$118 Million is the total value of Parker Financial LLC's 40 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 16.2% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 16.6% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 15.3% |
VANGUARD CHARLOTTE FDS | 4 | Q3 2023 | 7.6% |
VANGUARD BD INDEX FDS | 4 | Q3 2023 | 6.9% |
VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 5.8% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 3.8% |
VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 3.5% |
VANGUARD BD INDEX FDS | 4 | Q3 2023 | 3.4% |
VANGUARD BD INDEX FDS | 4 | Q3 2023 | 3.4% |
View Parker Financial LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-20 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-13 |
View Parker Financial LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.