Personal Financial Consultants

Personal Financial Consultants as of June 30, 2019

Portfolio Holdings for Personal Financial Consultants

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 21.5 $29M 191k 150.09
Vanguard FTSE All-World ex-US ETF (VEU) 15.5 $21M 405k 50.99
Vanguard REIT ETF (VNQ) 9.2 $12M 140k 87.40
Vanguard Emerging Markets ETF (VWO) 8.0 $11M 251k 42.53
Vanguard Total Bond Market ETF (BND) 7.9 $11M 127k 83.07
Ishares Tr Exponential Technologies Etf (XT) 7.9 $11M 273k 38.57
Vanguard Charlotte Fds intl bd idx etf (BNDX) 6.2 $8.2M 143k 57.30
Vanguard Small-Cap ETF (VB) 6.0 $8.1M 52k 156.66
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 5.6 $7.5M 66k 113.28
Ishares Inc msci frntr 100 (FM) 5.0 $6.6M 223k 29.62
Vanguard Extended Market ETF (VXF) 1.4 $1.8M 15k 118.60
Vanguard Dividend Appreciation ETF (VIG) 1.3 $1.7M 15k 115.18
Vanguard Total World Stock Idx (VT) 1.2 $1.6M 21k 75.14
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.7 $906k 15k 60.61
iShares Russell 3000 Value Index (IUSV) 0.7 $880k 16k 56.63
Spdr Series Trust dj ttl mkt etf (SPTM) 0.6 $778k 21k 36.44
iShares MSCI Emerging Markets Indx (EEM) 0.6 $738k 17k 42.93
Ishares Trust Barclays (GNMA) 0.5 $624k 12k 50.14
iShares Russell Midcap Index Fund (IWR) 0.5 $594k 11k 55.83