Pure Financial Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by Pure Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Pure Financial Advisors

Companies in the Pure Financial Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 6.5 $55M +10% 642k 84.93
Ishares Tr Core Msci Eafe (IEFA) 6.1 $51M +13% 733k 69.09
Spdr Index Shs Fds Glb Nat Resrce (GNR) 6.0 $50M 1.1M 44.78
Spdr Ser Tr Portfli Tips Etf (SPIP) 5.2 $43M -2% 1.4M 31.17
Ishares Tr Core S&p Ttl Stk (ITOT) 4.4 $37M -6% 427k 86.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $30M +238% 79k 373.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.2 $27M +181% 305k 88.19
Ishares Tr Tips Bd Etf (TIP) 2.9 $24M 189k 127.65
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $24M -4% 122k 194.64
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.5 $21M 444k 47.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $20M +4% 405k 50.11
Ishares Tr Core Intl Aggr (IAGG) 2.3 $19M -3% 345k 56.21
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $19M -8% 502k 37.65
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.2 $19M -5% 538k 34.39

Setup an alert

Pure Financial Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.2 $18M -5% 708k 25.38
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.1 $18M -10% 389k 46.09
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $18M -10% 85k 206.76
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.8 $15M -17% 422k 35.80
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.6 $13M +194% 237k 55.17
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $13M +36% 208k 62.08
Vanguard Index Fds Value Etf (VTV) 1.5 $13M 107k 118.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $12M -7% 369k 33.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $12M -8% 177k 68.35
Ishares Tr Calif Mun Bd Etf (CMF) 1.4 $12M +15% 190k 62.83
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.3 $11M +49% 180k 58.55
Ishares Core Msci Emkt (IEMG) 1.0 $8.8M -13% 141k 62.04
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $8.7M -8% 68k 128.02
Ishares Tr Cre U S Reit Etf (USRT) 1.0 $8.6M 179k 48.41
Apple (AAPL) 1.0 $8.6M +10% 65k 132.69
Flexshares Tr Mornstar Upstr (GUNR) 1.0 $8.4M +17% 258k 32.54
Vanguard Index Fds Small Cp Etf (VB) 0.9 $7.8M -3% 40k 194.67
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $7.5M 244k 30.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $6.7M +181% 109k 61.60
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $5.8M -12% 139k 42.16
Spdr Ser Tr Spdr Bloomberg (BIL) 0.7 $5.8M NEW 64k 91.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $5.6M -16% 24k 229.82
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $5.4M -17% 135k 40.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $5.2M -4% 89k 58.36
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.6 $5.1M 165k 31.23
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.6 $5.0M -12% 142k 35.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $4.7M -8% 40k 118.96
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $4.6M +11% 53k 86.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $4.4M -10% 65k 68.18
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $4.3M -22% 47k 91.90
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $4.1M 35k 118.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $4.0M -5% 111k 36.01
Ishares Tr Core S&p500 Etf (IVV) 0.4 $3.5M 9.3k 375.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $3.0M NEW 36k 82.90
Microsoft Corporation (MSFT) 0.4 $3.0M +26% 13k 222.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $3.0M +313% 34k 87.29
Ishares Tr North Amern Nat (IGE) 0.3 $2.9M -3% 125k 23.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $2.7M 45k 59.52
Sempra Energy (SRE) 0.3 $2.6M -3% 21k 127.41
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $2.6M +74% 30k 86.29
United Parcel Service CL B (UPS) 0.3 $2.5M 15k 168.38
Tesla Motors (TSLA) 0.3 $2.2M +25% 3.1k 705.73
Amazon (AMZN) 0.3 $2.2M +2% 670.00 3256.72
Qualcomm (QCOM) 0.2 $2.1M 14k 152.35
Mvb Financial (MVBF) 0.2 $1.9M 85k 22.68
Ishares Msci Bric Indx (BKF) 0.2 $1.9M -7% 37k 52.22
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.9M +68% 23k 81.30
Home Depot (HD) 0.2 $1.9M +20% 7.1k 265.62
Avalara (AVLR) 0.2 $1.9M -13% 11k 164.87
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $1.9M -15% 15k 121.83
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $1.9M 36k 51.64
Abbott Laboratories (ABT) 0.2 $1.8M +16% 17k 109.51
Abbvie (ABBV) 0.2 $1.8M 17k 107.17
Ishares Em Mkt Sm-cp Etf (EEMS) 0.2 $1.8M -7% 34k 52.81
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $1.7M -5% 31k 55.63
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $1.7M -4% 18k 96.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.7M +6% 6.9k 241.16
Merck & Co (MRK) 0.2 $1.6M 20k 81.81
Aon Shs Cl A (AON) 0.2 $1.5M NEW 7.2k 211.20
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $1.5M +288% 40k 38.50
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $1.5M 27k 55.51
Edwards Lifesciences (EW) 0.2 $1.5M 16k 91.22
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.5M +315% 13k 115.91
Walt Disney Company (DIS) 0.2 $1.3M +5% 7.3k 181.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.3M NEW 11k 116.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.2M 5.3k 231.90
General Dynamics Corporation (GD) 0.1 $1.2M 7.7k 148.80
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.1M NEW 8.7k 131.76
Johnson & Johnson (JNJ) 0.1 $1.1M +5% 6.8k 157.36
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.0M -15% 4.8k 212.06
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.0M 27k 37.98
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $921k -4% 13k 69.31
Lockheed Martin Corporation (LMT) 0.1 $914k 2.6k 355.09
Pfizer (PFE) 0.1 $898k 24k 36.80
Ishares Tr Russell 3000 Etf (IWV) 0.1 $863k 3.9k 223.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $854k -17% 9.4k 90.99
Intel Corporation (INTC) 0.1 $841k 17k 49.82
Boeing Company (BA) 0.1 $833k -4% 3.9k 214.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $789k +19% 15k 51.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $753k -33% 5.3k 142.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $750k +3% 13k 56.07
PerkinElmer (PKI) 0.1 $721k 5.0k 143.48
Leidos Holdings (LDOS) 0.1 $721k 6.9k 105.06
Charter Communications Inc N Cl A (CHTR) 0.1 $720k +2% 1.1k 661.76
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $713k NEW 13k 57.11
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $709k -3% 6.8k 104.37
UnitedHealth (UNH) 0.1 $704k 2.0k 350.95
Integra Lifesciences Hldgs C Com New (IART) 0.1 $696k 11k 64.90
Ishares Gold Trust Ishares (IAU) 0.1 $680k 38k 18.13
Ishares Msci Emerg Mkt (EMGF) 0.1 $669k NEW 14k 49.10
Ishares Tr Msci Eafe Etf (EFA) 0.1 $657k 9.0k 72.99
Vaneck Vectors Etf Tr Nat Res Etf (HAP) 0.1 $651k NEW 17k 38.57
Juniper Networks (JNPR) 0.1 $637k NEW 28k 22.51
Ameren Corporation (AEE) 0.1 $617k 7.9k 78.07
Baxter International (BAX) 0.1 $614k 7.7k 80.20
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $605k -16% 20k 30.66
PNC Financial Services (PNC) 0.1 $603k 4.1k 148.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $573k NEW 1.7k 343.73
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $568k -3% 4.2k 136.64
Vanguard Index Fds Large Cap Etf (VV) 0.1 $563k -4% 3.2k 175.77
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $544k -10% 8.7k 62.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $539k +47% 3.3k 164.68
Alphabet Cap Stk Cl A (GOOGL) 0.1 $538k 307.00 1752.44
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $514k -11% 9.3k 55.34
Alphabet Cap Stk Cl C (GOOG) 0.1 $506k 289.00 1750.87
Costco Wholesale Corporation (COST) 0.1 $485k +34% 1.3k 376.55
FirstEnergy (FE) 0.1 $461k 15k 30.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $458k 1.5k 313.91
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $449k +14% 5.0k 90.67
Eli Lilly & Co. (LLY) 0.1 $424k 2.5k 168.79
Becton, Dickinson and (BDX) 0.0 $416k NEW 1.7k 250.45
Wells Fargo & Company (WFC) 0.0 $394k NEW 13k 30.20
McDonald's Corporation (MCD) 0.0 $388k +2% 1.8k 214.48
Bank of America Corporation (BAC) 0.0 $384k +5% 13k 30.32
Colgate-Palmolive Company (CL) 0.0 $383k +4% 4.5k 85.41
Ishares Tr Mbs Etf (MBB) 0.0 $373k -5% 3.4k 110.22
Science App Int'l (SAIC) 0.0 $373k -11% 3.9k 94.72
Caterpillar (CAT) 0.0 $357k +41% 2.0k 181.77
JPMorgan Chase & Co. (JPM) 0.0 $340k +16% 2.7k 127.06
Amgen (AMGN) 0.0 $338k 1.5k 230.09
Wal-Mart Stores (WMT) 0.0 $337k +5% 2.3k 144.20
Pepsi (PEP) 0.0 $328k +2% 2.2k 148.15
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $326k +87% 3.2k 102.81
At&t (T) 0.0 $324k +3% 11k 28.74
Philip Morris International (PM) 0.0 $321k +5% 3.9k 82.88
Ishares Silver Tr Ishares (SLV) 0.0 $321k 13k 24.60
Ishares Tr Core Msci Total (IXUS) 0.0 $319k -7% 4.8k 67.14
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $319k -4% 6.2k 51.74
Anthem (ANTM) 0.0 $315k NEW 980.00 321.43
Northrop Grumman Corporation (NOC) 0.0 $308k -6% 1.0k 304.35
Raytheon Technologies Corp (RTX) 0.0 $305k 4.3k 71.63
PPL Corporation (PPL) 0.0 $302k 11k 28.18
Visa Com Cl A (V) 0.0 $298k -14% 1.4k 218.96
Adobe Systems Incorporated (ADBE) 0.0 $286k NEW 571.00 500.88
Procter & Gamble Company (PG) 0.0 $286k 2.1k 139.17
Clorox Company (CLX) 0.0 $277k +3% 1.4k 202.19
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $267k -4% 3.1k 85.52
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.0 $263k 4.5k 58.68
Edison International (EIX) 0.0 $262k 4.2k 62.77
Servicenow (NOW) 0.0 $260k 472.00 550.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $259k -13% 2.9k 89.00
NVIDIA Corporation (NVDA) 0.0 $253k 484.00 522.73
Netflix (NFLX) 0.0 $250k +8% 462.00 541.13
Thermo Fisher Scientific (TMO) 0.0 $248k 533.00 465.29
Cisco Systems (CSCO) 0.0 $246k NEW 5.5k 44.72
Dupont De Nemours (DD) 0.0 $244k NEW 3.4k 71.20
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.0 $235k NEW 5.7k 41.21
3M Company (MMM) 0.0 $233k 1.3k 174.40
Nordstrom (JWN) 0.0 $231k NEW 7.4k 31.28
CVS Caremark Corporation (CVS) 0.0 $223k NEW 3.3k 68.17
Ishares Tr Rus 1000 Etf (IWB) 0.0 $221k NEW 1.0k 211.48
Ishares Tr Russell 2000 Etf (IWM) 0.0 $220k NEW 1.1k 196.43
Credit Suisse Ag Nassau Brh Lg Cap Grth Enh (FLGE) 0.0 $220k NEW 401.00 548.63
Bristol Myers Squibb (BMY) 0.0 $216k 3.5k 61.94
Altria (MO) 0.0 $215k NEW 5.3k 40.91
Rli (RLI) 0.0 $213k NEW 2.0k 104.16
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $212k NEW 1.0k 203.45
AECOM Technology Corporation (ACM) 0.0 $204k NEW 4.1k 49.78
Mastercard Incorporated Cl A (MA) 0.0 $203k NEW 570.00 356.14
Pimco CA Muni. Income Fund II (PCK) 0.0 $175k 19k 9.03
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $174k NEW 12k 15.14

Past Filings by Pure Financial Advisors

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

View all past filings