Parkside Advisors LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Berkeley, CA
CIK
0001585550
Alternate names
Grubman Wealth Management
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 87 388,568 IWB, IWM, IEI, EFA 13F-HR 4/10/2024 000106299324008278
Q4 2023 78 361,125 IWB, IWM, IEI, AGG 13F-HR 1/8/2024 000106299324000616
Q3 2023 79 321,866 IWB, IWM, IEI, VMBS 13F-HR 10/10/2023 000106299323019154
Q2 2023 75 322,841 IWB, IEI, IWM, VMBS 13F-HR 7/10/2023 000106299323014780
Q1 2023 76 302,134 IWB, IEI, IWM, EFA 13F-HR 4/10/2023 000106299323008976
Q4 2022 82 285,752 IWB, IWM, EFA, VMBS 13F-HR 1/9/2023 000106299323000723
Q3 2022 60 262,567 IWB, EFA, IWM, IEI 13F-HR 10/11/2022 000106299322020706
Q2 2022 64 276,938 IWB, EFA, IWM, IEI 13F-HR 7/12/2022 000106299322016237
Q1 2022 68 316,208 IWB, EFA, IWM, IEI 13F-HR 4/13/2022 000106299322010180
Q4 2021 72 329,763 IWB, EFA, IWM, IEI 13F-HR 1/13/2022 000106299322001031
Q3 2021 70 320,402 IWB, EFA, IWM, IEI 13F-HR 10/12/2021 000106299321009436
Q2 2021 70 313,701 IWB, EFA, IWM, IEI 13F-HR 7/12/2021 000106299321006455
Q1 2021 67 289,875 IWB, IWM, EFA, IEI 13F-HR 4/9/2021 000106299321003540
Q4 2020 69 266,798 IWB, EFA, IWM, IEI 13F-HR 1/11/2021 000106299321000261
Q3 2020 61 227,227 IWB, EFA, IWM, IEI 13F-HR 10/6/2020 000106299320004800
Q2 2020 60 214,887 IWB, EFA, IWM, IEI 13F-HR 7/8/2020 000106299320003180
Q1 2020 58 184,119 IWB, EFA, IEI, IWM 13F-HR 4/7/2020 000106299320001673
Q4 2019 71 223,635 IWB, EFA, IWD, IWM 13F-HR 1/15/2020 000106299320000151
Q3 2019 62 189,949 IWB, IWD, EFA, AGG 13F-HR 10/9/2019 000106299319003858
Q2 2019 61 181,148 IWD, IWB, EFA, AGG 13F-HR 7/10/2019 000106299319002844
Q1 2019 58 176,162 IWD, IWB, EFA, AGG 13F-HR 4/11/2019 000106299319001666
Q4 2018 60 163,586 IWD, IWB, EFA, AGG 13F-HR 1/11/2019 000106299319000158
Q3 2018 45 149,741 IWB, IWD, EFA, AGG 13F-HR 10/11/2018 000106299318004037
Q2 2018 41 141,304 IWB, IWD, EFA, AGG 13F-HR 7/12/2018 000106299318002885
Q1 2018 37 140,407 IWB, IWD, EFA, AGG 13F-HR 4/10/2018 000106299318001567
Q4 2017 36 142,159 IWB, IWD, EFA, AGG 13F-HR 1/10/2018 000106299318000110
Q3 2017 38 141,097 IWD, IWB, EFA, EFV 13F-HR 10/10/2017 000106299317004369
Q2 2017 38 140,427 IWD, IWB, EFA, AGG 13F-HR 7/10/2017 000106299317003166
Q1 2017 36 138,046 IWD, IWB, EFA, EFV 13F-HR 4/7/2017 000106299317001776
Q4 2016 28 132,468 IWD, IWB, EFA, EFV 13F-HR 1/9/2017 000106299317000075
Q3 2016 28 135,496 IWD, IWB, EFA, EFV 13F-HR 10/7/2016 000106299316011665
Q2 2016 28 141,370 IWB, IWD, STPZ, AGG 13F-HR 7/7/2016 000106299316010442
Q1 2016 33 142,949 IWB, IWD, STPZ, AGG 13F-HR 4/7/2016 000106299316008809
Q4 2015 30 134,676 IWB, IWD, STPZ, AGG 13F-HR 1/8/2016 000106299316006968
Q3 2015 30 134,900 IWB, IWD, STPZ, AGG 13F-HR 10/7/2015 000106299315005320
Q2 2015 31 146,155 IWD, IWB, STPZ, AGG 13F-HR 7/7/2015 000106299315003739
Q1 2015 30 144,956 IWD, IWB, STPZ, EFA 13F-HR 4/7/2015 000106299315001801
Q4 2014 33 138,522 IWD, IWB, STPZ, EFA 13F-HR 1/8/2015 000106299315000065
Q3 2014 32 136,455 IWD, IWB, STPZ, EFA 13F-HR 10/6/2014 000106299314005817
Q2 2014 31 140,238 IWD, IWB, STPZ, EFA 13F-HR 7/9/2014 000106299314004120
Q1 2014 30 130,292 IWD, IWB, STPZ, EFA 13F-HR 4/8/2014 000106299314001997
Q4 2013 29 122,283 IWD, IWB, EFA, STPZ 13F-HR 1/9/2014 000106299314000113