Personal Financial Consultants

Personal Financial Consultants as of Dec. 31, 2018

Portfolio Holdings for Personal Financial Consultants

Personal Financial Consultants holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 19.2 $23M 178k 127.63
Vanguard FTSE All-World ex-US ETF (VEU) 13.6 $16M 352k 45.58
Vanguard REIT ETF (VNQ) 9.0 $11M 143k 74.57
Vanguard Total Bond Market ETF (BND) 7.6 $9.0M 113k 79.21
Vanguard Emerging Markets ETF (VWO) 7.0 $8.3M 218k 38.10
Vanguard Charlotte Fds intl bd idx etf (BNDX) 6.5 $7.7M 142k 54.25
Vanguard Small-Cap ETF (VB) 5.5 $6.6M 50k 131.98
Ishares Tr Exponential Technologies Etf (XT) 5.2 $6.2M 185k 33.26
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 4.3 $5.0M 49k 103.91
Ishares Inc msci frntr 100 (FM) 4.0 $4.7M 180k 26.15
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 2.1 $2.5M 37k 68.07
iShares Barclays Agency Bond Fund (AGZ) 2.1 $2.5M 22k 112.11
SPDR S&P World ex-US (SPDW) 1.6 $1.9M 70k 26.44
Vanguard Extended Market ETF (VXF) 1.3 $1.5M 15k 99.84
Ishares Tr 0-5yr hi yl cp (SHYG) 1.3 $1.5M 34k 44.56
Vanguard Dividend Appreciation ETF (VIG) 1.2 $1.4M 14k 97.97
Vanguard Total World Stock Idx (VT) 1.1 $1.4M 21k 65.45
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 1.1 $1.3M 23k 58.45
iShares FTSE NAREIT Real Est 50 Ind (USRT) 1.1 $1.3M 29k 44.84
SPDR S&P Emerging Markets (SPEM) 0.8 $1.0M 31k 32.37
SPDR Barclays Capital Aggregate Bo (SPAB) 0.8 $992k 36k 27.85
Spdr Series Trust dj ttl mkt etf (SPTM) 0.8 $995k 32k 30.91
Invesco Etfs/usa etf 0.7 $768k 63k 12.18
iShares Russell 3000 Value Index (IUSV) 0.6 $729k 15k 49.06
iShares MSCI Emerging Markets Indx (EEM) 0.6 $667k 17k 39.06
Ishares Trust Barclays (GNMA) 0.5 $592k 12k 48.71
iShares Russell Midcap Index Fund (IWR) 0.4 $501k 11k 46.51