0001062993-22-016237.txt : 20220712 0001062993-22-016237.hdr.sgml : 20220712 20220712104747 ACCESSION NUMBER: 0001062993-22-016237 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220712 DATE AS OF CHANGE: 20220712 EFFECTIVENESS DATE: 20220712 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Parkside Advisors LLC CENTRAL INDEX KEY: 0001585550 IRS NUMBER: 943240917 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15677 FILM NUMBER: 221078487 BUSINESS ADDRESS: STREET 1: 2040 BANCROFT WAY, SUITE 300 CITY: BERKELEY STATE: CA ZIP: 94704 BUSINESS PHONE: 510-883-1350 MAIL ADDRESS: STREET 1: 2040 BANCROFT WAY, SUITE 300 CITY: BERKELEY STATE: CA ZIP: 94704 FORMER COMPANY: FORMER CONFORMED NAME: Grubman Wealth Management DATE OF NAME CHANGE: 20130829 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001585550 XXXXXXXX 06-30-2022 06-30-2022 Parkside Advisors LLC
2040 BANCROFT WAY, SUITE 300 BERKELEY CA 94704
13F COMBINATION REPORT 028-15677 0000932859 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC N
Jill Martin Chief Operations Officer 510-883-1350 Jill Martin BERKELEY CA 07-11-2022 0 64 276938 false
INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR RUS 1000 ETF 464287622 56458 271747 SH SOLE 0 0 271747 ISHARES TR MSCI EAFE ETF 464287465 23196 371189 SH SOLE 0 0 371189 ISHARES TR RUSSELL 2000 ETF 464287655 21812 128788 SH SOLE 0 0 128788 ISHARES TR 3 7 YR TREAS BD 464288661 20025 167798 SH SOLE 0 0 167798 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 19719 412446 SH SOLE 0 0 412446 ISHARES TR CORE US AGGBD ET 464287226 17338 170519 SH SOLE 0 0 170519 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11312 32477 SH SOLE 0 0 32477 ISHARES TR 0-5 YR TIPS ETF 46429B747 11207 110488 SH SOLE 0 0 110488 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 11072 897217 SH SOLE 0 0 897217 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 10448 256078 SH SOLE 0 0 256078 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8059 88454 SH SOLE 0 0 88454 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7503 98387 SH SOLE 0 0 98387 VANGUARD INDEX FDS SMALL CP ETF 922908751 6981 39641 SH SOLE 0 0 39641 ISHARES TR ESG AWR MSCI USA 46435G425 4652 55450 SH SOLE 0 0 55450 APPLE INC COM 037833100 4195 30685 SH SOLE 0 0 30685 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3929 49096 SH SOLE 0 0 49096 PIMCO ETF TR 1-5 US TIP IDX 72201R205 3854 73703 SH SOLE 0 0 73703 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 2884 79101 SH SOLE 0 0 79101 ISHARES TR ESG AWARE MSCI 46435U663 2721 86382 SH SOLE 0 0 86382 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2646 14030 SH SOLE 0 0 14030 ISHARES TR ESG AWR US AGRGT 46435U549 2212 45190 SH SOLE 0 0 45190 ISHARES TR ESG AW MSCI EAFE 46435G516 2179 34727 SH SOLE 0 0 34727 ISHARES TR RUS 1000 VAL ETF 464287598 1811 12494 SH SOLE 0 0 12494 ISHARES TR MBS ETF 464288588 1722 17662 SH SOLE 0 0 17662 MICROSOFT CORP COM 594918104 1713 6670 SH SOLE 0 0 6670 ISHARES TR ESG AWRE 1 5 YR 46435G243 1453 60301 SH SOLE 0 0 60301 ISHARES TR CORE S&P500 ETF 464287200 1224 3227 SH SOLE 0 0 3227 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1039 3807 SH SOLE 0 0 3807 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1032 16875 SH SOLE 0 0 16875 SPDR S&P 500 ETF TR TR UNIT 78462F103 877 2315 SH SOLE 0 0 2315 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 858 11178 SH SOLE 0 0 11178 PROCTER AND GAMBLE CO COM 742718109 750 5219 SH SOLE 0 0 5219 ALPHABET INC CAP STK CL A 02079K305 705 324 SH SOLE 0 0 324 JOHNSON & JOHNSON COM 478160104 542 3054 SH SOLE 0 0 3054 DEERE & CO COM 244199105 471 1566 SH SOLE 0 0 1566 CISCO SYS INC COM 17275R102 456 10687 SH SOLE 0 0 10687 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 448 3126 SH SOLE 0 0 3126 SALESFORCE INC COM 79466L302 380 2304 SH SOLE 0 0 2304 ISHARES TR MSCI KLD400 SOC 464288570 377 5247 SH SOLE 0 0 5247 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 355 11296 SH SOLE 0 0 11296 DISNEY WALT CO COM 254687106 354 3745 SH SOLE 0 0 3745 ABBOTT LABS COM 002824100 316 2906 SH SOLE 0 0 2906 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 313 4779 SH SOLE 0 0 4779 SPDR SER TR BLOOMBERG INTL T 78464A516 299 12924 SH SOLE 0 0 12924 COSTCO WHSL CORP NEW COM 22160K105 294 613 SH SOLE 0 0 613 ORACLE CORP COM 68389X105 291 4169 SH SOLE 0 0 4169 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 287 6426 SH SOLE 0 0 6426 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 283 2160 SH SOLE 0 0 2160 INTERNATIONAL BUSINESS MACHS COM 459200101 278 1970 SH SOLE 0 0 1970 SCHWAB CHARLES CORP COM 808513105 274 4342 SH SOLE 0 0 4342 ISHARES TR TIPS BD ETF 464287176 272 2390 SH SOLE 0 0 2390 ISHARES TR MSCI USA ESG SLC 464288802 264 3273 SH SOLE 0 0 3273 ISHARES TR MSCI UK ETF NEW 46435G334 257 8568 SH SOLE 0 0 8568 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 257 4365 SH SOLE 0 0 4365 AUTOMATIC DATA PROCESSING IN COM 053015103 252 1194 SH SOLE 0 0 1194 ISHARES TR CORE S&P SCP ETF 464287804 246 2664 SH SOLE 0 0 2664 TESLA INC COM 88160R101 237 351 SH SOLE 0 0 351 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 237 1350 SH SOLE 0 0 1350 COCA COLA CO COM 191216100 227 3578 SH SOLE 0 0 3578 BRISTOL-MYERS SQUIBB CO COM 110122108 227 2927 SH SOLE 0 0 2927 VANGUARD INDEX FDS MID CAP ETF 922908629 224 1137 SH SOLE 0 0 1137 ISHARES TR RUS 2000 VAL ETF 464287630 219 1607 SH SOLE 0 0 1607 INTEL CORP COM 458140100 211 5633 SH SOLE 0 0 5633 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 204 1663 SH SOLE 0 0 1663