Parkshore Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Parkshore Wealth Management, Inc. | Institutional Filer | ▲ 12.29% | $299.1M | 69 |
Current Portfolio Holdings
Showing all 69 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 2.3M | $87.6M | 29.30% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | — | 732K | $30.9M | 10.34% |
| 3 | AVUV | AMERICAN CENTY ETF TR | — | 193K | $21.3M | 7.13% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | — | 502K | $19.6M | 6.54% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | — | 285K | $13.6M | 4.56% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | — | 332K | $12.2M | 4.08% |
| 7 | DFSB | DIMENSIONAL ETF TRUST | — | 216K | $11.2M | 3.74% |
| 8 | AAPL | Apple Inc. | Technology | 38K | $9.7M | 3.26% |
| 9 | AVDV | AMERICAN CENTY ETF TR | — | 98K | $9.7M | 3.26% |
| 10 | AVUS | AMERICAN CENTY ETF TR | — | 85K | $9.5M | 3.17% |
| 11 | DFAE | DIMENSIONAL ETF TRUST | — | 246K | $8.3M | 2.78% |
| 12 | DFAT | DIMENSIONAL ETF TRUST | — | 112K | $7.0M | 2.33% |
| 13 | DFGR | DIMENSIONAL ETF TRUST | — | 211K | $5.6M | 1.87% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 19K | $3.9M | 1.30% |
| 15 | TSLA | Tesla, Inc. | Consumer Cyclical | 9K | $3.2M | 1.06% |
Showing 1 to 15 of 69 holdings