Top 37 Parker Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 20.41% | 799.4K | $51.1M | -2.15%(-17.53K) | $43.76(+61.39%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 15% | 969.8K | $37.5M | +2.61%(+24.68K) | $32.10(+34.62%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 11.47% | 65.8K | $28.7M | +2.15%(+1.39K) | $37.51(+133.28%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 10.51% | 134.3K | $26.3M | +0.17%(+222) | $134.02(+55.47%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 7.37% | 385.0K | $18.4M | +11.82%(+40.71K) | $48.24(-0.70%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.98% | 324.2K | $17.5M | -0.64%(-2.08K) | $40.21(+49.07%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.76% | 152.2K | $11.9M | +8.74%(+12.23K) | $75.77(+2.95%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.05% | 99.1K | $7.6M | +6.41%(+5.96K) | $74.83(+2.40%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.94% | 174.6K | $7.4M | +9.71%(+15.45K) | $41.99(+0.59%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 2.9% | 105.7K | $7.2M | +7.70%(+7.55K) | $71.80(-5.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.05% | +33.29% |
| Top 20 Holdings Unweighted | +6.77% | +21.73% |
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