Personal Capital Advisors

Latest statistics and disclosures from Personal Capital Advisors's latest quarterly 13F-HR filing:

Companies in the Personal Capital Advisors portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab International Equity ETF (SCHF) 12.58 35.79M +17% 31.31
Vanguard Emerging Markets ETF (VWO) 5.60 11.74M +5% 42.50
iShares Russell 2000 Index (IWM) 5.20 3.03M +26% 153.09
Vanguard Short-Term Bond ETF (BSV) 4.60 5.15M +9% 79.59
Vanguard REIT ETF (VNQ) 3.82 3.92M +6% 86.91
iShares Lehman 3-7 Yr Treasury Bond (IEI) 3.02 2.18M +8% 123.20
iShares Barclays TIPS Bond Fund (TIP) 2.68 2.11M +9% 113.07
Vanguard Intl Equity Index F glb ex us etf 2.45 3.67M +8% 59.57
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 2.31 1.73M +8% 119.06
iShares Gold Trust (IAU) 2.04 14.68M +6% 12.38
Schwab U S Small Cap ETF (SCHA) 1.97 2.51M +25% 69.93
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.84 1.58M +19% 104.13
Invesco Actively Managd Etf optimum yield 1.76 9.45M +12% 16.61
Vanguard Total Stock Market ETF (VTI) 1.73 1.06M +8% 144.71
iShares Russell 1000 Index (IWB) 1.51 856825 -3% 157.31
Ishares Tr 0-5yr hi yl cp 1.51 2.89M +8% 46.71
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf 1.40 3.73M +11% 33.36
Vanguard Small-Cap Value ETF (VBR) 1.13 779463 +22% 128.73
Ishares Tr cmn 1.12 1.00M +9% 99.68
Apple (AAPL) 0.85 397463 +12% 189.95
Amazon (AMZN) 0.72 36120 +7% 1780.76
Vanguard Charlotte Fds intl bd idx etf 0.71 1.14M +9% 55.77
Microsoft Corporation (MSFT) 0.70 528558 +9% 117.94
iShares S&P;/Citi Intl Treasury Bond (IGOV) 0.69 1.26M +9% 49.04
MasterCard Incorporated (MA) 0.64 242964 +20% 235.45
Dowdupont Inc 0.59 980863 +24% 53.31
Comcast Corporation (CMCSA) 0.57 1.26M +3% 39.98
Costco Wholesale Corporation (COST) 0.56 206312 -6% 242.14
American Tower Reit 0.56 255222 -2% 197.06
Ishares Tr msci eafe esg 0.56 786259 NEW 63.18
Starbucks Corporation (SBUX) 0.55 659493 +3% 74.34
Alphabet Inc Class C cs 0.55 41398 +4% 1173.29
JPMorgan Chase & Co. (JPM) 0.54 476516 +42% 101.23
Norfolk Southern (NSC) 0.54 255728 +3% 186.89
3M Company (MMM) 0.54 230499 +6% 207.78
Procter & Gamble Company (PG) 0.54 465130 +4% 104.05
Berkshire Hathaway (BRK.B) 0.53 237075 +14% 200.89
Walt Disney Company (DIS) 0.53 424283 +5% 111.03
Chevron Corporation (CVX) 0.52 373002 +4% 123.18
UnitedHealth (UNH) 0.50 179716 +4% 247.26
salesforce (CRM) 0.50 280605 -11% 158.37
Facebook Inc cl a 0.49 259660 +15% 166.69
Abbott Laboratories (ABT) 0.48 539016 +8927% 79.94
Netflix (NFLX) 0.48 119326 +5% 356.56
Wal-Mart Stores (WMT) 0.47 427695 +4% 97.53
Verizon Communications (VZ) 0.47 708975 -15% 59.13
Eversource Energy 0.47 595023 +2% 70.95
Nextera Energy Inc C om 0.46 212687 +27% 193.32
Southern Company (SO) 0.46 785925 +5% 51.68
Kinder Morgan Inc. 0.46 2.04M -9% 20.01
Johnson & Johnson (JNJ) 0.45 289660 +4% 139.79
Pfizer (PFE) 0.45 954512 -2% 42.47
Amgen (AMGN) 0.45 208886 +6% 189.98
Colgate-Palmolive Company (CL) 0.45 579478 +12% 68.54
Duke Energy 0.45 445606 -12% 90.00
United Parcel Service (UPS) 0.44 347832 +10% 111.74
Intel Corporation (INTC) 0.44 736065 +7% 53.70
Coca-Cola Company (KO) 0.43 816841 +5% 46.86
Illinois Tool Works (ITW) 0.43 265237 +10% 143.53
Southern Copper Corporation (SCCO) 0.42 951870 +24% 39.68
Exxon Mobil Corporation (XOM) 0.41 447987 +10% 80.80
Archer Daniels Midland Company (ADM) 0.40 820075 +7% 43.13
AT&T; (T) 0.40 1.14M +17% 31.36
Nucor Corporation (NUE) 0.40 617325 +15% 58.35
PPL Corporation (PPL) 0.40 1.11M +5% 31.74
Metropcs Communications 0.40 509541 +5% 69.10
Waste Management (WM) 0.39 338377 +3% 103.91
Verisk Analytics (VRSK) 0.39 260660 +16% 133.00
TD Ameritrade Holding (AMTD) 0.38 679884 +8% 49.99
Valero Energy Corporation (VLO) 0.38 401366 +12% 84.83
AES Corporation (AES) 0.37 1.81M 18.08
Baker Hughes A Ge Company 0.37 1.19M +51% 27.72
General Electric Company (GE) 0.36 3.17M +26% 9.99
Occidental Petroleum Corporation (OXY) 0.36 480981 +41% 66.20
Dollar Tree (DLTR) 0.35 295716 +12% 105.04
IAC/InterActive (IACI) 0.34 143050 -20% 210.11
Gilead Sciences (GILD) 0.34 471229 +17% 65.01
Pool Corporation (POOL) 0.34 183426 +4% 164.97
ONEOK (OKE) 0.34 437202 +7% 69.84
First Republic Bank/san F 0.34 298763 +5% 100.46
Anadarko Petroleum Corporation (APC) 0.33 638524 +28% 45.48
Home Depot (HD) 0.32 147656 +12% 191.89
Marriott International (MAR) 0.32 226446 +28% 125.09
Pinnacle West Capital Corporation (PNW) 0.32 295845 +6% 95.58
Aqua America (WTR) 0.31 757653 +5% 36.44
CVS Caremark Corporation (CVS) 0.30 489835 +25% 53.93
Northern Trust Corporation (NTRS) 0.29 282160 +13% 90.41
Evergy Inc 0.29 450870 +5% 58.05
Tyler Technologies (TYL) 0.28 122145 +3% 204.40
L3 Technologies 0.28 119017 +8% 206.37
Pilgrim's Pride Corporation (PPC) 0.27 1.09M +13% 22.29
Encompass Health Corp 0.26 395532 -5% 58.40
Eastman Chemical Company (EMN) 0.25 291943 +12% 75.88
Ally Financial 0.25 819655 +246% 27.49
Lowe's Companies (LOW) 0.24 196009 109.47
Scotts Miracle-Gro Company (SMG) 0.24 275657 +17% 78.58
Ishares Inc msci em esg se 0.24 618110 NEW 34.06
Charles River Laboratories (CRL) 0.23 138962 +2% 145.25
Masco Corporation (MAS) 0.23 515594 +28% 39.31
Newmont Mining Corporation (NEM) 0.22 550048 +14% 35.77
SYSCO Corporation (SYY) 0.21 281089 +8% 66.76
Vanguard Utilities ETF (VPU) 0.21 145283 +8% 129.60
Kraft Heinz 0.21 575501 +39% 32.65
Valvoline Inc Common 0.21 1.02M +14% 18.56
Portland General Electric Company (POR) 0.20 340723 51.84
Albemarle Corporation (ALB) 0.20 217489 +29% 81.98
Ecolab (ECL) 0.19 94001 +877% 176.54
California Water Service (CWT) 0.19 318906 54.28
Vanguard Materials ETF (VAW) 0.19 138006 +28% 123.09
AAON (AAON) 0.17 322937 46.18
Under Armour Inc Cl C 0.17 815830 +18% 18.87
Vanguard Consumer Staples ETF (VDC) 0.16 97197 +9% 145.21
Varian Medical Systems (VAR) 0.15 94327 +9% 141.72
Pepsi (PEP) 0.14 101640 +11% 122.55
Stepan Company (SCL) 0.14 143470 +19% 87.52
InterDigital (IDCC) 0.13 169521 +13% 65.98
Cal-Maine Foods (CALM) 0.13 265486 +5% 44.63
Owens Corning (OC) 0.12 234451 +37% 47.12
CMS Energy Corporation (CMS) 0.12 184898 +10% 55.54
Vanguard Mid-Cap ETF (VO) 0.12 68010 +13% 160.76
Yelp Inc cl a 0.12 297562 +10% 34.50
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.11 94463 +43% 105.48
Vanguard Energy ETF (VDE) 0.11 112703 +25% 89.38
Vanguard FTSE All-World ex-US ETF (VEU) 0.09 155782 -93% 50.15
Vanguard Telecommunication Services ETF (VOX) 0.09 90719 +15% 83.52
McDonald's Corporation (MCD) 0.08 37165 189.91
Vanguard Extended Market ETF (VXF) 0.08 63483 -90% 115.46
Ipath Dow Jones-aig Commodity 0.08 305679 +31% 22.66
Bank of New York Mellon Corporation (BK) 0.07 130112 +9% 50.43
Dorman Products (DORM) 0.07 66138 +7% 88.09
Semtech Corporation (SMTC) 0.07 114631 +5% 50.91
NorthWestern Corporation (NWE) 0.07 83847 +6% 70.41
Ormat Technologies (ORA) 0.07 118635 +9% 55.15
RLI (RLI) 0.06 76469 +7% 71.75
ABM Industries (ABM) 0.06 142466 +15% 36.35
Alliance Data Systems Corporation (ADS) 0.06 28152 +59% 174.98
Cogent Communications (CCOI) 0.06 105744 +8% 54.25
Lo 0.06 379934 +6% 13.01
Northwest Natural Holdin 0.06 77535 +10% 65.63
Southwest Gas Corporation (SWX) 0.05 58804 +10% 82.26
G-III Apparel (GIII) 0.05 118158 +20% 39.96
Werner Enterprises (WERN) 0.05 129430 +81% 34.15
Hain Celestial (HAIN) 0.05 189216 +113% 23.12
H.B. Fuller Company (FUL) 0.05 84278 +77% 48.64
ICU Medical, Incorporated (ICUI) 0.05 18732 +12% 239.32
Sanmina 0.05 147673 +24% 28.85
NVIDIA Corporation (NVDA) 0.04 21913 +17% 179.57
Granite Construction (GVA) 0.04 89881 +130% 43.15
Visa (V) 0.04 23116 -86% 156.21
Oracle Corporation (ORCL) 0.04 63565 +9% 53.71
Gulfport Energy Corporation (GPOR) 0.04 407806 +76% 8.02
New Jersey Resources Corporation (NJR) 0.04 74467 +11% 49.79
Oceaneering International (OII) 0.04 199674 +70% 15.77
Triumph (TGI) 0.04 195435 +88% 19.06
PetMed Express (PETS) 0.04 175772 +90% 22.78
Clearwater Paper (CLW) 0.04 166511 +21% 19.48
Vanguard Small-Cap ETF (VB) 0.04 21215 -59% 152.82
Semgroup Corp cl a 0.04 241124 +43% 14.74
Vanguard Mun Bd Fd Inc tax-exempt bd 0.04 60623 +9% 52.14
Bank of America Corporation (BAC) 0.03 86312 +20% 27.59
Eli Lilly & Co. (LLY) 0.03 19770 +12% 129.74
SPDR S&P; 500 ETF (SPY) 0.03 8033 +4% 282.46
Cisco Systems (CSCO) 0.03 50865 -6% 53.99
Merck & Co (MRK) 0.03 34431 83.18
iShares S&P; 500 Index (IVV) 0.03 8640 -26% 284.61
Beacon Roofing Supply (BECN) 0.03 86998 +36% 32.16
Sempra Energy (SRE) 0.03 18174 +22% 125.84
iShares Lehman Aggregate Bond (AGG) 0.03 21901 -87% 109.08
Vanguard Europe Pacific ETF (VEA) 0.03 71175 -10% 40.87
First Interstate Bancsystem (FIBK) 0.03 64834 NEW 39.82
Vanguard S&p 500 Etf idx fd 0.03 9058 +15% 259.55
Alphabet Inc Class A cs 0.03 2398 +4% 1176.81
Charles Schwab Corporation (SCHW) 0.02 31846 NEW 42.77
Consolidated Edison (ED) 0.02 23431 +27% 84.80
Bristol Myers Squibb (BMY) 0.02 36351 +33% 47.70
Autodesk (ADSK) 0.02 11581 -5% 155.86
Kimberly-Clark Corporation (KMB) 0.02 17555 +25% 123.90
PPG Industries (PPG) 0.02 16606 +32% 112.85
Adobe Systems Incorporated (ADBE) 0.02 8116 +300% 266.51
Air Products & Chemicals (APD) 0.02 10819 +23% 190.96
General Mills (GIS) 0.02 39137 +30% 51.74
International Business Machines (IBM) 0.02 12552 -46% 141.09
American Electric Power Company (AEP) 0.02 25037 +32% 83.76
TJX Companies (TJX) 0.02 38285 +36% 53.21
Clorox Company (CLX) 0.02 8551 +14% 160.45
Xcel Energy (XEL) 0.02 37019 +24% 56.21
Domino's Pizza (DPZ) 0.02 6485 NEW 258.13
Estee Lauder Companies (EL) 0.02 11748 +32% 165.56
McCormick & Company, Incorporated (MKC) 0.02 9038 +23% 150.59
American Water Works (AWK) 0.02 12831 +22% 104.28
Eagle Ban (EGBN) 0.02 34154 50.21
Tesla Motors (TSLA) 0.02 4925 -6% 279.80
Vanguard Growth ETF (VUG) 0.02 9719 +144% 156.39
Vanguard Value ETF (VTV) 0.02 15012 +72% 107.65
Walgreen Boots Alliance 0.02 33839 +24% 63.27
Hilton Worldwide Holdings 0.02 19886 +36% 83.12
Cognizant Technology Solutions (CTSH) 0.01 14221 -35% 72.43
CarMax (KMX) 0.01 7104 -16% 69.82
Wells Fargo & Company (WFC) 0.01 13477 +30% 48.30
Automatic Data Processing (ADP) 0.01 3953 -17% 159.63
Boeing Company (BA) 0.01 2935 +6% 381.60
Tiffany & Co. (TIF) 0.01 9864 +67% 105.54
International Flavors & Fragrances (IFF) 0.01 8459 +29% 128.74
Waters Corporation (WAT) 0.01 5170 +24% 251.64
Campbell Soup Company (CPB) 0.01 30338 +33% 38.14
Becton, Dickinson and (BDX) 0.01 1807 -18% 249.58
NiSource (NI) 0.01 44654 +26% 28.66
AGCO Corporation (AGCO) 0.01 16282 +35% 69.52
Altria (MO) 0.01 8816 -14% 57.40
Honeywell International (HON) 0.01 5818 +2% 158.99
NIKE (NKE) 0.01 7692 +15% 84.24
White Mountains Insurance Gp 0.01 744 NEW 926.08
iShares Russell 1000 Value Index (IWD) 0.01 5717 +8% 123.49
iShares MSCI EAFE Index Fund (EFA) 0.01 19524 +37% 64.84
Accenture 0.01 2954 +10% 176.03
Korn/Ferry International (KFY) 0.01 10254 44.76
Celgene Corporation (CELG) 0.01 5320 -98% 94.36
iShares Russell 1000 Growth Index (IWF) 0.01 4710 +14% 151.38
iShares S&P; MidCap 400 Index (IJH) 0.01 3834 -40% 189.36
iShares iBoxx $ High Yid Corp Bond (HYG) 0.01 5677 -32% 86.49
iShares S&P; SmallCap 600 Index (IJR) 0.01 6802 -2% 77.18
Vanguard Dividend Appreciation ETF (VIG) 0.01 6413 109.62
Adams Express Company (ADX) 0.01 50026 +2% 14.43
Vanguard Information Technology ETF (VGT) 0.01 2277 -32% 200.70
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 0.01 9317 +22% 59.57
Vanguard Short Term Corporate Bond ETF (VCSH) 0.01 8470 NEW 79.81
Schwab U S Broad Market ETF (SCHB) 0.01 19217 -95% 68.06
Schwab Strategic Tr us lrg cap etf 0.01 6948 +19% 67.65
Fidelity Comwlth Tr ndq cp idx trk 0.01 1595 NEW 302.82
Xylem 0.01 14394 +34% 79.06
Servicenow 0.01 3170 NEW 246.37
Ishares Inc core msci emkt 0.01 14635 +11% 51.73
Workday Inc cl a 0.01 6628 192.82
Abbvie 0.01 8597 -20% 80.61
Bright Horizons Fam Sol In D 0.01 7791 +63% 127.07
Allergan 0.01 8357 146.46
Paypal Holdings 0.01 10309 -10% 103.79
Alcoa 0.01 26156 +97% 28.18
Coupa Software 0.01 11032 91.01
Broadcom Ltd 0.01 2326 -3% 300.52
Invesco Qqq Trust Series 1 0.01 5351 -8% 179.59
Infosys Technologies (INFY) 0.00 19326 -12% 10.92
iShares MSCI Emerging Markets Indx (EEM) 0.00 6938 -37% 42.95
Corning Incorporated (GLW) 0.00 6431 NEW 33.12
Goldman Sachs (GS) 0.00 1685 -98% 192.28
U.S. Ban (USB) 0.00 5462 -12% 48.15
American Express Company (AXP) 0.00 2649 NEW 109.48
PNC Financial Services (PNC) 0.00 1901 -32% 122.57
Suntrust Banks Inc $1.00 Par Cmn 0.00 5870 59.28
Caterpillar (CAT) 0.00 2385 135.43
CSX Corporation (CSX) 0.00 3333 NEW 74.71
FedEx Corporation (FDX) 0.00 2082 +5% 181.56
Dominion Resources (D) 0.00 3032 -7% 76.52
Core Laboratories N.V. (CLB) 0.00 3205 NEW 68.95
Edwards Lifesciences (EW) 0.00 1362 NEW 191.63
IDEXX Laboratories (IDXX) 0.00 1077 NEW 223.77
Union Pacific Corporation (UNP) 0.00 2418 -2% 167.08
V.F. Corporation (VFC) 0.00 3563 -2% 87.01
Boston Scientific Corporation (BSX) 0.00 6783 38.33
Harris Corporation (HRS) 0.00 2317 159.69
CACI International (CACI) 0.00 2432 182.15
Mettler-Toledo International (MTD) 0.00 390 +4% 723.08
Kroger (KR) 0.00 8115 NEW 24.65
Thermo Fisher Scientific (TMO) 0.00 785 NEW 273.89
Yum! Brands (YUM) 0.00 2467 99.72
Red Hat (RHT) 0.00 2279 182.54
Lockheed Martin Corporation (LMT) 0.00 1028 -25% 300.58
Diageo (DEO) 0.00 1865 +13% 163.54
Halliburton Company (HAL) 0.00 8090 NEW 29.30
Philip Morris International (PM) 0.00 3372 -23% 88.37
Stryker Corporation (SYK) 0.00 1768 -3% 197.40
United Technologies Corporation (UTX) 0.00 2971 -92% 128.91
Biogen Idec (BIIB) 0.00 1010 NEW 236.63
Ford Motor Company (F) 0.00 12696 +5% 8.74
Danaher Corporation (DHR) 0.00 2258 -14% 131.98
W.R. Berkley Corporation (WRB) 0.00 3034 NEW 84.71
Public Service Enterprise (PEG) 0.00 3435 NEW 59.39
Applied Materials (AMAT) 0.00 6877 -22% 39.70
C.H. Robinson Worldwide (CHRW) 0.00 2496 86.94
Advanced Micro Devices (AMD) 0.00 8814 NEW 25.53
Cooper Tire & Rubber Company (CTB) 0.00 6731 NEW 29.86
Southwest Airlines (LUV) 0.00 3886 NEW 51.98
United Bankshares (UBSI) 0.00 6257 NEW 36.28
Alexandria Real Estate Equities (ARE) 0.00 1667 -53% 142.77
Vanguard Financials ETF (VFH) 0.00 4347 -34% 64.64
iShares S&P; 500 Growth Index (IVW) 0.00 2292 +67% 172.34
iShares Russell Midcap Index Fund (IWR) 0.00 5480 NEW 54.01
iShares Russell 2000 Growth Index (IWO) 0.00 1115 NEW 196.41
Masimo Corporation (MASI) 0.00 2000 138.50
ProShares Ultra S&P500; (SSO) 0.00 2777 NEW 117.75
Financial Select Sector SPDR (XLF) 0.00 10745 25.69
SPDR Dow Jones Industrial Average ETF (DIA) 0.00 1227 -5% 259.17
Vanguard Large-Cap ETF (VV) 0.00 1961 NEW 130.04
Amarin Corporation (AMRN) 0.00 10676 -15% 20.79
iShares Dow Jones Select Dividend (DVY) 0.00 2479 -16% 98.02
iShares Dow Jones U.S. Index Fund (IYY) 0.00 1645 NEW 141.03
iShares S&P; 1500 Index Fund (ISI) 0.00 3968 -65% 64.52
SPDR Barclays Capital High Yield B (JNK) 0.00 10029 +58% 36.00
Vanguard Health Care ETF (VHT) 0.00 1842 +30% 172.64
ProShares Credit Suisse 130/30 (CSM) 0.00 6037 NEW 68.41
Vanguard Industrials ETF (VIS) 0.00 1660 139.76
Schwab Emerging Markets Equity ETF (SCHE) 0.00 13200 -7% 25.98
Athersys (ATHX) 0.00 20000 1.50
Vanguard Scottsdale Fds vng rus1000grw 0.00 1500 NEW 155.33
Vanguard Star Fd Intl Stk Idxf 0.00 5913 -7% 51.92
Citigroup Inc 0.00 4773 +6% 62.23
Pimco Total Return Etf totl 0.00 3513 NEW 105.61
Phillips 66 0.00 2665 +2% 95.31
Carlyle Group L P 0.00 10000 18.30
Wp Carey 0.00 4871 -27% 78.42
Flagstar Ban 0.00 7198 NEW 32.93
Ishares Core Msci Eafe Etf core msci eafe 0.00 5087 -36% 60.74
Sirius Xm Holdings 0.00 22864 -3% 5.69
Fs Investment Corporation 0.00 22379 NEW 6.03
Fi Enhanced Lrg Cap Growth Ubs 0.00 1109 250.68
Alibaba Group Holding Ltd Spon 0.00 2053 -29% 182.66
Evine Live Inc cl a 0.00 30443 +48% 0.46
Medtronic 0.00 2270 NEW 91.19
Square Inc cl a 0.00 4191 NEW 74.92
Vaneck Vectors Semiconductor Etf semiconductor 0.00 4111 NEW 106.30
Versum Matls Inc Com stock 0.00 5204 -98% 50.35
Booking Holdings 0.00 119 NEW 1747.90
Ishares Tr msci usa small 0.00 11249 +3% 26.40
Marker Therapeutics Ord 0.00 25712 6.61
Dell Technologies Inc 0.00 6216 NEW 58.72

Past 13F-HR SEC Filings by Personal Capital Advisors

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