The Analysis of Parkshore Wealth Management, Inc.'s Holdings
Currently, Parkshore Wealth Management, Inc. holds 69 types of securities in its portfolio with a total value $266.4M. In the most recent quarter, they have increased their positions in DFAC (+121.6K shares, valued at $4.8M), DFCF (+100.6K shares, valued at $4.3M), DFAI (+68.7K shares, valued at $2.6M); decreased their positions in DFGR (-98.3K shares, valued at $2.6M), AVRE (-11.4K shares, valued at $494.6K), NVDA (-1.2K shares, valued at $215.2K); initiated new positions in AVDE (+2.5K shares, valued at $203.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.0M shares6.63%2025-12-312026-02-09
DFCF DIMENSIONAL ETF TRUST566.4K shares21.60%2025-12-312026-02-09 AVUV AMERICAN CENTY ETF TR182.7K shares3.40%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST370.6K shares22.77%2025-12-312026-02-09 DFSD DIMENSIONAL ETF TRUST230.9K shares17.76%2025-12-312026-02-09 AAPL APPLE INC38.4K shares0.34%2025-12-312026-02-09 DUHP DIMENSIONAL ETF TRUST271.0K shares16.42%2025-12-312026-02-09 AVUS AMERICAN CENTY ETF TR86.5K shares-1.17%2025-12-312026-02-09 DFSB DIMENSIONAL ETF TRUST176.8K shares10.70%2025-12-312026-02-09 AVDV AMERICAN CENTY ETF TR88.0K shares13.91%2025-12-312026-02-09 DFGR DIMENSIONAL ETF TRUST288.9K shares-25.39%2025-12-312026-02-09 DFAT DIMENSIONAL ETF TRUST111.5K shares-1.04%2025-12-312026-02-09 DFAE DIMENSIONAL ETF TRUST198.8K shares12.78%2025-12-312026-02-09 AMZN AMAZON COM INC18.6K shares0.76%2025-12-312026-02-09 TSLA TESLA INC8.6K shares0.56%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO9.6K shares0.18%2025-12-312026-02-09 AVES AMERICAN CENTY ETF TR51.4K shares-0.16%2025-12-312026-02-09 DFAW DIMENSIONAL ETF TRUST36.2K shares16.46%2025-12-312026-02-09 LMT LOCKHEED MARTIN CORP4.4K shares10.57%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST44.7K shares-1.61%2025-12-312026-02-09 AVLV AMERICAN CENTY ETF TR23.8K shares0.38%2025-12-312026-02-09 MSI MOTOROLA SOLUTIONS INC4.6K shares0.00%2025-12-312026-02-09 DFIC DIMENSIONAL ETF TRUST49.1K shares11.15%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO10.2K shares0.51%2025-12-312026-02-09 CDZI CADIZ INC255.6K shares0.00%2025-12-312026-02-09 AVRE AMERICAN CENTY ETF TR27.2K shares-29.45%2025-12-312026-02-09 NVDA NVIDIA CORPORATION6.1K shares-15.81%2025-12-312026-02-09 DFEV DIMENSIONAL ETF TRUST33.1K shares83.79%2025-12-312026-02-09 DFCA DIMENSIONAL ETF TRUST19.2K shares8.38%2025-12-312026-02-09 TNA DIREXION SHS ETF TR17.8K shares-2.45%2025-12-312026-02-09 IWS ISHARES TR5.7K shares0.42%2025-12-312026-02-09 IWF ISHARES TR1.7K shares0.12%2025-12-312026-02-09 MSFT MICROSOFT CORP1.6K shares0.43%2025-12-312026-02-09 AMP AMERIPRISE FINL INC1.6K shares0.37%2025-12-312026-02-09 BAC BANK AMERICA CORP13.6K shares0.49%2025-12-312026-02-09 DISV DIMENSIONAL ETF TRUST18.7K shares-0.93%2025-12-312026-02-09 DFLV DIMENSIONAL ETF TRUST17.4K shares6.52%2025-12-312026-02-09 IWD ISHARES TR2.8K shares0.47%2025-12-312026-02-09 SCHM SCHWAB STRATEGIC TR19.3K shares0.43%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR825 shares0.00%2025-12-312026-02-09 IWO ISHARES TR1.7K shares0.24%2025-12-312026-02-09 MPC MARATHON PETE CORP3.0K shares0.53%2025-12-312026-02-09 CVX CHEVRON CORP NEW2.7K shares-2.76%2025-12-312026-02-09 BND VANGUARD BD INDEX FDS5.5K shares20.39%2025-12-312026-02-09 IWP ISHARES TR3.0K shares0.13%2025-12-312026-02-09 INTC INTEL CORP10.8K shares-3.55%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.1.2K shares6.97%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE1.2K shares1.03%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.1K shares0.09%2025-12-312026-02-09 AGG ISHARES TR3.2K shares0.69%2025-12-312026-02-09 GLD SPDR GOLD TR807 shares0.00%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR13.2K shares2.86%2025-12-312026-02-09 SCHA SCHWAB STRATEGIC TR10.3K shares0.44%2025-12-312026-02-09 NFLX NETFLIX INC3.1K shares906.45%2025-12-312026-02-09 SCHE SCHWAB STRATEGIC TR8.4K shares2.49%2025-12-312026-02-09 PWZ INVESCO EXCH TRADED FD TR II11.2K shares0.62%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS910 shares0.44%2025-12-312026-02-09 XOM EXXON MOBIL CORP2.0K shares0.54%2025-12-312026-02-09 IYW ISHARES TR1.2K shares0.00%2025-12-312026-02-09 SUSA ISHARES TR1.7K shares0.24%2025-12-312026-02-09 SCHZ SCHWAB STRATEGIC TR9.7K shares-3.08%2025-12-312026-02-09 GEV GE VERNOVA INC338 shares-1.46%2025-12-312026-02-09 SCHC SCHWAB STRATEGIC TR4.8K shares3.48%2025-12-312026-02-09 CSX CSX CORP5.9K shares0.34%2025-12-312026-02-09 IJK ISHARES TR2.2K shares0.18%2025-12-312026-02-09 AVDE AMERICAN CENTY ETF TR2.5K sharesnew addition2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available