Oceanside Advisors

Oceanside Advisors as of March 31, 2024

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