Parkshore Wealth Management, Inc.
70 holdingsFiling period: 2026-03-31Current AUM: $328.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.26M | $87.6M | $100.3M | 30.52% | +301.5K | 2026-03-31 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 732.4K | $30.9M | $30.4M | 9.24% | +166.0K | 2026-03-31 |
| 3 | AVUV | AMERICAN CENTY ETF TR | 193.1K | $21.3M | $24.2M | 7.36% | +10.4K | 2026-03-31 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 501.9K | $19.6M | $21.1M | 6.43% | +131.3K | 2026-03-31 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 285.0K | $13.6M | $13.5M | 4.10% | +54.1K | 2026-03-31 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 332.4K | $12.2M | $13.7M | 4.16% | +61.4K | 2026-03-31 |
| 7 | DFSB | DIMENSIONAL ETF TRUST | 216.4K | $11.2M | $11.0M | 3.34% | +39.6K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 38.4K | $9.7M | $11.9M | 3.61% | -64 | 2026-03-31 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 97.5K | $9.7M | $10.2M | 3.10% | +9.5K | 2026-03-31 |
| 10 | AVUS | AMERICAN CENTY ETF TR | 85.3K | $9.5M | $10.9M | 3.31% | -1,197 | 2026-03-31 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | 245.8K | $8.3M | $9.2M | 2.81% | +47.1K | 2026-03-31 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | 111.8K | $7.0M | $7.9M | 2.40% | +318 | 2026-03-31 |
| 13 | DFGR | DIMENSIONAL ETF TRUST | 211.0K | $5.6M | $6.3M | 1.91% | -77,954 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 18.6K | $3.9M | $5.1M | 1.54% | +9 | 2026-03-31 |
| 15 | TSLA | TESLA INC | 8.6K | $3.2M | $2.7M | 0.81% | -- | 2026-03-31 |
| 16 | AVES | AMERICAN CENTY ETF TR | 51.2K | $3.1M | $3.2M | 0.97% | -181 | 2026-03-31 |
| 17 | DFAW | DIMENSIONAL ETF TRUST | 39.9K | $2.9M | $3.3M | 1.01% | +3.7K | 2026-03-31 |
| 18 | AXP | AMERICAN EXPRESS CO | 9.6K | $2.9M | $3.2M | 0.98% | +22 | 2026-03-31 |
| 19 | LMT | LOCKHEED MARTIN CORP | 4.4K | $2.7M | $2.6M | 0.78% | +8 | 2026-03-31 |
| 20 | DFAU | DIMENSIONAL ETF TRUST | 44.6K | $2.0M | $2.3M | 0.70% | -178 | 2026-03-31 |
| 21 | MSI | MOTOROLA SOLUTIONS INC | 4.6K | $2.0M | $2.0M | 0.61% | +14 | 2026-03-31 |
| 22 | AVLV | AMERICAN CENTY ETF TR | 23.6K | $1.9M | $2.2M | 0.66% | -130 | 2026-03-31 |
| 23 | DFEV | DIMENSIONAL ETF TRUST | 49.6K | $1.8M | $2.0M | 0.60% | +16.5K | 2026-03-31 |
| 24 | DFIC | DIMENSIONAL ETF TRUST | 49.2K | $1.7M | $1.9M | 0.57% | +25 | 2026-03-31 |
| 25 | PG | PROCTER & GAMBLE CO | 10.3K | $1.5M | $1.5M | 0.45% | +78 | 2026-03-31 |
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