Holdings of Parker Financial LLC
35 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 88 % of the equity sleeve
Sector breakdown
- Technology 1.4 %
- Funds 0.9 %
- Consumer discretionary 0.5 %
- Industrials 0.3 %
- Consumer staples 0.3 %
- Health care 0.1 %
- Unattributed 96.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 35 | 242.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard FTSE Developed Markets ETF | 799,373 | 51.1M $ | |
| 2 | Dimensional ETF Trust | 969,768 | 37.5M $ | |
| 3 | Vanguard Growth ETF | 65,839 | 28.7M $ | |
| 4 | Vanguard Value ETF | 134,312 | 26.3M $ | |
| 5 | Vanguard Charlotte Funds | 385,008 | 18.4M $ | |
| 6 | Vanguard International Equity Index Funds | 324,182 | 17.5M $ | |
| 7 | Vanguard Short-term Bond Etf | 152,228 | 11.9M $ | |
| 8 | Vanguard Bond Index Funds | 99,088 | 7.6M $ | |
| 9 | Dimensional ETF Trust | 174,578 | 7.4M $ | |
| 10 | Vanguard Bond Index Funds | 105,656 | 7.2M $ | |
| 11 | Dimensional U S Small Cap ETF | 93,203 | 6.6M $ | |
| 12 | Vanguard Scottsdale Funds | 131,690 | 6.2M $ | |
| 13 | Vanguard Small-Cap ETF | 11,009 | 2.9M $ | |
| 14 | Apple Inc | 5,585 | 1.4M $ | |
| 15 | Microsoft Corp | 3,129 | 1.2M $ | |
| 16 | iShares Russell 2000 ETF | 4,425 | 1.1M $ | |
| 17 | Amazon.com Inc | 4,743 | 987.8K $ | |
| 18 | iShares Trust | 7,647 | 906.9K $ | |
| 19 | iShares Russell 1000 Growth ETF | 1,917 | 817.4K $ | |
| 20 | iShares Core S&P 500 ETF | 1,040 | 679.2K $ | |
| 21 | Vanguard FTSE All-World ex-US ETF | 8,678 | 651.7K $ | |
| 22 | Vanguard International Dividend Appreciation ETF | 6,624 | 586K $ | |
| 23 | Northrop Grumman Corp | 827 | 564.2K $ | |
| 24 | PIMCO Enhanced Short Maturity | 4,841 | 486.9K $ | |
| 25 | Broadcom Inc | 1,554 | 481K $ | |
| 26 | PepsiCo Inc | 3,072 | 477.1K $ | |
| 27 | State Street SPDR S&P 500 ETF Trust | 721 | 468.9K $ | |
| 28 | iShares TIPS Bond ETF | 4,102 | 452.7K $ | |
| 29 | Invesco QQQ Trust Series 1 | 750 | 432.9K $ | |
| 30 | Costco Wholesale Corp | 358 | 356.8K $ | |
| 31 | Starbucks Corp | 3,806 | 341K $ | |
| 32 | Vanguard Real Estate ETF | 3,469 | 307.7K $ | |
| 33 | QUALCOMM Inc | 2,186 | 281.5K $ | |
| 34 | Union Pacific Corp | 1,153 | 279.7K $ | |
| 35 | Eli Lilly & Co | 219 | 201.4K $ | |