$133 Million is the total value of PERSONAL FINANCIAL CONSULTANTS INC /ADV's 19 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Sell | VANGUARD INDEX FDS REAL ESTATEetf | $12,189,000 | -9.9% | 139,468 | -10.4% | 9.15% | -11.8% |
| VB | Sell | VANGUARD INDEX FDS SMALL CPetf | $8,063,000 | +2.5% | 51,467 | -0.0% | 6.05% | +0.4% |
| VXF | Sell | VANGUARD INDEX FDS EXTEND MKTetf | $1,810,000 | +2.4% | 15,261 | -0.3% | 1.36% | +0.2% |
| VT | Sell | VANGUARD INTL EQUITY INDEX F TT WRLD STetf | $1,552,000 | +2.6% | 20,656 | -0.1% | 1.16% | +0.4% |
| CMF | Sell | ISHARES TR CALIF MUN BDetf | $906,000 | -20.4% | 14,949 | -21.7% | 0.68% | -22.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-25
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.