Pure Financial Advisors

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

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Portfolio Holdings for Pure Financial Advisors

Pure Financial Advisors holds 229 positions in its portfolio as reported in the September 2022 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) 7.4 $124M +16% 347k 357.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.2 $121M +17% 1.7M 71.33
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.8 $97M +3% 4.4M 22.24
Ishares Tr Core Msci Eafe (IEFA) 5.3 $89M +8% 1.7M 52.67
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.0 $83M +4% 1.9M 44.42
Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $75M +4% 929k 80.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.8 $63M +3% 1.4M 45.93
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.7 $62M +17% 1.3M 49.28
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.5 $59M +716% 1.4M 40.94
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.0 $51M +7% 1.0M 49.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $49M +21% 1.3M 36.36
Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $34M 429k 79.54
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.0 $33M +18% 572k 57.79
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.0 $33M -2% 1.3M 25.36

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $32M +10% 877k 36.49
Vanguard Index Fds Large Cap Etf (VV) 1.6 $27M 163k 163.56
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 1.5 $25M -5% 513k 49.41
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $24M 132k 179.47
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $22M +9% 432k 51.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $19M +50% 394k 47.50
Ishares Tr Tips Bd Etf (TIP) 1.1 $19M -2% 176k 104.90
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $18M +10% 97k 187.98
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $17M +10% 233k 71.39
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $17M +3% 596k 27.75
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $16M +34% 349k 46.52
Flexshares Tr Mornstar Upstr (GUNR) 0.9 $15M 399k 37.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $15M +79% 580k 25.80
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $15M -7% 421k 34.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $14M +29% 44k 328.30
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.9 $14M 298k 47.73
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $13M -2% 391k 34.06
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $13M -2% 293k 44.11
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.7 $13M 521k 23.92
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $12M +58% 315k 38.97
Vanguard Index Fds Small Cp Etf (VB) 0.7 $12M -7% 71k 170.91
Apple (AAPL) 0.7 $12M +3% 88k 138.20
Vanguard Index Fds Value Etf (VTV) 0.7 $12M -7% 94k 123.48
Ishares Tr Calif Mun Bd Etf (CMF) 0.6 $11M 199k 54.22
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $9.6M +22% 197k 48.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $8.3M +9% 80k 103.94
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $8.2M +9% 259k 31.67
Ishares Tr Core S&p500 Etf (IVV) 0.5 $8.0M -14% 22k 358.65
Ishares Tr Cre U S Reit Etf (USRT) 0.5 $7.9M +16% 166k 47.50
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $7.6M +8% 96k 79.40
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $7.6M +9% 79k 96.34
Ishares Core Msci Emkt (IEMG) 0.4 $6.9M +6% 160k 42.98
Microsoft Corporation (MSFT) 0.4 $6.5M +2% 28k 232.89
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $6.1M -5% 48k 128.92
Ishares Tr Msci Eafe Etf (EFA) 0.4 $5.9M -5% 106k 56.01
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $5.9M 46k 128.51
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $5.8M -14% 71k 81.21
Ishares Msci Emerg Mkt (EMGF) 0.3 $5.6M +36% 146k 38.43
Tesla Motors (TSLA) 0.3 $5.1M +201% 19k 265.24
Ishares Tr Core Intl Aggr (IAGG) 0.3 $4.9M -7% 101k 48.33
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $4.6M 21k 219.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $4.5M -9% 61k 74.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $4.5M -17% 100k 44.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $4.4M 73k 60.52
Ishares Tr Rus 1000 Etf (IWB) 0.3 $4.2M +44% 21k 197.32
Aon Shs Cl A (AON) 0.2 $4.1M +110% 15k 267.86
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.2 $4.0M +81% 218k 18.21
Vanguard Wellington Us Quality (VFQY) 0.2 $4.0M +5% 42k 95.25
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $3.9M 32k 121.76
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $3.9M -2% 156k 24.95
Ishares Tr North Amern Nat (IGE) 0.2 $3.8M +32% 111k 34.76
Sempra Energy (SRE) 0.2 $3.6M +32% 24k 149.93
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $3.5M +34% 76k 45.56
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $3.2M -2% 84k 38.56
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.2M +28% 105k 31.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $3.1M +6% 110k 28.13
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $3.1M +9% 118k 26.07
Home Depot (HD) 0.2 $3.0M +4% 11k 275.95
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $3.0M -5% 34k 87.20
United Parcel Service CL B (UPS) 0.2 $2.8M 17k 161.57
Amazon (AMZN) 0.2 $2.5M -11% 23k 112.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.4M +32% 9.1k 267.29
Mvb Financial (MVBF) 0.1 $2.4M 85k 27.83
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.3M -4% 65k 34.88
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.2M -12% 25k 90.01
Abbvie (ABBV) 0.1 $2.2M -8% 16k 134.23
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.2M 37k 58.50
Leidos Holdings (LDOS) 0.1 $2.1M 24k 87.45
Costco Wholesale Corporation (COST) 0.1 $2.0M +35% 4.2k 472.14
Merck & Co (MRK) 0.1 $1.8M 21k 86.11
Ishares Tr National Mun Etf (MUB) 0.1 $1.8M +6% 17k 102.60
Qualcomm (QCOM) 0.1 $1.8M 16k 112.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.8M -7% 6.6k 267.00
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.7M +46% 91k 18.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.7M -6% 8.1k 210.35
Abbott Laboratories (ABT) 0.1 $1.6M 16k 96.76
Caterpillar (CAT) 0.1 $1.5M 9.0k 164.14
Edwards Lifesciences (EW) 0.1 $1.5M 18k 82.62
Science App Int'l (SAIC) 0.1 $1.4M 16k 88.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.4M -3% 17k 82.43
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $1.4M -6% 72k 19.09
Ishares Em Mkt Sm-cp Etf (EEMS) 0.1 $1.3M 29k 45.37
Eli Lilly & Co. (LLY) 0.1 $1.3M +4% 4.0k 323.48
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.2M 13k 92.82
General Dynamics Corporation (GD) 0.1 $1.2M 5.7k 212.19
UnitedHealth (UNH) 0.1 $1.2M +7% 2.4k 505.00
Lockheed Martin Corporation (LMT) 0.1 $1.2M 3.1k 386.20
Johnson & Johnson (JNJ) 0.1 $1.2M 7.2k 163.36
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.2M 12k 96.05
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $1.2M -2% 20k 57.84
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.1M +32% 24k 48.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.1M +94% 7.8k 143.44
Pfizer (PFE) 0.1 $1.1M +9% 25k 43.74
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.1M +143% 3.5k 307.30
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $1.1M -20% 7.5k 144.58
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.0M +4% 5.1k 206.98
Walt Disney Company (DIS) 0.1 $1.0M +7% 11k 94.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $985k +63% 23k 42.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $969k +2% 21k 45.33
Procter & Gamble Company (PG) 0.1 $940k +13% 7.4k 126.21
Raytheon Technologies Corp (RTX) 0.1 $917k +20% 11k 81.87
Spdr Ser Tr Bloomberg Intl T (BWX) 0.1 $905k -10% 43k 20.84
Chevron Corporation (CVX) 0.1 $900k +9% 6.3k 143.66
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $874k +23% 15k 60.34
Exxon Mobil Corporation (XOM) 0.1 $872k +6% 10k 87.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $866k -17% 6.4k 135.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $857k +2% 18k 48.14
Alphabet Cap Stk Cl C (GOOG) 0.1 $857k +1911% 8.9k 96.15
Avalara (AVLR) 0.0 $824k 9.0k 91.84
Alphabet Cap Stk Cl A (GOOGL) 0.0 $807k +1943% 8.4k 95.64
Pure Storage Cl A (PSTG) 0.0 $798k NEW 29k 27.38
Anthem (ELV) 0.0 $796k +75% 1.8k 454.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $725k -9% 4.3k 170.55
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $714k -15% 31k 23.16
Ishares Tr Russell 2000 Etf (IWM) 0.0 $712k +29% 4.3k 164.93
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $661k +5% 5.2k 127.07
Visa Com Cl A (V) 0.0 $654k -12% 3.7k 177.72
Ishares Msci Bic Etf (BKF) 0.0 $653k 20k 31.95
Ameren Corporation (AEE) 0.0 $650k 8.1k 80.51
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $649k -3% 8.3k 77.87
Avery Dennison Corporation (AVY) 0.0 $649k 4.0k 162.74
Starbucks Corporation (SBUX) 0.0 $640k 7.6k 84.27
Wells Fargo & Company (WFC) 0.0 $625k +4% 16k 40.20
PNC Financial Services (PNC) 0.0 $609k 4.1k 149.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $576k -18% 6.0k 96.14
FirstEnergy (FE) 0.0 $566k -5% 15k 36.99
Boeing Company (BA) 0.0 $562k 4.6k 121.02
Intel Corporation (INTC) 0.0 $558k +5% 22k 25.75
Pepsi (PEP) 0.0 $550k +39% 3.4k 163.30
McDonald's Corporation (MCD) 0.0 $549k +15% 2.4k 230.58
Wal-Mart Stores (WMT) 0.0 $542k +6% 4.2k 129.76
Honeywell International (HON) 0.0 $536k 3.2k 166.98
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $535k 8.5k 62.66
Northrop Grumman Corporation (NOC) 0.0 $526k 1.1k 470.06
Bristol Myers Squibb (BMY) 0.0 $508k +55% 7.2k 71.03
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $484k -8% 14k 34.89
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 0.0 $467k +21% 13k 36.28
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $455k -4% 5.7k 79.45
Integra Lifesciences Hldgs C Com New (IART) 0.0 $452k 11k 42.36
PerkinElmer (PKI) 0.0 $452k 3.8k 120.37
NVIDIA Corporation (NVDA) 0.0 $440k +3% 3.6k 121.38
Amgen (AMGN) 0.0 $426k +2% 1.9k 225.40
Baxter International (BAX) 0.0 $421k 7.8k 53.84
Vanguard World Fds Health Car Etf (VHT) 0.0 $419k NEW 1.9k 223.71
Vaneck Etf Trust Natural Resourc (HAP) 0.0 $415k 9.6k 43.29
Reliance Steel & Aluminum (RS) 0.0 $412k NEW 2.4k 174.43
Bank of America Corporation (BAC) 0.0 $408k +6% 14k 30.19
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $406k 1.00 406000.00
Philip Morris International (PM) 0.0 $402k +5% 4.8k 82.97
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $401k -10% 8.0k 50.08
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $398k -23% 8.7k 46.00
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $397k 3.9k 101.64
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $395k -6% 4.5k 87.84
Oracle Corporation (ORCL) 0.0 $381k -8% 6.2k 61.01
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $380k NEW 10k 36.57
Ishares Silver Tr Ishares (SLV) 0.0 $374k -2% 21k 17.51
TJX Companies (TJX) 0.0 $374k 6.0k 62.09
Spdr Gold Tr Gold Shs (GLD) 0.0 $354k -27% 2.3k 154.86
Gaming & Leisure Pptys (GLPI) 0.0 $352k 8.0k 44.25
Becton, Dickinson and (BDX) 0.0 $351k 1.6k 222.86
Charter Communications Inc N Cl A (CHTR) 0.0 $340k 1.1k 303.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $331k 15k 22.39
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $327k +42% 3.6k 91.60
McKesson Corporation (MCK) 0.0 $325k -8% 955.00 340.31
Cigna Corp (CI) 0.0 $319k 1.2k 277.39
Paychex (PAYX) 0.0 $317k 2.8k 112.05
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $316k +2% 5.0k 62.97
Lowe's Companies (LOW) 0.0 $299k 1.6k 187.58
Thermo Fisher Scientific (TMO) 0.0 $289k +3% 570.00 507.02
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $286k NEW 12k 23.43
Prudential Financial (PRU) 0.0 $276k 3.2k 85.93
Cisco Systems (CSCO) 0.0 $269k +18% 6.7k 39.95
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $265k NEW 1.1k 234.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $264k 4.6k 57.89
AECOM Technology Corporation (ACM) 0.0 $263k 3.9k 68.26
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.0 $262k 6.4k 40.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $262k -54% 2.8k 94.96
Vanguard World Fds Financials Etf (VFH) 0.0 $260k NEW 3.5k 74.37
PPL Corporation (PPL) 0.0 $260k +2% 10k 25.39
Enterprise Financial Services (EFSC) 0.0 $258k 5.9k 44.04
Ishares Msci Emrg Chn (EMXC) 0.0 $254k -45% 5.7k 44.28
JPMorgan Chase & Co. (JPM) 0.0 $252k 2.4k 104.56
Colgate-Palmolive Company (CL) 0.0 $250k 3.6k 70.20
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $249k 5.7k 43.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $246k -48% 3.1k 78.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $245k 6.5k 37.81
Edison International (EIX) 0.0 $239k NEW 4.2k 56.51
L3harris Technologies (LHX) 0.0 $238k 1.1k 207.86
Altria (MO) 0.0 $236k +5% 5.8k 40.42
Servicenow (NOW) 0.0 $234k 621.00 376.81
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $234k NEW 3.3k 71.06
Coca-Cola Company (KO) 0.0 $230k -52% 4.1k 55.91
Vanguard Index Fds Growth Etf (VUG) 0.0 $228k -19% 1.1k 214.29
Ishares Tr Core Msci Total (IXUS) 0.0 $226k +3% 4.4k 50.97
Wp Carey (WPC) 0.0 $224k 3.2k 69.80
Us Bancorp Del Com New (USB) 0.0 $222k 5.5k 40.28
ON Semiconductor (ON) 0.0 $216k NEW 3.5k 62.34
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $213k 1.0k 204.41
Yum! Brands (YUM) 0.0 $213k NEW 2.0k 106.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $211k 3.2k 66.46
Corteva (CTVA) 0.0 $211k NEW 3.7k 57.09
Rli (RLI) 0.0 $209k 2.0k 102.20
ConocoPhillips (COP) 0.0 $209k NEW 2.0k 102.10
Verizon Communications (VZ) 0.0 $207k 5.5k 37.97
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $207k -9% 2.5k 81.40
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $203k 2.7k 74.09
Ford Motor Company (F) 0.0 $175k 16k 11.18
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $156k +20% 14k 10.95
Pimco CA Muni. Income Fund II (PCK) 0.0 $124k 19k 6.40
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $103k 51k 2.02
Exchange Traded Concepts Tr Bitwise Crypto (BITQ) 0.0 $89k NEW 14k 6.40
NeoVo (NEOV) 0.0 $54k NEW 11k 5.02
Lordstown Motors Corp Com Cl A (RIDE) 0.0 $51k NEW 28k 1.84
Canopy Gro (CGC) 0.0 $28k 10k 2.74
Meta Financial (CASH) 0.0 $0 0 0.00

Past Filings by Pure Financial Advisors

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

View all past filings