Parkside Advisors LLC

Parkside Advisors LLC is a California-based Limited Liability Company providing financial advisory services. With a team of eight employees, three of whom are advisors, the firm's number of clients remains undisclosed. As of May 3, 2004, the firm's registration with the U.S. Securities and Exchange Commission was approved.

• AUDREY ELLEN GRUBMAN

  MANAGING PRINCIPAL owns less than 5%

• CHARLES OTTO BENZIGER

  MANAGING PRINCIPAL owns less than 5%

• GRUBMAN MANAGEMENT, INC.

  OWNER owns more than 50% but less than 75%

• JILL LOUISE MARTIN

  CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%

• PARKSIDE CAPITAL ADVISORS, LLC

  OWNER owns more than 50% but less than 75%

• AUDREY ELLEN GRUBMAN

  SOLE OWNER owns 75% or more

• CHARLES OTTO BENZIGER

  SOLE OWNER owns 75% or more

• Deyoe Wealth Management Inc
• Voleon Capital Management LP
• Elmwood Wealth Management Inc
• Affinity Capital Advisors LLC
• Kensho Capital LLC
• North Berkeley Investment Partners LLC
• Clayton Partners LLC
• Blume Capital Management Inc

• **Investment Shifts Unveiled: How Parkside Advisors LLC Altered Its Portfolio from Winter's Chill to Spring's Bloom**
• Parkside Advisors LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Parkside Advisors LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Parkside Advisors LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Investment Analysis: Parkside Advisors LLC Q4 2022 vs. Q1 2023

• ISHARES TR RUS 1000 VAL ETF $23,822k
• ISHARES TR RUS 1000 ETF $21,951k
• ISHARES $16,102k
• ISHARES TR CORE US AGGBD ET $12,438k
• ISHARES $11,892k
• ISHARES TR $9,155k
• PIMCO ETF TR $9,039k
• ISHARES TR RUSSELL 2000 ETF $8,671k
• VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $8,271k
• ISHARES $8,038k