PI

PCA Investment Advisory Services Inc.

13F
PCA Investment Advisory Services Inc.
Last update 2025-05-05 47 Stocks (1 new)
Value $189.00 Mil Turnover 13 %
Countries:
Top Holdings: IVV(15.69%)IUSV(11.63%)DFAS(6.39%)IUSG(6.35%)VTV(6.14%)
Summary Stock Picks Current Portfolio
PCA Investment Advisory Servic... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
52,825
29,682.4
+17.60%
15.690
+2.35%
0.010
+19.02%
+7.22%
631,078.0
 
IUSV
ISHARES TRUST
238,357
21,998.0
+7.81%
11.630
+0.84%
0.110
+11.61%
+3.81%
21,102.8
 
DFAS
Dimensional U.S. Small Cap ETF
202,262
12,085.1
+17.46%
6.390
+0.95%
0.130
+16.61%
-0.04%
10,448.8
 
IUSG
ISHARES TRUST
94,571
12,018.0
+3.38%
6.350
+0.21%
0.060
+25.81%
+9.64%
23,736.1
 
VTV
Vanguard Value ETF
67,188
11,606.1
+21.21%
6.140
+1.07%
0.010
+10.26%
+5.72%
132,365.1
 
VUG
Vanguard Growth ETF
25,742
9,545.5
+13.43%
5.050
+0.60%
0.010
+26.64%
+8.79%
166,020.0
 
IJH
iShares Core S&P Mid-Cap ETF
133,967
7,817.0
+18.18%
4.130
+0.64%
0.010
+14.87%
+1.40%
96,235.0
 
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
195,216
7,084.4
+12.08%
3.750
+0.40%
0.090
+11.04%
+9.89%
6,300.5
 
SCHD
Schwab US Dividend Equity ETF
227,447
6,359.4
+0.71%
3.360
+0.02%
0.010
+6.98%
+0.44%
70,234.8
 
AAPL
Apple Inc
27,438
6,094.8
+20.23%
3.220
+0.54%
0.000
+6.83%
-15.87%
3,138,913.2
Hardware

PCA Investment Advisory Services Inc.'s Historical Top Holdings Breakdowns

PCA Investment Advisory Services Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+2.35%
●
554.06 ($590.51) 615.85
$627.25
6.22%
Add 17.6%
52,825
7,907
VOO
Vanguard S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-1.20%
●
507.05 ($540.58) 563.67
$573.74
6.13%
Sold Out
0
-4,826
VTI
Vanguard Total Stock Market ETF
2025-03-31
Sold Out
Sold Out
-1.17%
●
271.18 ($290.53) 303.12
$307.26
5.76%
Sold Out
0
-8,691
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-03-31
New Buy
New Buy
+1.09%
●
50.58 ($50.73) 50.87
$50.85
0.24%
New holding
40,500
40,500
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+1.07%
●
167.73 ($174.39) 179.21
$176.97
1.48%
Add 21.21%
67,188
11,757
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.95%
●
58.81 ($64.31) 68.2
$64.74
0.67%
Add 17.46%
202,262
30,064
IUSV
ISHARES TRUST
2025-03-31
Add
Add
+0.84%
●
90 ($93.85) 96.32
$95.29
1.53%
Add 7.81%
238,357
17,268
JPM
JPMorgan Chase & Co
2025-03-31
Sold Out
Sold Out
-0.71%
●
225.19 ($254.94) 279.95
$285.82
12.11%
Sold Out
0
-6,402
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.64%
●
57.21 ($62.1) 65.8
$62.81
1.14%
Add 18.18%
133,967
20,609
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.60%
●
369.1 ($404.54) 427.61
$445.42
10.11%
Add 13.43%
25,742
3,047

PCA Investment Advisory Services Inc. Total Holding History ($B)

To

PCA Investment Advisory Services Inc.'s Asset Allocation

To

PCA Investment Advisory Services Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PCA Investment Advisory Services Inc.'s Hypothetical Growth since 2025-03-31

PCA Investment Advisory Services Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

PCA Investment Advisory Services Inc.'s Holdings Heat Map

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PCA Investment Advisory Services Inc.'s Holdings Bubble Chart

PCA Investment Advisory Services Inc. News

  • 1

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