Parkside Advisors LLC

BERKELEY, CA · CIK 1585550 · 13F filing filed 2025-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBerkeley, CA

$455.1m reported value +9.6% vs Q1 2025

89positions

67.8%in top 10

10 new 24 added 23 reduced 2 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 ETF IWB	IWB	221,192	$75.1m16.50%	16.50%	Reduced -3.8k	-3,825 -1.7%
2	ISHARES TR RUSSELL 2000 ETF IWM	IWM	168,122	$36.3m7.97%	7.97%	Added +1.3k	+1,256 0.8%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	348,561	$31.2m6.85%	6.85%	Reduced -2.5k	-2,470 -0.7%
4	ISHARES TR 7-10 YR TRSY BD IEF	IEF	324,216	$31.1m6.82%	6.82%	Added +3.0k	+2,979 0.9%
5	ISHARES TR CORE US AGGBD ET AGG	AGG	272,892	$27.1m5.95%	5.95%	Added +4.7k	+4,708 1.8%
6	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	582,759	$27.0m5.93%	5.93%	Added +12.3k	+12,320 2.2%
7	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	109,567	$24.9m5.47%	5.47%	Added +79	+79 0.1%
8	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	358,942	$20.5m4.50%	4.50%	Added +14.6k	+14,576 4.2%
9	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	197,185	$20.3m4.46%	4.46%	Added +2.8k	+2,768 1.4%
10	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	26,919	$15.3m3.37%	3.37%	Added +1.8k	+1,822 7.3%
11	VANGUARD INDEX FDS SMALL CP ETF VB	VB	48,795	$11.6m2.55%	2.55%	Added +6.7k	+6,654 15.8%
12	ISHARES INC CORE MSCI EMKT IEMG	IEMG	183,993	$11.0m2.43%	2.43%	Added +5.3k	+5,280 3.0%
13	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	126,148	$10.0m2.20%	2.20%	Added +2.2k	+2,165 1.8%
14	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	70,855	$9.6m2.11%	2.11%	Added +1.5k	+1,454 2.1%
15	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	89,444	$8.0m1.75%	1.75%	Added +1.7k	+1,706 1.9%
16	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	79,870	$6.6m1.46%	1.46%	Added +2.2k	+2,231 2.9%
17	ISHARES TR MBS ETF MBB	MBB	66,555	$6.2m1.37%	1.37%	Added +349	+349 0.5%
18	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	19,764	$6.0m1.32%	1.32%	Reduced -818	-818 -4.0%
19	APPLE INC COM AAPL	AAPL	25,729	$5.3m1.16%	1.16%	Reduced -759	-759 -2.9%
20	ISHARES TR ESG AWARE MSCI ESML	ESML	117,432	$4.9m1.07%	1.07%	Reduced -1.0k	-1,022 -0.9%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	6,746	$4.2m0.92%	0.92%	Added +4.3k	+4,261 171.5%
22	BROADCOM INC COM AVGO	AVGO	14,815	$4.1m0.90%	0.90%	Added +2.6k	+2,642 21.7%
23	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	76,859	$3.7m0.80%	0.80%	Reduced -1.3k	-1,331 -1.7%
24	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	116,215	$3.5m0.76%	0.76%	Reduced -3.9k	-3,912 -3.3%
25	MICROSOFT CORP COM MSFT	MSFT	6,724	$3.3m0.73%	0.73%	Reduced -37	-37 -0.6%
26	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	37,245	$3.3m0.73%	0.73%	Reduced -1.7k	-1,709 -4.4%
27	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	84,709	$3.0m0.67%	0.67%	Unchanged
28	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	86,192	$2.2m0.48%	0.48%	Reduced -2.5k	-2,476 -2.8%
29	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	8,347	$2.1m0.46%	0.46%	Reduced -117	-117 -1.4%
30	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	25,754	$1.9m0.42%	0.42%	Reduced -949	-949 -3.5%
31	NVIDIA CORPORATION COM NVDA	NVDA	11,914	$1.9m0.41%	0.41%	Reduced -9	-9 -0.1%
32	ISHARES TR ESG EAFE ETF DMXF	DMXF	24,703	$1.8m0.40%	0.40%	Unchanged
33	ISHARES TR RUS 1000 VAL ETF IWD	IWD	8,845	$1.7m0.38%	0.38%	Unchanged
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,552	$1.6m0.35%	0.35%	Unchanged
35	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	25,325	$1.5m0.33%	0.33%	Added +111	+111 0.4%
36	ISHARES TR U.S. REAL ES ETF IYR	IYR	15,979	$1.5m0.33%	0.33%	Added +265	+265 1.7%
37	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,110	$1.5m0.33%	0.33%	Added +536	+536 20.8%
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,042	$1.2m0.27%	0.27%	Added +299	+299 4.4%
39	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	9,217	$1.2m0.26%	0.26%	Reduced -201	-201 -2.1%
40	PHILIP MORRIS INTL INC COM PM	PM	5,905	$1.1m0.24%	0.24%	Unchanged
41	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	20,229	$1.1m0.23%	0.23%	Unchanged
42	PROCTER AND GAMBLE CO COM PG	PG	5,295	$843.7k0.19%	0.19%	Reduced -30	-30 -0.6%
43	ORACLE CORP COM ORCL	ORCL	3,795	$829.6k0.18%	0.18%	Reduced -19	-19 -0.5%
44	NETFLIX INC COM NFLX	NFLX	613	$820.9k0.18%	0.18%	Unchanged
45	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,108	$734.9k0.16%	0.16%	Unchanged
46	CISCO SYS INC COM CSCO	CSCO	10,321	$716.1k0.16%	0.16%	Unchanged
47	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	18,239	$714.4k0.16%	0.16%	Reduced -202	-202 -1.1%
48	SALESFORCE INC COM CRM	CRM	2,299	$627.9k0.14%	0.14%	Unchanged
49	COSTCO WHSL CORP NEW COM COST	COST	598	$592.0k0.13%	0.13%	Unchanged
50	AMAZON COM INC COM AMZN	AMZN	2,686	$589.3k0.13%	0.13%	Reduced -6	-6 -0.2%
51	DEERE & CO COM DE	DE	1,099	$560.4k0.12%	0.12%	Unchanged
52	JOHNSON & JOHNSON COM JNJ	JNJ	3,632	$554.8k0.12%	0.12%	Reduced -50	-50 -1.4%
53	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	22,206	$542.7k0.12%	0.12%	Unchanged
54	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	1,487	$538.8k0.12%	0.12%	Unchanged
55	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,714	$530.4k0.12%	0.12%	Added +504	+504 22.8%
56	ALPHABET INC CAP STK CL C GOOG	GOOG	2,850	$505.6k0.11%	0.11%	Unchanged
57	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,608	$468.2k0.10%	0.10%	New
58	DISNEY WALT CO COM DIS	DIS	3,738	$463.6k0.10%	0.10%	Unchanged
59	PIMCO ETF TR 1-5 US TIP IDX STPZ	STPZ	8,294	$446.3k0.10%	0.10%	Reduced -454	-454 -5.2%
60	WISDOMTREE TR EUROPE HEDGED EQ HEDJ	HEDJ	9,163	$440.9k0.10%	0.10%	Reduced -181	-181 -1.9%
61	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	3,055	$411.8k0.09%	0.09%	Unchanged
62	WALMART INC COM WMT	WMT	4,178	$408.6k0.09%	0.09%	Unchanged
63	ISHARES TR MSCI KLD400 SOC DSI	DSI	3,361	$390.4k0.09%	0.09%	Unchanged
64	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	12,949	$390.3k0.09%	0.09%	Added +2.8k	+2,807 27.7%
65	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,191	$369.2k0.08%	0.08%	Unchanged
66	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,748	$359.2k0.08%	0.08%	Unchanged
67	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,740	$335.3k0.07%	0.07%	Unchanged
68	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	584	$322.5k0.07%	0.07%	Reduced -31	-31 -5.0%
69	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,905	$317.5k0.07%	0.07%	Added +241	+241 9.1%
70	MCDONALDS CORP COM MCD	MCD	1,084	$316.8k0.07%	0.07%	Reduced -44	-44 -3.9%
71	JPMORGAN CHASE & CO COM JPM	JPM	1,064	$308.5k0.07%	0.07%	Unchanged
72	ISHARES TR RUS MID CAP ETF IWR	IWR	3,259	$299.7k0.07%	0.07%	New
73	ELI LILLY & CO COM LLY	LLY	382	$297.8k0.07%	0.07%	Unchanged
74	ABBOTT LABS COM ABT	ABT	2,170	$295.1k0.06%	0.06%	Unchanged
75	ISHARES TR GLOBAL REIT ETF REET	REET	11,206	$276.8k0.06%	0.06%	New
76	INVESCO EXCH TRADED FD TR II S&P GBL WATER CGW	CGW	4,416	$276.0k0.06%	0.06%	Unchanged
77	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	12,392	$273.9k0.06%	0.06%	New
78	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	1,117	$271.3k0.06%	0.06%	Unchanged
79	BLACKSTONE INC COM BX	BX	1,787	$267.3k0.06%	0.06%	Unchanged
80	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	460	$261.4k0.06%	0.06%	New
81	CARVANA CO CL A CVNA	CVNA	735	$247.7k0.05%	0.05%	New
82	MCKESSON CORP COM MCK	MCK	318	$233.2k0.05%	0.05%	Unchanged
83	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	5,151	$220.1k0.05%	0.05%	New
84	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	486	$213.3k0.05%	0.05%	New
85	BLACKROCK INC COM BLK	BLK	203	$213.0k0.05%	0.05%	New
86	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,171	$212.9k0.05%	0.05%	Unchanged
87	WELLS FARGO CO NEW COM WFC	WFC	2,644	$211.8k0.05%	0.05%	New
88	SOUTHERN CO COM SO	SO	2,228	$204.6k0.04%	0.04%	Unchanged
89	HERITAGE GLOBAL INC COM HGBL	HGBL	34,139	$75.8k0.02%	0.02%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
BRISTOL-MYERS SQUIBB CO BMY	BMY	3,968	$242.0k4.0k shares
SELECT SECTOR SPDR TR XLE	XLE	2,355	$220.1k2.4k shares