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Pure Financial Advisors

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

Top 5 stock holdings are SPY, BND, IEFA, DFAT, IGSB, and represent 36.28% of Pure Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BND (+$55M), SPY (+$54M), IGSB (+$29M), DUHP (+$28M), DFAT (+$26M), IEFA (+$20M), SCHP (+$18M), VGSH (+$14M), DFAS (+$13M), AVDV (+$9.7M).
Started 40 new stock positions in TRV, ALL, DXIV, ACM, ADP, FVD, CSX, PANW, FIW, VCIT.
Reduced shares in these 10 stocks: AVLV, DFAC, ITOT, STIP, AVEM, BRK.A, SPYV, VO, SPTM, TIP.
Sold out of its positions in AB, BRK.A, DHR, DOW, EPD, GAB, GUT, RSP, IRM, XT. KEY, KMI, OHI, WIP, SNOW, SCCO, PHYS.
Pure Financial Advisors was a net buyer of stock by $380M.
Pure Financial Advisors has $4.4B in assets under management (AUM), dropping by 5.60%.
Central Index Key (CIK): 0001571556

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Portfolio Holdings for Pure Financial Advisors

Pure Financial Advisors holds 349 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	11.8	$518M	+11%	884k	586.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.3	$408M	+15%	5.7M	71.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.3	$234M	+9%	3.3M	70.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.1	$224M	+12%	4.0M	55.66	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.8	$212M	+15%	4.1M	51.70	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.2	$185M	+18%	5.5M	33.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.8	$167M	+8%	2.6M	65.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.6	$157M	+6%	1.8M	89.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.5	$156M	-2%	4.5M	34.59	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	3.1	$136M	+6%	2.1M	64.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.4	$107M	+14%	1.8M	58.18	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.4	$107M	-3%	1.6M	66.77	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.2	$99M	+10%	1.5M	65.08	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	2.0	$89M	+9%	1.8M	49.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.0	$87M		1.5M	58.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$87M	+7%	3.0M	29.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$83M	+8%	1.9M	44.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$78M	+10%	1.6M	47.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$55M	+8%	103k	538.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$47M	+9%	964k	49.05	View chart
Apple (AAPL)	1.0	$43M		172k	250.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$42M	-7%	326k	128.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.9	$38M	+9%	914k	41.27	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$35M	+104%	1.4M	25.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$34M		118k	289.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$34M		126k	269.70	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$32M	+4%	407k	78.65	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.7	$29M		1.1M	25.31	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$25M	-11%	252k	100.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$25M	-2%	94k	264.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$23M	+4%	39k	588.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$23M	+5%	95k	240.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$22M	+10%	125k	178.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$22M	+38%	224k	96.90	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$21M		624k	34.13	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$21M		619k	34.33	View chart
Microsoft Corporation (MSFT)	0.5	$21M	+3%	50k	421.50	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$20M	+19%	448k	45.23	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$19M	-3%	363k	51.14	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.4	$18M	+8%	483k	36.36	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$17M	-2%	235k	71.43	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$16M	-3%	152k	106.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$16M	+3%	94k	169.30	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$16M	+4%	501k	31.44	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$16M	+5%	175k	89.04	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$14M	+113%	583k	24.06	View chart
NVIDIA Corporation (NVDA)	0.3	$14M	+17%	102k	134.29	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$13M	+20%	81k	164.17	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$12M	+7%	217k	57.31	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$12M	+6%	226k	52.22	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$12M	-2%	437k	27.02	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$11M		199k	57.28	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$11M	-2%	249k	44.92	View chart
Amazon (AMZN)	0.2	$11M	+6%	50k	219.39	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$10M	-2%	164k	60.75	View chart
Tesla Motors (TSLA)	0.2	$9.9M	+2%	25k	403.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$9.3M	+3%	373k	24.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.8M		116k	75.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$8.0M	+9%	18k	453.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$7.8M		15k	511.24	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$7.2M	+2%	287k	24.99	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$6.8M	+10%	84k	81.98	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$6.8M		144k	46.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$6.5M	-3%	34k	190.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.3M	+6%	32k	198.18	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$5.9M	+4%	101k	58.61	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$5.9M		42k	140.89	View chart
Costco Wholesale Corporation (COST)	0.1	$5.9M		6.4k	916.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$5.8M		94k	62.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$5.7M	+21%	30k	189.98	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$5.5M	+183%	200k	27.71	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.5M	+8%	17k	322.16	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$5.3M	+55%	139k	37.90	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$5.1M	+7%	120k	42.73	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.1M	+5%	32k	161.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$5.1M		132k	38.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$5.1M		102k	49.92	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.9M	+7%	63k	78.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$4.7M		20k	239.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.5M	+27%	24k	190.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$4.5M	+2%	79k	57.41	View chart
Home Depot (HD)	0.1	$4.5M	+4%	11k	389.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.3M	+9%	11k	401.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.9M	-4%	51k	77.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$3.9M	+13%	21k	189.30	View chart
Leidos Holdings (LDOS)	0.1	$3.9M	+16%	27k	144.06	View chart
Caterpillar (CAT)	0.1	$3.9M	+4%	11k	362.77	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$3.8M		69k	54.69	View chart
Qualcomm (QCOM)	0.1	$3.7M	+42%	24k	153.62	View chart
Aon Shs Cl A (AON)	0.1	$3.7M	+2%	10k	359.17	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$3.7M		174k	21.06	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.4M		32k	106.55	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.3M	-7%	31k	107.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.3M	-4%	29k	115.22	View chart
Procter & Gamble Company (PG)	0.1	$3.2M	-9%	19k	167.65	View chart
Sempra Energy (SRE)	0.1	$3.1M		35k	87.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.0M	-2%	13k	232.52	View chart
Wal-Mart Stores (WMT)	0.1	$2.9M	+13%	32k	90.35	View chart
Sherwin-Williams Company (SHW)	0.1	$2.8M	-5%	8.1k	339.92	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.7M		88k	30.98	View chart
Eli Lilly & Co. (LLY)	0.1	$2.6M	+45%	3.4k	771.91	View chart
NVR (NVR)	0.1	$2.6M		314.00	8178.90	View chart
Philip Morris International (PM)	0.1	$2.5M	+216%	21k	120.35	View chart
Johnson & Johnson (JNJ)	0.1	$2.5M	-8%	17k	144.62	View chart
Reliance Steel & Aluminum (RS)	0.1	$2.5M	+232%	9.3k	269.26	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$2.5M	+29%	217k	11.38	View chart
Meta Platforms Cl A (META)	0.1	$2.4M	-5%	4.0k	585.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.4M	+231%	91k	26.07	View chart
Chevron Corporation (CVX)	0.1	$2.4M	+11%	16k	144.84	View chart
United Parcel Service CL B (UPS)	0.1	$2.3M		18k	126.10	View chart
Merck & Co (MRK)	0.1	$2.2M	+7%	23k	99.48	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.2M	-3%	54k	41.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$2.1M	+64%	114k	18.50	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.0	$2.1M	NEW	40k	52.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$2.1M	+36%	5.1k	410.43	View chart
Oracle Corporation (ORCL)	0.0	$2.1M	+5%	12k	166.64	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.1M	+11%	4.4k	469.29	View chart
Science App Int'l (SAIC)	0.0	$2.1M	+19%	18k	111.78	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$2.1M	+13%	18k	117.50	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.0M		17k	115.72	View chart
Broadcom (AVGO)	0.0	$1.9M	-8%	8.3k	231.85	View chart
Altria (MO)	0.0	$1.9M	+115%	36k	52.29	View chart
UnitedHealth (UNH)	0.0	$1.9M	+2%	3.7k	505.80	View chart
Dimensional Etf Trust International (DFSI)	0.0	$1.8M	+53%	56k	32.85	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.8M	-3%	3.7k	485.95	View chart
Mvb Financial (MVBF)	0.0	$1.8M		85k	20.70	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.0	$1.7M	NEW	36k	48.08	View chart
Netflix (NFLX)	0.0	$1.7M	+39%	1.9k	891.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.7M	+189%	75k	22.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$1.7M	-17%	34k	50.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.7M	+7%	9.0k	185.13	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$1.6M	NEW	62k	26.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$1.6M	-2%	62k	25.84	View chart
General Dynamics Corporation (GD)	0.0	$1.6M		6.0k	263.49	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$1.6M	-3%	12k	124.96	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.5M		37k	41.26	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$1.5M		26k	58.14	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$1.5M	+6%	61k	24.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.5M	+6%	6.2k	242.13	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.5M	-2%	11k	129.34	View chart
Honeywell International (HON)	0.0	$1.5M	+15%	6.5k	225.90	View chart
Visa Com Cl A (V)	0.0	$1.5M	+11%	4.6k	316.05	View chart
Pure Storage Cl A (PSTG)	0.0	$1.4M		24k	61.43	View chart
Walt Disney Company (DIS)	0.0	$1.4M	+9%	13k	111.35	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$1.4M	-2%	17k	80.20	View chart
Bank of America Corporation (BAC)	0.0	$1.4M	+10%	31k	43.95	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$1.3M		28k	48.16	View chart
Abbvie (ABBV)	0.0	$1.3M	+5%	7.4k	177.69	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.3M	+2%	11k	114.48	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.3M	+5%	10k	128.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.3M	+13%	2.1k	621.86	View chart
Wells Fargo & Company (WFC)	0.0	$1.3M		18k	70.24	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$1.2M		13k	95.47	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.2M		3.7k	334.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.2M	+92%	6.1k	195.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.2M	+20%	4.7k	253.75	View chart
Boeing Company (BA)	0.0	$1.2M	-20%	6.6k	177.01	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$1.1M	-2%	13k	86.89	View chart
McDonald's Corporation (MCD)	0.0	$1.1M	+15%	3.8k	289.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$1.1M	+41%	14k	76.14	View chart
International Business Machines (IBM)	0.0	$1.1M	-6%	4.9k	219.82	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$1.1M	+48%	32k	33.13	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.0	$965k	+8%	45k	21.39	View chart
Pepsi (PEP)	0.0	$960k	+23%	6.3k	152.06	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$928k	+47%	11k	81.58	View chart
TJX Companies (TJX)	0.0	$917k	+5%	7.6k	120.82	View chart
Amgen (AMGN)	0.0	$913k	+4%	3.5k	260.62	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$907k	+4%	4.0k	224.35	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$869k	-5%	18k	47.77	View chart
Adobe Systems Incorporated (ADBE)	0.0	$869k	+79%	2.0k	444.71	View chart
Servicenow (NOW)	0.0	$831k	+8%	784.00	1060.12	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$829k	-24%	7.9k	105.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$821k		3.7k	220.95	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$816k	+2%	8.9k	91.43	View chart
PNC Financial Services (PNC)	0.0	$811k		4.2k	192.87	View chart
M&T Bank Corporation (MTB)	0.0	$793k		4.2k	188.01	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$791k		8.5k	92.59	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$791k		20k	40.49	View chart
Abbott Laboratories (ABT)	0.0	$789k	+11%	7.0k	113.11	View chart
Intuitive Surgical Com New (ISRG)	0.0	$786k		1.5k	521.96	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$752k		21k	35.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$731k		18k	40.92	View chart
Cisco Systems (CSCO)	0.0	$725k	+4%	12k	59.20	View chart
Avery Dennison Corporation (AVY)	0.0	$694k	-3%	3.7k	187.13	View chart
Anthem (ELV)	0.0	$693k	-15%	1.9k	368.92	View chart
Palantir Technologies Cl A (PLTR)	0.0	$690k	-34%	9.1k	75.63	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$678k	+17%	7.0k	96.81	View chart
Mastercard Incorporated Cl A (MA)	0.0	$666k	+21%	1.3k	526.52	View chart
Tetra Tech (TTEK)	0.0	$664k		17k	39.84	View chart
Pfizer (PFE)	0.0	$662k	+13%	25k	26.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$657k	+387%	24k	27.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$650k	+13%	6.4k	101.53	View chart
Ishares Msci Bic Etf (BKF)	0.0	$638k		18k	36.49	View chart
American Express Company (AXP)	0.0	$611k	+22%	2.1k	296.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$610k	+4%	4.8k	126.76	View chart
Marathon Petroleum Corp (MPC)	0.0	$609k		4.4k	139.49	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$602k	+4%	4.4k	137.57	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$599k	NEW	7.0k	85.97	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$593k	-12%	1.7k	351.72	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.0	$590k	+7%	16k	38.04	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$586k	-3%	10k	56.70	View chart
AFLAC Incorporated (AFL)	0.0	$583k		5.6k	103.44	View chart
Thermo Fisher Scientific (TMO)	0.0	$581k	+6%	1.1k	520.00	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$575k	+4%	8.4k	68.00	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$568k	-4%	6.5k	87.90	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$565k	-6%	10k	55.45	View chart
Ge Aerospace Com New (GE)	0.0	$564k	+3%	3.4k	166.78	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$542k	+120%	24k	22.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$539k		5.0k	108.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$532k	+73%	2.7k	197.49	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$530k	-2%	8.3k	63.75	View chart
The Trade Desk Com Cl A (TTD)	0.0	$523k		4.4k	117.52	View chart
At&t (T)	0.0	$521k	+11%	23k	22.77	View chart
Advanced Micro Devices (AMD)	0.0	$512k	+2%	4.2k	120.78	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$511k	NEW	5.8k	87.82	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$501k	+64%	723.00	693.08	View chart
Nxp Semiconductors N V (NXPI)	0.0	$499k	+8%	2.4k	207.85	View chart
Rxsight (RXST)	0.0	$496k		14k	34.38	View chart
Lowe's Companies (LOW)	0.0	$490k	+9%	2.0k	246.76	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$484k	+46%	3.7k	132.10	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$479k	+8%	15k	32.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$473k	NEW	8.4k	56.38	View chart
Vanguard World Financials Etf (VFH)	0.0	$471k	+5%	4.0k	118.08	View chart
Yum! Brands (YUM)	0.0	$466k	-21%	3.5k	134.16	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$465k	+73%	1.7k	280.02	View chart
Prudential Financial (PRU)	0.0	$462k	+4%	3.9k	118.52	View chart
Colgate-Palmolive Company (CL)	0.0	$460k		5.1k	90.91	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$458k	+24%	6.6k	68.94	View chart
salesforce (CRM)	0.0	$458k	+50%	1.4k	334.41	View chart
Rockwell Automation (ROK)	0.0	$453k		1.6k	285.86	View chart
McKesson Corporation (MCK)	0.0	$452k	+3%	792.00	570.26	View chart
Skechers U S A Cl A (SKX)	0.0	$444k		6.6k	67.24	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$444k	+17%	13k	33.39	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$442k	NEW	5.6k	78.46	View chart
Bristol Myers Squibb (BMY)	0.0	$442k	+48%	7.8k	56.56	View chart
Motorola Solutions Com New (MSI)	0.0	$435k		942.00	462.23	View chart
Verizon Communications (VZ)	0.0	$433k	-15%	11k	39.99	View chart
Intel Corporation (INTC)	0.0	$431k	-33%	22k	20.05	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$430k		4.7k	90.93	View chart
Paychex (PAYX)	0.0	$425k		3.0k	140.22	View chart
Texas Instruments Incorporated (TXN)	0.0	$422k		2.3k	187.50	View chart
PerkinElmer (RVTY)	0.0	$419k		3.8k	111.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$419k	-2%	1.2k	343.43	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$408k	-3%	8.4k	48.33	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$407k	+6%	8.5k	48.16	View chart
Charles Schwab Corporation (SCHW)	0.0	$406k		5.5k	74.01	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$404k	NEW	6.4k	63.45	View chart
ConocoPhillips (COP)	0.0	$400k	-27%	4.0k	99.18	View chart
Alliant Energy Corporation (LNT)	0.0	$396k	NEW	6.7k	59.14	View chart
Jefferies Finl Group (JEF)	0.0	$392k		5.0k	78.40	View chart
FedEx Corporation (FDX)	0.0	$389k		1.4k	281.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$385k	+142%	14k	27.32	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$385k		3.3k	115.13	View chart
Stryker Corporation (SYK)	0.0	$380k	+67%	1.1k	360.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$376k	+99%	15k	25.86	View chart
Becton, Dickinson and (BDX)	0.0	$374k	+2%	1.6k	226.87	View chart
PPL Corporation (PPL)	0.0	$367k	+2%	11k	32.46	View chart
Starbucks Corporation (SBUX)	0.0	$366k	+25%	4.0k	91.25	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$361k	-8%	1.1k	342.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$354k		13k	26.63	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$353k	+4%	620.00	569.58	View chart
Coca-Cola Company (KO)	0.0	$353k	-41%	5.7k	62.27	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$351k	-12%	12k	29.60	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$349k		7.6k	45.60	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$347k	-26%	3.0k	117.46	View chart
Public Storage (PSA)	0.0	$347k		1.2k	299.44	View chart
Sprouts Fmrs Mkt (SFM)	0.0	$342k	-13%	2.7k	127.07	View chart
Enterprise Financial Services (EFSC)	0.0	$340k		6.0k	56.40	View chart
Goldman Sachs (GS)	0.0	$338k	+17%	590.00	572.58	View chart
Us Bancorp Del Com New (USB)	0.0	$334k	+8%	7.0k	47.83	View chart
Waste Management (WM)	0.0	$334k		1.7k	201.80	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$332k	NEW	4.1k	80.28	View chart
Marsh & McLennan Companies (MMC)	0.0	$331k	-40%	1.6k	212.44	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$328k	+8%	2.5k	131.76	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$328k		5.7k	57.45	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$321k	NEW	3.1k	102.05	View chart
Uber Technologies (UBER)	0.0	$321k	NEW	5.3k	60.32	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$320k	NEW	6.0k	53.05	View chart
Applied Materials (AMAT)	0.0	$320k	+14%	2.0k	162.60	View chart
Carrier Global Corporation (CARR)	0.0	$318k	+10%	4.7k	68.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$316k	+2%	8.9k	35.48	View chart
Rli (RLI)	0.0	$314k		1.9k	164.83	View chart
RBB Motley Fool Mid (TMFM)	0.0	$313k		12k	25.77	View chart
Expeditors International of Washington (EXPD)	0.0	$313k		2.8k	110.79	View chart
L3harris Technologies (LHX)	0.0	$312k	+5%	1.5k	210.33	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$311k		5.5k	56.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$307k	NEW	5.2k	58.93	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$302k		7.9k	38.42	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$300k	NEW	2.5k	119.51	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$297k	NEW	6.8k	43.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$297k		2.2k	135.38	View chart
Trane Technologies SHS (TT)	0.0	$290k		785.00	369.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$290k	+34%	2.3k	127.59	View chart
Micron Technology (MU)	0.0	$289k	+2%	3.4k	84.16	View chart
Cigna Corp (CI)	0.0	$289k	+16%	1.0k	276.22	View chart
Corning Incorporated (GLW)	0.0	$277k	+15%	5.8k	47.52	View chart
Realty Income (O)	0.0	$269k	NEW	5.0k	53.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$268k	+4%	4.1k	66.14	View chart
Sap Se Spon Adr (SAP)	0.0	$268k	+7%	1.1k	246.21	View chart
Lam Research Corp Com New (LRCX)	0.0	$268k	NEW	3.7k	72.23	View chart
Duke Energy Corp Com New (DUK)	0.0	$266k	+5%	2.5k	107.72	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$266k	NEW	5.3k	50.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$262k	+204%	11k	23.18	View chart
Shopify Cl A (SHOP)	0.0	$259k	NEW	2.4k	106.32	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$252k	NEW	4.2k	60.50	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$252k	NEW	17k	15.26	View chart
Morgan Stanley Com New (MS)	0.0	$251k	NEW	2.0k	125.75	View chart
Kimberly-Clark Corporation (KMB)	0.0	$249k	NEW	1.9k	131.04	View chart
Freeport-mcmoran CL B (FCX)	0.0	$247k	+16%	6.5k	38.08	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$243k	-35%	8.6k	28.42	View chart
Integra Lifesciences Hldgs C Com New (IART)	0.0	$241k		11k	22.68	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.0	$239k	NEW	2.1k	115.72	View chart
Gilead Sciences (GILD)	0.0	$235k	NEW	2.5k	92.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$234k	+3%	581.00	402.98	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$233k	+3%	3.9k	59.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$229k	NEW	669.00	342.23	View chart
Dominion Resources (D)	0.0	$226k	NEW	4.2k	53.86	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$226k	NEW	9.1k	24.67	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$224k	-2%	2.4k	93.08	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.0	$224k	+100%	3.4k	65.14	View chart
AECOM Technology Corporation (ACM)	0.0	$224k	NEW	2.1k	106.82	View chart
ON Semiconductor (ON)	0.0	$223k		3.5k	63.05	View chart
Target Corporation (TGT)	0.0	$222k	-7%	1.6k	135.21	View chart
CSX Corporation (CSX)	0.0	$221k	NEW	6.9k	32.27	View chart
Meridianlink Common Stock (MLNK)	0.0	$221k	-35%	11k	20.65	View chart
Southern Company (SO)	0.0	$219k	+3%	2.7k	82.31	View chart
Allstate Corporation (ALL)	0.0	$218k	NEW	1.1k	192.78	View chart
Vanguard World Energy Etf (VDE)	0.0	$218k		1.8k	121.31	View chart
Labcorp Holdings Com Shs (LH)	0.0	$216k	-6%	944.00	229.27	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$216k		17k	12.64	View chart
Palo Alto Networks (PANW)	0.0	$214k	NEW	1.2k	181.96	View chart
Arista Networks Com Shs (ANET)	0.0	$213k	NEW	1.9k	110.53	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$212k		1.0k	211.38	View chart
Textron (TXT)	0.0	$211k	NEW	2.8k	76.49	View chart
RBB Motley Fool Gbl (TMFG)	0.0	$211k		7.4k	28.33	View chart
Phillips 66 (PSX)	0.0	$208k		1.8k	113.93	View chart
3M Company (MMM)	0.0	$207k	-34%	1.6k	129.13	View chart
Corteva (CTVA)	0.0	$206k		3.6k	56.95	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$205k		18k	11.29	View chart
Intuit (INTU)	0.0	$204k	NEW	325.00	628.84	View chart
Travelers Companies (TRV)	0.0	$200k	NEW	832.00	240.89	View chart
Automatic Data Processing (ADP)	0.0	$200k	NEW	683.00	292.93	View chart
Ford Motor Company (F)	0.0	$161k		16k	9.90	View chart
Kohl's Corporation (KSS)	0.0	$146k	NEW	10k	14.04	View chart
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG)	0.0	$117k		66k	1.77	View chart
Pimco CA Muni. Income Fund II (PCK)	0.0	$111k		19k	5.72	View chart
Globalstar	0.0	$104k		50k	2.07	View chart
Five Point Holdings Com Cl A (FPH)	0.0	$66k		18k	3.78	View chart
Cronos Group (CRON)	0.0	$20k	NEW	10k	2.02	View chart

Past Filings by Pure Financial Advisors

SEC 13F filings are viewable for Pure Financial Advisors going back to 2012

Pure Financial Advisors 2024 Q4 filed Jan. 16, 2025
Pure Financial Advisors 2024 Q3 filed Oct. 29, 2024
Pure Financial Advisors 2024 Q2 filed July 18, 2024
Pure Financial Advisors 2024 Q1 filed April 16, 2024
Pure Financial Advisors 2023 Q4 filed Jan. 8, 2024
Pure Financial Advisors 2023 Q3 filed Oct. 10, 2023
Pure Financial Advisors 2023 Q2 filed July 10, 2023
Pure Financial Advisors 2023 Q1 filed April 11, 2023
Pure Financial Advisors 2022 Q4 filed Jan. 9, 2023
Pure Financial Advisors 2022 Q3 filed Oct. 6, 2022
Pure Financial Advisors 2022 Q2 filed July 8, 2022
Pure Financial Advisors 2022 Q1 filed April 12, 2022
Pure Financial Advisors 2021 Q4 filed Jan. 12, 2022
Pure Financial Advisors 2021 Q3 filed Oct. 7, 2021
Pure Financial Advisors 2021 Q2 filed July 9, 2021
Pure Financial Advisors 2021 Q1 filed April 9, 2021

View all past filings

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