$685 Million is the total value of Pure Financial Advisors, LLC's 150 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $45,984,000 | +4.2% | 582,369 | +3.7% | 6.71% | -2.6% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $43,689,000 | +0.2% | 1,415,264 | -2.2% | 6.38% | -6.4% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $42,089,000 | +1.0% | 1,120,889 | -0.6% | 6.15% | -5.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $38,862,000 | +5.3% | 644,691 | -0.1% | 5.67% | -1.6% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $34,492,000 | -0.1% | 456,909 | -8.1% | 5.04% | -6.7% |
| TIP | Sell | ISHARES TRtips bd etf | $23,770,000 | +2.7% | 187,906 | -0.2% | 3.47% | -4.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $21,837,000 | +6.1% | 128,219 | -2.5% | 3.19% | -0.9% |
| IAGG | Sell | ISHARES TRcore intl aggr | $19,872,000 | -1.6% | 357,027 | -1.6% | 2.90% | -8.0% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $18,397,000 | +3.2% | 449,814 | -2.1% | 2.69% | -3.6% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $17,776,000 | -0.5% | 546,437 | -9.6% | 2.60% | -7.1% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $17,696,000 | +2.3% | 432,765 | -5.5% | 2.58% | -4.4% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $17,549,000 | -2.5% | 746,755 | -3.0% | 2.56% | -9.0% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $17,228,000 | +3.0% | 570,449 | -1.2% | 2.52% | -3.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $16,787,000 | +3.1% | 95,238 | -4.2% | 2.45% | -3.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $16,751,000 | +7.3% | 387,405 | -1.7% | 2.45% | +0.2% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $14,005,000 | -2.2% | 511,499 | -5.1% | 2.04% | -8.6% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $11,678,000 | +1.8% | 399,112 | -3.9% | 1.70% | -5.0% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $11,407,000 | -1.3% | 193,373 | -10.3% | 1.67% | -7.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $11,282,000 | +1.5% | 107,952 | -3.3% | 1.65% | -5.2% |
| CMF | Sell | ISHARES TRcalif mun bd etf | $10,310,000 | -2.0% | 165,248 | -2.4% | 1.50% | -8.5% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $9,546,000 | +210.3% | 108,211 | +210.8% | 1.39% | +189.8% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $9,392,000 | +24.5% | 152,400 | +21.3% | 1.37% | +16.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $8,653,000 | +2.1% | 163,886 | -7.9% | 1.26% | -4.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $8,316,000 | +1.9% | 73,956 | -2.0% | 1.21% | -4.9% |
| USRT | Sell | ISHARES TRcre u s reit etf | $7,865,000 | -3.3% | 179,824 | -3.9% | 1.15% | -9.7% |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $7,823,000 | – | 23,361 | +100.0% | 1.14% | – |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $7,452,000 | +2.5% | 241,868 | +2.7% | 1.09% | -4.2% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $6,992,000 | +66.0% | 120,172 | +64.7% | 1.02% | +54.9% |
| AAPL | Buy | APPLE INC | $6,837,000 | +22.2% | 59,037 | +285.0% | 1.00% | +14.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $6,372,000 | +4.3% | 41,429 | -1.2% | 0.93% | -2.6% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $6,077,000 | +1.3% | 218,906 | +0.9% | 0.89% | -5.4% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $5,798,000 | +1.3% | 158,579 | -7.3% | 0.85% | -5.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,430,000 | +0.1% | 29,300 | -4.0% | 0.79% | -6.5% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $5,331,000 | -1.1% | 163,366 | -5.3% | 0.78% | -7.7% |
| BWX | Sell | SPDR SER TRblomberg intl tr | $4,952,000 | +1.3% | 166,886 | -1.3% | 0.72% | -5.4% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $4,936,000 | -0.8% | 162,572 | -10.6% | 0.72% | -7.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,716,000 | -7.4% | 93,473 | -12.6% | 0.69% | -13.4% |
| IGSB | New | ISHARES TR | $4,410,000 | – | 80,313 | +100.0% | 0.64% | – |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $4,359,000 | +1.3% | 43,004 | -4.4% | 0.64% | -5.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $4,295,000 | -3.5% | 61,162 | -6.2% | 0.63% | -9.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,152,000 | +92.0% | 35,169 | +92.3% | 0.61% | +79.3% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $4,114,000 | +4.6% | 47,550 | +4.7% | 0.60% | -2.3% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $4,029,000 | -1.0% | 72,614 | -6.1% | 0.59% | -7.5% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $3,667,000 | +0.3% | 116,782 | -5.0% | 0.54% | -6.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,119,000 | 0.0% | 9,281 | -7.9% | 0.46% | -6.8% |
| IGE | Sell | ISHARES TRnorth amern nat | $2,564,000 | -13.3% | 129,489 | -5.1% | 0.37% | -19.0% |
| SRE | Sell | SEMPRA ENERGY | $2,507,000 | +0.2% | 21,177 | -0.8% | 0.37% | -6.4% |
| UPS | UNITED PARCEL SERVICE INCcl b | $2,450,000 | +49.8% | 14,702 | 0.0% | 0.36% | +39.8% | |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $2,404,000 | – | 38,722 | +100.0% | 0.35% | – |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $2,327,000 | +3.9% | 44,581 | -0.3% | 0.34% | -2.9% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $2,326,000 | -2.4% | 17,251 | -3.8% | 0.34% | -8.8% |
| MSFT | Buy | MICROSOFT CORP | $2,232,000 | +11.0% | 10,614 | +7.4% | 0.33% | +3.8% |
| AMZN | Buy | AMAZON COM INC | $2,056,000 | +17.0% | 653 | +2.5% | 0.30% | +9.1% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,896,000 | -3.8% | 18,008 | -11.7% | 0.28% | -10.1% |
| BKF | Sell | ISHARES INCmsci bric indx | $1,832,000 | +0.1% | 39,406 | -10.5% | 0.27% | -6.3% |
| IGOV | Sell | ISHARES TRintl trea bd etf | $1,752,000 | -11.4% | 33,140 | -14.7% | 0.26% | -17.2% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $1,701,000 | -8.6% | 13,893 | -10.2% | 0.25% | -14.8% |
| AVLR | AVALARA INC | $1,664,000 | -4.3% | 13,066 | 0.0% | 0.24% | -10.7% | |
| QCOM | Sell | QUALCOMM INC | $1,627,000 | +18.0% | 13,825 | -8.6% | 0.24% | +10.2% |
| HD | Sell | HOME DEPOT INC | $1,631,000 | +9.5% | 5,872 | -1.2% | 0.24% | +2.1% |
| MRK | Buy | MERCK & CO. INC | $1,620,000 | +7.6% | 19,531 | +0.3% | 0.24% | +0.9% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $1,621,000 | +2.3% | 36,535 | -5.8% | 0.24% | -4.4% |
| EEMS | Sell | ISHARES INCem mkt sm-cp etf | $1,594,000 | +2.3% | 36,406 | -8.8% | 0.23% | -4.5% |
| ABT | Buy | ABBOTT LABS | $1,573,000 | +19.6% | 14,456 | +0.5% | 0.23% | +11.7% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $1,488,000 | +3.8% | 18,413 | -1.7% | 0.22% | -3.1% |
| ABBV | Buy | ABBVIE INC | $1,478,000 | -7.3% | 16,878 | +3.9% | 0.22% | -13.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,412,000 | -8.9% | 6,510 | -19.4% | 0.21% | -14.9% |
| MVBF | New | MVB FINL CORP | $1,355,000 | – | 84,824 | +100.0% | 0.20% | – |
| EW | EDWARDS LIFESCIENCES CORP | $1,303,000 | +15.5% | 16,326 | 0.0% | 0.19% | +8.0% | |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $1,174,000 | +2.5% | 27,055 | +0.7% | 0.17% | -4.5% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,099,000 | +19.3% | 5,159 | 0.0% | 0.16% | +11.1% | |
| TSLA | Buy | TESLA INC | $1,077,000 | +99.4% | 2,510 | +402.0% | 0.16% | +86.9% |
| GD | GENERAL DYNAMICS CORP | $1,071,000 | -7.4% | 7,735 | 0.0% | 0.16% | -13.8% | |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,022,000 | +8.0% | 5,674 | -1.0% | 0.15% | +0.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $980,000 | +4.8% | 2,558 | -0.2% | 0.14% | -2.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $960,000 | +9.2% | 6,451 | +3.2% | 0.14% | +2.2% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $961,000 | +0.1% | 27,165 | -0.3% | 0.14% | -6.7% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $907,000 | -11.9% | 11,394 | -18.7% | 0.13% | -18.0% |
| PFE | Buy | PFIZER INC | $890,000 | +12.7% | 24,255 | +0.4% | 0.13% | +5.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $879,000 | -5.1% | 7,945 | -8.3% | 0.13% | -11.7% |
| INTC | Buy | INTEL CORP | $862,000 | +203.5% | 16,642 | +250.5% | 0.13% | +186.4% |
| DIS | Sell | DISNEY WALT CO | $859,000 | +10.6% | 6,927 | -0.5% | 0.12% | +3.3% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $801,000 | +4.8% | 13,960 | -1.7% | 0.12% | -1.7% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $765,000 | +3.4% | 3,907 | -4.9% | 0.11% | -3.4% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $733,000 | -10.1% | 7,048 | -11.4% | 0.11% | -15.7% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $724,000 | +0.7% | 12,910 | +1.0% | 0.11% | -5.4% |
| HYG | New | ISHARES TRiboxx hi yd etf | $690,000 | – | 8,221 | +100.0% | 0.10% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $672,000 | – | 37,346 | +100.0% | 0.10% | – |
| BA | Sell | BOEING CO | $672,000 | -9.8% | 4,064 | -0.0% | 0.10% | -15.5% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $664,000 | +20.9% | 1,064 | -1.2% | 0.10% | +12.8% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $660,000 | -23.9% | 12,808 | -23.7% | 0.10% | -29.4% |
| PKI | PERKINELMER INC | $631,000 | +28.0% | 5,025 | 0.0% | 0.09% | +19.5% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $632,000 | +1.4% | 23,608 | -7.8% | 0.09% | -5.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $625,000 | +5.8% | 2,005 | +0.1% | 0.09% | -1.1% |
| AEE | AMEREN CORP | $625,000 | +12.4% | 7,903 | 0.0% | 0.09% | +4.6% | |
| BAX | Buy | BAXTER INTL INC | $616,000 | -6.5% | 7,655 | +0.0% | 0.09% | -12.6% |
| LDOS | LEIDOS HOLDINGS INC | $612,000 | -4.8% | 6,863 | 0.0% | 0.09% | -11.9% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $584,000 | +0.5% | 9,182 | -3.8% | 0.08% | -6.6% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $527,000 | – | 3,366 | +100.0% | 0.08% | – |
| IUSV | ISHARES TRcore s&p us vlu | $530,000 | +3.9% | 9,763 | 0.0% | 0.08% | -3.8% | |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $524,000 | +8.3% | 10,457 | -3.0% | 0.08% | +1.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $511,000 | +7.6% | 4,330 | +2.7% | 0.08% | +1.4% |
| IART | INTEGRA LIFESCIENCES HLDGS C | $506,000 | +0.4% | 10,724 | 0.0% | 0.07% | -6.3% | |
| GOOGL | ALPHABET INCcap stk cl a | $446,000 | +3.5% | 304 | 0.0% | 0.06% | -3.0% | |
| PNC | PNC FINL SVCS GROUP INC | $445,000 | +4.5% | 4,050 | 0.0% | 0.06% | -3.0% | |
| FE | FIRSTENERGY CORP | $432,000 | -26.0% | 15,058 | 0.0% | 0.06% | -30.8% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $419,000 | +2.2% | 285 | -1.7% | 0.06% | -4.7% |
| QQQ | INVESCO QQQ TRunit ser 1 | $405,000 | +12.2% | 1,459 | 0.0% | 0.06% | +5.4% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $406,000 | +2.8% | 7,197 | +3.0% | 0.06% | -4.8% |
| MBB | New | ISHARES TRmbs etf | $396,000 | – | 3,585 | +100.0% | 0.06% | – |
| MCD | Sell | MCDONALDS CORP | $387,000 | +18.3% | 1,761 | -0.7% | 0.06% | +11.8% |
| LLY | LILLY ELI & CO | $372,000 | -9.7% | 2,512 | 0.0% | 0.05% | -15.6% | |
| AMGN | AMGEN INC | $373,000 | +7.8% | 1,469 | 0.0% | 0.05% | 0.0% | |
| PFF | New | ISHARES TRpfd and incm sec | $372,000 | – | 10,202 | +100.0% | 0.05% | – |
| SAIC | SCIENCE APPLICATIONS INTL CO | $348,000 | +1.2% | 4,433 | 0.0% | 0.05% | -5.6% | |
| ACWI | Buy | ISHARES TRmsci acwi etf | $347,000 | +18.8% | 4,337 | +9.5% | 0.05% | +10.9% |
| NOC | NORTHROP GRUMMAN CORP | $341,000 | +2.7% | 1,080 | 0.0% | 0.05% | -3.8% | |
| EMB | New | ISHARES TRjpmorgan usd emg | $342,000 | – | 3,082 | +100.0% | 0.05% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $339,000 | +37.8% | 955 | +17.9% | 0.05% | +28.9% |
| CL | COLGATE PALMOLIVE CO | $331,000 | +5.4% | 4,284 | 0.0% | 0.05% | -2.0% | |
| V | Sell | VISA INC | $317,000 | +1.6% | 1,586 | -1.9% | 0.05% | -6.1% |
| T | Buy | AT&T INC | $311,000 | +19.2% | 10,894 | +26.0% | 0.04% | +9.8% |
| WMT | Buy | WALMART INC | $311,000 | +23.4% | 2,222 | +5.8% | 0.04% | +15.4% |
| PEP | Sell | PEPSICO INC | $299,000 | -14.1% | 2,154 | -18.2% | 0.04% | -18.5% |
| IXUS | Sell | ISHARES TRcore msci total | $300,000 | -2.3% | 5,137 | -8.7% | 0.04% | -8.3% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $292,000 | -6.1% | 1,690 | -14.2% | 0.04% | -12.2% |
| BAC | Buy | BK OF AMERICA CORP | $288,000 | +2.1% | 11,971 | +0.9% | 0.04% | -4.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $286,000 | +32.4% | 2,055 | +13.7% | 0.04% | +23.5% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $288,000 | – | 2,220 | +100.0% | 0.04% | – |
| PPL | Buy | PPL CORP | $288,000 | +6.7% | 10,580 | +1.3% | 0.04% | 0.0% |
| CLX | New | CLOROX CO DEL | $280,000 | – | 1,330 | +100.0% | 0.04% | – |
| SLV | New | ISHARES SILVER TRishares | $282,000 | – | 13,051 | +100.0% | 0.04% | – |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $284,000 | +7.2% | 6,443 | -2.9% | 0.04% | 0.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $275,000 | +10.9% | 3,672 | +3.8% | 0.04% | +2.6% |
| CMCSA | New | COMCAST CORP NEWcl a | $272,000 | – | 5,885 | +100.0% | 0.04% | – |
| NVDA | New | NVIDIA CORPORATION | $266,000 | – | 491 | +100.0% | 0.04% | – |
| ESGD | Sell | ISHARES TResg aw msci eafe | $270,000 | -0.7% | 4,250 | -5.5% | 0.04% | -9.3% |
| IYR | Sell | ISHARES TRu.s. real es etf | $262,000 | -0.4% | 3,286 | -1.5% | 0.04% | -7.3% |
| WIP | Sell | SPDR SER TRftse int gvt etf | $244,000 | +0.4% | 4,504 | -2.5% | 0.04% | -5.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $244,000 | -6.2% | 4,245 | +0.5% | 0.04% | -12.2% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $231,000 | – | 523 | +100.0% | 0.03% | – |
| NOW | New | SERVICENOW INC | $229,000 | – | 472 | +100.0% | 0.03% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $229,000 | +11.2% | 3,354 | +6.6% | 0.03% | +3.1% |
| JPM | JPMORGAN CHASE & CO | $220,000 | +2.3% | 2,289 | 0.0% | 0.03% | -5.9% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $210,000 | +2.4% | 3,487 | 0.0% | 0.03% | -3.1% | |
| EIX | EDISON INTL | $212,000 | -6.6% | 4,174 | 0.0% | 0.03% | -11.4% | |
| MMM | 3M CO | $214,000 | +2.9% | 1,336 | 0.0% | 0.03% | -6.1% | |
| NFLX | New | NETFLIX INC | $214,000 | – | 427 | +100.0% | 0.03% | – |
| CAT | New | CATERPILLAR INC DEL | $206,000 | – | 1,384 | +100.0% | 0.03% | – |
| PCK | PIMCO CALIF MUN INCOME FD II | $181,000 | +5.8% | 19,387 | 0.0% | 0.03% | -3.7% | |
| CUB | Exit | CUBIC CORP | $0 | – | -4,283 | -100.0% | -0.03% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -1,237 | -100.0% | -0.03% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -1,080 | -100.0% | -0.03% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,199 | -100.0% | -0.03% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,690 | -100.0% | -0.03% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -4,588 | -100.0% | -0.04% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -6,387 | -100.0% | -0.04% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -2,945 | -100.0% | -0.04% | – |
| TTC | Exit | TORO CO | $0 | – | -4,800 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q4 2023 | 44.2% |
| VANGUARD INDEX FDS | 40 | Q4 2023 | 15.3% |
| SPDR INDEX SHS FDS | 40 | Q4 2023 | 10.2% |
| VANGUARD BD INDEX FDS | 40 | Q4 2023 | 8.7% |
| VANGUARD TAX-MANAGED INTL FD | 40 | Q4 2023 | 7.1% |
| SPDR SER TR | 40 | Q4 2023 | 9.8% |
| VANGUARD INDEX FDS | 40 | Q4 2023 | 5.4% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q4 2023 | 4.6% |
| VANGUARD INDEX FDS | 40 | Q4 2023 | 5.1% |
| ISHARES TR | 40 | Q4 2023 | 3.4% |
View Pure Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-12 |
View Pure Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.