Oceanside Advisors LLC

MOUNT PLEASANT, SC · CIK 2012184 · 13F filing filed 2025-01-29

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$191.3m
Staff5 · 4 in investment roles
Main clients (by assets)Individuals 67%, High net worth individuals 29%, Pension plans 4%
Form ADV · 2026-02-04SEC adviser record

$134.1m reported value -0.0% vs Q3 2024

50positions

72.4%in top 10

2 new 36 added 3 reduced 1 sold out vs Q3 2024

Holdings, Q4 2024

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	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		524,348	$17.7m13.20%	13.20%	Added +2.0k	+1,965 0.4%
2	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	231,933	$15.5m11.55%	11.55%	Added +2.1k	+2,072 0.9%
3	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	237,955	$11.2m8.32%	8.32%	Added +7.0k	+7,028 3.0%
4	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		362,327	$11.1m8.30%	8.30%	Added +3.2k	+3,159 0.9%
5	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	313,212	$10.8m8.08%	8.08%	Added +2.6k	+2,617 0.8%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	104,216	$7.5m5.59%	5.59%	Added +5.6k	+5,610 5.7%
7	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	265,090	$6.7m4.99%	4.99%	Added +17.6k	+17,561 7.1%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	170,528	$6.1m4.51%	4.51%	Added +8.7k	+8,662 5.3%
9	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	209,382	$5.3m3.96%	3.96%	Added +8.1k	+8,104 4.0%
10	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	81,385	$5.3m3.95%	3.95%	Added +3.3k	+3,331 4.3%
11	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		186,773	$4.3m3.24%	3.24%	Added +4.1k	+4,061 2.2%
12	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	42,497	$4.3m3.18%	3.18%	Added +1.3k	+1,284 3.1%
13	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	85,254	$3.9m2.94%	2.94%	Added +2.7k	+2,651 3.2%
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	128,194	$3.7m2.79%	2.79%	Added +3.5k	+3,518 2.8%
15	INVESCO EXCH TRADED FD TR II TAXABLE MUN BD BAB	BAB	92,472	$2.4m1.80%	1.80%	Added +3.5k	+3,491 3.9%
16	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	33,903	$1.4m1.02%	1.02%	Added +1.0k	+1,010 3.1%
17	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	24,132	$1.2m0.86%	0.86%	Added +704	+704 3.0%
18	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	14,562	$1.1m0.79%	0.79%	Added +1.4k	+1,446 11.0%
19	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	32,919	$874.7k0.65%	0.65%	Added +2.1k	+2,066 6.7%
20	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,882	$853.1k0.64%	0.64%	Unchanged
21	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	32,418	$850.0k0.63%	0.63%	Added +4.0k	+4,017 14.1%
22	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	19,513	$805.3k0.60%	0.60%	Reduced -1.3k	-1,298 -6.2%
23	APPLE INC COM AAPL	AAPL	3,191	$799.1k0.60%	0.60%	Added +493	+493 18.3%
24	SPDR GOLD TR GOLD SHS GLD	GLD	3,242	$785.0k0.59%	0.59%	Unchanged
25	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	14,685	$762.1k0.57%	0.57%	Added +879	+879 6.4%
26	MICROSOFT CORP COM MSFT	MSFT	1,424	$600.2k0.45%	0.45%	Unchanged
27	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	19,035	$571.6k0.43%	0.43%	Added +2.2k	+2,204 13.1%
28	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	21,246	$549.1k0.41%	0.41%	Added +2.0k	+1,952 10.1%
29	JPMORGAN CHASE & CO COM JPM	JPM	2,170	$520.2k0.39%	0.39%	Added +190	+190 9.6%
30	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	5,216	$503.5k0.38%	0.38%	Added +713	+713 15.8%
31	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	5,112	$495.5k0.37%	0.37%	Reduced -3	-3 -0.1%
32	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	17,171	$449.7k0.34%	0.34%	Added +1.1k	+1,103 6.9%
33	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	7,851	$408.2k0.30%	0.30%	Reduced -73	-73 -0.9%
34	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	8,151	$399.8k0.30%	0.30%	Added +692	+692 9.3%
35	NORTHERN TR CORP COM NTRS	NTRS	3,803	$389.8k0.29%	0.29%	Added +300	+300 8.6%
36	COCA COLA CO COM KO	KO	6,127	$381.5k0.28%	0.28%	Unchanged
37	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,541	$377.3k0.28%	0.28%	Added +266	+266 8.1%
38	AMERICAN CENTY ETF TR CORE MUNI FXD IN AVMU	AVMU	7,801	$359.9k0.27%	0.27%	Added +1.1k	+1,070 15.9%
39	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	578	$311.5k0.23%	0.23%	Added +22	+22 4.0%
40	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	5,462	$285.8k0.21%	0.21%	Unchanged
41	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	4,587	$281.5k0.21%	0.21%	Added +25	+25 0.6%
42	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,098	$275.9k0.21%	0.21%	Added +498	+498 19.1%
43	AMAZON COM INC COM AMZN	AMZN	1,190	$261.1k0.19%	0.19%	Added +60	+60 5.3%
44	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	6,405	$259.9k0.19%	0.19%	Unchanged
45	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	5,460	$251.9k0.19%	0.19%	Added +205	+205 3.9%
46	ALPHABET INC CAP STK CL C GOOG	GOOG	1,280	$243.8k0.18%	0.18%	Unchanged
47	VANGUARD WORLD FD INF TECH ETF VGT	VGT	390	$242.5k0.18%	0.18%	Unchanged
48	WALMART INC COM WMT	WMT	2,410	$217.7k0.16%	0.16%	New
49	BYLINE BANCORP INC COM BY	BY	7,100	$205.9k0.15%	0.15%	New
50	374WATER INC COM COM		148,687	$101.5k0.08%	0.08%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VTV	VTV	1,169	$204.0k1.2k shares