Parker Financial LLC

Q4 2024 13F Holdings

  • Location
    silverdale, WA
  • Num holdings

    35

  • Value ($000)

    $203,617

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001965668
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$36.75M
18 %

772,138

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$27.91M
14 %

67,769

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$27.03M
13 %

793,778

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$22.71M
11 %

134,092

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$14.81M
7 %

303,001

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$13.31M
7 %

303,120

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$10.08M
5 %

130,227

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$6.20M
3 %

83,179

BLV
BLV

VANGUARD BD INDEX FDS

LONG TERM BOND
$5.85M
3 %

85,651

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$5.29M
3 %

116,512

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