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Home > Institutional Investor > Parkwoods Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Parkwoods Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 585,752 $32,602,944 25.93%
2.
Dimensional Etf Trust
 654,413 $26,778,597 21.29%
3.
Dimensional Etf Trust
 378,996 $24,161,015 19.21%
4.
Dimensional Etf Trust
 417,360 $14,807,935 11.77%
5.
Dimensional Etf Trust
 214,421 $13,954,536 11.09%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)