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Portfolio (Quarterly) Guide ↗

BAYSHORE ASSET MANAGEMENT, LLC

· CIK 0001906790
13F Portfolio $245M AUM 42 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 20 Added 7 Reduced
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAT DIMENSIONAL ETF TRUST 840,720.0 $50.1M 20.43% $59.54 +13.5%
2 DFAC DIMENSIONAL ETF TRUST 1,171,454.0 $46.4M 18.93% +9K +0.8% $39.59 +11.1%
3 DFUV DIMENSIONAL ETF TRUST 513,951.0 $23.9M 9.77% +8K +1.6% $46.59 +15.3%
4 DFIV DIMENSIONAL ETF TRUST 450,427.0 $22.5M 9.17% $49.90 +12.3%
5 AVDV AMERICAN CENTY ETF TR 89,253.0 $8.4M 3.42% -1K -1.4% $93.97 +17.6%
6 AVIV AMERICAN CENTY ETF TR 117,532.0 $8.4M 3.42% -910.0 -0.8% $71.23 +12.4%
7 DFUS DIMENSIONAL ETF TRUST 109,819.0 $8.1M 3.32% +1K +1.2% $74.17 +10.4%
8 AVUS AMERICAN CENTY ETF TR 71,409.0 $8.0M 3.26% $111.78 +13.8%
9 AVUV AMERICAN CENTY ETF TR 75,994.0 $7.7M 3.16% $101.98 +19.0%
10 DFAX DIMENSIONAL ETF TRUST 226,112.0 $7.4M 3.02% +7K +3.4% $32.73 +15.5%
11 VNQ VANGUARD INDEX FDS 76,626.0 $6.8M 2.77% $88.49 +9.9%
12 AVES AMERICAN CENTY ETF TR 91,511.0 $5.3M 2.18% -2K -1.9% $58.31 +17.3%
13 DFAS DIMENSIONAL ETF TRUST 75,833.0 $5.3M 2.16% +380.0 +0.5% $69.67 +12.9%
14 AVDE AMERICAN CENTY ETF TR 59,414.0 $4.9M 2.00% -721.0 -1.2% $82.32 +11.7%
15 AVLV AMERICAN CENTY ETF TR 47,910.0 $3.6M 1.48% -247.0 -0.5% $75.77 +19.2%
16 DISV DIMENSIONAL ETF TRUST 92,630.0 $3.5M 1.44% +16K +20.4% $38.00 +12.2%
17 BSVO EA SERIES TRUST 141,471.0 $3.3M 1.34% +1K +1.0% $23.30 +19.8%
18 DFSV DIMENSIONAL ETF TRUST 82,000.0 $2.7M 1.10% +34K +72.5% $32.89 +15.0%
19 SGOV ISHARES TR 26,509.0 $2.7M 1.09% +14K +120.3% $100.38 +0.2%
20 META META PLATFORMS INC Communication Services 2,618.0 $1.7M 0.70% +29.0 +1.1% $660.09 -8.1%
Page 1 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.0%
Consumer Cyclical 18.6%
Communication Services 16.8%
Industrials 3.8%
Healthcare 3.5%
Consumer Defensive 3.3%