Pure Financial Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
Ava Hoppe | 26 January, 2024
Investment firm Pure Financial Advisors, LLC has released its latest 13F Holdings Comparison report, showcasing the changes in holdings from Q3 2023 to Q4 2023. This report provides valuable insights into the investment trends and strategies adopted by Pure Financial Advisors, LLC during this period. Let's take a closer look at some of the key highlights revealed in this comparison.
1. SPDR S&P 500 ETF TR (SPY)
Pure Financial Advisors, LLC increased its holdings of SPY from 566,973 shares in Q3 2023 to 628,139 shares in Q4 2023. The value of these holdings also saw a significant increase, jumping from $242,369,000 to $298,560,000. This change represents a notable 23.2% increase in holdings.
2. VANGUARD BD INDEX FDS (BND)
The holdings of BND also experienced a substantial increase, with Pure Financial Advisors, LLC increasing its shares from 2,972,922 in Q3 2023 to 3,329,040 in Q4 2023. The value of the holdings followed suit, rising from $207,450,000 to $244,850,000. This significant change represents an 18% increase in holdings.
3. ISHARES TR (IEFA)
IEFA also witnessed a notable increase in holdings, with Pure Financial Advisors, LLC adding more shares to its portfolio. The total number of shares held by the firm rose from 2,256,773 in Q3 2023 to 2,461,180 in Q4 2023. The value of the holdings increased from $145,223,000 to $173,143,000, marking a 19.2% increase.
4. DIMENSIONAL ETF TRUST (DFAC)
Pure Financial Advisors, LLC recorded an increase in its holdings of DFAC, raising its shares from 4,919,382 in Q3 2023 to 5,003,393 in Q4 2023. The value of the holdings also grew from $128,887,000 to $146,249,000. This represents a 13.5% increase in holdings.
5. VANGUARD INDEX FDS (VNQ)
Pure Financial Advisors, LLC demonstrated a bullish approach for VNQ, with its holdings increasing from 1,313,192 shares in Q3 2023 to 1,412,044 shares in Q4 2023. The value of the holdings experienced a jump from $99,356,000 to $124,768,000. This change represents a significant 25.6% increase in holdings.
These are just a few examples of the changes in holdings showcased in the Pure Financial Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison report. Other holdings, such as ISHARES TR (IGSB), AMERICAN CENTY ETF TR (ACWV), and DIMENSIONAL ETF TRUST (DFAT), also experienced notable changes.
It is important to note that 13F filings provide valuable information for investors, researchers, and financial professionals. They offer insights into the investment strategies implemented by various firms, allowing for a better understanding of market trends and investor behavior. Pure Financial Advisors, LLC's latest holdings comparison reveals its commitment to diversification and strategic portfolio management.
As always, it is crucial for investors to conduct thorough research and analysis before making any investment decisions. The information provided in this report serves as a starting point for further exploration and should not be considered as financial advice.
Disclaimer: The information presented in this article is for informational purposes only and should not be seen as financial or investment advice. Before making any investment decisions, it is always recommended to consult with a professional financial advisor.
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