| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWR | Exit | ISHARES TR RUS MID CAPetf | $0 | – | -10,640 | -100.0% | -0.45% | – |
| GNMA | Exit | ISHARES TR GNMA BONDetf | $0 | – | -12,446 | -100.0% | -0.47% | – |
| EEM | Exit | ISHARES TR MSCI EMG MKTetf | $0 | – | -17,191 | -100.0% | -0.55% | – |
| SPTM | Exit | SPDR SERIES TRUST PORTFOLIO TL STKetf | $0 | – | -21,352 | -100.0% | -0.58% | – |
| IUSV | Exit | ISHARES TR CORE S&P US VLUetf | $0 | – | -15,539 | -100.0% | -0.66% | – |
| CMF | Exit | ISHARES TR CALIF MUN BDetf | $0 | – | -14,949 | -100.0% | -0.68% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX F TT WRLD STetf | $0 | – | -20,656 | -100.0% | -1.16% | – |
| VIG | Exit | VANGUARD GROUP DIV APPetf | $0 | – | -14,785 | -100.0% | -1.28% | – |
| VXF | Exit | VANGUARD INDEX FDS EXTEND MKTetf | $0 | – | -15,261 | -100.0% | -1.36% | – |
| FM | Exit | ISHARES INC MSCI FRNTR100ETFetf | $0 | – | -222,843 | -100.0% | -4.96% | – |
| EMB | Exit | ISHARES TR JPMORGAN USD EMGetf | $0 | – | -65,835 | -100.0% | -5.60% | – |
| VB | Exit | VANGUARD INDEX FDS SMALL CPetf | $0 | – | -51,467 | -100.0% | -6.05% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDS INTL BD IDXetf | $0 | – | -143,403 | -100.0% | -6.17% | – |
| XT | Exit | ISHARES TR EXPONENTIAL TECHetf | $0 | – | -273,446 | -100.0% | -7.92% | – |
| BND | Exit | VANGUARD BD INDEX FD INC TOTAL BND MRKTetf | $0 | – | -127,078 | -100.0% | -7.92% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX F FTSE EMR MKTetf | $0 | – | -250,818 | -100.0% | -8.01% | – |
| VNQ | Exit | VANGUARD INDEX FDS REAL ESTATEetf | $0 | – | -139,468 | -100.0% | -9.15% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX F ALLWRLD EX USetf | $0 | – | -405,332 | -100.0% | -15.52% | – |
| VTI | Exit | VANGUARD INDEX FDS TOTAL STK MKTetf | $0 | – | -190,837 | -100.0% | -21.50% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS TOTAL STK MKT | 4 | Q2 2019 | 21.5% |
| VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | 4 | Q2 2019 | 15.5% |
| VANGUARD INDEX FDS REAL ESTATE | 4 | Q2 2019 | 10.4% |
| VANGUARD BD INDEX FD INC TOTAL BND MRKT | 4 | Q2 2019 | 7.9% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT | 4 | Q2 2019 | 8.1% |
| ISHARES TR EXPONENTIAL TECH | 4 | Q2 2019 | 7.9% |
| VANGUARD CHARLOTTE FDS INTL BD IDX | 4 | Q2 2019 | 6.5% |
| VANGUARD INDEX FDS SMALL CP | 4 | Q2 2019 | 6.1% |
| ISHARES TR JPMORGAN USD EMG | 4 | Q2 2019 | 5.6% |
| ISHARES INC MSCI FRNTR100ETF | 4 | Q2 2019 | 5.0% |
View PERSONAL FINANCIAL CONSULTANTS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-07-25 |
| 13F-HR | 2019-04-22 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-12-11 |
View PERSONAL FINANCIAL CONSULTANTS INC /ADV'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.