Parker Financial LLC holdings history

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55 is the total number of securities Parker Financial LLC has owned. The longest Parker Financial LLC has owned a single stock is 4 quarters.

Parker Financial LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VEA VANGUARD TAX-MANAGED FDS4415.32%15.65%16.15%Q4 2022Q3 20234
VUG VANGUARD INDEX FDS4413.71%15.48%16.64%Q4 2022Q3 20234
VTV VANGUARD INDEX FDS4413.99%14.54%15.28%Q4 2022Q3 20234
BNDX VANGUARD CHARLOTTE FDS447.39%7.47%7.62%Q4 2022Q3 20234
BSV VANGUARD BD INDEX FDS446.54%6.68%6.88%Q4 2022Q3 20234
VWO VANGUARD INTL EQUITY I...445.41%5.60%5.76%Q4 2022Q3 20234
VB VANGUARD INDEX FDS443.36%3.62%3.80%Q4 2022Q3 20234
VMBS VANGUARD SCOTTSDALE FDS443.35%3.44%3.54%Q4 2022Q3 20234
BIV VANGUARD BD INDEX FDS443.30%3.37%3.42%Q4 2022Q3 20234
BLV VANGUARD BD INDEX FDS443.17%3.29%3.38%Q4 2022Q3 20234
IEI ISHARES TR441.63%1.99%2.29%Q4 2022Q3 20234
IWM ISHARES TR441.58%1.92%2.16%Q4 2022Q3 20234
SPY SPDR S&P 500 ETF TR440.81%1.34%1.98%Q4 2022Q3 20234
VIGI VANGUARD WHITEHALL FDS441.04%1.32%1.50%Q4 2022Q3 20234
VEU VANGUARD INTL EQUITY I...441.04%1.29%1.44%Q4 2022Q3 20234
IWF ISHARES TR440.86%1.00%1.07%Q4 2022Q3 20234
TIP ISHARES TR440.77%0.94%1.08%Q4 2022Q3 20234
PWV INVESCO EXCHANGE TRADE...440.68%0.85%1.00%Q4 2022Q3 20234
MSFT MICROSOFT CORP440.60%0.70%0.77%Q4 2022Q3 20234
VNQ VANGUARD INDEX FDS440.54%0.70%0.80%Q4 2022Q3 20234
AAPL APPLE INC440.53%0.59%0.64%Q4 2022Q3 20234
SBUX STARBUCKS CORP440.44%0.52%0.58%Q4 2022Q3 20234
NOC NORTHROP GRUMMAN CORP440.25%0.30%0.38%Q4 2022Q3 20234
COLB COLUMBIA BKG SYS INC440.23%0.29%0.42%Q4 2022Q3 20234
AMZN AMAZON COM INC440.20%0.28%0.42%Q4 2022Q3 20234
VTI VANGUARD INDEX FDS440.23%0.24%0.25%Q4 2022Q3 20234
BIL SPDR SER TR440.18%0.22%0.26%Q4 2022Q3 20234
UNP UNION PAC CORP440.20%0.22%0.24%Q4 2022Q3 20234
QCOM QUALCOMM INC440.17%0.20%0.22%Q4 2022Q3 20234
BND VANGUARD BD INDEX FDS440.16%0.20%0.25%Q4 2022Q3 20234
VXUS VANGUARD STAR FDS440.17%0.19%0.20%Q4 2022Q3 20234
HD HOME DEPOT INC440.15%0.17%0.20%Q4 2022Q3 20234
BKLN INVESCO EXCH TRADED FD...211.16%1.35%1.53%Q4 2022Q3 20233
DFAC DIMENSIONAL ETF TRUST330.25%1.09%2.44%Q1 2023Q3 20233
ABBV ABBVIE INC210.16%0.19%0.24%Q4 2022Q3 20233
HYG ISHARES TR210.16%0.18%0.20%Q4 2022Q3 20233
PULS PGIM ETF TR221.55%2.01%2.46%Q4 2022Q1 20232
PAUG INNOVATOR ETFS TR220.56%0.70%0.83%Q2 2023Q3 20232
JAAA JANUS DETROIT STR TR220.44%0.45%0.45%Q2 2023Q3 20232
AVGO BROADCOM INC220.14%0.25%0.36%Q2 2023Q3 20232
IVV ISHARES TR220.16%0.20%0.24%Q1 2023Q2 20232
V VISA INC220.14%0.19%0.23%Q2 2023Q3 20232
SGOV ISHARES TR111.52%1.52%1.52%Q1 2023Q1 20231
PSEP INNOVATOR ETFS TR110.88%0.88%0.88%Q1 2023Q1 20231
JPST J P MORGAN EXCHANGE TR...110.53%0.53%0.53%Q4 2022Q4 20221
DIMENSIONAL ETF TRUST110.52%0.52%0.52%Q3 2023Q3 20231
DIMENSIONAL ETF TRUST110.48%0.48%0.48%Q3 2023Q3 20231
PIMCO ETF TR110.37%0.37%0.37%Q3 2023Q3 20231
DFAS DIMENSIONAL ETF TRUST110.37%0.37%0.37%Q3 2023Q3 20231
SHYG ISHARES TR110.19%0.19%0.19%Q4 2022Q4 20221
QQQ INVESCO QQQ TR110.19%0.19%0.19%Q3 2023Q3 20231
CVX CHEVRON CORP NEW110.18%0.18%0.18%Q4 2022Q4 20221
MRK MERCK & CO INC110.18%0.18%0.18%Q4 2022Q4 20221
LMT LOCKHEED MARTIN CORP110.17%0.17%0.17%Q2 2023Q2 20231
IEF ISHARES TR110.16%0.16%0.16%Q1 2023Q1 20231
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The securities at the top of the list , including VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Parker Financial LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Parker Financial LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Parker Financial LLC owns currently or has owned in the past.