BAYSHORE ASSET MANAGEMENT, LLC - Portfolio overview

BAYSHORE ASSET MANAGEMENT, LLC has 41 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAT - DIMENSIONAL ETF TRUST, 20.75%
2. DFAC - DIMENSIONAL ETF TRUST, 18.04%
3. DFUV - DIMENSIONAL ETF TRUST, 9.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.