BAYSHORE ASSET MANAGEMENT, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
41
Quarter
2025 Q4
Top Holding
DFAT (20.4%)
Top 10 Concentration
77.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 41
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFAT
DIMENSIONAL ETF...
ETF 20.43% 20.94% #1
Prev: #1
10.0 1,904 0.2%
P
S
840,720 $50,056,444 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAC
DIMENSIONAL ETF...
ETF 18.93% 19.22% #2
Prev: #2
9.6 9,129 0.8%
P
S
1,171,454 $46,377,846 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUV
DIMENSIONAL ETF...
ETF 9.77% 9.70% #3
Prev: #3
5.9 7,984 1.6%
P
S
513,951 $23,944,976 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL ETF...
Bond/Debt 9.17% 8.93% #4
Prev: #4
3.7 -1,247 -0.3%
P
S
450,427 $22,476,293 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDV
AMERICAN CENTY ...
Bond/Debt 3.42% 3.46% #5
Prev: #5
1.4 -1,273 -1.4%
P
S
89,253 $8,387,143 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVIV
AMERICAN CENTY ...
Bond/Debt 3.42% 3.43% #6
Prev: #6
1.4 -910 -0.8%
P
S
117,532 $8,371,827 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUS
DIMENSIONAL ETF...
ETF 3.32% 3.37% #7
Prev: #7
3.3 1,351 1.2%
P
S
109,819 $8,145,294 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUS
AMERICAN CENTY ...
ETF 3.26% 3.33% #8
Prev: #8
1.3 -70 -0.1%
P
S
71,409 $7,982,067 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUV
AMERICAN CENTY ...
ETF 3.16% 3.24% #9
Prev: #9
1.3 -8 -0.0%
P
S
75,994 $7,749,830 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAX
DIMENSIONAL ETF...
ETF 3.02% 2.94% #10 1
Prev: #11
3.2 7,449 3.4%
P
S
226,112 $7,400,660 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 2.77% 2.99% #11 1
Prev: #10
3.1 276 0.4%
P
S
76,626 $6,780,649 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVES
AMERICAN CENTY ...
ETF 2.18% 2.30% #12
Prev: #12
0.9 -1,789 -1.9%
P
S
91,511 $5,336,013 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAS
DIMENSIONAL ETF...
ETF 2.16% 2.22% #13
Prev: #13
2.9 380 0.5%
P
S
75,833 $5,283,260 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDE
AMERICAN CENTY ...
Bond/Debt 2.00% 2.03% #14
Prev: #14
0.8 -721 -1.2%
P
S
59,414 $4,890,952 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVLV
AMERICAN CENTY ...
ETF 1.48% 1.49% #15
Prev: #15
0.6 -247 -0.5%
P
S
47,910 $3,630,140 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DISV
DIMENSIONAL ETF...
Bond/Debt 1.44% 1.18% #16 1
Prev: #17
2.6 15,699 20.4%
P
S
92,630 $3,519,940 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSVO
EA SERIES TRUST
Unknown 1.35% 1.36% #17 1
Prev: #16
2.5 1,427 1.0%
P
S
141,471 $3,296,279 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSV
DIMENSIONAL ETF...
ETF 1.10% 0.65% #18 3
Prev: #21
2.7 34,461 72.5%
P
S
82,000 $2,696,980 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 1.09% 0.52% #19 4
Prev: #23
2.7 14,477 120.3%
P
S
26,509 $2,661,001 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.71% 0.82% #20 2
Prev: #18
2.3 29 1.1%
P
S
2,618 $1,728,116 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.67% 0.75% #21 2
Prev: #19
2.3 20 0.6%
P
S
3,384 $1,636,570 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.62% 0.51% #22 2
Prev: #24
2.3 1,178 21.8%
P
S
6,592 $1,521,565 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 0.56% 0.65% #23 3
Prev: #20
0.2 no change no change
P
S
7,435 $1,369,527 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.55% 0.53% #24 2
Prev: #22
2.2 172 3.6%
P
S
4,994 $1,357,669 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVEM
AMERICAN CENTY ...
Bond/Debt 0.46% 0.47% #25
Prev: #25
0.2 no change no change
P
S
14,503 $1,117,021 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 41 holdings

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