$143 Million is the total value of Parker Financial LLC's 45 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -503 | -100.0% | -0.16% | – |
LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -512 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
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.