$15.7 Billion is the total value of Personal Capital Advisors Corp's 457 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UAMY | Exit | UNITED STATES ANTIMONY CORP | $0 | – | -15,000 | -100.0% | 0.00% | – |
| Exit | DIFFUSION PHARMACEUTICALS IN | $0 | – | -10,000 | -100.0% | 0.00% | – | |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -10,894 | -100.0% | -0.00% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -16,379 | -100.0% | -0.00% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -3,555 | -100.0% | -0.00% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -1,758 | -100.0% | -0.00% | – |
| UN | Exit | UNILEVER N V | $0 | – | -3,615 | -100.0% | -0.00% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -830 | -100.0% | -0.00% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -1,846 | -100.0% | -0.00% | – |
| FATE | Exit | FATE THERAPEUTICS INC | $0 | – | -6,011 | -100.0% | -0.00% | – |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -4,059 | -100.0% | -0.00% | – |
| SILK | Exit | SILK RD MED INC | $0 | – | -3,129 | -100.0% | -0.00% | – |
| NVAX | Exit | NOVAVAX INC | $0 | – | -3,349 | -100.0% | -0.00% | – |
| POLY | Exit | PLANTRONICS INC NEW | $0 | – | -43,837 | -100.0% | -0.00% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -3,356 | -100.0% | -0.01% | – |
| NWSA | Exit | NEWS CORP NEWcl a | $0 | – | -91,065 | -100.0% | -0.01% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -53,114 | -100.0% | -0.02% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -61,790 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.