The Analysis of Oceanside Advisors LLC's Holdings
Currently, Oceanside Advisors LLC holds 50 types of securities in its portfolio with a total value $165.0M. In the most recent quarter, they have increased their positions in MINT (+4.3K shares, valued at $432.7K), BND (+4.0K shares, valued at $299.2K), SLV (+4.1K shares, valued at $264.1K); decreased their positions in AVDV (-3.9K shares, valued at $366.9K), DFIV (-6.0K shares, valued at $301.5K), DFAU (-5.3K shares, valued at $247.6K); initiated new positions in SLV (+4.1K shares, valued at $264.1K), CIEN (+1.0K shares, valued at $233.9K), BY (+7.1K shares, valued at $207.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUHP DIMENSIONAL ETF TRUST541.6K shares0.26%2025-12-312026-01-26
AVLV AMERICAN CENTY ETF TR240.0K shares-0.84%2025-12-312026-01-26 DFSD DIMENSIONAL ETF TRUST278.0K shares0.62%2025-12-312026-01-26 DFSV DIMENSIONAL ETF TRUST404.6K shares0.58%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST329.6K shares-0.30%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS128.0K shares3.26%2025-12-312026-01-26 DIHP DIMENSIONAL ETF TRUST274.5K shares-0.83%2025-12-312026-01-26 DFIV DIMENSIONAL ETF TRUST168.1K shares-3.47%2025-12-312026-01-26 AVDV AMERICAN CENTY ETF TR77.3K shares-4.81%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST215.3K shares-2.10%2025-12-312026-01-26 MINT PIMCO ETF TR57.4K shares8.12%2025-12-312026-01-26 AVES AMERICAN CENTY ETF TR92.2K shares-0.81%2025-12-312026-01-26 DFAI DIMENSIONAL ETF TRUST136.4K shares-0.10%2025-12-312026-01-26 DFAR DIMENSIONAL ETF TRUST222.2K shares4.79%2025-12-312026-01-26 BAB INVESCO EXCH TRADED FD TR II116.1K shares3.82%2025-12-312026-01-26 AVGE AMERICAN CENTY ETF TR17.5K shares2.83%2025-12-312026-01-26 GLD SPDR GOLD TR3.7K shares0.00%2025-12-312026-01-26 DISV DIMENSIONAL ETF TRUST34.8K shares0.99%2025-12-312026-01-26 DFAU DIMENSIONAL ETF TRUST26.7K shares-16.52%2025-12-312026-01-26 AVIV AMERICAN CENTY ETF TR15.4K shares0.79%2025-12-312026-01-26 DFEV DIMENSIONAL ETF TRUST28.8K shares2.05%2025-12-312026-01-26 DFLV DIMENSIONAL ETF TRUST26.9K shares5.42%2025-12-312026-01-26 DFCF DIMENSIONAL ETF TRUST21.3K shares2.31%2025-12-312026-01-26 DFIC DIMENSIONAL ETF TRUST26.2K shares5.62%2025-12-312026-01-26 AAPL APPLE INC3.3K shares-0.15%2025-12-312026-01-26 MSFT MICROSOFT CORP1.4K shares0.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.2.1K shares0.00%2025-12-312026-01-26 DFEM DIMENSIONAL ETF TRUST18.0K shares3.20%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR5.7K shares8.49%2025-12-312026-01-26 AVUS AMERICAN CENTY ETF TR4.9K shares-4.10%2025-12-312026-01-26 NTRS NORTHERN TR CORP3.8K shares0.00%2025-12-312026-01-26 GLDM WORLD GOLD TR5.6K shares-12.40%2025-12-312026-01-26 KO COCA COLA CO6.1K shares-1.62%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS8.3K shares2.00%2025-12-312026-01-26 DFNM DIMENSIONAL ETF TRUST7.8K shares10.40%2025-12-312026-01-26 AVDE AMERICAN CENTY ETF TR4.5K shares-3.12%2025-12-312026-01-26 DFGX DIMENSIONAL ETF TRUST5.9K shares1.58%2025-12-312026-01-26 AVIG AMERICAN CENTY ETF TR7.4K shares-7.28%2025-12-312026-01-26 MUB ISHARES TR2.6K shares21.17%2025-12-312026-01-26 AMZN AMAZON COM INC1.2K shares0.00%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS3.1K shares-0.39%2025-12-312026-01-26 SLV ISHARES SILVER TR4.1K sharesnew addition2025-12-312026-01-26 WMT WALMART INC2.3K shares0.00%2025-12-312026-01-26 CIEN CIENA CORP1.0K sharesnew addition2025-12-312026-01-26 AVSF AMERICAN CENTY ETF TR4.8K shares-2.88%2025-12-312026-01-26 VTI VANGUARD INDEX FDS660 shares0.00%2025-12-312026-01-26 BY BYLINE BANCORP INC7.1K sharesnew addition2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP704 shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available