Parkworth Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationlos gatos, CA
- Num holdings
1,226
- Value ($000)
$125,269
- Date Filed05/05/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $15.36 M | 12 % | 166,165 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $14.77 M | 12 % | 447,636 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $7.04 M | 6 % | 167,363 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $7.02 M | 6 % | 91,742 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $6.19 M | 5 % | 93,350 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $6.02 M | 5 % | 216,804 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $4.22 M | 3 % | 81,886 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $4.13 M | 3 % | 47,362 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $3.80 M | 3 % | 80,062 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $3.58 M | 3 % | 86,949 |
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