Top 50 Parkworth Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 12.46% | 171.2K | $17.3M | โ | โ | โ | 2025-06-30 |
| DFAC | DIMENSIONAL ETF TRUST | 11.77% | 454.9K | $16.3M | โ | โ | โ | 2025-06-30 |
| DFCF | DIMENSIONAL ETF TRUST | 5.24% | 171.6K | $7.3M | โ | โ | โ | 2025-06-30 |
| BIV | VANGUARD BD INDEX FDS | 5.2% | 93.1K | $7.2M | โ | โ | โ | 2025-06-30 |
| AVDE | AMERICAN CENTY ETF TR | 5.16% | 96.6K | $7.1M | โ | โ | โ | 2025-06-30 |
| DFIC | DIMENSIONAL ETF TRUST | 5.03% | 224.3K | $7.0M | โ | โ | โ | 2025-06-30 |
| AVUV | AMERICAN CENTY ETF TR | 3.27% | 49.8K | $4.5M | โ | โ | โ | 2025-06-30 |
| DFAT | DIMENSIONAL ETF TRUST | 3.18% | 81.6K | $4.4M | โ | โ | โ | 2025-06-30 |
| DFSD | DIMENSIONAL ETF TRUST | 2.83% | 81.6K | $3.9M | โ | โ | โ | 2025-06-30 |
| AVEM | AMERICAN CENTY ETF TR | 2.7% | 54.5K | $3.7M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | โ | โ |
| Top 20 Holdings Unweighted | โ | โ |
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