account_balance
Investment manager · 13F filer · SEC CIK 1965668
Parker Financial LLC
Reported value$279Mas of Sep 30, 2026
Positions37 1 new, 1 sold out
Top 10 weight86.1%VEA alone is 20%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
20.4%Added +3%
DFACDimensional ETF Trust
16.1%Added +4%
VUGVanguard Index FDS
12.7%
VTVVanguard Index FDS
10.5%Added +2%
VWOVanguard Intl Equity Index F
7.0%Added +3%
BNDXVanguard Charlotte FDS
6.8%Added +4%
BSVVanguard Bd Index FDS
4.3%+3%
DFCFDimensional ETF Trust
2.8%+5%
DFSDDimensional ETF Trust
2.8%
DFASDimensional ETF Trust
2.7%
BIVVanguard Bd Index FDS
2.7%
BLVVanguard Bd Index FDS
2.5%
VEAVanguard Tax-Managed FDS
20.4%Added +3%
DFACDimensional ETF Trust
16.1%Added +4%
VUGVanguard Index FDS
12.7%
VTVVanguard Index FDS
10.5%Added +2%
VWOVanguard Intl Equity Index F
7.0%
BNDXVanguard Charlotte FDS
6.8%
BSV4.3%
DFCF2.8%
DFSD
DFAS
BIV2.7%
BLV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 20.4% Added +3%
DFAC Dimensional ETF Trust 16.1% Added +4%
VUG Vanguard Index FDS 12.7% Held
VTV Vanguard Index FDS 10.5% Added +2%
VWO Vanguard Intl Equity Index F 7.0% Added +3%
BNDX Vanguard Charlotte FDS 6.8% Added +4%
BSV Vanguard Bd Index FDS 4.3% Added +3%
DFCF Dimensional ETF Trust 2.8% Added +5%
DFSD Dimensional ETF Trust 2.8% Added +6%
DFAS Dimensional ETF Trust 2.7% Added +5%
BIV Vanguard Bd Index FDS 2.7% Added +3%
BLV Vanguard Bd Index FDS 2.5% Added +4%
What changed
Biggest moves since Jun 30, 2026
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