Top 50 Parkshore Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 29.3% | 2.26M | $87.6M | +15.43%(+301.50K) | $35.38(+22.92%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 10.34% | 732.4K | $30.9M | +29.30%(+165.98K) | $42.33(-0.31%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 7.13% | 193.1K | $21.3M | +5.68%(+10.38K) | $96.13(+23.55%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.54% | 501.9K | $19.6M | +35.43%(+131.30K) | $33.99(+22.11%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.56% | 285.0K | $13.6M | +23.42%(+54.09K) | $47.70(+0.36%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.08% | 332.4K | $12.2M | +22.67%(+61.42K) | $35.30(+13.98%) | 2026-03-31 | |
| DFSB | DIMENSIONAL ETF TRUST | 3.74% | 216.4K | $11.2M | +22.38%(+39.58K) | $52.02(-0.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.26% | 38.4K | $9.7M | -0.17%(-64) | $232.46(+28.28%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.26% | 97.5K | $9.7M | +10.76%(+9.47K) | $74.69(+47.44%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.17% | 85.3K | $9.5M | -1.38%(-1.20K) | $96.11(+30.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.30% | +41.62% |
| Top 20 Holdings Unweighted | +14.19% | +48.89% |
Sign up free to track Parkshore Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.