$168 Million is the total value of PCA Investment Advisory Services Inc.'s 444 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SLY | Exit | SPDR SER TRs&p 600 sml cap | $0 | – | -7,950 | -100.0% | -0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 3 | Q3 2023 | 12.6% |
ISHARES TR | 3 | Q3 2023 | 6.7% |
ISHARES TR | 3 | Q3 2023 | 6.7% |
VANGUARD INDEX FDS | 3 | Q3 2023 | 5.4% |
ISHARES TR | 3 | Q3 2023 | 4.6% |
VANGUARD INDEX FDS | 3 | Q3 2023 | 4.4% |
SCHWAB STRATEGIC TR | 3 | Q3 2023 | 3.5% |
ISHARES TR | 3 | Q3 2023 | 3.0% |
PROCTER AND GAMBLE CO | 3 | Q3 2023 | 2.9% |
APPLE INC | 3 | Q3 2023 | 2.4% |
View PCA Investment Advisory Services Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-07 |
13F-HR | 2024-02-16 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-16 |
13F-HR | 2023-05-16 |
View PCA Investment Advisory Services Inc.'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.