PI
· Since 0
Parkside Investments, LLC
Parkside Investments, LLC
Est. AUM
$794.1M
Positions
95
Turnover
3.2%
Last filing
Q4 2025
YTD
+0.0%
Followers
0
8 of 95 holdings
As of 2026-02-09
| # | Ticker | Δ QoQ | |||
|---|---|---|---|---|---|
| 01 | ISHARES 1-5Y INV GRADE CORP | 10.7% | $84.88 | +2.5% | |
| 02 | ISHARES RUSSELL 2000 ETF | 8.0% | $63.47 | -2.8% | |
| 03 | ISHARES CORE S&P 500 ETF | 8.0% | $63.18 | -2.0% | |
| 04 | ISHARES CORE MSCI EAFE ETF | 7.5% | $59.87 | -1.3% | |
| 05 | ISHARES CORE MSCI EMERGING | 5.9% | $46.72 | +6.7% | |
| 06 | ISHARES MBS ETF | 4.1% | $32.83 | -0.4% | |
| 07 | APPLE INC | 2.5% | $20.11 | -0.2% | |
| 08 | ALPHABET INC-CL C | 2.0% | $16.08 | -7.5% |
Sector allocation
Equity
99.86%
Other
0.14%
Latest changes
ADDED
IGSB+2.5%
TRIMMED
IWM-2.8%
TRIMMED
IVV-2.0%
TRIMMED
IEFA-1.3%
ADDED
IEMG+6.7%
TRIMMED
MBB-0.4%
TRIMMED
AAPL-0.2%
TRIMMED
GOOG-7.5%
TRIMMED
AMZN-12.3%
ADDED
XLK+77.6%
ADDED
RSP+3.4%
TRIMMED
PFF-4.7%
TRIMMED
AIRR-2.0%
TRIMMED
HYMB-8.6%
TRIMMED
JPST-5.1%
TRIMMED
GS-0.6%
TRIMMED
FMDE-19.4%
TRIMMED
TRVC-3.0%
ADDED
FESM+26.9%
ADDED
IAU*+21.1%