Parkside Advisors LLC Buys Vanguard Intermediate-Term Government Bond ETF, The Walt Disney Co, ...
Investment company Parkside Advisors LLC (Current Portfolio) buys Vanguard Intermediate-Term Government Bond ETF, The Walt Disney Co, Public Storage, Walmart Inc, Coca-Cola Co, sells iShares 3-7 Year Treasury Bond ETF, Schwab International Equity ETF, iShares ESG Aware U.S. Aggregate Bond ETF, Carvana Co, Western Alliance Bancorp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Parkside Advisors LLC. As of 2021Q4, Parkside Advisors LLC owns 72 stocks with a total value of $330 million. These are the details of the buys and sells.
New Purchases: PSA, WMT, KO, UPS,
Added Positions: VGIT, VMBS, EFA, STIP, DIS, PGX, VB, PG, VEA, VNQ, VCIT, VXF, SUSB, ABT, DE, EWU,
Reduced Positions: IEI, AGG, IWB, MBB, VOO, SCHF, STPZ, EAGG, IWM, IWD, ESGU, VIG, NFLX, ESML, IBM, VTI, AMZN, ESGD, TSLA, SUSA, MSFT, GOOG, IWN, TTWO, CRM, VO, JPM, COST,
Sold Out: CVNA, WAL,
For the details of Parkside Advisors LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/parkside+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of Parkside Advisors LLC
iShares Russell 1000 ETF (IWB) - 295,102 shares, 23.66% of the total portfolio. Shares reduced by 2.84%
iShares MSCI EAFE ETF (EFA) - 419,062 shares, 10.02% of the total portfolio. Shares added by 4.03%
iShares Russell 2000 ETF (IWM) - 136,211 shares, 9.19% of the total portfolio. Shares reduced by 1.82%
iShares 3-7 Year Treasury Bond ETF (IEI) - 141,896 shares, 5.54% of the total portfolio. Shares reduced by 20.49%
iShares Core U.S. Aggregate Bond ETF (AGG) - 151,414 shares, 5.24% of the total portfolio. Shares reduced by 13.57%
New Purchase: Public Storage (PSA)
Parkside Advisors LLC initiated holding in Public Storage. The purchase prices were between $295.26 and $374.56, with an estimated average price of $335.03. The stock is now traded at around $364.380000. The impact to a portfolio due to this purchase was 0.07%. The holding were 578 shares as of 2021-12-31.
New Purchase: Walmart Inc (WMT)
Parkside Advisors LLC initiated holding in Walmart Inc. The purchase prices were between $135.47 and $151.28, with an estimated average price of $143.31. The stock is now traded at around $145.470000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,562 shares as of 2021-12-31.
New Purchase: Coca-Cola Co (KO)
Parkside Advisors LLC initiated holding in Coca-Cola Co. The purchase prices were between $52.3 and $59.21, with an estimated average price of $55.76. The stock is now traded at around $60.900000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,550 shares as of 2021-12-31.
New Purchase: United Parcel Service Inc (UPS)
Parkside Advisors LLC initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $210.470000. The impact to a portfolio due to this purchase was 0.06%. The holding were 946 shares as of 2021-12-31.
Added: Vanguard Intermediate-Term Government Bond ETF (VGIT)
Parkside Advisors LLC added to a holding in Vanguard Intermediate-Term Government Bond ETF by 1957.26%. The purchase prices were between $66.02 and $67.06, with an estimated average price of $66.56. The stock is now traded at around $65.840000. The impact to a portfolio due to this purchase was 2.33%. The holding were 121,481 shares as of 2021-12-31.
Added: The Walt Disney Co (DIS)
Parkside Advisors LLC added to a holding in The Walt Disney Co by 62.19%. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $155.440000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,264 shares as of 2021-12-31.
Added: Vanguard Extended Market Index ETF (VXF)
Parkside Advisors LLC added to a holding in Vanguard Extended Market Index ETF by 22.58%. The purchase prices were between $174.85 and $199.17, with an estimated average price of $187.39. The stock is now traded at around $173.330000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,389 shares as of 2021-12-31.
Sold Out: Carvana Co (CVNA)
Parkside Advisors LLC sold out a holding in Carvana Co. The sale prices were between $204.12 and $303.18, with an estimated average price of $274.34.
Sold Out: Western Alliance Bancorp (WAL)
Parkside Advisors LLC sold out a holding in Western Alliance Bancorp. The sale prices were between $98.78 and $122.78, with an estimated average price of $112.57.
Here is the complete portfolio of Parkside Advisors LLC. Also check out:
1. Parkside Advisors LLC's Undervalued Stocks
2. Parkside Advisors LLC's Top Growth Companies, and
3. Parkside Advisors LLC's High Yield stocks
4. Stocks that Parkside Advisors LLC keeps buyingThis article first appeared on GuruFocus.
