Parsec Financial Management, Inc.
Q1 2023 13F Holdings
- Locationasheville, NC
- Num holdings
295
- Value ($000)
$2,374,777
- Date Filed04/06/2023
- Form type13F-HR
- CIK0001349138
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $216.17M | 9 % | 4,785,721 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $119.44M | 5 % | 4,151,665 | ||
APPLE INC | COM | 037833100 | $118.67M | 5 % | 719,662 | ||
MICROSOFT CORP | COM | 594918104 | $98.93M | 4 % | 343,166 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $79.95M | 3 % | 194,485 | ||
LOWES COS INC | COM | 548661107 | $60.99M | 3 % | 304,978 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | $60.06M | 3 % | 641,697 | ||
CISCO SYS INC | COM | 17275R102 | $47.15M | 2 % | 901,957 | ||
BLACKROCK INC | COM | 09247X101 | $44.83M | 2 % | 67,001 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $44.65M | 2 % | 1,105,260 |
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