HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DUHP) |
502,009 | +6,663 | $15,868 |
| DUHP | 502,009 | +6,663 | $15,868 |
| AMERICAN CENTY ETF TR (AVLV) |
218,891 | +6,046 | $14,066 |
| AVLV | 218,891 | +6,046 | $14,066 |
| DIMENSIONAL ETF TRUST (DFSV) |
341,853 | +9,803 | $10,290 |
| DFSV | 341,853 | +9,803 | $10,290 |
| DIMENSIONAL ETF TRUST (DFSD) |
207,721 | -3,550 | $9,771 |
| DFSD | 207,721 | -3,550 | $9,771 |
| DIMENSIONAL ETF TRUST (DFAC) |
299,499 | +9,215 | $9,569 |
| DFAC | 299,499 | +9,215 | $9,569 |
| VANGUARD BD INDEX FDS (BND) |
93,015 | +1,390 | $6,756 |
| BND | 93,015 | +1,390 | $6,756 |
| DIMENSIONAL ETF TRUST (DIHP) |
242,627 | +4,982 | $6,536 |
| DIHP | 242,627 | +4,982 | $6,536 |
| DIMENSIONAL ETF TRUST (DFIV) |
153,979 | +4,424 | $5,659 |
| DFIV | 153,979 | +4,424 | $5,659 |
| AMERICAN CENTY ETF TR (AVDV) |
73,903 | +1,779 | $4,867 |
| AVDV | 73,903 | +1,779 | $4,867 |
| DIMENSIONAL ETF TRUST (DFAE) |
188,002 | +4,768 | $4,647 |
| DFAE | 188,002 | +4,768 | $4,647 |
| DIMENSIONAL ETF TRUST (DFAR) |
173,031 | +5,736 | $3,871 |
| DFAR | 173,031 | +5,736 | $3,871 |
| PIMCO ETF TR (MINT) |
37,720 | +555 | $3,792 |
| MINT | 37,720 | +555 | $3,792 |
| AMERICAN CENTY ETF TR (AVES) |
79,498 | +3,379 | $3,767 |
| AVES | 79,498 | +3,379 | $3,767 |
| DIMENSIONAL ETF TRUST (DFAI) |
118,453 | +3,190 | $3,580 |
| DFAI | 118,453 | +3,190 | $3,580 |
| INVESCO EXCH TRADED FD TR II (BAB) |
86,003 | +1,572 | $2,283 |
| BAB | 86,003 | +1,572 | $2,283 |
| DIMENSIONAL ETF TRUST (DFAU) |
33,501 | -251 | $1,224 |
| DFAU | 33,501 | -251 | $1,224 |
| DIMENSIONAL ETF TRUST (DFNM) |
23,321 | -2,084 | $1,122 |
| DFNM | 23,321 | -2,084 | $1,122 |
| DIMENSIONAL ETF TRUST (DFCF) |
22,685 | -1,091 | $952 |
| DFCF | 22,685 | -1,091 | $952 |
| DIMENSIONAL ETF TRUST (DISV) |
29,878 | +421 | $812 |
| DISV | 29,878 | +421 | $812 |
| AMERICAN CENTY ETF TR (AVGE) |
11,434 | +435 | $798 |
| AVGE | 11,434 | +435 | $798 |
 BERKSHIRE HATHAWAY INC DEL |
$791 | ||
| BRK.B | 1,882 | +370 | $791 |
| AMERICAN CENTY ETF TR (AVIV) |
13,840 | +94 | $748 |
| AVIV | 13,840 | +94 | $748 |
| DIMENSIONAL ETF TRUST (DFEV) |
28,732 | -590 | $746 |
| DFEV | 28,732 | -590 | $746 |
| SPDR GOLD TR (GLD) |
3,382 | UNCH | $696 |
| GLD | 3,382 | UNCH | $696 |
| MICROSOFT CORP |
1,424 | -445 | $599 |
| MSFT | 1,424 | -445 | $599 |
| DIMENSIONAL ETF TRUST (DFLV) |
17,836 | -64 | $535 |
| DFLV | 17,836 | -64 | $535 |
| DIMENSIONAL ETF TRUST (DFIC) |
18,909 | +1,287 | $506 |
| DFIC | 18,909 | +1,287 | $506 |
| APPLE INC |
2,849 | -32 | $489 |
| AAPL | 2,849 | -32 | $489 |
| AMERICAN CENTY ETF TR (AVUS) |
5,290 | +6 | $473 |
| AVUS | 5,290 | +6 | $473 |
| DIMENSIONAL ETF TRUST (DFEM) |
17,750 | +334 | $452 |
| DFEM | 17,750 | +334 | $452 |
| AMERICAN CENTY ETF TR (AVUV) |
4,475 | +69 | $419 |
| AVUV | 4,475 | +69 | $419 |
| COCA COLA CO |
6,244 | UNCH | $382 |
| KO | 6,244 | UNCH | $382 |
| INVESCO EXCH TRD SLF IDX FD |
15,620 | UNCH | $369 |
| BSMR | 15,620 | UNCH | $369 |
| NORTHERN TR CORP |
3,503 | UNCH | $311 |
| NTRS | 3,503 | UNCH | $311 |
| AMERICAN CENTY ETF TR (AVDE) |
4,704 | +103 | $300 |
| AVDE | 4,704 | +103 | $300 |
| JPMORGAN CHASE & CO |
1,460 | +1,460 | $292 |
| JPM | 1,460 | +1,460 | $292 |
| DIMENSIONAL ETF TRUST (DFGX) |
5,462 | -85 | $290 |
| DFGX | 5,462 | -85 | $290 |
| AMERICAN CENTY ETF TR (AVSF) |
5,909 | -1,013 | $273 |
| AVSF | 5,909 | -1,013 | $273 |
| AMERICAN CENTY ETF TR (AVMU) |
5,703 | -1,001 | $266 |
| AVMU | 5,703 | -1,001 | $266 |
| ISHARES TR (MUB) |
2,475 | -213 | $266 |
| MUB | 2,475 | -213 | $266 |
| 374WATER INC |
200,000 | +95,238 | $252 |
| SCWO | 200,000 | +95,238 | $252 |
| VANGUARD INDEX FDS (VNQ) |
2,823 | +190 | $244 |
| VNQ | 2,823 | +190 | $244 |
| WALMART INC |
3,960 | +2,477 | $238 |
| WMT | 3,960 | +2,477 | $238 |
| ALPHABET INC |
1,505 | +1,505 | $229 |
| GOOG | 1,505 | +1,505 | $229 |
| AMAZON COM INC |
1,130 | +1,130 | $204 |
| AMZN | 1,130 | +1,130 | $204 |
See Full List: All Stocks Held By Oceanside Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Oceanside Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $120,803 At 12/31/2023: $113,289 Oceanside Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oceanside Advisors LLC 13F filings. Link to 13F filings: SEC filings |
