13F Filings for Parkshore Wealth Management, Inc. (CIK: 2024251)
View the most recent portfolio holdings disclosed by Parkshore Wealth Management, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 1.73M | $62.09M | 30.35% | Increased | 297.37K (20.0%, $14.75M) |
| DFCF - DIMENSIONAL ETF TRUST(Class: CORE FIXED INCOM) | 365.20K | $15.43M | 7.54% | Increased | 52.31K (16.0%, $2.27M) |
| AVUS - AMERICAN CENTY ETF TR(Class: US EQT ETF) | 90.59K | $9.13M | 4.46% | Increased | 20.20K (28.0%, $2.63M) |
| DFAI - DIMENSIONAL ETF TRUST(Class: INTL CORE EQT MK) | 251.68K | $8.70M | 4.25% | Decreased | 67.63K (21.0%, $1.27M) |
| DFGR - DIMENSIONAL ETF TRUST(Class: GLOBAL REAL EST) | 311.07K | $8.35M | 4.08% | Increased | 82.53K (36.0%, $2.34M) |
| AAPL - APPLE INC(Class: COM) | 39.07K | $8.02M | 3.92% | Decreased | 361 (0.0%, $742.98K) |
| DFSD - DIMENSIONAL ETF TRUST(Class: SHORT DURATION F) | 155.23K | $7.45M | 3.64% | Increased | 48.76K (45.0%, $2.39M) |
| DUHP - DIMENSIONAL ETF TRUST(Class: US HIGH PROFITAB) | 198.83K | $7.07M | 3.46% | Increased | 34.18K (20.0%, $1.61M) |
| AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 76.41K | $6.96M | 3.40% | Increased | 3.75K (5.0%, $626.73K) |
| DFSB - DIMENSIONAL ETF TRUST(Class: GLOBAL SUSTAINA) | 128.46K | $6.74M | 3.29% | Increased | 38.88K (43.0%, $2.12M) |
| DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 113.09K | $6.10M | 2.98% | Increased | 19.82K (21.0%, $1.30M) |
| AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU) | 68.90K | $5.46M | 2.67% | Decreased | 14.06K (16.0%, $323.13K) |
| DFAE - DIMENSIONAL ETF TRUST(Class: EMGR CRE EQT MNG) | 151.05K | $4.37M | 2.14% | Increased | 12.17K (8.0%, $777.23K) |
| AMZN - AMAZON COM INC(Class: COM) | 18.74K | $4.11M | 2.01% | Decreased | 45 (0.0%, $537.25K) |
| AXP - AMERICAN EXPRESS CO(Class: COM) | 9.52K | $3.04M | 1.48% | Increased | 23 (0.0%, $481.37K) |
| TSLA - TESLA INC(Class: COM) | 8.48K | $2.69M | 1.32% | Decreased | 515 (5.0%, $362.55K) |
| AVES - AMERICAN CENTY ETF TR(Class: EMERGING MKT VAL) | 50.15K | $2.69M | 1.31% | Decreased | 15.05K (23.0%, $389.61K) |
| AVRE - AMERICAN CENTY ETF TR(Class: REAL ESTATE ETF) | 58.69K | $2.59M | 1.27% | Decreased | 11.41K (16.0%, $423.41K) |
| DFAU - DIMENSIONAL ETF TRUST(Class: US CORE EQT MKT) | 47.26K | $2M | 0.98% | Decreased | 3.27K (6.0%, $59.53K) |
| MSI - MOTOROLA SOLUTIONS INC(Class: COM NEW) | 4.60K | $1.93M | 0.95% | Unchanged | |
| DFAW - DIMENSIONAL ETF TRUST(Class: WORLD EQUITY ETF) | 28.06K | $1.88M | 0.92% | Increased | 1.01K (3.0%, $224.75K) |
| LMT - LOCKHEED MARTIN CORP(Class: COM) | 3.95K | $1.83M | 0.89% | Increased | 18 (0.0%, $72.88K) |
| PG - PROCTER AND GAMBLE CO(Class: COM) | 11.26K | $1.79M | 0.88% | Increased | 42 (0.0%, $117.75K) |
| AVLV - AMERICAN CENTY ETF TR(Class: US LARGE CAP VLU) | 24.74K | $1.69M | 0.82% | Decreased | 3.48K (12.0%, $152.58K) |
| TNA - DIREXION SHS ETF TR(Class: DLY SMCAP BULL3X) | 46.55K | $1.56M | 0.76% | Increased | 28.91K (163.0%, $1.05M) |