$12.1 Billion is the total value of Personal Capital Advisors Corp's 362 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BWZ | Exit | SPDR SER TRblomberg brc int | $0 | – | -10,847 | -100.0% | 0.00% | – |
| OII | Exit | OCEANEERING INTL INC | $0 | – | -19,116 | -100.0% | -0.00% | – |
| AFL | Exit | AFLAC INC | $0 | – | -16,900 | -100.0% | -0.00% | – |
| ATAX | Exit | AMERICA FIRST MULTIFAMILY INben unit ctf | $0 | – | -24,874 | -100.0% | -0.00% | – |
| SPLV | Exit | INVESCO EXCHANGE-TRADED FD Ts&p500 low vol | $0 | – | -4,654 | -100.0% | -0.00% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -6,189 | -100.0% | -0.00% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -1,988 | -100.0% | -0.00% | – |
| CSX | Exit | CSX CORP | $0 | – | -3,525 | -100.0% | -0.00% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -3,516 | -100.0% | -0.00% | – |
| IYY | Exit | ISHARES TRdow jones us etf | $0 | – | -1,819 | -100.0% | -0.00% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -2,668 | -100.0% | -0.00% | – |
| TMUS | Exit | T MOBILE US INC | $0 | – | -3,216 | -100.0% | -0.00% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -1,661 | -100.0% | -0.00% | – |
| ONEQ | Exit | FIDELITY COMWLTH TRndq cp idx trk | $0 | – | -1,120 | -100.0% | -0.00% | – |
| VMW | Exit | VMWARE INC | $0 | – | -2,584 | -100.0% | -0.00% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -2,267 | -100.0% | -0.01% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -8,346 | -100.0% | -0.02% | – |
| WAT | Exit | WATERS CORP | $0 | – | -11,267 | -100.0% | -0.02% | – |
| YELP | Exit | YELP INCcl a | $0 | – | -655,920 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-12
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.