Parkshore Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationgranite bay, CA
- Num holdings
67
- Value ($000)
$166,253
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002024251
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $43.10M | 26 % | 1,245,998 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $11.60M | 7 % | 281,095 | ||
AAPL APPLE INC | COM | 037833100 | $9.87M | 6 % | 39,407 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $7.91M | 5 % | 270,917 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $7.08M | 4 % | 73,016 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.30M | 4 % | 65,315 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $5.29M | 3 % | 95,019 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.19M | 3 % | 79,731 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $5.04M | 3 % | 197,261 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $4.69M | 3 % | 138,808 |
Rows Per Page
1 - 10 of 6710
- 10
- 50
- 100