Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: PURE FINANCIAL ADVISORS, INC.
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Jul 11, 2019
| Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
|
SPDR SERIES TRUST (78464A656)
|
864,164 |
$48,903k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
471,459 |
$41,206k |
|
|
SPDR S&P GLOBAL NATURAL RESOURCES ETF (78463X541)
|
848,560 |
$38,923k |
|
|
ISHARES TR (46435G672)
|
502,186 |
$27,357k |
|
|
ISHARES TR (464287176)
|
198,914 |
$22,973k |
|
|
SPDR SERIES TRUST (78464A805)
|
546,202 |
$19,915k |
|
|
S&P WRLD EX US (78463X889)
|
621,561 |
$18,392k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
424,424 |
$17,703k |
|
|
FIDELITY (316092857)
|
620,886 |
$16,255k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
99,090 |
$14,872k |
|
|
ISHARES TR (464288356)
|
218,459 |
$13,247k |
|
|
SPDR SERIES TRUST (78464A649)
|
439,657 |
$12,825k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
107,281 |
$11,900k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
181,687 |
$11,156k |
|
|
ISHARES CORE U.S. REIT ETF (464288521)
|
210,373 |
$10,944k |
|
|
ISHARES (464288273)
|
164,400 |
$9,437k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
80,358 |
$9,367k |
|
|
SPDR SERIES TRUST (78464A508)
|
291,159 |
$9,107k |
|
|
SPDR SERIES TRUST (78464A847)
|
252,171 |
$8,591k |
|
|
VANGUARD INTL EQUITY (922042718)
|
81,564 |
$8,585k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
125,796 |
$8,382k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
75,244 |
$8,378k |
|
|
SPDR INDEX SHS FDS (78463X871)
|
265,468 |
$7,951k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
147,655 |
$7,529k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
205,490 |
$7,354k |
|
|
SPDR SERIES TRUST (78464A516)
|
252,287 |
$7,296k |
|
|
ELECTRONICS FOR IMAGING INC CO (286082102)
|
196,733 |
$7,261k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
229,623 |
$7,036k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
161,254 |
$6,858k |
|
|
ISHARES (464287705)
|
31,634 |
$5,045k |
|
|
ISHARES NORTH AMERICAN NATURAL RESOURCES (464287374)
|
142,250 |
$4,367k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
13,867 |
$4,087k |
|
|
Apple Inc (037833100)
|
20,097 |
$3,978k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
74,248 |
$3,819k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
33,300 |
$3,708k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
44,550 |
$3,701k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
59,311 |
$3,478k |
|
|
ISHARES TR (464288117)
|
67,648 |
$3,440k |
|
|
ISHARES INC MSCI (464286657)
|
80,735 |
$3,426k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
25,982 |
$3,392k |
|
|
ISHARES (464287879)
|
22,546 |
$3,351k |
|
|
SPDR SERIES TRUST (78464A839)
|
58,444 |
$3,002k |
|
|
SEMPRA ENERGY (816851109)
|
19,981 |
$2,746k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
14,047 |
$2,729k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
16,840 |
$2,638k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
29,209 |
$2,603k |
|
|
ISHARES TR (464287457)
|
29,121 |
$2,469k |
|
|
UNITED PARCEL SERVIC (911312106)
|
18,322 |
$1,892k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
53,992 |
$1,733k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
31,160 |
$1,652k |
|
|
MERCK & CO INC (58933Y105)
|
19,523 |
$1,637k |
|
|
Boeing Co/The (097023105)
|
4,340 |
$1,580k |
|
|
SPDR INDEX SHS FDS (78463X756)
|
31,556 |
$1,411k |
|
|
ISHARES TR (464287663)
|
24,617 |
$1,395k |
|
|
GENERAL DYNAMICS (369550108)
|
7,593 |
$1,381k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
19,494 |
$1,375k |
|
|
PFIZER INC (717081103)
|
29,712 |
$1,287k |
|
|
ISHARES TR (46434V738)
|
27,525 |
$1,283k |
|
|
MICROSOFT CORP (594918104)
|
9,244 |
$1,238k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
7,709 |
$1,213k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
21,454 |
$1,208k |
|
|
QUALCOMM INC (747525103)
|
14,697 |
$1,118k |
|
|
ISHARES (46429B747)
|
9,853 |
$991k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
5,361 |
$990k |
|
|
Amazon.com Inc (023135106)
|
519 |
$983k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
6,501 |
$971k |
|
|
ABBOTT LABS (002824100)
|
11,490 |
$966k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
4,320 |
$921k |
|
|
ISHARES (464287465)
|
13,575 |
$892k |
|
|
ABBVIE INC (00287Y109)
|
11,704 |
$851k |
|
|
HOME DEPOT INC (437076102)
|
3,985 |
$829k |
|
|
SPDR SERIES TRUST (78464A607)
|
8,331 |
$823k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
14,447 |
$811k |
|
|
ISHARES RUS (464287689)
|
4,698 |
$810k |
|
|
SPDR SERIES TRUST (78464A821)
|
14,911 |
$809k |
|
|
Lockheed Martin Corp (539830109)
|
2,064 |
$750k |
|
|
SPDR INDEX SHS FDS (78463X848)
|
18,677 |
$685k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
24,904 |
$653k |
|
|
DISNEY WALT CO (254687106)
|
4,675 |
$653k |
|
|
FIRSTENERGY CORP (337932107)
|
15,058 |
$645k |
|
|
BAXTER INTL INC (071813109)
|
7,631 |
$625k |
|
|
INTEGRA LIFESCIENCES HLDGS (457985208)
|
10,781 |
$602k |
|
|
AMEREN CORPORATION (023608102)
|
7,854 |
$590k |
|
|
LEIDOS HOLDINGS INC (525327102)
|
7,377 |
$589k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
17,740 |
$579k |
|
|
ISHARES INC (464286475)
|
12,887 |
$572k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
7,293 |
$571k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
4,419 |
$562k |
|
|
PNC FINL SVCS GRP (693475105)
|
4,000 |
$549k |
|
|
SPDR SERIES TRUST (78464A490)
|
9,752 |
$542k |
|
|
SPDR SERIES TRUST (78464A409)
|
13,579 |
$526k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,024 |
$494k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,767 |
$491k |
|
|
MSCI INC (55354G100)
|
1,830 |
$437k |
|
|
JOHNSON & JOHNSON (478160104)
|
3,046 |
$424k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
1,069 |
$422k |
|
|
SCHWAB STRATEGIC T (808524862)
|
8,183 |
$414k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
3,144 |
$395k |
|
|
SCIENCE APLCTNS INTL (808625107)
|
4,520 |
$391k |
|
|
PHILIP MORRIS INTL (718172109)
|
4,783 |
$376k |
|
|
SPDR SERIES TRUST (78464A300)
|
6,139 |
$372k |
|
|
ALLERGAN PLC (G0177J108)
|
2,156 |
$361k |
|
|
Bank of America Corp. (060505104)
|
11,854 |
$344k |
|
|
ISHARES (464287234)
|
7,998 |
$343k |
|
|
WELLS FARGO CO NEW (949746101)
|
7,115 |
$337k |
|
|
MEDTRONIC PLC (G5960L103)
|
3,416 |
$333k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
2,331 |
$332k |
|
|
ISHARES U (464287739)
|
3,733 |
$326k |
|
|
TORO CO (891092108)
|
4,800 |
$321k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
1,946 |
$317k |
|
|
PPL CORP (69351T106)
|
9,959 |
$309k |
|
|
US BANCORP DEL (902973304)
|
5,843 |
$306k |
|
|
LILLY ELI & CO (532457108)
|
2,738 |
$303k |
|
|
DuPont de Nemours Inc (26614N102)
|
3,989 |
$299k |
|
|
MCDONALDS CORP (580135101)
|
1,423 |
$295k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
996 |
$292k |
|
|
ALPHABET INC (02079K305)
|
257 |
$278k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,410 |
$269k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,636 |
$254k |
|
|
ALTRIA GROUP INC (02209S103)
|
5,368 |
$254k |
|
|
VIASAT INC (92552V100)
|
3,107 |
$251k |
|
|
Alphabet Inc (02079K107)
|
228 |
$246k |
|
|
AMGEN INC (031162100)
|
1,316 |
$243k |
|
|
AT&T INC (00206R102)
|
7,206 |
$241k |
|
|
NORDSTROM INC (655664100)
|
7,386 |
$235k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
3,258 |
$233k |
|
|
Chevron Corp (166764100)
|
1,814 |
$226k |
|
|
Exxon Mobil Corp (30231G102)
|
2,906 |
$223k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,180 |
$220k |
|
|
VERISIGN INC (92343E102)
|
1,000 |
$209k |
|
|
PEPSICO INC (713448108)
|
1,595 |
$209k |
|
|
WALMART INC COM (931142103)
|
1,843 |
$204k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
4,542 |
$202k |
|
|
PIMCO CALIF MUN INCOME FD II (72200M108)
|
19,387 |
$187k |
|
|
SIRIUS XM HLDG (82968B103)
|
15,000 |
$84k |
|
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