Parkshore Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationgranite bay, CA
- Num holdings
62
- Value ($000)
$171,998
- Date Filed05/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $47.34 M | 28 % | 1,435,007 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $13.16 M | 8 % | 312,894 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $9.97 M | 6 % | 319,302 | ||
AAPL APPLE INC | COM | 037833100 | $8.76 M | 5 % | 39,434 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $6.50 M | 4 % | 70,397 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.33 M | 4 % | 72,664 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $6.00 M | 4 % | 228,545 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.79 M | 3 % | 82,955 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $5.46 M | 3 % | 164,647 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $5.06 M | 3 % | 106,478 |
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