Oceanside Advisors

Oceanside Advisors as of Dec. 31, 2024

Portfolio Holdings for Oceanside Advisors

Oceanside Advisors holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us High Profitab (DUHP) 13.2 $18M 524k 33.77
American Centy Etf Tr Us Large Cap Vlu (AVLV) 11.5 $16M 232k 66.77
Dimensional Etf Trust Short Duration F (DFSD) 8.3 $11M 238k 46.88
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.3 $11M 362k 30.72
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.1 $11M 313k 34.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.6 $7.5M 104k 71.91
Dimensional Etf Trust Intl High Profit (DIHP) 5.0 $6.7M 265k 25.22
Dimensional Etf Trust Internatnal Val (DFIV) 4.5 $6.1M 171k 35.48
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.0 $5.3M 209k 25.37
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.9 $5.3M 81k 65.08
Dimensional Etf Trust Us Real Estate E (DFAR) 3.2 $4.3M 187k 23.27
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.2 $4.3M 43k 100.34
American Centy Etf Tr Emerging Mkt Val (AVES) 2.9 $3.9M 85k 46.20
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.8 $3.7M 128k 29.20
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 1.8 $2.4M 93k 26.15
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $1.4M 34k 40.49
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.9 $1.2M 24k 47.77
American Centy Etf Tr Avantis All Eqt (AVGE) 0.8 $1.1M 15k 72.37
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $875k 33k 26.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $853k 1.9k 453.28
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.6 $850k 32k 26.22
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $805k 20k 41.27
Apple (AAPL) 0.6 $799k 3.2k 250.42
Spdr Gold Tr Gold Shs (GLD) 0.6 $785k 3.2k 242.13
American Centy Etf Tr International Lr (AVIV) 0.6 $762k 15k 51.90
Microsoft Corporation (MSFT) 0.4 $600k 1.4k 421.50
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $572k 19k 30.03
Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $549k 21k 25.85
JPMorgan Chase & Co. (JPM) 0.4 $520k 2.2k 239.71
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $504k 5.2k 96.52
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $496k 5.1k 96.93
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $450k 17k 26.19
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $408k 7.9k 51.99
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $400k 8.2k 49.05
Northern Trust Corporation (NTRS) 0.3 $390k 3.8k 102.50
Coca-Cola Company (KO) 0.3 $382k 6.1k 62.26
Ishares Tr National Mun Etf (MUB) 0.3 $377k 3.5k 106.55
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.3 $360k 7.8k 46.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $312k 578.00 538.91
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.2 $286k 5.5k 52.32
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $282k 4.6k 61.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $276k 3.1k 89.07
Amazon (AMZN) 0.2 $261k 1.2k 219.39
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $260k 6.4k 40.57
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $252k 5.5k 46.14
Alphabet Cap Stk Cl C (GOOG) 0.2 $244k 1.3k 190.44
Vanguard World Inf Tech Etf (VGT) 0.2 $243k 390.00 621.80
Wal-Mart Stores (WMT) 0.2 $218k 2.4k 90.35
Byline Ban (BY) 0.2 $206k 7.1k 29.00
374water 0.1 $102k 149k 0.68