$7.1 Billion is the total value of Personal Capital Advisors Corp's 278 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| F | Exit | FORD MTR CO DEL | $0 | – | -11,278 | -100.0% | -0.00% | – |
| TFI | Exit | SPDR SER TRnuveen brc munic | $0 | – | -4,206 | -100.0% | -0.00% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1,019 | -100.0% | -0.00% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -4,248 | -100.0% | -0.00% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -2,905 | -100.0% | -0.00% | – |
| TWX | Exit | TIME WARNER INC | $0 | – | -2,763 | -100.0% | -0.00% | – |
| AVGO | Exit | BROADCOM LTD | $0 | – | -1,077 | -100.0% | -0.00% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -4,488 | -100.0% | -0.00% | – |
| MULE | Exit | MULESOFT INCcl a | $0 | – | -9,225 | -100.0% | -0.01% | – |
| BUFF | Exit | BLUE BUFFALO PET PRODS INC | $0 | – | -17,475 | -100.0% | -0.01% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -4,830 | -100.0% | -0.01% | – |
| MON | Exit | MONSANTO CO NEW | $0 | – | -19,898 | -100.0% | -0.04% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -24,172 | -100.0% | -0.04% | – |
| S | Exit | SPRINT CORP | $0 | – | -2,234,524 | -100.0% | -0.17% | – |
| GXP | Exit | GREAT PLAINS ENERGY INC | $0 | – | -522,188 | -100.0% | -0.26% | – |
| PDBC | Exit | POWERSHARES ACT MANG COMM FDopt yld div | $0 | – | -7,590,412 | -100.0% | -2.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TRINTL EQUITY ETF | 37 | Q4 2022 | 16.3% |
| VANGUARD INTL EQUITYINDEX FDS FTSEEMERGING MKTS ETF | 37 | Q4 2022 | 7.5% |
| VANGUARD BD INDEX FDS | 37 | Q4 2022 | 5.9% |
| VANGUARD INDEX FDSVANGUARD REIT ETF | 37 | Q4 2022 | 6.6% |
| ISHARES TR TIPS BDETF | 37 | Q4 2022 | 4.1% |
| ISHARES TR 3-7 YRTREAS BD ETF | 37 | Q4 2022 | 4.1% |
| ISHARES TR IBOXX USDINVT GRADE CORP BDETF | 37 | Q4 2022 | 3.2% |
| VANGUARD INTL EQUITYINDEX FDS GLOBALEX-US REAL ESTATEINDEX FD ETF SHS | 37 | Q4 2022 | 2.5% |
| VANGUARD INTL EQUITYINDEX FDS FTSE ALLWORLD EX USA SMALLCAP INDEX FD ETF SHS | 37 | Q4 2022 | 2.5% |
| VANGUARD INDEX FDSVANGUARD TOTAL STKMKT ETF | 37 | Q4 2022 | 2.3% |
View Personal Capital Advisors Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-11 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-13 |
View Personal Capital Advisors Corp'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.