$10.5 Billion is the total value of Personal Capital Advisors Corp's 362 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -5,121 | -100.0% | -0.00% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -2,366 | -100.0% | -0.00% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -3,864 | -100.0% | -0.00% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -7,752 | -100.0% | -0.00% | – |
| UDR | Exit | UDR INC | $0 | – | -6,931 | -100.0% | -0.00% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -4,096 | -100.0% | -0.00% | – |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -6,254 | -100.0% | -0.00% | – |
| RHT | Exit | RED HAT INC | $0 | – | -2,297 | -100.0% | -0.00% | – |
| APC | Exit | ANADARKO PETE CORP | $0 | – | -8,343 | -100.0% | -0.01% | – |
| HRS | Exit | HARRIS CORP DEL | $0 | – | -4,986 | -100.0% | -0.01% | – |
| NJR | Exit | NEW JERSEY RES | $0 | – | -83,663 | -100.0% | -0.04% | – |
| LLL | Exit | L3 TECHNOLOGIES INC | $0 | – | -125,320 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-07
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.