Parker Financial LLC
Parker Financial LLC is a fee-only, independent investment advisory firm headquartered in Silverdale, Washington. Founded in 2005, the firm is focused on retirement, estate, and wealth planning for individuals and families. Registered with the SEC, Parker Financial operates as a fiduciary and provides comprehensive financial planning, investment management, insurance, and tax planning services. The firm has approximately 4 employees and emphasizes client-oriented, personalized advice.
Investment Strategy
Parker Financial LLC develops personalized, long-term investment strategies tailored to each client's financial goals. Their approach emphasizes diversification, disciplined investing, and avoidance of short-term distractions. The firm integrates retirement, estate, and tax planning with investment management, focusing on comprehensive strategies that aim to create and preserve wealth for individuals and families.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 20.54% | $47.6M | 834,042 | $45.27 | $57.01 | +$6.1M |
D DFAC | DIMENSIONAL ETF TRUST | 14.56% | $33.7M | 940,536 | $32.39 | $35.84 | +$5.7M |
V VUG | VANGUARD INDEX FDS | 12.52% | $29.0M | 66,095 | $221.04 | $438.40 | +$4.8M |
V VTV | VANGUARD INDEX FDS | 10.19% | $23.6M | 133,424 | $140.94 | $176.74 | +$986.9K |
B BNDX | VANGUARD CHARLOTTE FDS | 7.12% | $16.5M | 332,773 | $48.09 | $49.51 | +$921.0K |