Filer Name: PARKSHORE WEALTH MANAGEMENT, INC.
CIK: 2024251
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 67
Portfolio Value: $0.17B

Parkshore Wealth Management, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 1,245,998 $43M 25.92% - -
DFCF US DIMENSIONAL CORE FIXED INC 281,095 $12M 6.98% - -
AAPL US APPLE INC 39,407 $10M 5.94% - -
DFAI US DIMENSIONAL INTERNATIONAL CO 270,917 $8M 4.76% - -
AVUS US AVANTIS U.S. EQUITY ETF 73,016 $7M 4.26% - -
AVUV US AVANTIS US SMALL CAP VALUE 65,315 $6M 3.79% - -
DFAT US DIMENSIONAL US TARGET VALUE 95,019 $5M 3.18% - -
AVDV US AVANTIS INTL S/C VALUE ETF 79,731 $5M 3.12% - -
DFGR US DIM GLOBAL REAL ESTATE ETF 197,261 $5M 3.03% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 138,808 $5M 2.82% - -
AMZN US AMAZON.COM INC 18,792 $4M 2.48% - -
TSLA US TESLA INC 9,017 $4M 2.19% - -
DFSD US DIMENSIONAL SHORT DURATION 77,217 $4M 2.18% - -
AVES US AVANTIS EMERGING MARKETS VAL 71,318 $3M 1.98% - -
AVRE US AVANTIS REAL ESTATE ETF 73,672 $3M 1.86% - -
DFSB US DIM GLB SUSTAIN FIX INC ETF 58,952 $3M 1.81% - -
DFAE US DIMENSIONAL EMERGING CORE EQ 113,019 $3M 1.72% - -
AXP US AMERICAN EXPRESS CO 9,479 $3M 1.69% - -
MSI US MOTOROLA SOLUTIONS INC 4,623 $2M 1.29% - -
DFAU US DIMENSIONAL US CORE EQUITY M 50,735 $2M 1.24% - -
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