OA
Oceanside Advisors Portfolio holdings
AUM
$175M
1-Year Est. Return
17.96%
This Fund
S&P 500
1 Year Est. Return
+17.96%
AUM
$175M
AUM Growth
+$10.3M
(+6.3%)
Holding
53
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.08M | |
| 3 | +$880K | |
| 4 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$550K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$458K |
Top Sells
| 1 | +$226K | |
| 2 | +$142K | |
| 3 | +$70.1K | |
| 4 |
Avantis International Large Cap Value ETF
AVIV
|
+$56.8K |
| 5 |
Dimensional National Municipal Bond ETF
DFNM
|
+$8.04K |
Sector Composition
| 1 | Technology | 1.24% |
| 2 | Financials | 1.2% |
| 3 | Consumer Staples | 0.43% |
| 4 | Communication Services | 0.21% |
| 5 | Consumer Discretionary | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total Stock Market ETF
VTI
$622B
| $212K | 0.12% |
660
|
|
||
52
Norfolk Southern
NSC
$71B
| $202K | 0.12% |
704
|
|
||
53
Vanguard Russell 2000 ETF
VTWO
$15.5B
| $200K | 0.11% |
+2,000
|
|