Personal Financial Consultants

Personal Financial Consultants as of Sept. 30, 2018

Portfolio Holdings for Personal Financial Consultants

Personal Financial Consultants holds 40 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 19.7 $27M 181k 149.65
Vanguard FTSE All-World ex-US ETF (VEU) 14.0 $19M 370k 52.05
Vanguard REIT ETF (VNQ) 9.2 $13M 157k 80.68
Vanguard Total Bond Market ETF (BND) 7.1 $9.8M 125k 78.70
Vanguard Emerging Markets ETF (VWO) 7.0 $9.6M 234k 41.00
Ishares Tr Exponential Technologies Etf (XT) 6.7 $9.2M 239k 38.72
Vanguard Small-Cap ETF (VB) 5.9 $8.1M 50k 162.58
Vanguard Charlotte Fds intl bd idx etf (BNDX) 5.3 $7.3M 134k 54.54
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 4.7 $6.4M 59k 107.80
Ishares Inc msci frntr 100 (FM) 4.1 $5.7M 199k 28.44
Vanguard Extended Market ETF (VXF) 1.4 $1.9M 15k 122.63
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 1.3 $1.8M 32k 58.00
Vanguard Total World Stock Idx (VT) 1.2 $1.6M 21k 75.83
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.5M 14k 110.67
iShares Russell 2000 Index (IWM) 1.1 $1.5M 8.6k 168.50
Vanguard Growth ETF (VUG) 1.0 $1.3M 8.3k 161.08
iShares Russell 1000 Index (IWB) 0.9 $1.2M 7.4k 161.72
iShares Russell 1000 Value Index (IWD) 0.7 $888k 7.0k 126.66
iShares Russell 1000 Growth Index (IWF) 0.7 $897k 5.8k 156.00
iShares Russell 3000 Value Index (IUSV) 0.6 $827k 15k 56.38
iShares Russell Microcap Index (IWC) 0.6 $786k 7.4k 106.26
iShares MSCI Emerging Markets Indx (EEM) 0.5 $723k 17k 42.92
iShares S&P SmallCap 600 Value Idx (IJS) 0.5 $731k 4.4k 166.86
iShares S&P SmallCap 600 Index (IJR) 0.5 $667k 7.7k 87.19
iShares Russell 3000 Index (IWV) 0.5 $639k 3.7k 172.33
iShares Russell Midcap Index Fund (IWR) 0.4 $589k 2.7k 220.35
iShares Russell 2000 Value Index (IWN) 0.4 $569k 4.3k 133.01
Ishares Trust Barclays (GNMA) 0.4 $509k 11k 48.22
iShares Russell Midcap Value Index (IWS) 0.3 $418k 4.6k 90.36
iShares Lehman Aggregate Bond (AGG) 0.3 $360k 3.4k 105.57
Vanguard Admiral Fds Inc cmn (VIOV) 0.3 $351k 2.4k 143.73
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $321k 5.1k 62.34
Pimco Total Return Etf totl (BOND) 0.2 $318k 3.1k 102.51
Chevron Corporation (CVX) 0.2 $283k 2.3k 122.19
iShares MSCI EAFE Value Index (EFV) 0.2 $286k 5.5k 51.96
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.2 $282k 5.6k 50.48
Ishares Core Intl Stock Etf core (IXUS) 0.2 $273k 4.5k 60.26
Spdr Series Trust dj ttl mkt etf (SPTM) 0.2 $228k 6.3k 36.14
iShares S&P 500 Index (IVV) 0.2 $224k 764.00 293.19
WisdomTree Int Real Estate Fund (WTRE) 0.1 $207k 7.0k 29.39