Pure Financial Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Throughout the second and third quarters of 2023, Pure Financial Advisors, LLC experienced notable changes in their holdings. Let's take a closer look at the data and analyze the shifts in share quantities and values for various issuers.

SPDR S&P 500 ETF TR (SPY)

In Q2 2023, Pure Financial Advisors held 525,628 shares of SPDR S&P 500 ETF TR (SPY). However, in the following quarter, their holdings increased to 566,973 shares, representing a 4% increase. The value of their holdings also rose from $233,000 to $242,369, showing a positive shift in the company's investment.

Vanguard BD Index FDS (BND)

Pure Financial Advisors started with 2,673,749 shares of Vanguard BD Index FDS (BND) in Q2 2023. By Q3 2023, their holdings had risen to 2,972,922 shares, marking a 6.7% increase. The value of their BND holdings also grew from $194,354 to $207,450, reflecting a positive change.

iShares TR (IEFA)

Moving on to iShares TR (IEFA), Pure Financial Advisors had 2,238,030 shares in Q2 2023. However, in Q3 2023, their holdings dipped slightly to 2,256,773 shares, representing a 3.9% decrease. The value of their IEFA holdings also decreased from $151,067 to $145,223, indicating a slight shift.

Dimensional ETF Trust (DFAC)

Pure Financial Advisors' holdings in Dimensional ETF Trust (DFAC) showed a minimal change between Q2 and Q3 2023. In Q2, they held 4,822,934 shares, which slightly increased to 4,919,382 shares in the subsequent quarter, representing a 1.6% rise. The value of their holdings in DFAC slightly decreased from $130,942 to $128,887.

iShares TR (IGSB)

For iShares TR (IGSB), Pure Financial Advisors saw significant growth in their holdings. They started with 1,927,242 shares in Q2 2023, which increased to 2,190,933 shares in Q3 2023, an impressive 12.9% increase. The value of their IGSB holdings also rose from $96,689 to $109,174, indicating a positive trend.

Vanguard Index FDS (VNQ)

Pure Financial Advisors' holdings in Vanguard Index FDS (VNQ) experienced a slight decline. In Q2 2023, they held 1,210,468 shares, which decreased to 1,313,192 shares in Q3 2023, representing a 1.8% decrease. The value of their VNQ holdings also decreased from $101,146 to $99,356.

These are just a few examples of the changes that occurred in Pure Financial Advisors, LLC's holdings between Q2 and Q3 2023. It is important to note that these changes reflect the company's investment strategies and market conditions during the specified period.

Understanding the changes in holdings allows investors and analysts to evaluate the investment decisions made by Pure Financial Advisors, LLC. By continuously monitoring and analyzing such data, investors can refine their strategies and make informed decisions for future investments.

Disclaimer: The information provided in this article is based on publicly available data and should not be considered financial advice. For professional investment advice, please consult with a qualified financial advisor.