PW

Parkworth Wealth Management, Inc.

13F
Parkworth Wealth Management, Inc.
Last update 2025-05-05 1226 Stocks (41 new)
Value $125.00 Mil Turnover 6 %
Countries:
Top Holdings: AVUS(12.26%)DFAC(11.79%)DFCF(5.62%)BIV(5.61%)AVDE(4.94%)
Summary Stock Picks Current Portfolio
Parkworth Wealth Management, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS
Avantis U.S. Equity ETF
166,165
15,355.4
-0.60%
12.260
-0.08%
0.200
+22.16%
+6.92%
8,920.0
 
DFAC
Dimensional U.S. Core Equity 2 ETF
447,636
14,772.5
-0.69%
11.790
-0.09%
0.050
+21.87%
+6.60%
35,679.2
 
DFCF
Dimensional Core Fixed Income ETF
167,363
7,039.3
+6.43%
5.620
+0.34%
0.110
+3.25%
+4.23%
7,152.7
 
BIV
Vanguard Intermediate-Term Bond ETF
91,742
7,024.7
+6.40%
5.610
+0.34%
0.030
+2.69%
+4.97%
23,228.7
 
AVDE
Avantis International Equity ETF
93,350
6,186.3
-0.45%
4.940
-0.02%
0.100
+14.48%
+23.21%
7,506.8
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
216,804
6,020.6
+0.15%
4.810
+0.01%
0.070
+13.95%
+22.65%
9,723.5
 
DFAT
Dimensional U.S. Targeted Value ETF
81,886
4,216.3
+0.21%
3.370
+0.01%
0.040
+20.18%
+0.73%
11,018.3
 
AVUV
Avantis U.S. Small Cap Value ETF
47,362
4,128.6
+0.34%
3.300
+0.01%
0.030
+20.13%
-1.55%
16,618.5
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
80,062
3,804.6
+5.44%
3.040
+0.16%
0.090
+2.27%
+4.04%
4,867.7
 
DFUV
Dimensional US Marketwide Value ETF
86,949
3,583.2
+0.09%
2.860
0%
0.030
+14.89%
+5.46%
11,703.7
 

Parkworth Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Parkworth Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
2025-03-31
New Buy
New Buy
+2.33%
●
50.44 ($50.57) 50.7
$50.63
0.12%
New holding
57,666
57,666
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-03-31
Add
Add
+0.40%
●
50.58 ($50.73) 50.87
$50.87
0.27%
Add 33.2%
39,306
9,797
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.34%
●
40.79 ($41.67) 42.32
$42.20
1.27%
Add 6.43%
167,363
10,105
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.34%
●
73.78 ($75.44) 76.59
$76.89
1.93%
Add 6.4%
91,742
5,519
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.26%
●
271.18 ($290.53) 303.12
$310.88
7.00%
Add 15.63%
8,624
1,166
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.23%
●
59.61 ($63.9) 66.74
$68.52
7.23%
Add 12.26%
43,688
4,771
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Add
Add
+0.23%
●
120.29 ($128.89) 134.6
$138.11
7.16%
Add 57.34%
6,451
2,351
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.20%
●
47.4 ($50.6) 52.99
$57.16
12.96%
Add 24.28%
24,788
4,842
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.17%
●
28.88 ($30.87) 32.4
$34.59
12.03%
Add 113.89%
12,795
6,813
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
2025-03-31
Add
Add
+0.17%
●
63.77 ($68.2) 71.36
$76.11
11.59%
Add 115.61%
5,815
3,118

Parkworth Wealth Management, Inc. Total Holding History ($B)

To

Parkworth Wealth Management, Inc.'s Asset Allocation

To

Parkworth Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Parkworth Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Parkworth Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Parkworth Wealth Management, Inc.'s Holdings Heat Map

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Parkworth Wealth Management, Inc.'s Holdings Bubble Chart

Parkworth Wealth Management, Inc. News

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