The Analysis of Parkshore Wealth Management, Inc.'s Holdings
Currently, Parkshore Wealth Management, Inc. holds 68 types of securities in its portfolio with a total value $245.4M. In the most recent quarter, they have increased their positions in AVUV (+100.3K shares, valued at $10.0M), DFCF (+100.6K shares, valued at $4.3M), DFAC (+99.8K shares, valued at $3.9M); decreased their positions in TNA (-28.3K shares, valued at $1.3M), AVRE (-20.1K shares, valued at $894.3K), IWD (-3.0K shares, valued at $604.7K); initiated new positions in DFEV (+18.0K shares, valued at $573.5K), GLD (+807 shares, valued at $286.9K), GEV (+343 shares, valued at $210.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.8M shares5.76%2025-09-302025-11-14
DFCF DIMENSIONAL ETF TRUST465.8K shares27.55%2025-09-302025-11-14 AVUV AMERICAN CENTY ETF TR176.7K shares131.27%2025-09-302025-11-14 DFAI DIMENSIONAL ETF TRUST301.9K shares19.94%2025-09-302025-11-14 DFGR DIMENSIONAL ETF TRUST387.2K shares24.49%2025-09-302025-11-14 AAPL APPLE INC38.3K shares-1.96%2025-09-302025-11-14 AVUS AMERICAN CENTY ETF TR87.5K shares-3.39%2025-09-302025-11-14 DFSD DIMENSIONAL ETF TRUST196.1K shares26.34%2025-09-302025-11-14 DUHP DIMENSIONAL ETF TRUST232.7K shares17.06%2025-09-302025-11-14 DFSB DIMENSIONAL ETF TRUST159.8K shares24.36%2025-09-302025-11-14 AVDV AMERICAN CENTY ETF TR77.3K shares12.17%2025-09-302025-11-14 DFAT DIMENSIONAL ETF TRUST112.6K shares-0.40%2025-09-302025-11-14 DFAE DIMENSIONAL ETF TRUST176.2K shares16.67%2025-09-302025-11-14 AMZN AMAZON COM INC18.5K shares-1.44%2025-09-302025-11-14 TSLA TESLA INC8.5K shares0.38%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO9.5K shares0.23%2025-09-302025-11-14 AVES AMERICAN CENTY ETF TR51.5K shares2.66%2025-09-302025-11-14 DFAW DIMENSIONAL ETF TRUST31.1K shares10.88%2025-09-302025-11-14 MSI MOTOROLA SOLUTIONS INC4.6K shares0.00%2025-09-302025-11-14 DFAU DIMENSIONAL ETF TRUST45.5K shares-3.81%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP4.0K shares0.43%2025-09-302025-11-14 AVRE AMERICAN CENTY ETF TR38.6K shares-34.26%2025-09-302025-11-14 AVLV AMERICAN CENTY ETF TR23.7K shares-4.32%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO10.1K shares-9.96%2025-09-302025-11-14 DFIC DIMENSIONAL ETF TRUST44.2K shares6.51%2025-09-302025-11-14 NVDA NVIDIA CORPORATION7.3K shares3.37%2025-09-302025-11-14 CDZI CADIZ INC255.6K shares0.00%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares-7.20%2025-09-302025-11-14 DFCA DIMENSIONAL ETF TRUST17.7K shares0.00%2025-09-302025-11-14 QQQ INVESCO QQQ TR1.5K shares0.00%2025-09-302025-11-14 MSFT MICROSOFT CORP1.6K shares-11.32%2025-09-302025-11-14 TNA DIREXION SHS ETF TR18.2K shares-60.86%2025-09-302025-11-14 IWS ISHARES TR5.7K shares0.04%2025-09-302025-11-14 AMP AMERIPRISE FINL INC1.6K shares0.31%2025-09-302025-11-14 IWF ISHARES TR1.7K shares-38.63%2025-09-302025-11-14 BAC BANK AMERICA CORP13.5K shares0.04%2025-09-302025-11-14 DISV DIMENSIONAL ETF TRUST18.9K shares0.18%2025-09-302025-11-14 MPC MARATHON PETE CORP3.0K shares0.00%2025-09-302025-11-14 DFEV DIMENSIONAL ETF TRUST18.0K sharesnew addition2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR19.2K shares0.05%2025-09-302025-11-14 IWD ISHARES TR2.8K shares-51.75%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR825 shares0.00%2025-09-302025-11-14 IWO ISHARES TR1.7K shares0.00%2025-09-302025-11-14 DFLV DIMENSIONAL ETF TRUST16.4K shares-0.35%2025-09-302025-11-14 CVX CHEVRON CORP NEW2.8K shares2.05%2025-09-302025-11-14 IWP ISHARES TR3.0K shares0.00%2025-09-302025-11-14 VOO VANGUARD INDEX FDS667 shares-40.07%2025-09-302025-11-14 INTC INTEL CORP11.2K shares-10.19%2025-09-302025-11-14 NFLX NETFLIX INC310 shares0.00%2025-09-302025-11-14 GE GE AEROSPACE1.2K shares-9.65%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS4.6K shares8.81%2025-09-302025-11-14 AGG ISHARES TR3.2K shares0.06%2025-09-302025-11-14 SCHF SCHWAB STRATEGIC TR12.9K shares-0.36%2025-09-302025-11-14 GLD SPDR GOLD TR807 sharesnew addition2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR10.3K shares0.06%2025-09-302025-11-14 SCHE SCHWAB STRATEGIC TR8.2K shares-0.64%2025-09-302025-11-14 PWZ INVESCO EXCH TRADED FD TR II11.2K shares0.00%2025-09-302025-11-14 GOOG ALPHABET INC1.1K shares-4.39%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS906 shares0.55%2025-09-302025-11-14 IYW ISHARES TR1.2K shares0.00%2025-09-302025-11-14 SCHZ SCHWAB STRATEGIC TR10.0K shares0.06%2025-09-302025-11-14 SUSA ISHARES TR1.7K shares0.00%2025-09-302025-11-14 XOM EXXON MOBIL CORP2.0K shares0.20%2025-09-302025-11-14 GEV GE VERNOVA INC343 sharesnew addition2025-09-302025-11-14 SCHC SCHWAB STRATEGIC TR4.6K sharesnew addition2025-09-302025-11-14 IJK ISHARES TR2.2K sharesnew addition2025-09-302025-11-14 CSX CSX CORP5.8K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available