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  Name: Oceanside Advisors LLC
  City: MOUNT PLEASANT
  State: SC
  Zip: 29464
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $138,173,000
  Total Value Change : $4,059,000
  Securities Held Change : -5
   
All Securities Held : 45
  New Positions : 0
  Closed Positions : 5
  Increased Positions : 28
  Unchanged Positions : 5
  Decreased Positions : 12

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Holdings Found : 50     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 1 - $0.00 $17,716,000 534,580 12.82% 11,000 10,232 0.04    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 2 - $0.00 $15,399,000 236,142 11.14% -87,000 4,209 0.262    N/A
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 3 - $0.00 $12,187,000 256,456 8.82% 1,032,000 18,501 0.285    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 4 - $0.00 $10,662,000 378,751 7.72% -469,000 16,424 0.084    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 5 - $36.61 $10,615,000 321,755 7.68% -219,000 8,543 0.036    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 6 - $73.10 $8,544,000 116,324 6.18% 1,050,000 12,108 0.003    Closed - End Fund - E...
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 7 - $0.00 $7,350,000 272,820 5.32% 664,000 7,730 0.03    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 8 - $43.52 $6,934,000 176,165 5.02% 884,000 5,637 0.02    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 9 - $0.00 $5,835,000 83,668 4.22% 538,000 2,283 0.053    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 10 - $0.00 $5,645,000 218,028 4.09% 333,000 8,646 0.036    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 11 - $0.00 $4,736,000 199,229 3.43% 390,000 12,456 0.22    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust 12 - $100.29 $4,516,000 44,883 3.27% 252,000 2,386 0.032    Closed - End Fund - Debt
   (AVES)1 Year Chart         AVES Avantis Emerging Markets Va... 13 - $0.00 $4,315,000 91,493 3.12% 376,000 6,239 0.602    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 14 - $0.00 $4,285,000 137,208 3.1% 542,000 9,014 0.011    N/A
   (BAB)1 Year Chart         BAB Invesco Taxable Municipal B... 15 - $26.43 $2,746,000 102,905 1.99% 328,000 10,433 0.156    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 16 - $0.00 $1,277,000 33,226 0.92% -96,000 -677 0.004    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 17 - $0.00 $1,182,000 28,100 0.86% 377,000 8,587 0.031    N/A
   (AVGE)1 Year Chart         AVGE Avantis All Equity Markets Etf 18 - $0.00 $1,097,000 15,405 0.79% 43,000 843 0.7    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 19 - $478.27 $1,002,000 1,882 0.73% 149,000 0 0    Property & Casualty I...
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 20 - $0.00 $990,000 33,981 0.72% 115,000 1,062 0.038    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 21 - $306.20 $873,000 3,031 0.63% 88,000 -211 0.001    Closed - End Fund - E...
   (AVIV)1 Year Chart         AVIV Avantis International Large... 22 - $0.00 $860,000 15,173 0.62% 98,000 488 0.169    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 23 - $0.00 $837,000 30,956 0.61% -13,000 -1,462 0.034    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 24 - $212.41 $706,000 3,178 0.51% -93,000 -13 0    Personal Computers
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 25 - $0.00 $653,000 23,508 0.47% 104,000 2,262 0.003    N/A
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 26 - $0.00 $620,000 20,276 0.45% 48,000 1,241 0.023    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 27 - $288.19 $551,000 2,245 0.4% 31,000 75 0    Domestic Money Center...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 28 - $501.48 $535,000 1,424 0.39% -65,000 0 0    Application Software
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 29 - $0.00 $476,000 5,155 0.34% -19,000 43 0.006    N/A
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 30 - $65.83 $474,000 7,665 0.34% 66,000 -186 0.004    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 31 - $95.81 $465,000 5,332 0.34% -38,000 116 0.001    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 32 - $0.00 $461,000 17,438 0.33% 11,000 267 0.002    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 33 - $69.77 $439,000 6,127 0.32% 58,000 0 0    Beverage Soft Drinks...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 34 - $49.23 $386,000 7,914 0.28% -14,000 -237 0.001    N/A
   (NTRS)1 Year Chart         NTRS Northern Trust Corp 35 - $126.62 $375,000 3,803 0.27% -15,000 0 0.002    Domestic Regional Banks
   (AVIG)1 Year Chart         AVIG Avantis Core Fixed Income Etf 36 - $0.00 $332,000 8,030 0.24% 72,000 1,625 0.006    N/A
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 37 - $0.00 $309,000 6,495 0.22% -844,000 -17,637 0.004    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 38 - $74.56 $308,000 4,642 0.22% 26,000 55 0.005    N/A
   (DFGX)1 Year Chart         DFGX Dimensional Global Ex Us Co... 39 - $0.00 $304,000 5,809 0.22% 18,000 347 0.065    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 40 - $89.75 $274,000 3,030 0.2% -2,000 -68 0.001    Closed - End Fund - E...
   (AVSF)1 Year Chart         AVSF Avantis Shortterm Fixed Inc... 41 - $0.00 $237,000 5,080 0.17% -15,000 -380 0.056    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 42 - $222.26 $226,000 1,190 0.16% -35,000 0 0    Internet Software & S...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 43 - $104.26 $213,000 2,021 0.15% -164,000 -1,520 0    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 44 - $60.24 $209,000 2,380 0.15% -9,000 -30 0    Discount, Variety Stores
   (SCWO)1 Year Chart         SCWO 374Water Inc 45 - $0.20 $17,000 50,000 0.01% -84,000 -98,687 0.039    N/A
   (BY)1 Year Chart         BY Byline Bancorp, Inc. 46 Closed $28.26 $0 0 0% -206,000 -7,100 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 50 Closed $178.70 $0 0 0% -244,000 -1,280 0    Search Engines & Info...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 49 Closed $575.29 $0 0 0% -311,000 -578 0    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 48 Closed $674.58 $0 0 0% -243,000 -390 0    Closed - End Fund - E...
   (AVMU)1 Year Chart         AVMU Avantis Core Municipal Fixe... 47 Closed $0.00 $0 0 0% -360,000 -7,801 0    N/A

      50 Records Found
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