Top 50 Parsec Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.1% | 4.79M | $216.2M | +1.41%(+66.49K) | — | 2023-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.03% | 4.15M | $119.4M | +12.31%(+455.14K) | — | 2023-03-31 | |
| AAPL | APPLE INC | 5% | 719.7K | $118.7M | -2.39%(-17.62K) | — | 2023-03-31 | |
| MSFT | MICROSOFT CORP | 4.17% | 343.2K | $98.9M | -0.52%(-1.80K) | — | 2023-03-31 | |
| IVV | ISHARES TR | 3.37% | 194.5K | $79.9M | +3.45%(+6.48K) | — | 2023-03-31 | |
| LOW | LOWES COS INC | 2.57% | 305.0K | $61.0M | +1.54%(+4.64K) | — | 2023-03-31 | |
| IJS | ISHARES TR | 2.53% | 641.7K | $60.1M | +6.22%(+37.59K) | — | 2023-03-31 | |
| CSCO | CISCO SYS INC | 1.99% | 902.0K | $47.1M | -0.24%(-2.14K) | — | 2023-03-31 | |
| BLK | BLACKROCK INC | 1.89% | 67.0K | $44.8M | -4.68%(-3.29K) | — | 2023-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.88% | 1.11M | $44.7M | +3.76%(+40.06K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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