPM, AMZN.
Reduced shares in these 10 stocks: STEW, BSMQ, BNDX, MSFT, DFSD, DFNM, GLDM, AVSF, AVMU, DFCF.
Sold out of its positions in STEW, BSMQ, BNDX.
Oceanside Advisors was a net buyer of stock by $1.9M.
Oceanside Advisors has $121M in assets under management (AUM), dropping by 6.64%.
Central Index Key (CIK): 0002012184

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Oceanside Advisors

Oceanside Advisors holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	13.1	$16M		502k	31.61	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	11.6	$14M	+2%	219k	64.26	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.5	$10M	+2%	342k	30.10	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.1	$9.8M		208k	47.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.9	$9.6M	+3%	300k	31.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.6	$6.8M		93k	72.63	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.4	$6.5M	+2%	243k	26.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.7	$5.7M	+2%	154k	36.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.0	$4.9M	+2%	74k	65.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.8	$4.6M	+2%	188k	24.72	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.2	$3.9M	+3%	173k	22.37	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.1	$3.8M		38k	100.54	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.1	$3.8M	+4%	80k	47.39	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.0	$3.6M	+2%	119k	30.22	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.9	$2.3M		86k	26.55	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$1.2M		34k	36.54	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.9	$1.1M	-8%	23k	48.09	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$952k	-4%	23k	41.95	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$812k		30k	27.19	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.7	$798k	+3%	11k	69.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$791k	+24%	1.9k	420.52	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$749k		14k	54.08	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$746k	-2%	29k	25.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$696k		3.4k	205.72	View chart
Microsoft Corporation (MSFT)	0.5	$599k	-23%	1.4k	420.72	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$535k		18k	29.99	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$506k	+7%	19k	26.75	View chart
Apple (AAPL)	0.4	$489k		2.8k	171.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$474k		5.3k	89.50	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$452k		18k	25.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$419k		4.5k	93.71	View chart
Coca-Cola Company (KO)	0.3	$382k		6.2k	61.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.3	$370k		16k	23.66	View chart
Northern Trust Corporation (NTRS)	0.3	$312k		3.5k	88.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$300k	+2%	4.7k	63.74	View chart
JPMorgan Chase & Co. (JPM)	0.2	$292k	NEW	1.5k	200.30	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.2	$290k		5.5k	53.01	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$274k	-14%	5.9k	46.28	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$266k	-7%	2.5k	107.60	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$266k	-14%	5.7k	46.57	View chart
374water (SCWO)	0.2	$252k	+90%	200k	1.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$244k	+7%	2.8k	86.47	View chart
Wal-Mart Stores (WMT)	0.2	$238k	+167%	4.0k	60.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$229k	NEW	1.5k	152.26	View chart
Amazon (AMZN)	0.2	$204k	NEW	1.1k	180.38	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$203k	-19%	4.6k	44.05	View chart

Past Filings by Oceanside Advisors

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

Oceanside Advisors 2024 Q1 filed April 24, 2024
Oceanside Advisors 2023 Q4 filed Feb. 15, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z