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Personal Capital Advisors Corp13F | |
Personal Capital Advisors Corp | |
Last update 2023-02-20 | 490 Stocks (55 new) |
Value $20.59 Bil | Turnover 10 % |
Personal Capital Advisors Corp... Top Holdings of 2022-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHF | Schwab International Equity ETF | 71,324,888 | 2,297,374.6 | +0.56% | 11.160 | +0.06% | 8.070 | +11.99% | +19.38% | 48,597.1 | ||
IWM | iShares Russell 2000 ETF | 6,625,963 | 1,155,303.0 | +5.72% | 5.610 | +0.30% | 2.260 | +19.55% | +1.12% | 66,553.7 | ||
BSV | Vanguard Short-Term Bond ETF | 13,148,563 | 989,823.8 | -4.31% | 4.810 | -0.24% | 2.700 | +1.08% | +3.32% | 38,460.1 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 25,381,697 | 989,378.5 | +6.19% | 4.800 | +0.28% | 1.430 | +16.94% | +15.09% | 86,951.2 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 8,694,759 | 717,143.7 | +11.85% | 3.480 | +0.37% | 2.150 | +4.59% | +3.00% | 33,484.2 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 11,066,438 | 647,165.3 | New Holding | 3.140 | +3.14% | 4.840 | +0.86% | +4.09% | 31,611.5 | ||
VNQI |
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
| 11,928,974 | 493,143.8 | +12.34% | 2.390 | +0.26% | 13.420 | +8.56% | +15.37% | 3,203.0 | ||
USIG | iShares U.S. Credit Bond ETF | 9,741,579 | 478,408.9 | New Holding | 2.320 | +2.32% | 5.990 | +2.51% | +3.76% | 14,117.3 | ||
IAU | iShares Gold Trust | 13,620,204 | 471,122.9 | -3.36% | 2.290 | -0.08% | 1.790 | +0.80% | +27.51% | 47,693.5 | ||
SCHP | Schwab U.S. Tips ETF | 8,421,623 | 436,155.8 | +8.14% | 2.120 | +0.16% | 3.240 | +1.83% | +4.64% | 13,056.1 |
Personal Capital Advisors Corp's Historical Top Holdings Breakdowns
Personal Capital Advisors Corp Total Holding History ($B)
Personal Capital Advisors Corp's Asset Allocation
Personal Capital Advisors Corp Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Personal Capital Advisors Corp's Hypothetical Growth since 2022-12-31
Personal Capital Advisors Corp's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Personal Capital Advisors Corp's Holdings Heat Map
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Personal Capital Advisors Corp's Holdings Bubble Chart
Personal Capital Advisors Corp News
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