$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COUP | COUPA SOFTWARE INC | $3,073,000 | +98.3% | 11,094 | 0.0% | 0.02% | +66.7% | |
| EGBN | EAGLE BANCORP INC MD | $1,119,000 | +8.4% | 34,154 | 0.0% | 0.01% | -10.0% | |
| WTM | WHITE MTNS INS GROUP LTD | $572,000 | -2.4% | 644 | 0.0% | 0.01% | -16.7% | |
| CACI | CACI INTL INCcl a | $523,000 | +2.8% | 2,412 | 0.0% | 0.00% | -20.0% | |
| ACWX | ISHARES TRmsci acwi ex us | $352,000 | +14.7% | 8,149 | 0.0% | 0.00% | 0.0% | |
| SILK | SILK RD MED INC | $359,000 | +33.0% | 8,566 | 0.0% | 0.00% | 0.0% | |
| KFY | KORN FERRY | $315,000 | +26.5% | 10,254 | 0.0% | 0.00% | +50.0% | |
| CG | CARLYLE GROUP INC | $279,000 | +29.2% | 10,000 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $263,000 | +6.0% | 1,399 | 0.0% | 0.00% | 0.0% | |
| WIT | WIPRO LTDspon adr 1 sh | $297,000 | +6.8% | 89,697 | 0.0% | 0.00% | -33.3% | |
| INFY | INFOSYS LTDsponsored adr | $185,000 | +17.8% | 19,160 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP | $18,000 | +63.6% | 10,530 | 0.0% | 0.00% | – | |
| ATHX | ATHERSYS INC NEW | $55,000 | -8.3% | 20,000 | 0.0% | 0.00% | -100.0% | |
| MRKR | MARKER THERAPEUTICS INC | $53,000 | +8.2% | 25,712 | 0.0% | 0.00% | – |
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.