Parkworth Wealth Management, Inc. Purchases in Q1 2025

Parkworth Wealth Management, Inc.

  • $125 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
57.7K
New
$50.44 - $50.7 $2.91M - $2.92M
57.7K $2.92B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.52K
+ 6.4%
$73.78 - $76.59 $407K - $423K
91.7K $7.02B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
10.1K
+ 6.43%
$40.79 - $42.32 $412K - $428K
167K $7.04B
Dimensional ETF Trust
9.8K
+ 33.2%
N/A
39.3K $1.99B
DFIC
Dimensional ETF Tr Dimensional

ETFs
317
+ 0.15%
$25.54 - $28.79 $8.1K - $9.13K
217K $6.02B
VEA
Vanguard Ftse Developed Market

ETFs
4.84K
+ 24.28%
$47.4 - $52.99 $230K - $257K
24.8K $1.26B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.35K
+ 57.34%
$120.29 - $134.6 $283K - $316K
6.45K $787M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.13K
+ 5.44%
$46.74 - $47.55 $193K - $197K
80.1K $3.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.57K
+ 6.02%
$76.94 - $78.28 $198K - $201K
45.2K $3.54B
IDEV
Ishares Core Msci Intl Develop

ETFs
3.12K
+ 115.61%
$63.77 - $71.36 $199K - $223K
5.82K $401M
VTI
Vanguard Total Stock Market Et

ETFs
1.17K
+ 15.63%
$271.18 - $303.12 $316K - $353K
8.62K $2.37B
SPOT
Spotify Technology S.A.

Communication Services
300
+ 30000.0%
$457.79 - $648.32 $137K - $194K
301 $166M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.77K
+ 12.26%
$59.61 - $66.71 $284K - $318K
43.7K $2.64B
DFIV
Dimensional ETF Tr

ETFs
244
+ 0.69%
$35.33 - $40.77 $8.62K - $9.95K
35.9K $1.41B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.16K
+ 20.47%
$42.5 - $46.71 $91.8K - $101K
12.7K $575M
DFAE
Dimensional ETF Tr

ETFs
3.3K
+ 60.6%
$24.64 - $26.86 $81.4K - $88.7K
8.75K $227M
IEMG
Ishares Inc

ETFs
1.56K
+ 68.62%
N/A
3.83K $207M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.6K
+ 11.73%
$47.35 - $48.24 $75.9K - $77.3K
15.3K $726M
BNDX
Vanguard Total International B

ETFs
1.64K
+ 5.62%
$48.33 - $49.5 $79.2K - $81.1K
30.8K $1.5B
GOOG
Alphabet Inc.

Communication Services
404
+ 792.16%
$156.06 - $207.71 $63K - $83.9K
455 $71.1M
VT
Vanguard Total World Stk Index

ETFs
415
+ 128.88%
$115.08 - $123.97 $47.8K - $51.4K
737 $85.4M
AVRE
American Centy ETF Tr Avantis
494
+ 2.51%
$40.62 - $44.31 $20.1K - $21.9K
20.2K $869M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
408
+ 0.34%
$25.35 - $27.46 $10.3K - $11.2K
119K $3.14B
AMD
Advanced Micro Devices Inc

Technology
370
+ 2846.15%
$96.63 - $129.55 $35.8K - $47.9K
383 $39.4M
Dimensional ETF Trust
643
+ 2.29%
N/A
28.8K $755M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
New
$442.66 - $534.52 $27.9K - $33.7K
63 $33.5M
REET
Ishares Global Reit ETF

ETFs
896
+ 2.55%
$23.24 - $25.16 $20.8K - $22.5K
36K $873M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
76
+ 0.09%
$39.96 - $43.3 $3.04K - $3.29K
86.9K $3.58B
ABNB
Airbnb, Inc.

Consumer Cyclical
200
+ 10000.0%
$119.38 - $161.42 $23.9K - $32.3K
202 $24.1M
CPNG
Coupang, Inc.

Consumer Cyclical
957
New
$21.34 - $25.52 $20.4K - $24.4K
957 $21M
SJW
Sjw Group

Utilities
1
+ 0.03%
$45.47 - $55.8 $45.5 - $55.8
3.62K $198M
DFSE
Dimensional ETF Tr Dimen Emrgn
522
+ 18.97%
N/A
3.27K $110M
META
Meta Platforms, Inc.

Communication Services
33
+ 24.44%
$576.36 - $736.67 $19K - $24.3K
168 $97M
MRNA
Moderna, Inc.

Healthcare
500
New
$28.35 - $47.53 $14.2K - $23.8K
500 $14.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
103
New
$80.53 - $147.57 $8.29K - $15.2K
103 $13.6M
ASML
Asml Holding Nv

Technology
19
New
$662.63 - $776.99 $12.6K - $14.8K
19 $12.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
98
+ 23.5%
$74.85 - $84.89 $7.34K - $8.32K
515 $42.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6
+ 0.41%
$63.07 - $73.5 $378 - $441
1.47K $103M
X
United States Steel Corp

Basic Materials
1
+ 0.11%
$30.47 - $43.0 $30.5 - $43
922 $39M
GE
General Electric CO

Industrials
1
+ 0.53%
$168.59 - $212.13 $169 - $212
189 $37.8M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
42
+ 1.32%
$61.23 - $63.33 $2.57K - $2.66K
3.22K $202M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
2
+ 0.04%
$36.46 - $39.46 $72.9 - $78.9
4.96K $189M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9
+ 0.5%
$55.47 - $61.45 $499 - $553
1.8K $106M
VGSH
Vanguard

ETFs
27
+ 0.69%
$58.07 - $58.69 $1.57K - $1.58K
3.96K $232M
DFSI
Dimensional ETF Tr Dimen Intl
11
+ 0.85%
N/A
1.31K $45.5M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.47%
$225.19 - $279.95 $450 - $560
426 $105M
VCIT
Vanguard Intermediate Term Cor

ETFs
7
+ 0.68%
$79.17 - $82.04 $554 - $574
1.03K $84.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
New
$507.05 - $563.67 $2.03K - $2.25K
4 $2.11M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
28
+ 0.72%
$24.6 - $24.99 $689 - $700
3.94K $98.4M
Activity Summary
Buys All Purchases 243 New Holdings 41 Increased Positions 202 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Parkworth Wealth Management, Inc. Portfolio

Follow Parkworth Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Parkworth Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Parkworth Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email