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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, DFAC, VNQ, and represent 33.17% of Pure Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$22M), BND (+$21M), IGSB (+$11M), DFAT (+$10M), DUHP (+$9.6M), IEFA (+$9.4M), VNQ (+$7.9M), VGSH (+$5.6M), AVDV (+$5.2M), DFAS (+$5.1M).
Started 17 new stock positions in ACN, XLP, ROK, DXCM, SCHG, CARR, ADBE, TGT, AVGO, WULF. XLC, XLI, DOW, CDTX, AVUS, META, DUHP.
Reduced shares in these 10 stocks: ITOT, IVE, AVLV, SRE, SCHO, HD, SPDW, DFCF, SPIP, VYM.
Sold out of its positions in SGOL, EIX, ES, GSLC, SCHW, VYM.
Pure Financial Advisors was a net buyer of stock by $140M.
Pure Financial Advisors has $2.2B in assets under management (AUM), dropping by 11.46%.
Central Index Key (CIK): 0001571556

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Portfolio Holdings for Pure Financial Advisors

Pure Financial Advisors holds 253 positions in its portfolio as reported in the March 2023 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)	8.9	$192M	+12%	470k	409.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.9	$171M	+13%	2.3M	73.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.4	$138M	+7%	2.1M	66.85	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.6	$120M	+3%	4.7M	25.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.4	$94M	+9%	1.1M	83.04	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.3	$93M		1.8M	51.11	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.9	$85M	+14%	1.7M	50.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.6	$77M		1.5M	52.89	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	3.0	$65M	+4%	1.1M	57.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$64M		1.4M	45.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$44M	+6%	1.1M	40.40	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.0	$43M	+14%	736k	58.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$38M	-2%	420k	90.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$38M		774k	48.92	View chart
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American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$37M	+16%	629k	58.48	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	1.6	$34M		1.3M	26.67	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$32M	+48%	717k	44.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.4	$31M		166k	186.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.4	$31M		310k	99.23	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$27M	+23%	506k	52.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$26M		127k	204.10	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.2	$26M	+5%	478k	53.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$23M	+10%	60k	376.07	View chart
Apple (AAPL)	1.0	$21M		128k	164.90	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.0	$21M		621k	33.71	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.9	$20M	+9%	263k	75.55	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$20M		180k	110.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$19M		92k	210.92	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$19M		594k	32.12	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$17M	+3%	428k	40.72	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.8	$17M		401k	42.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$15M	+8%	80k	189.56	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$15M	-2%	356k	42.50	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.7	$15M		390k	37.77	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.7	$14M		284k	50.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$14M	+6%	113k	124.06	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.6	$12M		498k	24.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$12M		89k	138.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$11M	+11%	112k	99.64	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$11M	-2%	186k	59.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$11M	+7%	154k	71.52	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$11M		186k	57.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$10M		25k	411.07	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$9.7M	+9%	112k	86.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$9.6M	+9%	308k	31.22	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$9.6M	NEW	381k	25.14	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$9.4M	+6%	193k	48.79	View chart
Microsoft Corporation (MSFT)	0.4	$9.4M	+2%	33k	288.30	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.4	$9.2M	+2%	183k	50.40	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$9.0M	+39%	66k	137.02	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$8.6M	-5%	176k	48.79	View chart
Ishares Emng Mkts Eqt (EMGF)	0.4	$8.2M	+21%	198k	41.52	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$6.6M	-2%	80k	82.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.9M	-9%	39k	151.76	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$5.6M	-3%	114k	48.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$5.3M		21k	250.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$5.3M	-3%	69k	76.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$5.0M		74k	67.85	View chart
Vanguard Wellington Us Quality (VFQY)	0.2	$4.8M	-3%	45k	108.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$4.8M	-4%	89k	53.47	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$4.6M	+2%	92k	50.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$4.5M	-4%	59k	76.23	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$4.5M	+6%	114k	39.17	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$4.4M	+8%	128k	34.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$4.3M	+4%	19k	225.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$4.2M		32k	134.07	View chart
Tesla Motors (TSLA)	0.2	$4.1M	-3%	20k	207.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$3.8M		109k	34.80	View chart
Aon Shs Cl A (AON)	0.2	$3.6M		12k	315.29	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$3.5M	-3%	112k	30.97	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$3.4M	-2%	78k	43.94	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$3.3M		129k	25.79	View chart
United Parcel Service CL B (UPS)	0.2	$3.3M		17k	194.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.3M		34k	96.70	View chart
Amazon (AMZN)	0.1	$3.2M	+31%	31k	103.29	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.0M	+12%	28k	107.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.9M	+28%	9.2k	320.94	View chart
Costco Wholesale Corporation (COST)	0.1	$2.9M	+19%	5.8k	496.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.8M	+51%	18k	158.76	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.8M	+11%	70k	39.46	View chart
Abbvie (ABBV)	0.1	$2.8M	+7%	17k	159.37	View chart
Sempra Energy (SRE)	0.1	$2.7M	-17%	18k	151.16	View chart
Home Depot (HD)	0.1	$2.6M	-14%	8.7k	295.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.4M		36k	65.58	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$2.4M	-3%	23k	102.77	View chart
Merck & Co (MRK)	0.1	$2.3M	+2%	22k	106.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.3M	+6%	46k	50.66	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$2.3M	+13%	116k	19.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.3M		9.2k	244.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$2.2M	+2%	7.3k	308.77	View chart
Leidos Holdings (LDOS)	0.1	$2.2M		24k	92.06	View chart
Caterpillar (CAT)	0.1	$2.0M		8.8k	228.83	View chart
Qualcomm (QCOM)	0.1	$1.9M		15k	127.58	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$1.9M		75k	24.77	View chart
Mvb Financial (MVBF)	0.1	$1.8M		85k	20.64	View chart
Abbott Laboratories (ABT)	0.1	$1.7M		17k	101.26	View chart
Science App Int'l (SAIC)	0.1	$1.7M		16k	107.46	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.7M		3.5k	472.73	View chart
Johnson & Johnson (JNJ)	0.1	$1.6M	+56%	10k	155.00	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$1.5M		30k	50.38	View chart
Edwards Lifesciences (EW)	0.1	$1.5M		18k	82.73	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.4M		13k	109.24	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.4M	-5%	15k	93.59	View chart
General Dynamics Corporation (GD)	0.1	$1.4M		6.1k	228.21	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	+18%	9.4k	148.70	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.3M	+18%	13k	97.93	View chart
UnitedHealth (UNH)	0.1	$1.3M		2.8k	472.61	View chart
Eli Lilly & Co. (LLY)	0.1	$1.3M	-5%	3.8k	343.40	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$1.3M	-2%	20k	66.08	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.3M	+44%	2.8k	461.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M		8.3k	152.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.2M	+64%	8.2k	151.01	View chart
Walt Disney Company (DIS)	0.1	$1.2M		12k	100.13	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.2M	-4%	11k	106.20	View chart
Boeing Company (BA)	0.1	$1.1M	+9%	5.3k	212.44	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.1M		7.5k	151.14	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.1M		24k	47.85	View chart
NVIDIA Corporation (NVDA)	0.1	$1.1M	+6%	4.0k	277.78	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.1M		4.7k	235.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M		10k	109.66	View chart
Honeywell International (HON)	0.1	$1.1M	+7%	5.7k	191.12	View chart
Pfizer (PFE)	0.1	$1.1M	+5%	27k	40.80	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$1.1M	+5%	16k	68.44	View chart
Chevron Corporation (CVX)	0.0	$1.1M	-3%	6.5k	163.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$1.0M	+10%	10k	104.00	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.0	$1.0M		45k	23.12	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$1.0M	+16%	7.4k	140.20	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$1.0M	+3%	51k	19.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.0M	NEW	3.5k	285.81	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$955k	-5%	11k	91.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$949k	+12%	9.2k	103.73	View chart
Starbucks Corporation (SBUX)	0.0	$932k	+8%	8.9k	104.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$900k	-2%	4.6k	194.88	View chart
Anthem (ELV)	0.0	$854k	+5%	1.9k	459.83	View chart
Visa Com Cl A (V)	0.0	$807k		3.6k	225.46	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$803k	-11%	8.6k	92.82	View chart
Bank of America Corporation (BAC)	0.0	$752k	+88%	26k	28.60	View chart
Pure Storage Cl A (PSTG)	0.0	$744k		29k	25.51	View chart
Avery Dennison Corporation (AVY)	0.0	$714k		4.0k	178.93	View chart
Oracle Corporation (ORCL)	0.0	$705k	+6%	7.6k	92.92	View chart
Ameren Corporation (AEE)	0.0	$686k		7.9k	86.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$669k	-10%	3.7k	178.42	View chart
McDonald's Corporation (MCD)	0.0	$668k		2.4k	279.56	View chart
Ishares Msci Bic Etf (BKF)	0.0	$665k	-3%	19k	34.72	View chart
Intel Corporation (INTC)	0.0	$658k	-5%	20k	32.67	View chart
Wal-Mart Stores (WMT)	0.0	$634k		4.3k	147.44	View chart
Wells Fargo & Company (WFC)	0.0	$631k	+14%	17k	37.38	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$630k		8.5k	73.78	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$620k		13k	46.91	View chart
Integra Lifesciences Hldgs C Com New (IART)	0.0	$613k		11k	57.41	View chart
Reliance Steel & Aluminum (RS)	0.0	$609k		2.4k	256.78	View chart
Pepsi (PEP)	0.0	$608k	+3%	3.3k	182.30	View chart
FirstEnergy (FE)	0.0	$604k		15k	40.06	View chart
JPMorgan Chase & Co. (JPM)	0.0	$575k	+22%	4.4k	130.32	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$558k		11k	52.36	View chart
Philip Morris International (PM)	0.0	$558k	+19%	5.7k	97.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$537k	+10%	2.9k	183.22	View chart
Bristol Myers Squibb (BMY)	0.0	$534k	+13%	7.7k	69.31	View chart
PNC Financial Services (PNC)	0.0	$522k		4.1k	127.10	View chart
TJX Companies (TJX)	0.0	$516k		6.6k	78.36	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$509k	-16%	5.6k	90.45	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$505k	+9%	7.0k	71.84	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$503k	+53%	3.9k	129.45	View chart
PerkinElmer (PKI)	0.0	$502k		3.8k	133.27	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$495k	+15%	8.9k	55.36	View chart
Amgen (AMGN)	0.0	$490k	+3%	2.0k	241.70	View chart
Tetra Tech (TTEK)	0.0	$480k		3.3k	146.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$468k		1.9k	249.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$466k		1.00	465600.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$463k		802.00	576.68	View chart
3M Company (MMM)	0.0	$456k	+2%	4.3k	105.11	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$426k	-7%	8.6k	49.32	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.0	$422k	-7%	11k	39.30	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$414k		8.0k	52.06	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$409k	+44%	2.7k	149.54	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$402k		1.1k	357.61	View chart
Cisco Systems (CSCO)	0.0	$400k		7.6k	52.27	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$393k	+17%	3.8k	104.69	View chart
Becton, Dickinson and (BDX)	0.0	$392k		1.6k	247.54	View chart
Yum! Brands (YUM)	0.0	$388k	+45%	2.9k	132.07	View chart
Netflix (NFLX)	0.0	$385k	+4%	1.1k	345.48	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$374k	-4%	9.3k	40.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$369k		15k	24.52	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$359k		5.0k	71.51	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$352k		10k	33.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$349k		5.5k	63.89	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$348k	+44%	11k	32.15	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$347k		13k	27.05	View chart
Cigna Corp (CI)	0.0	$334k	+14%	1.3k	255.53	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$333k		7.1k	46.66	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$331k	+8%	859.00	385.28	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$328k		3.6k	91.82	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$327k	NEW	4.6k	70.88	View chart
McKesson Corporation (MCK)	0.0	$327k	-4%	918.00	356.24	View chart
Paychex (PAYX)	0.0	$326k		2.8k	114.59	View chart
Baxter International (BAX)	0.0	$325k	+3%	8.0k	40.56	View chart
Coca-Cola Company (KO)	0.0	$319k	+17%	5.1k	62.03	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$312k	NEW	5.4k	57.97	View chart
AECOM Technology Corporation (ACM)	0.0	$310k	-4%	3.7k	84.32	View chart
Texas Instruments Incorporated (TXN)	0.0	$309k		1.7k	186.03	View chart
Skechers U S A Cl A (SKX)	0.0	$307k	-11%	6.5k	47.52	View chart
Lowe's Companies (LOW)	0.0	$305k	-5%	1.5k	199.97	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.0	$302k	NEW	3.0k	101.18	View chart
ON Semiconductor (ON)	0.0	$292k		3.5k	82.32	View chart
Meta Platforms Cl A (META)	0.0	$285k	NEW	1.3k	211.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$285k	+4%	6.8k	41.93	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$284k	+21%	3.3k	85.07	View chart
PPL Corporation (PPL)	0.0	$283k		10k	27.79	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$283k	+5%	5.7k	49.33	View chart
Ford Motor Company (F)	0.0	$281k	+36%	22k	12.60	View chart
Prudential Financial (PRU)	0.0	$273k		3.3k	82.73	View chart
Rli (RLI)	0.0	$272k		2.0k	132.91	View chart
Altria (MO)	0.0	$271k	+2%	6.1k	44.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$271k	-5%	3.0k	91.04	View chart
Colgate-Palmolive Company (CL)	0.0	$269k		3.6k	75.15	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$268k		4.3k	61.95	View chart
Enterprise Financial Services (EFSC)	0.0	$263k		5.9k	44.59	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$256k		3.7k	69.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$255k	NEW	3.9k	65.18	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$255k		5.3k	48.16	View chart
Mastercard Incorporated Cl A (MA)	0.0	$255k	-6%	701.00	363.41	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$255k	+5%	4.6k	54.82	View chart
Dex (DXCM)	0.0	$252k	NEW	2.2k	116.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$251k		1.2k	204.51	View chart
Wp Carey (WPC)	0.0	$249k		3.2k	77.45	View chart
Laboratory Corp Amer Hldgs Com New (LH)	0.0	$241k		1.1k	229.39	View chart
Target Corporation (TGT)	0.0	$241k	NEW	1.5k	165.63	View chart
Servicenow (NOW)	0.0	$240k	-16%	517.00	464.72	View chart
Adobe Systems Incorporated (ADBE)	0.0	$240k	NEW	622.00	385.37	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$238k		1.9k	123.70	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$228k	NEW	3.0k	74.71	View chart
International Business Machines (IBM)	0.0	$227k	+19%	1.7k	131.12	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$225k	-47%	2.0k	109.94	View chart
Corteva (CTVA)	0.0	$224k		3.7k	60.31	View chart
ConocoPhillips (COP)	0.0	$223k	+7%	2.3k	99.21	View chart
L3harris Technologies (LHX)	0.0	$222k		1.1k	196.24	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$217k		2.6k	84.89	View chart
Dow (DOW)	0.0	$215k	NEW	3.9k	54.82	View chart
Broadcom (AVGO)	0.0	$212k	NEW	330.00	641.54	View chart
Us Bancorp Del Com New (USB)	0.0	$212k	+10%	5.9k	36.05	View chart
Rockwell Automation (ROK)	0.0	$209k	NEW	712.00	293.45	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$208k		6.4k	32.59	View chart
Verizon Communications (VZ)	0.0	$207k	+2%	5.3k	38.89	View chart
Carrier Global Corporation (CARR)	0.0	$202k	NEW	4.4k	45.75	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$199k	-5%	17k	11.64	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$157k		14k	11.01	View chart
Pimco CA Muni. Income Fund II (PCK)	0.0	$120k		19k	6.20	View chart
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG)	0.0	$114k		51k	2.24	View chart
NeoVo (NEOV)	0.0	$28k		11k	2.56	View chart
Lordstown Motors Corp Com Cl A (RIDE)	0.0	$18k		28k	0.66	View chart
Canopy Gro (CGC)	0.0	$18k		10k	1.75	View chart
Terawulf (WULF)	0.0	$15k	NEW	16k	0.94	View chart
Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX)	0.0	$15k	NEW	12k	1.27	View chart

Past Filings by Pure Financial Advisors

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

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
Pure Financial Advisors 2020 Q3 filed Oct. 7, 2020
Pure Financial Advisors 2020 Q2 filed July 8, 2020
Pure Financial Advisors 2020 Q1 filed April 7, 2020
Pure Financial Advisors 2019 Q4 filed Jan. 9, 2020
Pure Financial Advisors 2019 Q3 filed Oct. 9, 2019
Pure Financial Advisors 2019 Q2 filed July 11, 2019

View all past filings

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Pure Financial Advisors

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Portfolio Holdings for Pure Financial Advisors

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Past Filings by Pure Financial Advisors