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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002026602

Parkworth Wealth Management, Inc.

LOS GATOS, CA · File #028-24832

Latest AUM
$138.5M
Positions
1,352
Top-10 Concentration
60.6%
Filings
3

Sector Allocation

Technology
2.5%$3.5M
Financials
0.5%$744,054
Energy
0.4%$521,339
Utilities
0.1%$209,388
Healthcare
0.1%$203,753
Industrials
0.1%$145,528
Consumer Staples
0.0%$53,843
Materials
0.0%$20,598
Real Estate
0.0%$12,574

Filing History

View all filings →

Top 20 Holdings — Jun 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072885171,198$17.3M13.29%
2DIMENSIONAL ETF TRUST25434V708454,937$16.3M12.55%
3DIMENSIONAL ETF TRUST25434V872171,578$7.3M5.58%
4VANGUARD BD INDEX FDS92193781993,079$7.2M5.54%
5AMERICAN CENTY ETF TR02507270396,556$7.1M5.50%
6DIMENSIONAL ETF TRUST25434V799224,264$7.0M5.37%
7AMERICAN CENTY ETF TR02507287749,774$4.5M3.49%
8DIMENSIONAL ETF TRUST25434V60981,620$4.4M3.39%
9DIMENSIONAL ETF TRUST25434V86481,610$3.9M3.02%
10AMERICAN CENTY ETF TR02507260454,519$3.7M2.88%
11DIMENSIONAL ETF TRUST25434V72486,301$3.6M2.81%
12DIMENSIONAL ETF TRUST25434V732120,549$3.6M2.75%
13VANGUARD BD INDEX FDS92193782745,460$3.6M2.75%
14ISHARES TR46434V87868,411$3.5M2.67%
15DIMENSIONAL ETF TRUST25434V50046,687$3.0M2.29%
16VANGUARD INDEX FDS9229087699,451$2.9M2.21%
17DIMENSIONAL ETF TRUST25434V40140,485$2.7M2.09%
18AMERICAN CENTY ETF TR02507280224,695$2.0M1.51%
19DIMENSIONAL ETF TRUST25434V78152,946$1.7M1.34%
20VANGUARD CHARLOTTE FDS92203J40731,930$1.6M1.22%