Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARKSIDE ADVISORS LLC | 04-09-2024 | 03-31-2024 | 87 | 388,568,298 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 101 | $481,400 | 3,934 | 0.00 | 0.00 | 65 | 1.68 | 03-31-2024 |
| ORACLE CORP | COM | 102 | $472,891 | 3,765 | 0.00 | 0.00 | 73 | 1.98 | 03-31-2024 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 103 | $472,465 | 1,487 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 104 | $470,488 | 7,581 | 0.00 | 0.00 | 1,155 | 17.97 | 03-31-2024 |
