PCA Investment Advisory Services

PCA Investment Advisory Services as of March 31, 2025

Portfolio Holdings for PCA Investment Advisory Services

PCA Investment Advisory Services holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.7 $30M 53k 561.90
Ishares Tr Core S&p Us Vlu (IUSV) 11.6 $22M 238k 92.29
Dimensional Etf Trust Us Small Cap Etf (DFAS) 6.4 $12M 202k 59.75
Ishares Tr Core S&p Us Gwt (IUSG) 6.4 $12M 95k 127.08
Vanguard Index Fds Value Etf (VTV) 6.1 $12M 67k 172.74
Vanguard Index Fds Growth Etf (VUG) 5.0 $9.5M 26k 370.82
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $7.8M 134k 58.35
Ishares Tr Hdg Msci Eafe (HEFA) 3.7 $7.1M 195k 36.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $6.4M 227k 27.96
Apple (AAPL) 3.2 $6.1M 27k 222.13
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.0 $5.7M 221k 25.89
Procter & Gamble Company (PG) 2.7 $5.0M 30k 170.42
Microsoft Corporation (MSFT) 2.6 $4.9M 13k 375.39
Vanguard Index Fds Small Cp Etf (VB) 1.6 $3.0M 14k 221.75
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $3.0M 29k 104.57
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $2.9M 111k 26.20
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.5 $2.8M 48k 58.54
Vanguard Index Fds Large Cap Etf (VV) 1.5 $2.8M 11k 257.03
Amazon (AMZN) 1.4 $2.7M 14k 190.26
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $2.6M 10k 258.62
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.2M 14k 154.64
NVIDIA Corporation (NVDA) 1.1 $2.1M 19k 108.38
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.1 $2.1M 41k 50.73
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $1.9M 21k 93.66
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.8M 12k 156.22
Cincinnati Financial Corporation (CINF) 0.8 $1.6M 11k 147.72
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.8 $1.6M 51k 30.57
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.8 $1.6M 38k 41.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.3M 26k 50.83
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $1.3M 18k 71.43
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $1.2M 15k 77.92
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.6 $1.1M 31k 35.82
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.0M 14k 74.19
Wisdomtree Tr Us Total Dividnd (DTD) 0.5 $948k 12k 76.95
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.5 $870k 20k 43.30
Ishares Tr Core Div Grwth (DGRO) 0.4 $791k 13k 61.78
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.4 $740k 18k 41.86
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $728k 11k 65.76
Ishares Core Msci Emkt (IEMG) 0.4 $701k 13k 53.97
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $660k 18k 36.14
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $514k 13k 40.76
First Tr Morningstar Divid L SHS (FDL) 0.3 $485k 11k 43.44
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.3 $476k 10k 46.63
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.2 $465k 14k 33.21
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $448k 14k 31.23
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $402k 13k 31.38
Couchbase 0.1 $252k 16k 15.75