Pure Financial Advisors

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

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

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Portfolio Holdings for Pure Financial Advisors

Companies in the Pure Financial Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Avantis Emgmkt (AVEM) 7.3 $74M NEW 1.1M 65.72
Vanguard Index Fds Real Estate Etf (VNQ) 6.6 $67M +12% 724k 91.86
Ishares Tr Core Msci Eafe (IEFA) 6.1 $61M +15% 846k 72.05
Spdr Index Shs Fds Glb Nat Resrce (GNR) 5.3 $54M -3% 1.1M 50.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.0 $50M +59% 126k 396.33
Spdr Ser Tr Portfli Tips Etf (SPIP) 4.1 $42M 1.4M 30.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.1 $42M +61% 491k 84.72
Ishares Tr Core S&p Ttl Stk (ITOT) 3.8 $39M 422k 91.60
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $25M -2% 119k 206.69
Ishares Tr Tips Bd Etf (TIP) 2.3 $24M 188k 125.50
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.1 $22M +67% 395k 54.68
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.1 $21M -2% 435k 49.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $20M -5% 382k 52.05
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.9 $19M -6% 502k 37.90

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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.9 $19M -4% 480k 39.42
Ishares Tr Core Intl Aggr (IAGG) 1.8 $19M 339k 54.86
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.8 $18M -6% 661k 27.49
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $18M -5% 81k 221.34
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $17M -11% 343k 49.19
Schwab Strategic Tr Us Tips Etf (SCHP) 1.6 $16M +29% 269k 61.16
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.5 $15M -15% 359k 42.27
Vanguard Index Fds Value Etf (VTV) 1.3 $14M -3% 102k 131.46
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.3 $13M +27% 230k 57.12
Ishares Tr Calif Mun Bd Etf (CMF) 1.3 $13M +6% 203k 62.12
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $12M -6% 344k 35.36
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $12M -5% 167k 71.84
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $11M +63% 178k 61.52
Flexshares Tr Mornstar Upstr (GUNR) 1.0 $11M +12% 291k 36.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $10M +235% 122k 82.19
Ishares Tr Cre U S Reit Etf (USRT) 0.9 $9.2M 175k 52.40
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $8.7M -8% 62k 141.24
Vanguard Index Fds Small Cp Etf (VB) 0.8 $8.5M 40k 214.08
Apple (AAPL) 0.8 $7.6M -4% 62k 122.16
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $7.2M 243k 29.65
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $6.7M +126% 77k 87.18
Ishares Core Msci Emkt (IEMG) 0.6 $6.4M -29% 100k 64.36
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $6.0M +52% 53k 113.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $5.5M -13% 21k 260.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $5.2M -3% 86k 60.68
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $5.0M -6% 37k 134.88
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $4.9M -20% 107k 45.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $4.9M +7% 57k 86.25
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.5 $4.9M -8% 130k 37.37
Tesla Motors (TSLA) 0.5 $4.8M +130% 7.2k 667.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $4.8M 64k 74.43
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.5 $4.7M 162k 29.14
Microsoft Corporation (MSFT) 0.4 $4.5M +41% 19k 235.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $4.0M -3% 107k 37.62
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $4.0M -22% 36k 108.52
Ishares Tr Core S&p500 Etf (IVV) 0.3 $3.4M -7% 8.6k 397.77
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $3.4M +122% 88k 38.40
Ishares Tr North Amern Nat (IGE) 0.3 $3.2M -6% 117k 27.57
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $3.1M +125% 29k 108.87
Mvb Financial (MVBF) 0.3 $2.9M 85k 33.80
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $2.7M -7% 41k 65.28
Sempra Energy (SRE) 0.3 $2.7M -2% 20k 132.59
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $2.6M -57% 59k 43.78
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $2.6M -16% 25k 101.92
United Parcel Service CL B (UPS) 0.2 $2.5M 15k 170.01
Home Depot (HD) 0.2 $2.2M 7.2k 305.32
Amazon (AMZN) 0.2 $2.1M 670.00 3094.03
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $2.0M 37k 55.39
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.9M +42% 16k 121.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $1.9M -3% 15k 128.34
Abbott Laboratories (ABT) 0.2 $1.9M -6% 16k 119.83
Qualcomm (QCOM) 0.2 $1.9M +3% 14k 132.62
Ishares Msci Bric Indx (BKF) 0.2 $1.9M -3% 35k 52.71
Abbvie (ABBV) 0.2 $1.8M 17k 108.20
Ishares Em Mkt Sm-cp Etf (EEMS) 0.2 $1.8M -6% 31k 57.48
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.8M -24% 18k 100.75
Aon Shs Cl A (AON) 0.2 $1.7M 7.2k 230.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.6M -2% 6.8k 243.01
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $1.6M -16% 15k 109.27
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $1.6M -11% 24k 65.44
Merck & Co (MRK) 0.2 $1.5M 20k 77.11
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.5M +10% 9.6k 159.45
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $1.5M -9% 29k 51.92
Avalara (AVLR) 0.1 $1.5M -3% 11k 133.47
Edwards Lifesciences (EW) 0.1 $1.4M 16k 83.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.3M -2% 5.1k 255.62
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.3M +69% 21k 62.19
Walt Disney Company (DIS) 0.1 $1.2M -8% 6.7k 184.52
Ishares Msci Emerg Mkt (EMGF) 0.1 $1.2M +70% 23k 52.05
Johnson & Johnson (JNJ) 0.1 $1.2M +3% 7.1k 164.35
General Dynamics Corporation (GD) 0.1 $1.1M -23% 6.0k 181.56
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.1M -4% 26k 41.08
Intel Corporation (INTC) 0.1 $1.0M -5% 16k 64.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.0M -2% 4.7k 214.58
Boeing Company (BA) 0.1 $988k 3.9k 254.64
Lockheed Martin Corporation (LMT) 0.1 $948k 2.6k 369.45
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $943k -5% 13k 75.08
Ishares Tr Russell 3000 Etf (IWV) 0.1 $912k 3.8k 237.25
Pfizer (PFE) 0.1 $907k +2% 25k 36.22
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $895k +13% 17k 51.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $804k -11% 8.3k 96.73
UnitedHealth (UNH) 0.1 $751k 2.0k 372.34
Integra Lifesciences Hldgs C Com New (IART) 0.1 $741k 11k 69.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $727k -17% 4.4k 165.60
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $720k 13k 53.97
PNC Financial Services (PNC) 0.1 $714k 4.1k 175.43
Vaneck Vectors Etf Tr Nat Res Etf (HAP) 0.1 $697k -7% 16k 44.78
Ishares Gold Tr Ishares (IAU) 0.1 $682k +11% 42k 16.27
Charter Communications Inc N Cl A (CHTR) 0.1 $671k 1.1k 616.73
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $665k +14% 3.8k 176.91
Leidos Holdings (LDOS) 0.1 $661k 6.9k 96.31
Ameren Corporation (AEE) 0.1 $660k +2% 8.1k 81.35
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $653k -9% 6.2k 105.70
Baxter International (BAX) 0.1 $646k 7.7k 84.36
PerkinElmer (PKI) 0.1 $645k 5.0k 128.36
Alphabet Cap Stk Cl A (GOOGL) 0.1 $613k -3% 297.00 2063.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $608k -10% 8.0k 75.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $608k 1.7k 364.29
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $602k 8.7k 68.85
Alphabet Cap Stk Cl C (GOOG) 0.1 $598k 289.00 2069.20
Vanguard Index Fds Large Cap Etf (VV) 0.1 $594k 3.2k 185.45
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $587k -6% 3.9k 151.56
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $523k 9.3k 56.39
FirstEnergy (FE) 0.1 $522k 15k 34.67
Wells Fargo & Company (WFC) 0.1 $511k 13k 39.06
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $505k +7% 5.3k 95.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $493k +5% 1.5k 318.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $474k -24% 15k 31.78
Eli Lilly & Co. (LLY) 0.0 $469k 2.5k 186.70
McDonald's Corporation (MCD) 0.0 $438k +8% 2.0k 224.16
Bank of America Corporation (BAC) 0.0 $438k -10% 11k 38.71
Caterpillar (CAT) 0.0 $437k -3% 1.9k 231.71
Costco Wholesale Corporation (COST) 0.0 $431k -4% 1.2k 352.12
Amgen (AMGN) 0.0 $424k +16% 1.7k 248.53
Becton, Dickinson and (BDX) 0.0 $417k +3% 1.7k 243.15
JPMorgan Chase & Co. (JPM) 0.0 $410k 2.7k 152.08
Ishares Tr Mbs Etf (MBB) 0.0 $380k +3% 3.5k 108.42
Procter & Gamble Company (PG) 0.0 $364k +30% 2.7k 135.37
Colgate-Palmolive Company (CL) 0.0 $355k 4.5k 78.78
Anthem (ANTM) 0.0 $352k 980.00 359.18
Philip Morris International (PM) 0.0 $347k 3.9k 88.77
Raytheon Technologies Corp (RTX) 0.0 $335k 4.3k 77.17
Ishares Tr Core Msci Total (IXUS) 0.0 $329k 4.7k 70.27
Science App Int'l (SAIC) 0.0 $329k 3.9k 83.54
PPL Corporation (PPL) 0.0 $319k +3% 11k 28.87
Wal-Mart Stores (WMT) 0.0 $319k 2.3k 135.92
At&t (T) 0.0 $306k -10% 10k 30.27
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.0 $306k +22% 5.5k 55.54
Pepsi (PEP) 0.0 $305k -2% 2.2k 141.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $302k -6% 3.0k 101.99
NVIDIA Corporation (NVDA) 0.0 $300k +16% 562.00 533.81
Ishares Silver Tr Ishares (SLV) 0.0 $299k 13k 22.74
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $297k -9% 5.6k 53.32
Cisco Systems (CSCO) 0.0 $292k +2% 5.6k 51.72
Visa Com Cl A (V) 0.0 $290k 1.4k 211.68
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $290k NEW 5.3k 54.70
Prudential Financial (PRU) 0.0 $287k NEW 3.2k 91.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $284k -2% 2.8k 99.72
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $283k 3.1k 92.09
Nordstrom (JWN) 0.0 $280k 7.4k 37.91
Servicenow (NOW) 0.0 $279k +18% 557.00 500.90
3M Company (MMM) 0.0 $278k +7% 1.4k 192.92
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $266k 1.0k 255.28
Cigna Corp (CI) 0.0 $263k NEW 1.1k 241.73
AECOM Technology Corporation (ACM) 0.0 $263k 4.1k 64.18
Dupont De Nemours (DD) 0.0 $262k 3.4k 77.22
Clorox Company (CLX) 0.0 $257k -2% 1.3k 193.23
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.0 $254k 5.7k 44.54
CVS Caremark Corporation (CVS) 0.0 $254k +3% 3.4k 75.28
Cubic Corporation (CUB) 0.0 $251k NEW 3.4k 74.55
Chevron Corporation (CVX) 0.0 $248k NEW 2.4k 104.69
Edison International (EIX) 0.0 $245k 4.2k 58.70
Thermo Fisher Scientific (TMO) 0.0 $243k 533.00 455.91
Northrop Grumman Corporation (NOC) 0.0 $239k -26% 740.00 322.97
Altria (MO) 0.0 $238k -11% 4.7k 51.08
Adobe Systems Incorporated (ADBE) 0.0 $236k -13% 496.00 475.81
Micron Technology (MU) 0.0 $234k NEW 2.7k 88.17
Ishares Tr Rus 1000 Etf (IWB) 0.0 $232k 1.0k 223.51
Rli (RLI) 0.0 $228k 2.0k 111.49
Dow (DOW) 0.0 $226k NEW 3.5k 63.95
Credit Suisse Ag Nassau Brh Lg Cap Grth Enh (FLGE) 0.0 $224k 401.00 558.60
Netflix (NFLX) 0.0 $223k -7% 427.00 522.25
Bristol Myers Squibb (BMY) 0.0 $222k 3.5k 63.14
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $212k NEW 2.8k 75.90
Mastercard Incorporated Cl A (MA) 0.0 $208k +2% 584.00 356.16
Juniper Networks (JNPR) 0.0 $207k -71% 8.2k 25.39
Pimco CA Muni. Income Fund II (PCK) 0.0 $176k 19k 9.08
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $171k 12k 14.88
Evoke Pharma (EVOK) 0.0 $32k NEW 18k 1.81

Past Filings by Pure Financial Advisors

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

View all past filings