$7.8 Billion is the total value of Personal Capital Advisors Corp's 295 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LC | Exit | LENDINGCLUB CORP | $0 | – | -18,960 | -100.0% | -0.00% | – |
| EXLS | Exit | EXLSERVICE HOLDINGS INC | $0 | – | -3,815 | -100.0% | -0.00% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -4,792 | -100.0% | -0.00% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -1,821 | -100.0% | -0.00% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -3,610 | -100.0% | -0.00% | – |
| QDEF | Exit | FLEXSHARES TRqlt div def idx | $0 | – | -6,052 | -100.0% | -0.00% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -10,875 | -100.0% | -0.01% | – |
| XENT | Exit | INTERSECT ENT INC | $0 | – | -9,765 | -100.0% | -0.01% | – |
| IGSB | Exit | ISHARES TR1 3 yr cr bd etf | $0 | – | -5,064 | -100.0% | -0.01% | – |
| GMED | Exit | GLOBUS MED INCcl a | $0 | – | -9,430 | -100.0% | -0.01% | – |
| ANDV | Exit | ANDEAVOR | $0 | – | -10,254 | -100.0% | -0.02% | – |
| BBBY | Exit | BED BATH & BEYOND INC | $0 | – | -147,159 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-09
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.