Pure Financial Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 18 July, 2023
In today's blog post, we will be discussing the Q1 2023 vs. Q2 2023 holdings comparison of Pure Financial Advisors, LLC. We will analyze the changes in their holdings and provide insights into the performance of various funds. Let's dive in!
Pure Financial Advisors, LLC is a renowned financial advisory firm that helps clients achieve their financial goals. As part of their investment strategy, the firm files a 13F report with the Securities and Exchange Commission (SEC) every quarter. This report provides detailed information about the firm's holdings, including the names of the issuers, option types, number of shares, and the value of the holdings.
The Q1 2023 vs. Q2 2023 13F holdings comparison of Pure Financial Advisors, LLC reveals interesting changes in their investments. Let's take a closer look at some of the notable changes:
1. SPDR S&P 500 ETF TR (SPY):
- Q1 2023 (SHARES): 469,907
- Q2 2023 (SHARES): 525,628
- Q1 2023 VALUE ($000): 192,375
- Q2 2023 VALUE ($000): 233,000
- Change %: 21.1
The firm increased its holdings in SPDR S&P 500 ETF TR by 55,721 shares, representing a 21.1% increase in value. This indicates a positive outlook on the performance of this popular ETF.
2. VANGUARD BD INDEX FDS (BND):
- Q1 2023 (SHARES): 2,322,206
- Q2 2023 (SHARES): 2,673,749
- Q1 2023 VALUE ($000): 171,448
- Q2 2023 VALUE ($000): 194,354
- Change %: 13.4
Pure Financial Advisors, LLC increased its holdings in VANGUARD BD INDEX FDS by 351,543 shares, reflecting a 13.4% increase in value. This suggests confidence in the performance of bond index funds.
3. ISHARES TR (IEFA):
- Q1 2023 (SHARES): 2,064,917
- Q2 2023 (SHARES): 2,238,030
- Q1 2023 VALUE ($000): 138,039
- Q2 2023 VALUE ($000): 151,067
- Change %: 9.4
The firm added 173,113 shares of ISHARES TR, resulting in a 9.4% increase in value. This indicates a positive sentiment towards international equity investments.
4. DIMENSIONAL ETF TRUST (DFAC):
- Q1 2023 (SHARES): 4,707,929
- Q2 2023 (SHARES): 4,822,934
- Q1 2023 VALUE ($000): 119,958
- Q2 2023 VALUE ($000): 130,942
- Change %: 9.2
Pure Financial Advisors, LLC slightly increased its holdings in DIMENSIONAL ETF TRUST by 115,005 shares, resulting in a 9.2% increase in value. This suggests a continued interest in diversified ETF investments.
5. VANGUARD INDEX FDS (VNQ):
- Q1 2023 (SHARES): 1,130,989
- Q2 2023 (SHARES): 1,210,468
- Q1 2023 VALUE ($000): 93,917
- Q2 2023 VALUE ($000): 101,146
- Change %: 7.7
The firm increased its holdings in VANGUARD INDEX FDS by 79,479 shares, reflecting a 7.7% increase in value. This suggests sustained interest in real estate investment trusts (REITs).
These are just a few examples of the changes in Pure Financial Advisors, LLC's 13F holdings. The detailed report includes numerous other funds and issuers, each providing valuable insights into the firm's investment strategy.
It is important to note that the 13F report provides information that is a few months old as there is a time lag between when it is filed and when it becomes available to the public. Therefore, it is crucial to consider any recent market developments that may have influenced the firm's current holdings.
In conclusion, Pure Financial Advisors, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison reveals interesting changes in their investments. The firm has made strategic adjustments to its portfolio, reflecting its confidence in certain ETFs, index funds, and international equity investments. As always, it is essential for investors to conduct thorough research and consult with a financial advisor before making any investment decisions.
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