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

Companies in the Pure Financial Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Short Duration F (DFSD) 17.7 $387M -10% 8.1M 47.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $117M +12% 259k 451.64
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.3 $116M -3% 4.2M 27.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.5 $99M +19% 1.2M 79.54
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.3 $95M 1.8M 54.06
Ishares Tr Core Msci Eafe (IEFA) 4.3 $93M +12% 1.3M 69.51
Vanguard Index Fds Real Estate Etf (VNQ) 4.2 $91M +5% 840k 108.37
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.4 $75M +4% 1.3M 59.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.8 $61M +1152% 789k 77.90
Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.7 $59M -11% 945k 62.78
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.4 $53M +104% 1.1M 48.03
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.3 $50M +20% 969k 51.72
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.9 $41M +2% 1.3M 30.26
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $39M 389k 100.94

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Vanguard Index Fds Large Cap Etf (VV) 1.5 $34M +4957% 162k 208.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $33M +33% 708k 46.13
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 1.5 $32M NEW 592k 54.48
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $30M +11% 132k 227.67
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $27M +93% 521k 52.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $25M +15% 423k 59.26
Ishares Tr Tips Bd Etf (TIP) 1.1 $23M 185k 124.57
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.1 $23M +15% 605k 37.97
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $23M 378k 60.71
Ishares Tr Core Intl Aggr (IAGG) 1.0 $22M +21% 419k 52.13
Flexshares Tr Mornstar Upstr (GUNR) 0.9 $19M -5% 414k 46.83
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $19M -10% 81k 237.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $19M -6% 453k 41.75
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $18M +67% 528k 34.28
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.8 $18M -2% 539k 32.39
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $17M 309k 55.58
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $17M +9% 402k 42.07
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $16M +12% 189k 82.29
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $15M -14% 259k 58.18
Vanguard Index Fds Small Cp Etf (VB) 0.7 $14M +43% 68k 212.51
Vanguard Index Fds Value Etf (VTV) 0.6 $13M -5% 90k 147.78
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $13M +70% 210k 62.58
Apple (AAPL) 0.6 $13M +8% 75k 174.61
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $13M +5% 232k 56.06
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $11M +28% 240k 46.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $11M +201% 26k 415.18
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $11M -5% 163k 66.34
Ishares Tr Cre U S Reit Etf (USRT) 0.4 $8.6M 134k 64.65
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $8.4M +43% 78k 107.10
Microsoft Corporation (MSFT) 0.4 $8.3M +34% 27k 308.31
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $7.9M +13% 216k 36.42
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $7.7M -9% 50k 155.72
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $7.4M +16% 76k 97.77
Ishares Core Msci Emkt (IEMG) 0.3 $7.3M +19% 131k 55.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $7.3M +65% 127k 57.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $7.0M +24% 84k 83.35
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $6.7M +3% 242k 27.79
Ishares Tr Msci Eafe Etf (EFA) 0.3 $6.4M +965% 86k 73.60
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $6.0M +22% 44k 134.63
Tesla Motors (TSLA) 0.3 $6.0M +2% 5.5k 1077.52
Ishares Tr Core S&p500 Etf (IVV) 0.3 $5.5M +21% 12k 453.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $5.3M 20k 268.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $5.0M 66k 75.85
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $4.9M -6% 33k 149.66
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $4.6M +25% 29k 161.40
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $4.3M 92k 47.16
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $4.2M +2% 120k 35.16
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $3.9M -2% 106k 36.72
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.9M +77% 101k 38.64
United Parcel Service CL B (UPS) 0.2 $3.7M 17k 214.48
Ishares Msci Emerg Mkt (EMGF) 0.2 $3.6M -2% 75k 48.39
Spdr Ser Tr Bloomberg Intl T (BWX) 0.2 $3.6M -9% 137k 26.03
Mvb Financial (MVBF) 0.2 $3.5M 85k 41.50
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $3.4M -7% 31k 107.90
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $3.3M +16% 59k 56.66
Ishares Tr North Amern Nat (IGE) 0.1 $3.2M -24% 79k 40.45
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.2M +1309% 13k 250.06
Amazon (AMZN) 0.1 $3.1M 953.00 3260.23
Sempra Energy (SRE) 0.1 $3.0M -30% 18k 168.10
Abbvie (ABBV) 0.1 $2.9M 18k 162.10
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.8M -3% 39k 71.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.7M +46% 34k 78.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.6M +996% 59k 45.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.5M 23k 109.65
Home Depot (HD) 0.1 $2.5M +11% 8.4k 299.33
Aon Shs Cl A (AON) 0.1 $2.4M 7.2k 325.60
Qualcomm (QCOM) 0.1 $2.3M 15k 152.79
Caterpillar (CAT) 0.1 $2.0M +456% 8.8k 222.85
Abbott Laboratories (ABT) 0.1 $1.9M 16k 118.37
Edwards Lifesciences (EW) 0.1 $1.9M 16k 117.72
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.9M +12% 18k 102.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.8M 6.6k 277.56
Merck & Co (MRK) 0.1 $1.7M 21k 82.05
Lockheed Martin Corporation (LMT) 0.1 $1.7M +31% 3.8k 441.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.7M +3% 4.7k 352.93
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.7M -2% 14k 123.90
Ishares Em Mkt Sm-cp Etf (EEMS) 0.1 $1.7M 29k 57.00
Vanguard Wellington Us Quality (VFQY) 0.1 $1.6M NEW 14k 116.25
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.5M -6% 12k 119.60
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $1.4M -4% 20k 70.36
Pfizer (PFE) 0.1 $1.4M +3% 28k 51.77
General Dynamics Corporation (GD) 0.1 $1.4M 5.7k 241.21
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.4M +159% 55k 24.89
Walt Disney Company (DIS) 0.1 $1.2M -5% 9.1k 137.22
Johnson & Johnson (JNJ) 0.1 $1.2M -2% 7.0k 177.20
UnitedHealth (UNH) 0.1 $1.1M 2.2k 509.95
Procter & Gamble Company (PG) 0.0 $1.1M +111% 7.0k 152.81
Costco Wholesale Corporation (COST) 0.0 $1.1M +85% 1.9k 576.12
Ishares Tr Russell 3000 Etf (IWV) 0.0 $1.0M +10% 3.9k 262.47
Intel Corporation (INTC) 0.0 $1.0M +36% 21k 49.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $1.0M +59% 20k 50.55
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $979k -11% 4.4k 222.85
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $967k +11% 13k 74.21
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $940k NEW 44k 21.52
Alphabet Cap Stk Cl C (GOOG) 0.0 $936k +9% 335.00 2794.03
Leidos Holdings (LDOS) 0.0 $935k -7% 8.7k 108.02
Avalara (AVLR) 0.0 $912k -4% 9.2k 99.53
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $886k +3% 18k 49.55
Alphabet Cap Stk Cl A (GOOGL) 0.0 $882k -2% 317.00 2782.33
Eli Lilly & Co. (LLY) 0.0 $881k +8% 3.1k 286.32
Raytheon Technologies Corp (RTX) 0.0 $865k -3% 8.7k 99.09
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $858k -12% 5.2k 165.61
Ishares Msci Bric Indx (BKF) 0.0 $853k -27% 22k 38.28
Boeing Company (BA) 0.0 $834k +14% 4.4k 191.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $824k +22% 5.0k 166.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $821k +8% 2.3k 362.47
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $781k -14% 7.8k 99.77
Chevron Corporation (CVX) 0.0 $780k +18% 4.8k 162.91
Ameren Corporation (AEE) 0.0 $775k 8.3k 93.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $768k +91% 14k 53.40
PNC Financial Services (PNC) 0.0 $753k 4.1k 184.38
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $733k +206% 7.1k 102.56
FirstEnergy (FE) 0.0 $729k 16k 45.86
NVIDIA Corporation (NVDA) 0.0 $717k 2.6k 272.83
Visa Com Cl A (V) 0.0 $706k +3% 3.2k 221.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $696k -6% 4.0k 176.07
Exxon Mobil Corporation (XOM) 0.0 $695k +15% 8.4k 82.62
Integra Lifesciences Hldgs C Com New (IART) 0.0 $686k 11k 64.27
Wells Fargo & Company (WFC) 0.0 $680k +2% 14k 48.43
PerkinElmer (PKI) 0.0 $668k 3.8k 174.50
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $648k 8.5k 75.90
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $641k NEW 25k 25.82
Ishares Tr Russell 2000 Etf (IWM) 0.0 $641k +214% 3.1k 205.19
Wal-Mart Stores (WMT) 0.0 $641k +77% 4.3k 148.93
Charter Communications Inc N Cl A (CHTR) 0.0 $604k 1.1k 545.13
Vaneck Etf Trust Natural Resourc (HAP) 0.0 $595k -20% 11k 54.94
Baxter International (BAX) 0.0 $595k 7.7k 77.50
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $580k -3% 5.5k 105.00
Oracle Corporation (ORCL) 0.0 $569k NEW 6.9k 82.74
Ishares Msci Emrg Chn (EMXC) 0.0 $546k NEW 9.4k 58.23
McDonald's Corporation (MCD) 0.0 $517k -11% 2.1k 247.49
Northrop Grumman Corporation (NOC) 0.0 $504k +46% 1.1k 447.60
Ishares Silver Tr Ishares (SLV) 0.0 $496k 22k 22.89
Bank of America Corporation (BAC) 0.0 $491k +2% 12k 41.21
Anthem (ANTM) 0.0 $486k 990.00 490.91
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $479k +6% 7.2k 66.27
Pepsi (PEP) 0.0 $460k +11% 2.8k 167.27
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $449k -55% 9.7k 46.43
Spdr Ser Tr Blomberg 1 10 Yr (TIPX) 0.0 $443k NEW 21k 20.69
Spdr Ser Tr Spdr Bloomberg (BIL) 0.0 $431k NEW 4.7k 91.45
Philip Morris International (PM) 0.0 $420k +3% 4.5k 93.85
Teradata Corporation (TDC) 0.0 $420k NEW 8.5k 49.31
Becton, Dickinson and (BDX) 0.0 $415k 1.6k 265.69
Science App Int'l (SAIC) 0.0 $414k 4.5k 92.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $413k -3% 15k 27.77
Paychex (PAYX) 0.0 $412k NEW 3.0k 136.38
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.0 $406k NEW 10k 38.99
Amgen (AMGN) 0.0 $394k -12% 1.6k 241.72
Us Bancorp Del Com New (USB) 0.0 $391k NEW 7.4k 53.17
Servicenow (NOW) 0.0 $379k 681.00 556.53
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.0 $377k +8% 7.0k 53.93
JPMorgan Chase & Co. (JPM) 0.0 $375k -3% 2.7k 136.46
Prudential Financial (PRU) 0.0 $372k 3.2k 118.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $372k -23% 3.3k 112.28
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.0 $362k +11% 6.4k 56.51
Cisco Systems (CSCO) 0.0 $345k +4% 6.2k 55.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $344k NEW 4.5k 76.27
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $331k NEW 15k 22.63
Bristol Myers Squibb (BMY) 0.0 $329k +20% 4.5k 72.97
Lowe's Companies (LOW) 0.0 $328k NEW 1.6k 201.97
PPL Corporation (PPL) 0.0 $326k 11k 28.54
Thermo Fisher Scientific (TMO) 0.0 $321k 544.00 590.07
McKesson Corporation (MCK) 0.0 $320k 1.0k 305.93
J P Morgan Exchange-traded F Usd Emrng Mkt (JPMB) 0.0 $313k +43% 7.2k 43.44
AECOM Technology Corporation (ACM) 0.0 $312k 4.1k 76.89
Spdr Gold Tr Gold Shs (GLD) 0.0 $312k +7% 1.7k 180.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $307k +87% 6.5k 47.38
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $307k 2.8k 108.29
Starbucks Corporation (SBUX) 0.0 $292k +21% 3.2k 90.82
Ishares Tr Core Msci Total (IXUS) 0.0 $285k 4.3k 66.56
Verizon Communications (VZ) 0.0 $284k NEW 5.6k 50.93
L3harris Technologies (LHX) 0.0 $280k NEW 1.1k 248.23
Cigna Corp (CI) 0.0 $278k 1.2k 239.86
Dupont De Nemours (DD) 0.0 $275k -2% 3.7k 73.51
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $275k -5% 2.7k 100.66
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $275k 1.0k 263.92
Enterprise Financial Services (EFSC) 0.0 $275k 5.8k 47.23
Colgate-Palmolive Company (CL) 0.0 $269k 3.5k 75.80
Wp Carey (WPC) 0.0 $259k 3.2k 80.71
Altria (MO) 0.0 $258k +3% 4.9k 52.24
Honeywell International (HON) 0.0 $257k 1.3k 194.99
Wheaton Precious Metals Corp (WPM) 0.0 $252k -4% 5.3k 47.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $251k 3.2k 79.03
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $250k 599.00 417.36
Coca-Cola Company (KO) 0.0 $249k +13% 4.0k 62.09
Dow (DOW) 0.0 $249k 3.9k 63.60
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $248k 2.7k 90.51
Edison International (EIX) 0.0 $247k 3.5k 70.17
Mastercard Incorporated Cl A (MA) 0.0 $245k -2% 686.00 357.14
Clorox Company (CLX) 0.0 $244k 1.8k 138.87
Vanguard Index Fds Growth Etf (VUG) 0.0 $240k NEW 833.00 288.12
Meta Platforms Cl A (FB) 0.0 $233k +3% 1.1k 221.90
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $233k NEW 1.9k 125.27
CSX Corporation (CSX) 0.0 $228k 6.1k 37.53
Rli (RLI) 0.0 $226k 2.0k 110.51
Adobe Systems Incorporated (ADBE) 0.0 $221k 486.00 454.73
ConocoPhillips (COP) 0.0 $217k NEW 2.2k 99.91
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $216k NEW 2.8k 76.92
Fortinet (FTNT) 0.0 $216k -6% 632.00 341.77
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $209k NEW 3.7k 57.20
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $204k NEW 1.2k 177.39
Teledyne Technologies Incorporated (TDY) 0.0 $204k NEW 432.00 472.22
Dimensional Etf Trust Us Core Eqt Mkt (DFIV) 0.0 $202k NEW 6.0k 33.54
Nordstrom (JWN) 0.0 $201k NEW 7.4k 27.07
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $155k 12k 13.13
Pimco CA Muni. Income Fund II (PCK) 0.0 $147k 19k 7.58
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $127k 39k 3.22
Evoke Pharma (EVOK) 0.0 $9.0k 18k 0.51

Past Filings by Pure Financial Advisors

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

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