424 is the total number of securities Pure Financial Advisors, LLC has owned. The longest Pure Financial Advisors, LLC has owned a single stock is 40 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TIP | ISHARES TR | 22 | 18 | 0.59% | 14.19% | 44.22% | Q2 2013 | Q4 2023 | 40 |
VNQ | VANGUARD INDEX FDS | 22 | 18 | 4.06% | 8.53% | 15.26% | Q2 2013 | Q4 2023 | 40 |
GNR | SPDR INDEX SHS FDS | 22 | 18 | 2.63% | 5.98% | 10.18% | Q2 2013 | Q4 2023 | 40 |
BND | VANGUARD BD INDEX FDS | 22 | 18 | 0.48% | 4.23% | 8.69% | Q2 2013 | Q4 2023 | 40 |
VEA | VANGUARD TAX-MANAGED I... | 22 | 18 | 1.36% | 3.37% | 7.09% | Q2 2013 | Q4 2023 | 40 |
SPIP | SPDR SER TR | 22 | 18 | 0.47% | 3.16% | 9.75% | Q2 2013 | Q4 2023 | 40 |
VTV | VANGUARD INDEX FDS | 22 | 18 | 0.45% | 2.18% | 5.45% | Q2 2013 | Q4 2023 | 40 |
VWO | VANGUARD INTL EQUITY I... | 22 | 18 | 1.10% | 2.03% | 4.56% | Q2 2013 | Q4 2023 | 40 |
VOE | VANGUARD INDEX FDS | 22 | 18 | 0.15% | 1.76% | 5.07% | Q2 2013 | Q4 2023 | 40 |
CMF | ISHARES TR | 22 | 18 | 0.34% | 1.59% | 3.44% | Q2 2013 | Q4 2023 | 40 |
VSS | VANGUARD INTL EQUITY I... | 22 | 18 | 0.05% | 1.56% | 3.93% | Q2 2013 | Q4 2023 | 40 |
BWX | SPDR SER TR | 22 | 18 | 0.03% | 1.40% | 3.80% | Q2 2013 | Q4 2023 | 40 |
VB | VANGUARD INDEX FDS | 22 | 18 | 0.46% | 1.25% | 3.32% | Q2 2013 | Q4 2023 | 40 |
AGG | ISHARES TR | 22 | 18 | 0.31% | 0.93% | 2.49% | Q2 2013 | Q4 2023 | 40 |
IGE | ISHARES TR | 22 | 18 | 0.15% | 0.76% | 1.92% | Q2 2013 | Q4 2023 | 40 |
AAPL | APPLE INC | 22 | 18 | 0.13% | 0.64% | 1.08% | Q2 2013 | Q4 2023 | 40 |
IWF | ISHARES TR | 22 | 18 | 0.08% | 0.51% | 1.41% | Q2 2013 | Q4 2023 | 40 |
VOT | VANGUARD INDEX FDS | 22 | 18 | 0.03% | 0.50% | 1.62% | Q2 2013 | Q4 2023 | 40 |
IWS | ISHARES TR | 22 | 18 | 0.05% | 0.38% | 1.15% | Q2 2013 | Q4 2023 | 40 |
EFA | ISHARES TR | 22 | 18 | 0.03% | 0.31% | 0.71% | Q2 2013 | Q4 2023 | 40 |
MRK | MERCK & CO INC NEW | 22 | 18 | 0.08% | 0.28% | 0.55% | Q2 2013 | Q4 2023 | 40 |
QCOM | QUALCOMM INC | 22 | 18 | 0.07% | 0.24% | 0.46% | Q2 2013 | Q4 2023 | 40 |
IWD | ISHARES TR | 22 | 18 | 0.03% | 0.23% | 0.76% | Q2 2013 | Q4 2023 | 40 |
PNC | PNC FINL SVCS GROUP INC | 22 | 18 | 0.02% | 0.19% | 0.65% | Q2 2013 | Q4 2023 | 40 |
EEM | ISHARES TR | 22 | 18 | 0.01% | 0.13% | 0.44% | Q2 2013 | Q4 2023 | 40 |
IWP | ISHARES TR | 22 | 18 | 0.01% | 0.12% | 0.42% | Q2 2013 | Q4 2023 | 40 |
PM | PHILIP MORRIS INTL INC | 22 | 18 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q4 2023 | 40 |
BAC | BK OF AMERICA CORP | 22 | 18 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q4 2023 | 40 |
HD | HOME DEPOT INC | 22 | 2 | 0.11% | 0.20% | 0.29% | Q2 2013 | Q4 2023 | 39 |
SCHZ | SCHWAB STRATEGIC TR | 22 | 17 | 0.02% | 0.14% | 0.32% | Q3 2013 | Q4 2023 | 39 |
IYR | ISHARES TR | 20 | 1 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q4 2023 | 39 |
IART | INTEGRA LIFESCIENCES H... | 22 | 2 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q4 2023 | 39 |
SRE | SEMPRA ENERGY | 22 | 1 | 0.10% | 0.33% | 0.96% | Q3 2013 | Q4 2023 | 37 |
WFC | WELLS FARGO CO NEW | 18 | 6 | 0.02% | 0.10% | 0.33% | Q2 2013 | Q4 2023 | 37 |
PPL | PPL CORP | 22 | 15 | 0.01% | 0.06% | 0.11% | Q1 2014 | Q4 2023 | 37 |
PFE | PFIZER INC | 22 | 14 | 0.02% | 0.15% | 0.34% | Q2 2014 | Q4 2023 | 36 |
IWB | ISHARES TR | 18 | 4 | 0.01% | 0.28% | 0.75% | Q2 2013 | Q4 2023 | 35 |
EWX | SPDR INDEX SHS FDS | 22 | 4 | 0.08% | 0.20% | 0.27% | Q1 2014 | Q4 2023 | 35 |
WIP | SPDR SER TR | 18 | 16 | 0.02% | 1.98% | 8.19% | Q2 2013 | Q2 2022 | 34 |
VO | VANGUARD INDEX FDS | 18 | 16 | 0.20% | 0.84% | 2.55% | Q2 2013 | Q4 2023 | 34 |
BRKB | BERKSHIRE HATHAWAY INC... | 22 | 12 | 0.07% | 0.13% | 0.22% | Q4 2014 | Q4 2023 | 34 |
IWM | ISHARES TR | 18 | 1 | 0.01% | 0.12% | 0.38% | Q2 2013 | Q4 2023 | 34 |
AMZN | AMAZON COM INC | 22 | 10 | 0.10% | 0.20% | 0.36% | Q2 2015 | Q4 2023 | 32 |
ABBV | ABBVIE INC | 22 | 10 | 0.10% | 0.19% | 0.34% | Q2 2015 | Q4 2023 | 32 |
ABT | ABBOTT LABS | 22 | 10 | 0.07% | 0.15% | 0.27% | Q2 2015 | Q4 2023 | 32 |
EW | EDWARDS LIFESCIENCES CORP | 21 | 11 | 0.01% | 0.13% | 0.21% | Q1 2015 | Q3 2023 | 32 |
FE | FIRSTENERGY CORP | 22 | 10 | 0.02% | 0.09% | 0.22% | Q2 2015 | Q4 2023 | 32 |
BAX | BAXTER INTL INC | 22 | 10 | 0.01% | 0.09% | 0.30% | Q2 2015 | Q4 2023 | 32 |
IEMG | ISHARES INC | 22 | 9 | 0.11% | 0.56% | 1.32% | Q3 2015 | Q4 2023 | 31 |
IJJ | ISHARES TR | 22 | 9 | 0.05% | 0.41% | 1.02% | Q3 2015 | Q4 2023 | 31 |
IJS | ISHARES TR | 22 | 9 | 0.02% | 0.27% | 0.71% | Q3 2015 | Q4 2023 | 31 |
VTI | VANGUARD INDEX FDS | 22 | 8 | 0.76% | 2.58% | 4.40% | Q4 2015 | Q4 2023 | 30 |
VBR | VANGUARD INDEX FDS | 22 | 8 | 0.03% | 0.44% | 1.23% | Q4 2015 | Q4 2023 | 30 |
IJH | ISHARES TR | 22 | 8 | 0.09% | 0.36% | 0.95% | Q4 2015 | Q4 2023 | 30 |
IEFA | ISHARES TR | 22 | 7 | 0.63% | 3.78% | 6.54% | Q1 2016 | Q4 2023 | 29 |
ITOT | ISHARES TR | 22 | 7 | 0.44% | 2.05% | 5.89% | Q1 2016 | Q4 2023 | 29 |
FREL | FIDELITY COVINGTON TRUST | 22 | 7 | 0.45% | 1.61% | 3.42% | Q1 2016 | Q4 2023 | 29 |
SCZ | ISHARES TR | 22 | 7 | 0.39% | 1.14% | 1.89% | Q1 2016 | Q4 2023 | 29 |
VEU | VANGUARD INTL EQUITY I... | 22 | 7 | 0.17% | 1.09% | 2.74% | Q1 2016 | Q4 2023 | 29 |
IVE | ISHARES TR | 22 | 7 | 0.23% | 0.95% | 1.82% | Q1 2016 | Q4 2023 | 29 |
SCHP | SCHWAB STRATEGIC TR | 22 | 7 | 0.11% | 0.77% | 1.65% | Q1 2016 | Q4 2023 | 29 |
IVV | ISHARES TR | 22 | 7 | 0.16% | 0.41% | 0.80% | Q1 2016 | Q4 2023 | 29 |
SHY | ISHARES TR | 22 | 7 | 0.11% | 0.37% | 0.62% | Q1 2016 | Q4 2023 | 29 |
BKF | ISHARES INC | 22 | 7 | 0.02% | 0.34% | 0.70% | Q1 2016 | Q4 2023 | 29 |
SCHF | SCHWAB STRATEGIC TR | 22 | 7 | 0.11% | 0.29% | 0.57% | Q1 2016 | Q4 2023 | 29 |
MDYV | SPDR SER TR | 22 | 7 | 0.04% | 0.19% | 0.59% | Q1 2016 | Q4 2023 | 29 |
SCHV | SCHWAB STRATEGIC TR | 22 | 7 | 0.07% | 0.17% | 0.35% | Q1 2016 | Q4 2023 | 29 |
IXUS | ISHARES TR | 22 | 7 | 0.01% | 0.16% | 0.62% | Q1 2016 | Q4 2023 | 29 |
IWV | ISHARES TR | 22 | 7 | 0.04% | 0.12% | 0.43% | Q1 2016 | Q4 2023 | 29 |
IUSV | ISHARES TR | 22 | 7 | 0.03% | 0.10% | 0.26% | Q1 2016 | Q4 2023 | 29 |
SCHE | SCHWAB STRATEGIC TR | 22 | 7 | 0.01% | 0.08% | 0.18% | Q1 2016 | Q4 2023 | 29 |
AEE | AMEREN CORP | 22 | 7 | 0.02% | 0.08% | 0.13% | Q1 2016 | Q4 2023 | 29 |
GOOGL | ALPHABET INC | 22 | 2 | 0.04% | 0.06% | 0.11% | Q4 2015 | Q4 2023 | 29 |
GOOG | ALPHABET INC | 22 | 2 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q4 2023 | 29 |
IGOV | ISHARES TR | 15 | 6 | 0.01% | 0.26% | 1.00% | Q1 2016 | Q4 2023 | 28 |
JNJ | JOHNSON & JOHNSON | 22 | 6 | 0.06% | 0.09% | 0.14% | Q2 2016 | Q4 2023 | 28 |
CHTR | CHARTER COMMUNICATIONS... | 22 | 5 | 0.02% | 0.06% | 0.10% | Q3 2016 | Q4 2023 | 27 |
MSFT | MICROSOFT CORP | 22 | 4 | 0.09% | 0.31% | 0.52% | Q4 2016 | Q4 2023 | 26 |
BA | BOEING CO | 22 | 4 | 0.03% | 0.13% | 0.42% | Q4 2016 | Q4 2023 | 26 |
SPAB | SPDR SER TR | 25 | 25 | 0.13% | 10.40% | 100.00% | Q4 2017 | Q4 2023 | 25 |
IEI | ISHARES TR | 18 | 7 | 0.07% | 0.41% | 1.66% | Q2 2013 | Q1 2020 | 25 |
SCHB | SCHWAB STRATEGIC TR | 22 | 3 | 0.04% | 0.13% | 0.26% | Q1 2017 | Q4 2023 | 25 |
USB | US BANCORP DEL | 10 | 2 | 0.01% | 0.06% | 0.13% | Q2 2015 | Q4 2023 | 25 |
LLY | LILLY ELI & CO | 22 | 1 | 0.04% | 0.06% | 0.10% | Q2 2016 | Q4 2023 | 24 |
JPM | JPMORGAN CHASE & CO | 22 | 2 | 0.02% | 0.05% | 0.16% | Q1 2015 | Q4 2023 | 24 |
PCK | PIMCO CALIF MUN INCOME... | 22 | 2 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q4 2023 | 24 |
IAGG | ISHARES TR | 22 | 1 | 0.18% | 3.75% | 38.38% | Q1 2018 | Q4 2023 | 23 |
USRT | ISHARES TR | 22 | 1 | 0.35% | 2.10% | 25.16% | Q1 2018 | Q4 2023 | 23 |
SCHC | SCHWAB STRATEGIC TR | 22 | 1 | 0.07% | 1.08% | 2.82% | Q3 2017 | Q4 2023 | 23 |
EEMS | ISHARES INC | 22 | 1 | 0.06% | 0.12% | 0.24% | Q3 2017 | Q4 2023 | 23 |
XOM | EXXON MOBIL CORP | 10 | 1 | 0.02% | 0.11% | 0.38% | Q2 2015 | Q4 2023 | 23 |
DIS | DISNEY WALT CO | 22 | 1 | 0.04% | 0.08% | 0.16% | Q2 2015 | Q4 2023 | 23 |
MO | ALTRIA GROUP INC | 13 | 2 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q4 2023 | 23 |
SCHA | SCHWAB STRATEGIC TR | 15 | 4 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q4 2023 | 23 |
SPTM | SPDR SER TR | 22 | 22 | 0.53% | 1.81% | 3.57% | Q3 2018 | Q4 2023 | 22 |
SPDW | SPDR INDEX SHS FDS | 22 | 22 | 0.57% | 1.62% | 3.46% | Q3 2018 | Q4 2023 | 22 |
SPYV | SPDR SER TR | 22 | 22 | 0.65% | 1.45% | 3.01% | Q3 2018 | Q4 2023 | 22 |
SPSM | SPDR SER TR | 22 | 22 | 0.40% | 1.17% | 2.45% | Q3 2018 | Q4 2023 | 22 |
SPMD | SPDR SER TR | 22 | 22 | 0.12% | 0.67% | 1.58% | Q3 2018 | Q4 2023 | 22 |
GWX | SPDR INDEX SHS FDS | 22 | 22 | 0.10% | 0.61% | 1.45% | Q3 2018 | Q4 2023 | 22 |
SPEM | SPDR INDEX SHS FDS | 22 | 22 | 0.12% | 0.60% | 1.46% | Q3 2018 | Q4 2023 | 22 |
STIP | ISHARES TR | 22 | 22 | 0.03% | 0.38% | 1.56% | Q3 2018 | Q4 2023 | 22 |
RWR | SPDR SERIES TRUST | 15 | 1 | 0.08% | 0.17% | 0.29% | Q3 2013 | Q4 2019 | 22 |
SCHO | SCHWAB STRATEGIC TR | 22 | 22 | 0.04% | 0.16% | 0.50% | Q3 2018 | Q4 2023 | 22 |
GD | GENERAL DYNAMICS CORP | 22 | 22 | 0.06% | 0.13% | 0.25% | Q3 2018 | Q4 2023 | 22 |
LMT | LOCKHEED MARTIN CORP | 22 | 22 | 0.05% | 0.10% | 0.16% | Q3 2018 | Q4 2023 | 22 |
LDOS | LEIDOS HOLDINGS INC | 22 | 22 | 0.04% | 0.09% | 0.15% | Q3 2018 | Q4 2023 | 22 |
MDYG | SPDR SER TR | 22 | 22 | 0.04% | 0.09% | 0.19% | Q3 2018 | Q4 2023 | 22 |
UNH | UNITEDHEALTH GROUP INC | 22 | 22 | 0.05% | 0.08% | 0.11% | Q3 2018 | Q4 2023 | 22 |
QQQ | INVESCO QQQ TR | 22 | 22 | 0.04% | 0.08% | 0.16% | Q3 2018 | Q4 2023 | 22 |
SAIC | SCIENCE APPLICATNS INT... | 22 | 22 | 0.02% | 0.06% | 0.09% | Q3 2018 | Q4 2023 | 22 |
SPYG | SPDR SER TR | 22 | 22 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q4 2023 | 22 |
CVX | CHEVRON CORP NEW | 12 | 1 | 0.02% | 0.05% | 0.12% | Q2 2015 | Q4 2023 | 22 |
NKX | NUVEEN CALIFORNIA AMT ... | 15 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2023 | 22 |
MCD | MCDONALDS CORP | 22 | 22 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2023 | 22 |
PEP | PEPSICO INC | 19 | 1 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q4 2023 | 22 |
AMGN | AMGEN INC | 22 | 22 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2023 | 22 |
WMT | WALMART INC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2023 | 22 |
IJR | ISHARES TR | 21 | 21 | 0.10% | 0.26% | 0.75% | Q4 2018 | Q4 2023 | 21 |
SPY | SPDR S&P 500 ETF TR | 14 | 1 | 0.05% | 4.70% | 10.30% | Q2 2015 | Q4 2023 | 20 |
BSV | VANGUARD BD INDEX FDS | 7 | 1 | 0.03% | 0.55% | 2.81% | Q1 2016 | Q4 2023 | 20 |
T | AT&T INC | 12 | 3 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q4 2023 | 20 |
INTC | INTEL CORP | 17 | 3 | 0.03% | 0.05% | 0.13% | Q3 2018 | Q4 2023 | 20 |
UPS | UNITED PARCEL SERVICE INC | 19 | 19 | 0.10% | 0.22% | 0.36% | Q2 2019 | Q4 2023 | 19 |
TSLA | TESLA MTRS INC | 16 | 1 | 0.04% | 0.20% | 0.48% | Q1 2016 | Q4 2023 | 19 |
COP | CONOCOPHILLIPS | 12 | 1 | 0.01% | 0.13% | 0.28% | Q2 2013 | Q4 2023 | 19 |
SCHH | SCHWAB STRATEGIC TR | 16 | 1 | 0.04% | 0.09% | 0.15% | Q3 2018 | Q4 2023 | 19 |
V | VISA INC | 17 | 1 | 0.03% | 0.05% | 0.15% | Q1 2016 | Q4 2023 | 19 |
AGN | ALLERGAN PLC | 10 | 7 | 0.06% | 0.17% | 0.39% | Q2 2015 | Q1 2020 | 17 |
COST | COSTCO WHSL CORP NEW | 15 | 2 | 0.03% | 0.08% | 0.16% | Q3 2019 | Q4 2023 | 17 |
CAT | CATERPILLAR INC DEL | 14 | 1 | 0.02% | 0.06% | 0.11% | Q3 2017 | Q4 2023 | 17 |
MCK | MCKESSON CORP | 10 | 7 | 0.01% | 0.05% | 0.16% | Q1 2016 | Q4 2023 | 17 |
NOC | NORTHROP GRUMMAN CORP | 16 | 1 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q4 2023 | 17 |
BMY | BRISTOL-MYERS SQUIBB CO | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2023 | 17 |
BNDX | VANGUARD CHARLOTTE FDS | 16 | 16 | 0.16% | 1.15% | 1.87% | Q1 2020 | Q4 2023 | 16 |
GUNR | FLEXSHARES TR | 16 | 16 | 0.57% | 0.87% | 1.06% | Q1 2020 | Q4 2023 | 16 |
SCHM | SCHWAB STRATEGIC TR | 16 | 16 | 0.20% | 0.35% | 0.64% | Q1 2020 | Q4 2023 | 16 |
ACWI | ISHARES TR | 16 | 16 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q4 2023 | 16 |
ETP | ENERGY TRANSFER PRTNRS... | 11 | 4 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q1 2017 | 15 |
TTC | TORO CO | 8 | 7 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q2 2020 | 15 |
PG | PROCTER AND GAMBLE CO | 15 | 15 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q4 2023 | 15 |
RTX | RTX CORPORATION | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2023 | 15 |
PKI | REVVITY INC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q4 2023 | 15 |
EIX | EDISON INTL | 10 | 2 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q4 2023 | 15 |
MA | MASTERCARD INCORPORATED | 7 | 3 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q4 2023 | 15 |
CL | COLGATE PALMOLIVE CO | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2023 | 15 |
IGSB | ISHARES TR | 14 | 14 | 0.64% | 2.94% | 4.46% | Q3 2020 | Q4 2023 | 14 |
VGSH | VANGUARD SCOTTSDALE FDS | 14 | 14 | 0.35% | 1.51% | 2.27% | Q3 2020 | Q4 2023 | 14 |
VV | VANGUARD INDEX FDS | 14 | 14 | 0.04% | 0.84% | 1.76% | Q3 2020 | Q4 2023 | 14 |
HYG | ISHARES TR | 14 | 14 | 0.10% | 0.76% | 0.96% | Q3 2020 | Q4 2023 | 14 |
PFF | ISHARES TR | 14 | 14 | 0.05% | 0.38% | 0.48% | Q3 2020 | Q4 2023 | 14 |
EMB | ISHARES TR | 14 | 14 | 0.05% | 0.37% | 0.47% | Q3 2020 | Q4 2023 | 14 |
MVBF | MVB FINL CORP | 14 | 14 | 0.07% | 0.17% | 0.29% | Q3 2020 | Q4 2023 | 14 |
VXF | VANGUARD INDEX FDS | 14 | 14 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q4 2023 | 14 |
NVDA | NVIDIA CORPORATION | 14 | 14 | 0.03% | 0.05% | 0.13% | Q3 2020 | Q4 2023 | 14 |
BDX | BECTON DICKINSON & CO | 13 | 1 | 0.02% | 0.03% | 0.14% | Q3 2018 | Q4 2023 | 14 |
CSCO | CISCO SYS INC | 13 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 14 |
TMO | THERMO FISHER SCIENTIF... | 14 | 14 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 14 |
NOW | SERVICENOW INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 14 |
CI | THE CIGNA GROUP | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 14 |
LH | LABORATORY CORP AMER H... | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 14 |
NAC | NUVEEN CA QUALTY MUN I... | 13 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q4 2023 | 14 |
AVDV | AMERICAN CENTY ETF TR | 13 | 13 | 0.08% | 0.95% | 1.95% | Q4 2020 | Q4 2023 | 13 |
VOO | VANGUARD INDEX FDS | 13 | 13 | 0.05% | 0.61% | 1.18% | Q4 2020 | Q4 2023 | 13 |
QUAL | ISHARES TR | 13 | 13 | 0.16% | 0.42% | 0.66% | Q4 2020 | Q4 2023 | 13 |
IWN | ISHARES TR | 13 | 13 | 0.14% | 0.28% | 0.42% | Q4 2020 | Q4 2023 | 13 |
EMGF | ISHARES INC | 13 | 13 | 0.08% | 0.26% | 0.43% | Q4 2020 | Q4 2023 | 13 |
AON | AON PLC | 13 | 13 | 0.11% | 0.16% | 0.24% | Q4 2020 | Q4 2023 | 13 |
UTX | UNITED TECHNOLOGIES CORP | 7 | 6 | 0.05% | 0.10% | 0.13% | Q2 2016 | Q1 2020 | 13 |
ANTM | ELEVANCE HEALTH INC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2023 | 13 |
HAP | VANECK VECTORS ETF TR | 13 | 13 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q4 2023 | 13 |
RLI | RLI CORP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
AVEM | AMERICAN CENTY ETF TR | 12 | 12 | 2.93% | 4.30% | 7.31% | Q1 2021 | Q4 2023 | 12 |
VCSH | VANGUARD SCOTTSDALE FDS | 11 | 1 | 0.02% | 0.15% | 0.32% | Q4 2018 | Q4 2023 | 12 |
IEUR | ISHARES TR | 6 | 6 | 0.09% | 0.15% | 0.26% | Q2 2016 | Q4 2019 | 12 |
BIDU | BAIDU INC | 10 | 1 | 0.04% | 0.15% | 0.22% | Q2 2013 | Q3 2018 | 12 |
PRU | PRUDENTIAL FINL INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2023 | 12 |
DFAC | DIMENSIONAL ETF TRUST | 11 | 11 | 5.04% | 6.22% | 9.28% | Q2 2021 | Q4 2023 | 11 |
DFAT | DIMENSIONAL ETF TRUST | 11 | 11 | 0.35% | 1.21% | 3.20% | Q2 2021 | Q4 2023 | 11 |
DFAS | DIMENSIONAL ETF TRUST | 11 | 11 | 0.59% | 1.13% | 2.11% | Q2 2021 | Q4 2023 | 11 |
STPZ | PIMCO ETF TR | 7 | 1 | 0.09% | 0.56% | 1.75% | Q1 2016 | Q3 2022 | 11 |
GE | GENERAL ELECTRIC CO | 7 | 1 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q2 2017 | 11 |
SLYV | SPDR SER TR | 6 | 1 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q2 2022 | 11 |
SBUX | STARBUCKS CORP | 10 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q4 2023 | 11 |
NFLX | NETFLIX INC | 6 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 11 |
VGT | VANGUARD WORLD FDS | 11 | 11 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q4 2023 | 11 |
HCBK | HUDSON CITY BANCORP | 10 | 10 | 0.11% | 0.20% | 0.31% | Q2 2013 | Q3 2015 | 10 |
AVLR | AVALARA INC | 10 | 10 | 0.04% | 0.13% | 0.27% | Q2 2020 | Q3 2022 | 10 |
BIL | SPDR SER TR | 8 | 1 | 0.01% | 0.13% | 0.70% | Q1 2020 | Q4 2023 | 10 |
HON | HONEYWELL INTL INC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q4 2023 | 10 |
FB | META PLATFORMS INC | 4 | 2 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q4 2023 | 10 |
CVS | CVS HEALTH CORP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q4 2023 | 10 |
ESGD | ISHARES TR | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 10 |
BAM | BROOKFIELD ASSET MGMT INC | 8 | 2 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 10 |
ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 10 |
ACM | AECOM | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
EMXC | ISHARES INC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 10 |
EFSC | ENTERPRISE FINL SVCS CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 10 |
CIG | CIA ENERGETICA DE MINA... | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 10 |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.01% | 4.49% | 22.39% | Q4 2021 | Q4 2023 | 9 | |
AMERICAN CENTY ETF TR | 9 | 9 | 3.61% | 4.41% | 5.14% | Q4 2021 | Q4 2023 | 9 | |
ITIP | ISHARES TR | 3 | 3 | 0.10% | 0.20% | 0.45% | Q2 2013 | Q2 2016 | 9 |
KMI | KINDER MORGAN INC DEL | 4 | 1 | 0.01% | 0.09% | 0.20% | Q4 2014 | Q4 2021 | 9 |
JWN | NORDSTROM INC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q1 2022 | 9 |
JNK | SPDR SER TR | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 9 |
DD | DUPONT DE NEMOURS INC | 6 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q1 2022 | 9 |
SLV | ISHARES SILVER TR | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
VUG | VANGUARD INDEX FDS | 8 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q4 2023 | 9 |
GLD | SPDR GOLD TR | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2023 | 9 |
JPMB | J P MORGAN EXCHANGE-TR... | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2023 | 9 |
KO | COCA COLA CO | 9 | 9 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q4 2023 | 9 |
DOW | DOW INC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 9 |
PKW | INVESCO EXCHANGE TRADE... | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
F | FORD MTR CO DEL | 7 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 9 |
VFQY | VANGUARD WELLINGTON FD | 8 | 8 | 0.07% | 0.20% | 0.25% | Q1 2022 | Q4 2023 | 8 |
TWC | TIME WARNER CABLE INC | 8 | 8 | 0.14% | 0.18% | 0.25% | Q2 2014 | Q1 2016 | 8 |
PWZ | INVESCO EXCH TRADED FD... | 8 | 8 | 0.03% | 0.07% | 0.13% | Q1 2022 | Q4 2023 | 8 |
ICLN | ISHARES TR | 8 | 8 | 0.04% | 0.05% | 0.09% | Q1 2022 | Q4 2023 | 8 |
ORCL | ORACLE CORP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2023 | 8 |
ESGU | ISHARES TR | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 8 |
CLX | CLOROX CO DEL | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
PSK | SPDR SER TR | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 8 |
VSGX | VANGUARD WORLD FD | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 8 |
SIRI | SIRIUS XM HLDGS INC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q2 2019 | 8 |
PAYX | PAYCHEX INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
IJT | ISHARES TR | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
IVW | ISHARES TR | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
LOW | LOWES COS INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
VZ | VERIZON COMMUNICATIONS... | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 8 |
WPC | WP CAREY INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
WPM | WHEATON PRECIOUS METAL... | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 8 |
DIMENSIONAL ETF TRUST | 7 | 7 | 0.48% | 1.12% | 3.44% | Q2 2022 | Q4 2023 | 7 | |
MUB | ISHARES TR | 7 | 7 | 0.10% | 0.13% | 0.17% | Q2 2022 | Q4 2023 | 7 |
VTEB | VANGUARD MUN BD FDS | 7 | 7 | 0.05% | 0.09% | 0.11% | Q2 2022 | Q4 2023 | 7 |
OXY | OCCIDENTAL PETE CORP DEL | 3 | 1 | 0.01% | 0.09% | 0.11% | Q2 2013 | Q4 2023 | 7 |
RPG | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q4 2023 | 7 |
AVY | AVERY DENNISON CORP | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2023 | 7 |
MMM | 3M CO | 5 | 2 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2023 | 7 |
TJX | TJX COS INC NEW | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2023 | 7 |
SCHD | SCHWAB STRATEGIC TR | 5 | 1 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2022 | 7 |
BRKA | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 7 |
VYM | VANGUARD WHITEHALL FDS | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2023 | 7 |
GLPI | GAMING & LEISURE PPTYS... | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 7 |
IJK | ISHARES TR | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 7 |
XCEM | COLUMBIA ETF TR II | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 7 |
ON | ON SEMICONDUCTOR CORP | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 7 |
LHX | L3HARRIS TECHNOLOGIES INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 7 |
EFII | ELECTRONICS FOR IMAGIN... | 4 | 2 | 0.97% | 1.54% | 2.46% | Q2 2017 | Q2 2019 | 6 |
4945SC | KINDER MORGAN ENERGY P... | 6 | 6 | 0.16% | 0.19% | 0.25% | Q2 2013 | Q3 2014 | 6 |
CXA | SPDR SERIES TRUST | 6 | 6 | 0.12% | 0.19% | 0.26% | Q4 2013 | Q1 2015 | 6 |
LINEQ | LINN ENERGY LLC | 6 | 6 | 0.11% | 0.13% | 0.18% | Q2 2013 | Q3 2014 | 6 |
BWZ | SPDR SER TR | 4 | 1 | 0.02% | 0.13% | 0.17% | Q3 2013 | Q2 2022 | 6 |
PSTG | PURE STORAGE INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2023 | 6 |
XLV | SELECT SECTOR SPDR TR | 5 | 1 | 0.02% | 0.03% | 0.09% | Q4 2018 | Q4 2023 | 6 |
MBB | ISHARES TR | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 6 |
RS | RELIANCE STEEL & ALUMI... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2023 | 6 |
YUM | YUM BRANDS INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2023 | 6 |
AVUS | AMERICAN CENTY ETF TR | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 6 |
MU | MICRON TECHNOLOGY INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 6 |
MGK | VANGUARD WORLD FD | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 6 |
NEOV | NEOVOLTA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
CGC | CANOPY GROWTH CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AGN | ALLERGAN INC | 5 | 5 | 0.19% | 0.28% | 0.52% | Q4 2013 | Q4 2014 | 5 |
CWI | SPDR INDEX SHS FDS | 5 | 5 | 0.04% | 0.11% | 0.13% | Q4 2018 | Q4 2019 | 5 |
DAL | DELTA AIR LINES INC DEL | 3 | 2 | 0.07% | 0.09% | 0.10% | Q4 2014 | Q1 2016 | 5 |
SHV | ISHARES TR | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2016 | Q3 2017 | 5 |
VSAT | VIASAT INC | 3 | 2 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q2 2019 | 5 |
EVM | EATON VANCE CALIF MUN ... | 5 | 5 | 0.06% | 0.06% | 0.08% | Q2 2013 | Q2 2014 | 5 |
XLK | SELECT SECTOR SPDR TR | 5 | 5 | 0.03% | 0.06% | 0.07% | Q4 2022 | Q4 2023 | 5 |
SUB | ISHARES TR | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q4 2023 | 5 |
TTEK | TETRA TECH INC NEW | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
VFH | VANGUARD WORLD FDS | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2023 | 5 |
XLY | SELECT SECTOR SPDR TR | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
ROK | ROCKWELL AUTOMATION INC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2023 | 5 |
TGT | TARGET CORP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 5 |
SKX | SKECHERS U S A INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
TXN | TEXAS INSTRS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
SDY | SPDR SER TR | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 5 |
IBM | INTERNATIONAL BUSINESS... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
SMMD | ISHARES TR | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
MDLZ | MONDELEZ INTL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
EVOK | EVOKE PHARMA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
DIMENSIONAL ETF TRUST | 4 | 4 | 0.44% | 1.16% | 1.87% | Q1 2023 | Q4 2023 | 4 | |
DWDP | DOWDUPONT INC | 3 | 1 | 0.10% | 0.14% | 0.19% | Q3 2017 | Q1 2019 | 4 |
MDT | MEDTRONIC PLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q2 2019 | 4 |
FBND | FIDELITY | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q3 2017 | 4 |
EAGG | ISHARES TR | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q2 2021 | 4 |
ACN | ACCENTURE PLC IRELAND | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q4 2023 | 4 |
CREDIT SUISSE AG NASSA... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 | |
CMCSA | COMCAST CORP NEW | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2023 | 4 |
AVGO | BROADCOM INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q4 2023 | 4 |
XLC | SELECT SECTOR SPDR TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
SCHG | SCHWAB STRATEGIC TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
BROOKFIELD CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 4 | |
CARR | CARRIER GLOBAL CORPORA... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
CDTX | CIDARA THERAPEUTICS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
CASH | PATHWARD FINANCIAL INC | 2 | 1 | 0.13% | 1.25% | 2.88% | Q2 2022 | Q2 2023 | 3 |
DFAI | DIMENSIONAL ETF TRUST | 2 | 1 | 0.02% | 0.38% | 0.66% | Q2 2022 | Q4 2023 | 3 |
TIPX | SPDR SER TR | 3 | 3 | 0.02% | 0.13% | 0.23% | Q1 2022 | Q3 2022 | 3 |
IAU | ISHARES GOLD TRUST | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q1 2021 | 3 |
CRWD | CROWDSTRIKE HLDGS INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q4 2023 | 3 |
INPHQ | INTERPHASE CORP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
VIG | VANGUARD SPECIALIZED F... | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q4 2023 | 3 |
ISRG | INTUITIVE SURGICAL INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
ASML | ASML HOLDING N V | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
CTVA | CORTEVA INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
AMD | ADVANCED MICRO DEVICES... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
XLI | SELECT SECTOR SPDR TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 3 |
XLP | SELECT SECTOR SPDR TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DXCM | DEXCOM INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 3 |
FS CREDIT OPPORTUNITIE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 | |
RIDE | LORDSTOWN MOTORS CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AON | AON PLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2019 | Q1 2020 | 2 |
TOCA | TOCAGEN INC | 2 | 2 | 0.13% | 0.20% | 0.27% | Q3 2018 | Q4 2018 | 2 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.01% | 0.09% | 0.18% | Q4 2018 | Q4 2023 | 2 |
GILD | GILEAD SCIENCES INC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2015 | Q2 2015 | 2 |
GOOGL | GOOGLE INC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2015 | Q2 2015 | 2 |
EPD | ENTERPRISE PRODS PARTN... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
JNPR | JUNIPER NETWORKS INC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q1 2021 | 2 |
CI | CIGNA CORPORATION | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
PSA | PUBLIC STORAGE | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 2 |
DBC | INVESCO DB COMMDY INDX... | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 2 |
CUB | CUBIC CORP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 2 |
DFAU | DIMENSIONAL ETF TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 2 |
MMC | MARSH & MCLENNAN COS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
FCX | FREEPORT-MCMORAN INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
XLF | SELECT SECTOR SPDR TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
GSLC | GOLDMAN SACHS ETF TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
SCHW | SCHWAB CHARLES CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 2 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 2 |
FDX | FEDEX CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
ES | EVERSOURCE ENERGY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
PCY | INVESCO EXCH TRADED FD... | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 2 |
CSX | CSX CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FTNT | FORTINET INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 | |
AXP | AMERICAN EXPRESS CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
TDY | TELEDYNE TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 2 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 2 | |
TERAWULF INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 | |
HAP | MARKET VECTORS ETF TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2016 | Q1 2016 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2023 | Q4 2023 | 1 | |
FLS | FLOWSERVE CORP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2023 | Q4 2023 | 1 | |
CLM | CORNERSTONE STRATEGIC ... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
CRF | CORNERSTONE TOTAL RETU... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
DOW | DOW CHEM CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
ISIS | ISIS PHARMACEUTICALS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
SE | SPECTRA ENERGY CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
A | AGILENT TECHNOLOGIES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
UDR | UDR INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
BXLT | BAXALTA INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
MOO | VANECK VECTORS ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
LQD | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
SFM | SPROUTS FMRS MKT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
NVR | NVR INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
MSCI | MSCI INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
GOOG | GOOGLE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
PHO | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
IAU | ISHARES GOLD TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
SSO | PROSHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
PXI | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
CNP | CENTERPOINT ENERGY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
VRSN | VERISIGN INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
KERX | KERYX BIOPHARMACEUTICA... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 | |
ISTB | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
VHT | VANGUARD WORLD FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HZNP | HORIZON THERAPEUTICS P... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EDV | VANGUARD WORLD FD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MTB | M & T BK CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
TDC | TERADATA CORP DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ILMN | ILLUMINA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
VCLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BIV | VANGUARD BD INDEX FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
IEF | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ICF | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 | |
FIDELITY COVINGTON TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 | |
USHY | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NXPI | NXP SEMICONDUCTORS N V | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
DFUS | DIMENSIONAL ETF TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
VCR | VANGUARD WORLD FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
RPV | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
VGLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
IUSB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SPTI | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ET | ENERGY TRANSFER L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TTD | THE TRADE DESK INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
EXPD | EXPEDITORS INTL WASH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
RBB FD INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 | |
TT | TRANE TECHNOLOGIES PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EFAV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GBIL | GOLDMAN SACHS ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
SGOL | ABRDN GOLD ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SCHK | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
VIOV | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 | |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
CW | CURTISS WRIGHT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
ITW | ILLINOIS TOOL WKS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
IMGN | IMMUNOGEN INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
SYY | SYSCO CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
LRCX | LAM RESEARCH CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
REMITLY GLOBAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
AMAT | APPLIED MATLS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
NCV | VIRTUS ALLIANZGI CONVE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RBB FD INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 | |
ECL | ECOLAB INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
JEF | JEFFERIES FINL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
NKE | NIKE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
CRM | SALESFORCE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
PHYS | SPROTT PHYSICAL GOLD TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
BITQ | EXCHANGE TRADED CONCEP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GSAT | GLOBALSTAR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CALIDI BIOTHERAPEUTICS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 | |
LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and SPDR INDEX SHS FDS, are the highest-conviction holdings of Pure Financial Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Pure Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Pure Financial Advisors, LLC owns currently or has owned in the past.