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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 34.69% of Pure Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BND (+$53M), DFAT (+$44M), DUHP (+$41M), DFAS (+$36M), SPY (+$32M), IGSB (+$26M), DCOR (+$26M), IEFA (+$16M), DFAI (+$15M), VGSH (+$14M).
Started 30 new stock positions in PLTR, ESGE, GUT, EPD, AFL, OHI, MPC, FPH, GAB, AHR.
Reduced shares in these 10 stocks: DFAC (-$6.3M), AVLV, LLY, VV, STIP, ABBV, ABT, ITOT, AVEM, SCHC.
Sold out of its positions in AEE, BAX, CSX, DXCM, DD, FSCO, FE, PCY, LQD, LRCX. LCID, MS, SMCI, UNP, SMH, VXUS, WDC.
Pure Financial Advisors was a net buyer of stock by $341M.
Pure Financial Advisors has $4.2B in assets under management (AUM), dropping by 15.57%.
Central Index Key (CIK): 0001571556

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Portfolio Holdings for Pure Financial Advisors

Pure Financial Advisors holds 326 positions in its portfolio as reported in the September 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)	10.9	$455M	+7%	792k	573.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.9	$369M	+16%	4.9M	75.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.7	$237M	+7%	3.0M	78.05	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.8	$198M	+28%	3.6M	55.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.5	$186M	+16%	3.5M	52.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.9	$162M	+4%	1.7M	97.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.8	$158M	-3%	4.6M	34.29	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.8	$158M	+35%	4.6M	34.07	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.7	$154M	+30%	2.4M	64.86	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	3.0	$126M	+25%	2.0M	63.34	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.6	$110M	-2%	1.7M	65.83	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.3	$97M		1.5M	64.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.3	$97M	+9%	1.4M	70.67	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.3	$95M	+17%	1.6M	59.02	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	2.3	$94M	+6%	1.6M	57.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.1	$88M	+20%	2.8M	31.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$83M	+7%	1.7M	47.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$78M	+5%	1.5M	52.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$50M	+13%	95k	527.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$44M	+4%	879k	50.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$44M	-2%	352k	125.62	View chart
Apple (AAPL)	0.9	$39M		169k	233.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.9	$36M		836k	43.19	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$36M		671k	53.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$34M		119k	283.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$33M	-6%	125k	263.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$31M	+4%	388k	80.30	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.7	$31M		1.2M	26.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$29M	-7%	284k	101.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$25M		96k	263.83	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$24M	-3%	616k	38.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$24M	-2%	630k	37.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$22M	+6%	37k	576.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$21M		90k	237.21	View chart
Microsoft Corporation (MSFT)	0.5	$21M		48k	430.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$20M	+4%	114k	179.30	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$20M	-2%	375k	52.86	View chart
Ishares Emng Mkts Eqt (EMGF)	0.4	$19M	+16%	375k	49.79	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.4	$18M	+7%	446k	41.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$17M		157k	110.47	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$17M		242k	70.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$16M	-4%	161k	101.27	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$16M	+5%	481k	33.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$16M		90k	174.57	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$16M	+4%	167k	93.58	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$13M	+2%	273k	48.98	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$13M	-2%	450k	29.48	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$12M		202k	61.57	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$12M	+7%	212k	57.41	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$12M	-3%	257k	45.51	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$12M	+4%	198k	58.11	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$11M	-3%	168k	67.70	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$11M	+14%	68k	166.82	View chart
NVIDIA Corporation (NVDA)	0.3	$11M	-2%	87k	121.44	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$9.8M	-3%	362k	27.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$9.7M	-5%	116k	83.63	View chart
Amazon (AMZN)	0.2	$8.7M	+4%	47k	186.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$7.5M	+8%	15k	488.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$7.4M		16k	460.26	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$7.3M	-3%	281k	26.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.0M	-4%	36k	197.17	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$6.9M		145k	47.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$6.3M	-5%	75k	83.15	View chart
Tesla Motors (TSLA)	0.2	$6.3M		24k	261.63	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$6.1M		43k	142.88	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$6.0M	+2%	97k	62.38	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.0M	+2%	30k	200.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$5.9M		95k	62.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$5.8M		70k	83.09	View chart
Costco Wholesale Corporation (COST)	0.1	$5.6M	-6%	6.3k	886.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$5.4M		130k	41.28	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$5.2M		101k	51.82	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.0M		30k	167.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.9M	+6%	16k	314.39	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$4.9M		112k	44.07	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$4.8M	-4%	77k	63.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.6M		58k	79.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$4.5M	+11%	25k	181.99	View chart
Home Depot (HD)	0.1	$4.4M		11k	405.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$4.2M	-5%	53k	78.69	View chart
JPMorgan Chase & Co. (JPM)	0.1	$4.2M	-6%	20k	210.86	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$4.1M	-5%	177k	23.17	View chart
Caterpillar (CAT)	0.1	$4.0M	-3%	10k	391.13	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.9M	+11%	33k	117.22	View chart
Leidos Holdings (LDOS)	0.1	$3.8M		23k	163.00	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$3.7M	-3%	68k	54.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.7M		9.8k	375.39	View chart
Procter & Gamble Company (PG)	0.1	$3.7M	+16%	21k	173.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.5M	+6%	30k	116.96	View chart
Aon Shs Cl A (AON)	0.1	$3.5M	+10%	10k	345.98	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.5M	+6%	32k	108.63	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$3.3M	+314%	90k	37.18	View chart
Sherwin-Williams Company (SHW)	0.1	$3.3M	NEW	8.6k	381.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.1M	+3%	19k	167.19	View chart
NVR (NVR)	0.1	$3.1M		317.00	9811.80	View chart
Johnson & Johnson (JNJ)	0.1	$3.1M		19k	162.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$3.0M	-6%	18k	165.85	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.0M	+3%	13k	225.76	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.9M		86k	34.13	View chart
Sempra Energy (SRE)	0.1	$2.9M		35k	83.63	View chart
Qualcomm (QCOM)	0.1	$2.9M		17k	170.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.9M	-21%	69k	41.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.5M	-15%	56k	45.86	View chart
United Parcel Service CL B (UPS)	0.1	$2.5M		18k	136.34	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$2.5M	+58%	168k	14.69	View chart
Meta Platforms Cl A (META)	0.1	$2.5M	+6%	4.3k	572.43	View chart
Merck & Co (MRK)	0.1	$2.4M	-19%	21k	113.56	View chart
Wal-Mart Stores (WMT)	0.1	$2.3M	+17%	28k	80.75	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.2M	-8%	3.8k	584.58	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.2M		27k	80.37	View chart
Science App Int'l (SAIC)	0.1	$2.2M		16k	139.27	View chart
Chevron Corporation (CVX)	0.1	$2.1M	+42%	15k	147.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.1M	+18%	41k	51.12	View chart
UnitedHealth (UNH)	0.1	$2.1M	-20%	3.6k	584.62	View chart
Eli Lilly & Co. (LLY)	0.0	$2.1M	-55%	2.3k	885.97	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.1M	-14%	3.9k	528.04	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.0M		17k	121.16	View chart
Oracle Corporation (ORCL)	0.0	$2.0M		12k	170.40	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$1.8M	+6%	16k	119.55	View chart
General Dynamics Corporation (GD)	0.0	$1.8M		6.1k	302.20	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$1.8M		64k	28.14	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.7M	-15%	26k	66.52	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$1.7M	-7%	27k	63.79	View chart
Mvb Financial (MVBF)	0.0	$1.6M		85k	19.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.6M	-7%	8.4k	189.81	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$1.6M		13k	123.62	View chart
Broadcom (AVGO)	0.0	$1.6M	+1678%	9.0k	172.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.5M		12k	132.25	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.5M		37k	39.27	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$1.4M		57k	25.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$1.4M	+34%	3.7k	383.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.4M		5.8k	243.06	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$1.4M	-3%	18k	79.46	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.4M		11k	125.96	View chart
Abbvie (ABBV)	0.0	$1.4M	-61%	7.0k	197.47	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$1.3M		28k	47.13	View chart
Dimensional Etf Trust International (DFSI)	0.0	$1.3M	+298%	36k	35.74	View chart
Boeing Company (BA)	0.0	$1.3M	+14%	8.3k	152.05	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$1.2M		13k	97.79	View chart
Pure Storage Cl A (PSTG)	0.0	$1.2M	-8%	24k	50.24	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.2M	+40%	9.5k	126.17	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$1.2M	-4%	14k	87.74	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.2M	-4%	3.6k	326.75	View chart
Honeywell International (HON)	0.0	$1.2M		5.7k	206.72	View chart
Anthem (ELV)	0.0	$1.2M		2.2k	519.97	View chart
International Business Machines (IBM)	0.0	$1.1M	+5%	5.2k	221.06	View chart
Visa Com Cl A (V)	0.0	$1.1M	-4%	4.2k	274.92	View chart
Bank of America Corporation (BAC)	0.0	$1.1M		28k	39.68	View chart
Walt Disney Company (DIS)	0.0	$1.1M	+4%	12k	96.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.1M	+40%	10k	106.19	View chart
Amgen (AMGN)	0.0	$1.1M		3.4k	322.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.1M	+3%	1.8k	586.41	View chart
McDonald's Corporation (MCD)	0.0	$998k	+11%	3.3k	304.49	View chart
Wells Fargo & Company (WFC)	0.0	$996k	+4%	18k	56.49	View chart
Netflix (NFLX)	0.0	$977k	-2%	1.4k	709.14	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.0	$971k		42k	23.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$953k	+2%	3.9k	243.46	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$939k		19k	48.54	View chart
Pepsi (PEP)	0.0	$868k		5.1k	170.04	View chart
Altria (MO)	0.0	$850k	+122%	17k	51.04	View chart
TJX Companies (TJX)	0.0	$849k		7.2k	117.54	View chart
Avery Dennison Corporation (AVY)	0.0	$845k		3.8k	220.76	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$842k	+112%	10k	84.17	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$825k	+2%	8.6k	95.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$814k	-5%	3.7k	220.87	View chart
Reliance Steel & Aluminum (RS)	0.0	$806k	+16%	2.8k	289.26	View chart
Philip Morris International (PM)	0.0	$804k	+7%	6.6k	121.40	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$799k	-11%	8.7k	91.81	View chart
Tetra Tech (TTEK)	0.0	$785k	+400%	17k	47.16	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$773k		20k	39.69	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$772k	+5%	3.9k	200.35	View chart
PNC Financial Services (PNC)	0.0	$772k		4.2k	184.85	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$760k	NEW	22k	35.42	View chart
Intel Corporation (INTC)	0.0	$758k	-3%	32k	23.46	View chart
M&T Bank Corporation (MTB)	0.0	$751k		4.2k	178.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$744k	+23%	18k	41.69	View chart
Intuitive Surgical Com New (ISRG)	0.0	$727k		1.5k	491.27	View chart
Marathon Petroleum Corp (MPC)	0.0	$718k	NEW	4.4k	162.90	View chart
Ishares Msci Bic Etf (BKF)	0.0	$716k		18k	40.45	View chart
Abbott Laboratories (ABT)	0.0	$715k	-62%	6.3k	114.00	View chart
Rxsight (RXST)	0.0	$712k		14k	49.43	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$705k	+12%	21k	33.18	View chart
Coca-Cola Company (KO)	0.0	$701k	+95%	9.8k	71.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$691k		1.00	691180.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$683k		1.9k	353.49	View chart
Advanced Micro Devices (AMD)	0.0	$679k	-7%	4.1k	164.06	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$669k		11k	61.11	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$660k		11k	61.51	View chart
Servicenow (NOW)	0.0	$646k	-20%	722.00	894.39	View chart
Thermo Fisher Scientific (TMO)	0.0	$646k	+100%	1.0k	618.28	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$643k		4.2k	154.02	View chart
Pfizer (PFE)	0.0	$637k	-20%	22k	28.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$632k	-12%	3.2k	198.03	View chart
AFLAC Incorporated (AFL)	0.0	$630k	NEW	5.6k	111.80	View chart
Cisco Systems (CSCO)	0.0	$623k	+5%	12k	53.22	View chart
Yum! Brands (YUM)	0.0	$615k	+25%	4.4k	139.70	View chart
Ge Aerospace Com New (GE)	0.0	$615k	+10%	3.3k	188.56	View chart
Marsh & McLennan Companies (MMC)	0.0	$586k		2.6k	223.10	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.0	$585k		14k	40.62	View chart
ConocoPhillips (COP)	0.0	$584k	+65%	5.5k	105.28	View chart
Verizon Communications (VZ)	0.0	$572k	+29%	13k	44.91	View chart
Adobe Systems Incorporated (ADBE)	0.0	$563k		1.1k	517.84	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$562k		6.8k	82.94	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$549k	+17%	8.1k	67.73	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$544k		5.1k	107.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$542k	-15%	5.7k	95.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$540k		4.6k	117.30	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$538k		5.9k	90.40	View chart
Colgate-Palmolive Company (CL)	0.0	$532k		5.1k	103.80	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$530k		8.5k	62.20	View chart
Nxp Semiconductors N V (NXPI)	0.0	$529k		2.2k	240.01	View chart
Mastercard Incorporated Cl A (MA)	0.0	$516k	+6%	1.0k	493.80	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$515k	-2%	11k	47.52	View chart
Palantir Technologies Cl A (PLTR)	0.0	$515k	NEW	14k	37.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$504k	+4%	4.8k	104.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$492k	+107%	5.8k	84.53	View chart
Lowe's Companies (LOW)	0.0	$490k		1.8k	270.88	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$484k	+59%	4.0k	119.70	View chart
The Trade Desk Com Cl A (TTD)	0.0	$482k		4.4k	109.64	View chart
PerkinElmer (RVTY)	0.0	$480k		3.8k	127.77	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$477k	-10%	13k	35.66	View chart
Texas Instruments Incorporated (TXN)	0.0	$474k	+3%	2.3k	206.57	View chart
American Express Company (AXP)	0.0	$458k	+4%	1.7k	271.18	View chart
Prudential Financial (PRU)	0.0	$454k	+2%	3.7k	121.11	View chart
At&t (T)	0.0	$450k	+11%	21k	22.00	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$445k	+3%	14k	32.67	View chart
Skechers U S A Cl A (SKX)	0.0	$444k		6.6k	66.92	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$435k		4.7k	91.93	View chart
Rockwell Automation (ROK)	0.0	$432k		1.6k	268.46	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$429k		7.7k	55.53	View chart
Public Storage (PSA)	0.0	$426k	+4%	1.2k	363.87	View chart
Motorola Solutions Com New (MSI)	0.0	$420k		935.00	449.63	View chart
Vanguard World Financials Etf (VFH)	0.0	$415k	+2%	3.8k	109.91	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$412k	NEW	11k	36.41	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$409k		8.0k	51.45	View chart
Iron Mountain (IRM)	0.0	$409k	NEW	3.4k	118.85	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$405k	-2%	7.7k	52.71	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$404k	+10%	1.3k	321.95	View chart
Paychex (PAYX)	0.0	$403k	+3%	3.0k	134.19	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$397k	+5%	8.8k	45.32	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$389k	-4%	13k	29.18	View chart
Becton, Dickinson and (BDX)	0.0	$387k		1.6k	241.10	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$383k		3.3k	114.52	View chart
FedEx Corporation (FDX)	0.0	$380k		1.4k	273.70	View chart
McKesson Corporation (MCK)	0.0	$380k	+3%	767.00	494.73	View chart
Snowflake Cl A (SNOW)	0.0	$376k	NEW	3.3k	114.88	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$374k	-14%	7.3k	51.50	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$372k		1.1k	324.08	View chart
Expeditors International of Washington (EXPD)	0.0	$372k		2.8k	131.42	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$366k		439.00	833.25	View chart
PPL Corporation (PPL)	0.0	$365k	+2%	11k	33.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$360k	NEW	5.3k	67.51	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$356k	NEW	2.5k	142.06	View chart
Charles Schwab Corporation (SCHW)	0.0	$355k	+12%	5.5k	64.81	View chart
RBB Motley Fool Mid (TMFM)	0.0	$354k		12k	29.15	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$349k	NEW	13k	26.10	View chart
Micron Technology (MU)	0.0	$348k		3.4k	103.72	View chart
Applied Materials (AMAT)	0.0	$345k	+6%	1.7k	202.05	View chart
Sprouts Fmrs Mkt (SFM)	0.0	$344k		3.1k	110.41	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$343k	+5%	5.6k	61.08	View chart
Waste Management (WM)	0.0	$341k	+20%	1.6k	207.60	View chart
Carrier Global Corporation (CARR)	0.0	$340k		4.2k	80.49	View chart
Meridianlink Common Stock (MLNK)	0.0	$339k	-18%	17k	20.57	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$338k	+11%	593.00	569.66	View chart
3M Company (MMM)	0.0	$335k	NEW	2.5k	136.70	View chart
L3harris Technologies (LHX)	0.0	$335k	+16%	1.4k	237.94	View chart
Key (KEY)	0.0	$330k	NEW	20k	16.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$329k	+11%	8.6k	38.08	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$329k	+5%	7.9k	41.82	View chart
Starbucks Corporation (SBUX)	0.0	$313k	-20%	3.2k	97.50	View chart
Cigna Corp (CI)	0.0	$311k	+6%	898.00	346.55	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$310k		2.3k	135.44	View chart
Enterprise Financial Services (EFSC)	0.0	$309k		6.0k	51.26	View chart
Jefferies Finl Group (JEF)	0.0	$308k		5.0k	61.55	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$303k		5.7k	53.15	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$301k	+4%	2.2k	139.50	View chart
Kinder Morgan (KMI)	0.0	$301k	NEW	14k	22.09	View chart
Trane Technologies SHS (TT)	0.0	$300k		772.00	388.73	View chart
Us Bancorp Del Com New (USB)	0.0	$296k		6.5k	45.73	View chart
Rli (RLI)	0.0	$295k		1.9k	154.98	View chart
Gabelli Equity Trust (GAB)	0.0	$285k	NEW	52k	5.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$282k		3.9k	72.63	View chart
Freeport-mcmoran CL B (FCX)	0.0	$279k		5.6k	49.92	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$278k		3.8k	73.67	View chart
Target Corporation (TGT)	0.0	$275k		1.8k	155.88	View chart
Bristol Myers Squibb (BMY)	0.0	$273k	+2%	5.3k	51.74	View chart
Duke Energy Corp Com New (DUK)	0.0	$271k	-2%	2.4k	115.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$269k	-4%	1.6k	173.67	View chart
Ishares Tr Exponential Tech (XT)	0.0	$264k	NEW	4.3k	60.88	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$261k		560.00	465.42	View chart
ON Semiconductor (ON)	0.0	$261k	+2%	3.6k	72.61	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$256k	NEW	958.00	267.24	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$253k		2.5k	101.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$252k	-27%	3.7k	67.84	View chart
Goldman Sachs (GS)	0.0	$249k	+2%	503.00	495.57	View chart
salesforce (CRM)	0.0	$249k	+3%	910.00	273.64	View chart
Dow (DOW)	0.0	$245k		4.5k	54.63	View chart
Enterprise Products Partners (EPD)	0.0	$238k	NEW	8.2k	29.11	View chart
Phillips 66 (PSX)	0.0	$237k	+18%	1.8k	131.45	View chart
RBB Motley Fool Gbl (TMFG)	0.0	$236k		7.4k	31.72	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$232k	-18%	17k	13.59	View chart
Southern Company (SO)	0.0	$232k	NEW	2.6k	90.18	View chart
Sap Se Spon Adr (SAP)	0.0	$232k	NEW	1.0k	229.10	View chart
Stryker Corporation (SYK)	0.0	$227k	+3%	629.00	361.34	View chart
Corning Incorporated (GLW)	0.0	$227k	NEW	5.0k	45.15	View chart
Labcorp Holdings Com Shs (LH)	0.0	$226k	-7%	1.0k	223.44	View chart
Spdr Ser Tr Ftse Int Gvt Etf (WIP)	0.0	$221k		5.5k	40.29	View chart
Vanguard World Energy Etf (VDE)	0.0	$220k	NEW	1.8k	122.47	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$218k		999.00	218.48	View chart
Omega Healthcare Investors (OHI)	0.0	$218k	NEW	5.4k	40.70	View chart
Corteva (CTVA)	0.0	$217k	NEW	3.7k	58.79	View chart
Southern Copper Corporation (SCCO)	0.0	$217k	NEW	1.9k	115.66	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$216k		18k	11.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$216k	NEW	1.7k	128.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$208k	NEW	1.2k	179.16	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.0	$206k		1.7k	119.91	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$206k	-6%	5.9k	34.89	View chart
Danaher Corporation (DHR)	0.0	$202k	NEW	727.00	278.00	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$200k	-16%	9.8k	20.38	View chart
Integra Lifesciences Hldgs C Com New (IART)	0.0	$193k		11k	18.17	View chart
Ford Motor Company (F)	0.0	$170k	+6%	16k	10.56	View chart
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG)	0.0	$136k		66k	2.06	View chart
Pimco CA Muni. Income Fund II (PCK)	0.0	$122k		19k	6.28	View chart
Gabelli Utility Trust (GUT)	0.0	$78k	NEW	15k	5.20	View chart
Five Point Holdings Com Cl A (FPH)	0.0	$73k	NEW	18k	4.15	View chart
Globalstar (GSAT)	0.0	$62k		50k	1.24	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 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
Pure Financial Advisors 2020 Q4 filed Jan. 12, 2021

View all past filings

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