Personal Financial Consultants

Personal Financial Consultants as of March 31, 2019

Portfolio Holdings for Personal Financial Consultants

Personal Financial Consultants holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 21.1 $28M 190k 144.71
Vanguard FTSE All-World ex-US ETF (VEU) 15.5 $20M 402k 50.15
Vanguard REIT ETF (VNQ) 10.4 $14M 156k 86.91
Vanguard Emerging Markets ETF (VWO) 8.1 $11M 247k 42.50
Vanguard Total Bond Market ETF (BND) 7.8 $10M 126k 81.18
Ishares Tr Exponential Technologies Etf (XT) 7.8 $10M 269k 37.99
Vanguard Charlotte Fds intl bd idx etf (BNDX) 6.1 $7.9M 143k 55.77
Vanguard Small-Cap ETF (VB) 6.0 $7.9M 52k 152.80
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 5.4 $7.1M 64k 110.05
Ishares Inc msci frntr 100 (FM) 4.7 $6.1M 214k 28.46
Vanguard Extended Market ETF (VXF) 1.4 $1.8M 15k 115.48
Vanguard Dividend Appreciation ETF (VIG) 1.2 $1.5M 14k 109.67
Vanguard Total World Stock Idx (VT) 1.2 $1.5M 21k 73.18
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.9 $1.1M 19k 59.61
iShares Russell 3000 Value Index (IUSV) 0.7 $850k 16k 54.85
iShares MSCI Emerging Markets Indx (EEM) 0.6 $733k 17k 42.92
Ishares Trust Barclays (GNMA) 0.5 $606k 12k 49.47
iShares Russell Midcap Index Fund (IWR) 0.4 $573k 11k 53.99
Spdr Series Trust dj ttl mkt etf (SPTM) 0.4 $550k 16k 35.20