Filer Name: PARKWORTH WEALTH MANAGEMENT, INC.
CIK: 2026602
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 1,271
Portfolio Value: $0.12B

Parkworth Wealth Management, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AVUS US AVANTIS U.S. EQUITY ETF 167,160 $16M 13.48% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 450,764 $16M 12.97% - -
DFCF US DIMENSIONAL CORE FIXED INC 157,258 $6M 5.40% - -
BIV US VANGUARD INTERMEDIATE-TERM B 86,223 $6M 5.36% - -
AVDE US AVANTIS INTERNATIONAL EQUITY 93,773 $6M 4.79% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 216,487 $6M 4.65% - -
AVUV US AVANTIS US SMALL CAP VALUE 47,201 $5M 3.79% - -
DFAT US DIMENSIONAL US TARGET VALUE 81,718 $5M 3.78% - -
DFSD US DIMENSIONAL SHORT DURATION 75,929 $4M 2.96% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 86,873 $4M 2.96% - -
BSV US VANGUARD SHORT-TERM BOND ETF 42,617 $3M 2.74% - -
AVEM US AVANTIS EMERGING MARKETS EQ 53,189 $3M 2.60% - -
DFEM US DIMENSIONAL EMERGING MARKETS 118,316 $3M 2.58% - -
DFAS US DIMENSIONAL US SMALL CAP ETF 45,441 $3M 2.46% - -
DFUS US DIMENSIONAL US EQ MKT ETF 38,917 $2M 2.06% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 7,458 $2M 1.80% - -
AVDV US AVANTIS INTL S/C VALUE ETF 23,515 $2M 1.27% - -
DUSB US DIMENSION ULTRASHORT FI ETF 29,509 $1M 1.24% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 29,141 $1M 1.19% - -
DISV US DIMENSIONAL INTERNATIONAL SM 51,387 $1M 1.14% - -
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