Parkworth Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationlos gatos, CA
- Num holdings
1,271
- Value ($000)
$120,209
- Date Filed02/10/2025
- Form type13F-HR
- CIK0002026602
- 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 |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $16.20M | 14 % | 167,160 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $15.59M | 13 % | 450,764 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.49M | 5 % | 157,258 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $6.44M | 5 % | 86,223 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $5.75M | 5 % | 93,773 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $5.60M | 5 % | 216,487 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $4.56M | 4 % | 47,201 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $4.55M | 4 % | 81,718 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $3.56M | 3 % | 75,929 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $3.55M | 3 % | 86,873 |
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