Fund Universe

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☆Oceanside Advisors LLC

CIK 0002012184 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.685
AUM ($M)
198
Positions
57
Turnover
0.03
Top-10 wt
71%
Herfindahl
0.063
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 57 positions · portfolio value $198M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 12.3% +0.5% 24.4 584,073 +19,548 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD ETP 11.2% +0.1% 22.2 243,901 +2,172 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 8.3% +0.0% 16.4 422,944 +9,952 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 7.9% +0.3% 15.6 352,356 +11,436 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 7.5% -0.7% 14.9 313,001 +12,507 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 5.8% -0.5% 11.5 156,924 +7,569 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 5.1% -0.2% 10.1 294,837 +9,704 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 4.7% -0.4% 9.3 172,546 +4,207 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 4.3% +0.1% 8.5 211,937 -3,926 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD ETP 4.0% -0.3% 7.9 76,498 +1,446 5 —
☆MINT funds › PIMCO ETF TR ADD — 3.4% -0.2% 6.7 66,004 +4,485 5 —
☆DFAR funds › DIMENSIONAL ETF TRUST ADD — 3.3% +0.1% 6.5 247,176 +11,978 5 —
☆AVES funds › AMERICAN CENTY ETF TR ADD ETP 3.2% -0.0% 6.3 96,076 +2,586 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 3.0% -0.1% 5.9 144,233 +5,172 5 —
☆BAB funds › INVESCO EXCH TRADED FD TR II ADD — 1.9% -0.1% 3.7 137,047 +8,354 5 —
☆AVGE funds › AMERICAN CENTY ETF TR ADD ETP 0.9% +0.0% 1.9 18,920 +847 5 —
☆AAPL funds › APPLE INC ADD Common Stock 0.8% +0.2% 1.6 5,504 +1,646 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 0.7% +0.0% 1.5 28,332 +153 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 0.7% -0.1% 1.3 33,285 +261 5 —
☆DFEV funds › DIMENSIONAL ETF TRUST TRIM — 0.6% +0.0% 1.2 29,217 -104 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.6% -0.2% 1.2 3,355 +1 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.0% 1.2 29,828 -407 5 —
☆AVIV funds › AMERICAN CENTY ETF TR TRIM ETP 0.6% -0.1% 1.1 14,589 -77 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.6% -0.0% 1.1 29,329 +1,485 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 0.5% -0.0% 1.0 23,284 +1,645 5 —
☆MU funds › MICRON TECHNOLOGY INC HOLD — 0.4% +0.3% 0.8 700 +0 2 —
☆VOO funds › VANGUARD INDEX FDS NEW — 0.4% +0.4% 0.8 1,173 +1,173 1 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM ETP 0.4% -0.0% 0.8 6,343 -76 5 —
☆AMZN funds › AMAZON COM INC ADD Common Stock 0.4% +0.2% 0.8 3,191 +2,000 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 0.4% +0.0% 0.7 18,058 -180 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.4% -0.0% 0.7 2,176 +0 5 —
☆GOOG funds › ALPHABET INC ADD Common Stock 0.4% +0.1% 0.7 1,980 +700 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM Common Stock 0.3% -0.1% 0.7 1,367 -95 5 —
☆NTRS funds › NORTHERN TR CORP HOLD — 0.3% +0.0% 0.7 3,803 +0 5 —
☆AVUS funds › AMERICAN CENTY ETF TR TRIM ETP 0.3% +0.0% 0.6 4,908 -88 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.3% +0.2% 0.6 1,538 +878 4 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.3% -0.0% 0.6 1,521 +0 5 —
☆DUSB funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 0.5 10,782 -51 2 —
☆KO funds › COCA COLA CO HOLD — 0.3% -0.0% 0.5 6,127 +0 5 —
☆CIEN funds › CIENA CORP HOLD — 0.2% +0.0% 0.5 1,000 +0 3 —
☆GLDM funds › WORLD GOLD TR ADD — 0.2% -0.1% 0.5 5,673 +146 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.2% -0.0% 0.4 8,311 +35 5 —
☆AVDE funds › AMERICAN CENTY ETF TR TRIM ETP 0.2% -0.0% 0.4 4,420 -87 5 —
☆VGT funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.3 2,807 +2,807 1 —
☆DFGX funds › DIMENSIONAL ETF TRUST HOLD — 0.2% -0.0% 0.3 5,901 +0 5 —
☆DFNM funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.1% 0.3 6,371 -1,295 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.3 3,080 +2 5 —
☆MUB funds › ISHARES TR ADD — 0.1% -0.0% 0.3 2,731 +104 5 —
☆AVIG funds › AMERICAN CENTY ETF TR TRIM ETP 0.1% -0.1% 0.3 7,025 -1,689 5 —
☆META funds › META PLATFORMS INC NEW — 0.1% +0.1% 0.3 500 +500 1 —
☆GOOGL funds › ALPHABET INC NEW Common Stock 0.1% +0.1% 0.3 782 +782 1 —
☆BY funds › BYLINE BANCORP INC HOLD Common Stock 0.1% +0.0% 0.3 7,100 +0 3 —
☆WMT funds › WALMART INC HOLD — 0.1% -0.0% 0.3 2,330 +0 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS HOLD — 0.1% +0.0% 0.2 2,000 +0 2 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.1% -0.0% 0.2 704 +0 4 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.1% -0.0% 0.2 4,100 +0 3 —
☆AVSF funds › AMERICAN CENTY ETF TR TRIM ETP 0.1% -0.0% 0.2 4,705 -116 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 198 57 0.03 71% 0.063 0.684 — in
2026Q1 175 53 0.02 72% 0.064 0.701 — in
2025Q4 165 50 0.01 72% 0.065 0.670 — in
2025Q3 160 48 0.01 73% 0.066 0.678 — in
2025Q2 150 46 0.02 73% 0.066 0.694 — entered
2025Q1 138 45 0.00 73% 0.066 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status