Pure Financial Advisors

Pure Financial Advisors as of June 30, 2021

Portfolio Holdings for Pure Financial Advisors

Pure Financial Advisors holds 197 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.3 $114M 4.2M 26.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.5 $80M 1.1M 69.55
Vanguard Index Fds Real Estate Etf (VNQ) 6.2 $76M 750k 101.79
Ishares Tr Core Msci Eafe (IEFA) 5.5 $68M 906k 74.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.3 $66M 153k 428.06
Spdr Index Shs Fds Glb Nat Resrce (GNR) 4.5 $55M 1.0M 53.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.2 $52M 608k 85.89
Spdr Ser Tr Portfli Tips Etf (SPIP) 3.4 $42M 1.3M 31.14
Ishares Tr Core S&p Ttl Stk (ITOT) 3.3 $41M 413k 98.76
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.1 $26M 482k 54.81
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $26M 119k 222.82
Ishares Tr Tips Bd Etf (TIP) 2.0 $24M 190k 128.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $22M 403k 54.31
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.7 $22M 417k 51.52
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $20M 480k 41.60
Schwab Strategic Tr Us Tips Etf (SCHP) 1.6 $19M 310k 62.51
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.6 $19M 631k 30.43
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $19M 79k 237.35
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.5 $19M 469k 39.54
Ishares Tr Core Intl Aggr (IAGG) 1.5 $19M 335k 55.10
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.4 $17M 328k 52.97
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.3 $16M 359k 43.94
Ishares Tr Calif Mun Bd Etf (CMF) 1.2 $15M 233k 62.62
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $14M 222k 61.43
Vanguard Index Fds Value Etf (VTV) 1.1 $14M 98k 137.46
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.0 $13M 225k 57.10
Flexshares Tr Mornstar Upstr (GUNR) 1.0 $12M 314k 38.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $12M 325k 36.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.0 $12M 161k 74.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $10M 175k 58.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $9.8M 119k 82.16
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $9.5M 163k 58.34
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $9.2M 104k 88.04
Vanguard Index Fds Small Cp Etf (VB) 0.7 $9.1M 40k 225.29
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $8.4M 57k 147.63
Apple (AAPL) 0.7 $8.3M 61k 136.96
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $7.4M 248k 30.01
Ishares Core Msci Emkt (IEMG) 0.5 $6.6M 99k 66.99
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $6.2M 54k 115.33
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $5.4M 20k 268.71
Microsoft Corporation (MSFT) 0.4 $5.2M 19k 270.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $5.0M 80k 63.39
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $5.0M 36k 140.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $5.0M 58k 86.16
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $5.0M 63k 78.27
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.4 $4.8M 124k 38.66
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $4.8M 101k 47.21
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.4 $4.7M 160k 29.35
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $4.6M 118k 39.33
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $4.4M 39k 112.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $4.3M 96k 44.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $4.1M 104k 39.45
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $4.1M 36k 112.97
Ishares Tr Core S&p500 Etf (IVV) 0.3 $3.7M 8.6k 429.90
Mvb Financial (MVBF) 0.3 $3.6M 85k 42.66
Ishares Tr North Amern Nat (IGE) 0.3 $3.2M 106k 30.43
United Parcel Service CL B (UPS) 0.2 $3.1M 15k 207.97
Cornerstone Strategic Value (CLM) 0.2 $2.9M 247k 11.61
Cornerstone Total Rtrn Fd In (CRF) 0.2 $2.8M 250k 11.35
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $2.8M 40k 68.36
Tesla Motors (TSLA) 0.2 $2.7M 4.0k 679.69
Sempra Energy (SRE) 0.2 $2.7M 20k 132.47
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $2.6M 58k 45.50
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $2.5M 24k 105.33
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.5M 19k 132.86
Amazon (AMZN) 0.2 $2.3M 677.00 3440.18
Home Depot (HD) 0.2 $2.2M 7.1k 318.87
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $2.2M 36k 61.32
Qualcomm (QCOM) 0.2 $2.1M 15k 142.91
Abbvie (ABBV) 0.2 $1.9M 17k 112.67
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.9M 11k 165.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $1.9M 14k 136.46
Ishares Em Mkt Sm-cp Etf (EEMS) 0.2 $1.8M 30k 62.67
Abbott Laboratories (ABT) 0.1 $1.8M 16k 115.95
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.8M 17k 105.40
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.7M 27k 64.75
Aon Shs Cl A (AON) 0.1 $1.7M 7.2k 238.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.7M 6.3k 271.52
Ishares Msci Bric Indx (BKF) 0.1 $1.7M 31k 54.69
Avalara 0.1 $1.7M 10k 161.81
Edwards Lifesciences (EW) 0.1 $1.6M 16k 103.57
Ishares Msci Emerg Mkt (EMGF) 0.1 $1.6M 30k 54.19
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.6M 14k 114.96
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $1.5M 23k 67.53
Merck & Co (MRK) 0.1 $1.5M 20k 77.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.5M 5.3k 278.00
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $1.3M 26k 52.26
Walt Disney Company (DIS) 0.1 $1.2M 6.9k 175.80
Johnson & Johnson (JNJ) 0.1 $1.2M 7.4k 164.74
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.2M 5.0k 236.31
General Dynamics Corporation (GD) 0.1 $1.1M 6.0k 188.28
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.1M 24k 45.81
Pfizer (PFE) 0.1 $981k 25k 39.16
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $978k 13k 77.50
Ishares Tr Russell 3000 Etf (IWV) 0.1 $965k 3.8k 255.97
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $959k 5.1k 188.52
Lockheed Martin Corporation (LMT) 0.1 $937k 2.5k 378.28
Boeing Company (BA) 0.1 $896k 3.7k 239.51
Intel Corporation (INTC) 0.1 $893k 16k 56.14
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $876k 17k 51.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $858k 8.2k 104.29
Visa Com Cl A (V) 0.1 $835k 3.6k 233.89
UnitedHealth (UNH) 0.1 $809k 2.0k 400.30
Charter Communications Inc N Cl A (CHTR) 0.1 $785k 1.1k 721.51
PNC Financial Services (PNC) 0.1 $773k 4.1k 190.86
Alphabet Cap Stk Cl C (GOOG) 0.1 $749k 299.00 2505.02
Integra Lifesciences Hldgs C Com New (IART) 0.1 $732k 11k 68.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $730k 4.2k 173.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $725k 13k 54.63
Alphabet Cap Stk Cl A (GOOGL) 0.1 $718k 294.00 2442.18
Ishares Gold Tr Ishares New (IAU) 0.1 $706k 21k 33.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $666k 1.7k 393.38
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $655k 6.5k 101.17
Vanguard Index Fds Large Cap Etf (VV) 0.1 $654k 3.3k 200.86
Leidos Holdings (LDOS) 0.1 $650k 6.4k 101.14
Ameren Corporation (AEE) 0.1 $649k 8.1k 80.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $641k 1.8k 354.14
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $634k 8.8k 72.01
Vaneck Vectors Etf Tr Nat Res Etf (HAP) 0.1 $634k 14k 46.20
Ishares Tr Msci Eafe Etf (EFA) 0.1 $633k 8.0k 78.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $627k 4.0k 158.65
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $625k 5.9k 106.36
Baxter International (BAX) 0.1 $617k 7.7k 80.56
Wells Fargo & Company (WFC) 0.0 $596k 13k 45.32
PerkinElmer (RVTY) 0.0 $591k 3.8k 154.51
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $588k 9.3k 62.95
Eli Lilly & Co. (LLY) 0.0 $577k 2.5k 229.70
FirstEnergy (FE) 0.0 $562k 15k 37.20
NVIDIA Corporation (NVDA) 0.0 $489k 611.00 800.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $482k 15k 32.87
Bank of America Corporation (BAC) 0.0 $458k 11k 41.19
McDonald's Corporation (MCD) 0.0 $456k 2.0k 231.12
Amgen (AMGN) 0.0 $419k 1.7k 243.75
Philip Morris International (PM) 0.0 $415k 4.2k 99.07
JPMorgan Chase & Co. (JPM) 0.0 $408k 2.6k 155.61
Becton, Dickinson and (BDX) 0.0 $404k 1.7k 243.23
Anthem (ELV) 0.0 $374k 980.00 381.63
Raytheon Technologies Corp (RTX) 0.0 $371k 4.4k 85.21
Colgate-Palmolive Company (CL) 0.0 $368k 4.5k 81.27
Procter & Gamble Company (PG) 0.0 $363k 2.7k 134.99
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $354k 6.4k 55.38
Science App Int'l (SAIC) 0.0 $348k 4.0k 87.75
Ishares Silver Tr Ishares (SLV) 0.0 $343k 14k 24.24
Costco Wholesale Corporation (COST) 0.0 $338k 854.00 395.78
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $331k 2.9k 113.36
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.0 $324k 5.7k 56.50
Wal-Mart Stores (WMT) 0.0 $323k 2.3k 140.86
Prudential Financial (PRU) 0.0 $323k 3.2k 102.34
Ishares Tr Core Msci Total (IXUS) 0.0 $323k 4.4k 73.24
Pepsi (PEP) 0.0 $320k 2.2k 148.35
Ishares Tr Mbs Etf (MBB) 0.0 $319k 3.0k 108.06
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $315k 5.7k 55.08
PPL Corporation (PPL) 0.0 $313k 11k 27.98
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $311k 3.0k 102.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $304k 2.9k 104.29
Servicenow (NOW) 0.0 $302k 549.00 550.09
Caterpillar (CAT) 0.0 $302k 1.4k 217.74
Cisco Systems (CSCO) 0.0 $296k 5.6k 53.07
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.0 $291k 5.7k 51.03
Adobe Systems Incorporated (ADBE) 0.0 $290k 496.00 584.68
Ishares Msci Emrg Chn (EMXC) 0.0 $289k 4.6k 62.42
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $287k 1.0k 275.43
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $287k 3.6k 79.09
Chevron Corporation (CVX) 0.0 $283k 2.7k 104.85
Credit Suisse Ag Nassau Brh Lg Cap Grth Enh 0.0 $276k 401.00 688.28
Nordstrom (JWN) 0.0 $270k 7.4k 36.56
Northrop Grumman Corporation (NOC) 0.0 $269k 740.00 363.51
Thermo Fisher Scientific (TMO) 0.0 $269k 533.00 504.69
Vanguard World Extended Dur (EDV) 0.0 $269k 2.0k 135.24
3M Company (MMM) 0.0 $265k 1.3k 198.35
Dupont De Nemours (DD) 0.0 $263k 3.4k 77.44
Facebook Cl A (META) 0.0 $262k 753.00 347.94
AECOM Technology Corporation (ACM) 0.0 $259k 4.1k 63.20
Cigna Corp (CI) 0.0 $258k 1.1k 237.13
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $248k 16k 15.86
Ishares Tr Rus 1000 Etf (IWB) 0.0 $246k 1.0k 241.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $243k 2.9k 82.60
Edison International (EIX) 0.0 $241k 4.2k 57.74
Clorox Company (CLX) 0.0 $239k 1.3k 179.70
Illumina (ILMN) 0.0 $236k 498.00 473.90
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $234k 586.00 399.32
Wheaton Precious Metals Corp (WPM) 0.0 $234k 5.3k 44.15
Bristol Myers Squibb (BMY) 0.0 $230k 3.4k 66.74
Micron Technology (MU) 0.0 $226k 2.7k 85.15
Netflix (NFLX) 0.0 $226k 427.00 529.27
At&t (T) 0.0 $225k 7.8k 28.72
Altria (MO) 0.0 $225k 4.7k 47.61
Dow (DOW) 0.0 $224k 3.5k 63.33
Target Corporation (TGT) 0.0 $221k 913.00 242.06
Rli (RLI) 0.0 $214k 2.0k 104.65
Mastercard Incorporated Cl A (MA) 0.0 $213k 584.00 364.73
Verizon Communications (VZ) 0.0 $207k 3.7k 56.08
Pimco CA Muni. Income Fund II (PCK) 0.0 $203k 21k 9.63
Kinder Morgan (KMI) 0.0 $197k 11k 18.19
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $164k 15k 10.64
Allianzgi Convertible & Income (NCV) 0.0 $99k 16k 6.12
Evoke Pharma 0.0 $24k 18k 1.36