Parcion Private Wealth LLC

CIK Number: 0001801263

1.31B
Market Value
232
# of Holdings
11 months
Avg. Holding Period
38.55%
Win Rate
8.17%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Vanguard Intern...
85.45
+1.90% 1.2M +1.69% 95.91M 79.84 7.33%
2 Dimensional Eme...
27.02
+2.80% 2.77M +5.59% 72.42M 25.01 5.53%
3 SPDR S&P 400 Mi...
82.97
+1.29% 832.56K +0.87% 72.34M 74.42 5.53%
4 Coinbase Global...
222.31
+4.59% 268.38K -3.64% 66.64M 197.51 5.09%
5 Avantis U.S. Sm...
89.04
+0.54% 684.53K +0.01% 66.08M 80.27 5.05%

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