Portfolio (Quarterly)
Guide ↗
Parkshore Wealth Management, Inc.
· CIK 0002024251| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 2,349.0 | $754K | 0.25% | NEW | — | $320.86 | +15.1% |
| 2 | VXUS | VANGUARD STAR FDS | — | 3,691.0 | $285K | 0.10% | NEW | — | $77.12 | +11.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.2%
Consumer Cyclical
19.5%
Financial Services
17.5%
Industrials
8.9%
Energy
4.6%
Utilities
4.4%
Consumer Defensive
4.1%
Communication Services
1.8%