Parkworth Wealth Management, Inc. Incresed Positions in Q1 2025

Parkworth Wealth Management, Inc.

  • $125 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
DFAI
Dimensional ETF Tr

ETFs
6.81K
+ 113.89%
$28.88 - $32.4 $197K - $221K
12.8K $400M
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
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
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
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
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
28
+ 0.72%
$24.6 - $24.99 $689 - $700
3.94K $98.4M
TSLA
Tesla, Inc.

Consumer Cyclical
72
+ 61.54%
$222.15 - $428.22 $16K - $30.8K
189 $49M
DFSB
Dimensional ETF Tr Dimensional
5
+ 0.2%
N/A
2.51K $129M
SHEL
Shell PLC

Energy
1
+ 0.75%
$62.84 - $73.29 $62.8 - $73.3
135 $9.9M
UBER
Uber Technologies, Inc

Technology
16
+ 200.0%
$63.17 - $81.49 $1.01K - $1.3K
24 $1.75M
Manager Directed Portfolios
110
+ 1.23%
N/A
9.08K $92.1M
JNJ
Johnson & Johnson

Healthcare
2
+ 5.88%
$142.06 - $167.7 $284 - $335
36 $5.91M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.79%
$134.72 - $159.03 $135 - $159
127 $18.5M
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
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