PF

PERSONAL FINANCIAL CONSULTANTS INC /ADV

13F
PERSONAL FINANCIAL CONSULTANTS INC /ADV
Last update 2019-07-25 17 Stocks (0 new)
Value $122.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(23.47%)VEU(16.94%)VNQ(9.99%)VWO(8.74%)BND(8.65%)
Summary Stock Picks Current Portfolio
PERSONAL FINANCIAL CONSULTANTS... Top Holdings of 2019-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
190,837
28,643.0
+0.40%
23.470
+0.09%
0.010
+19.82%
+7.35%
476,615.2
 
VEU
Vanguard FTSE All-World ex-US ETF
405,332
20,668.0
+0.81%
16.940
+0.14%
0.070
+13.13%
+18.20%
44,208.3
 
VNQ
Vanguard Real Estate Index Fund ETF
139,468
12,189.0
-10.42%
9.990
-1.18%
0.030
+4.59%
+3.00%
33,484.2
 
VWO
Vanguard FTSE Emerging Markets ETF
250,818
10,667.0
+1.45%
8.740
+0.12%
0.010
+16.94%
+15.09%
86,951.2
 
BND
Vanguard Total Bond Market ETF
127,078
10,556.0
+0.72%
8.650
+0.06%
0.010
+1.26%
+3.27%
127,496.0
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
143,403
8,217.0
+0.65%
6.730
+0.04%
0.020
+0.50%
+1.56%
66,226.8
 
VB
Vanguard Small Cap ETF
51,467
8,063.0
-0.01%
6.610
0%
0.020
+17.90%
+1.99%
61,352.9
 
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
65,835
7,458.0
+2.26%
6.110
+0.14%
0.040
+4.84%
+5.98%
13,737.4
 
FM
iShares MSCI Frontier and Select EM ETF
iShares MSCI Frontier and Select EM ETF
222,843
6,601.0
+4.37%
5.410
+0.23%
1.550
+0.44%
+0.18%
187.6
 
VXF
Vanguard Extended Market Index ETF
15,261
1,810.0
-0.32%
1.480
0%
0.020
+22.95%
+5.13%
21,536.8
 

PERSONAL FINANCIAL CONSULTANTS INC /ADV's Historical Top Holdings Breakdowns

PERSONAL FINANCIAL CONSULTANTS INC /ADV Total Holding History ($B)

To

PERSONAL FINANCIAL CONSULTANTS INC /ADV's Asset Allocation

To

PERSONAL FINANCIAL CONSULTANTS INC /ADV Past Portfolios

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

Top Ranked Articles

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PERSONAL FINANCIAL CONSULTANTS INC /ADV's Hypothetical Growth since 2019-06-30

PERSONAL FINANCIAL CONSULTANTS INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

PERSONAL FINANCIAL CONSULTANTS INC /ADV's Holdings Heat Map

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PERSONAL FINANCIAL CONSULTANTS INC /ADV's Holdings Bubble Chart

PERSONAL FINANCIAL CONSULTANTS INC /ADV News

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