Oceanside Advisors LLC
- SEC CIK
- 0002012184
- 最新申報
- 2026/7/27
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/15 申報。只含多頭部位。
- 持股檔數
- 46
- 2023 年第 3 季沒有申報
- 總值
- $1.13 億
- 2023 年第 3 季沒有申報
Oceanside Advisors LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 495,346 | $1,417 萬 | 12.5% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 212,845 | $1,229 萬 | 10.9% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 211,271 | $993.2 萬 | 8.8% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 332,050 | $966.9 萬 | 8.5% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 290,284 | $848.5 萬 | 7.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 91,625 | $673.9 萬 | 5.9% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 237,645 | $609.8 萬 | 5.4% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 149,555 | $513.9 萬 | 4.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 72,124 | $450.7 萬 | 4.0% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 183,234 | $441.8 萬 | 3.9% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 167,295 | $380.4 萬 | 3.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 37,165 | $370.9 萬 | 3.3% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 76,119 | $349.9 萬 | 3.1% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 115,263 | $330.1 萬 | 2.9% | – | – | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 84,431 | $227.2 萬 | 2.0% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 25,405 | $123.2 萬 | 1.1% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 33,752 | $112.2 萬 | 1.0% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 23,776 | $100.8 萬 | 0.9% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 29,457 | $76.0 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 29,322 | $73.9 萬 | 0.7% | – | – | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 10,999 | $71.2 萬 | 0.6% | – | – | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 13,746 | $70.8 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,869 | $70.3 萬 | 0.6% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,382 | $64.7 萬 | 0.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,881 | $55.5 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,512 | $53.9 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 17,900 | $48.4 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 17,622 | $45.0 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 17,416 | $43.5 萬 | 0.4% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 5,284 | $43.1 萬 | 0.4% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,406 | $39.6 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 15,620 | $37.3 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 6,244 | $36.8 萬 | 0.3% | – | – | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 25,789 | $35.8 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 13,781 | $32.7 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 6,922 | $32.1 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072695 | CORE MUNI FXD IN | 6,704 | $31.4 萬 | 0.3% | – | – | – |
| NTRSNorthern Trust Corp | COM | 3,503 | $29.6 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 5,547 | $29.3 萬 | 0.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,688 | $29.1 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 4,601 | $27.8 萬 | 0.2% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,258 | $26.0 萬 | 0.2% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 5,737 | $23.5 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,483 | $23.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,633 | $23.3 萬 | 0.2% | – | – | – |
| SCWO374Water Inc. | Common Stock | 104,762 | $14.9 萬 | 0.1% | – | – | 歷史 |