PF
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Pure Financial Advisors, LLC13F | |
| Pure Financial Advisors, LLC | |
| Last update 2025-07-18 | 471 Stocks (94 new) |
| Value $5.68 Bil | Turnover 11 % |
Pure Financial Advisors, LLC Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 977,210 | 603,769.1 | +3.70% | 10.630 | +0.38% | 0.100 | +19.62% | +7.94% | 648,846.5 | ||
BND | Vanguard Total Bond Market ETF | 6,753,466 | 497,257.7 | +5.86% | 8.750 | +0.48% | 0.390 | +2.09% | +3.74% | 128,020.8 | ||
IEFA | iShares Core MSCI EAFE ETF | 4,163,067 | 347,532.8 | +16.54% | 6.120 | +0.87% | 0.240 | +10.95% | +20.93% | 144,033.5 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 4,806,043 | 253,566.8 | +5.38% | 4.460 | +0.23% | 1.180 | +2.30% | +4.16% | 21,658.7 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 4,601,657 | 248,305.4 | +7.77% | 4.370 | +0.32% | 2.320 | +18.37% | +1.69% | 11,117.7 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 6,365,367 | 226,352.4 | +3.85% | 3.980 | +0.15% | 2.610 | +15.80% | +7.63% | 8,862.8 | ||
DFAS | Dimensional U.S. Small Cap ETF | 2,788,890 | 177,680.2 | +4.89% | 3.130 | +0.15% | 1.730 | +18.06% | +1.54% | 10,648.9 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 1,876,350 | 167,107.7 | +2.76% | 2.940 | +0.08% | 0.500 | +7.02% | +5.20% | 34,115.4 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 4,341,699 | 155,606.5 | +0.06% | 2.740 | 0% | 0.450 | +18.92% | +6.57% | 35,706.4 | ||
DCOR | Dimensional US Core Equity 1 ETF | 2,107,446 | 140,882.7 | +3.67% | 2.480 | +0.09% | 7.660 | +18.92% | +7.05% | 1,894.5 |
Pure Financial Advisors, LLC's Historical Top Holdings Breakdowns
Pure Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +1.26% | 498.8 ($573.99) 620.9 | $631.74 | 10.06% | Add 194.95% | 174,334 | 115,228 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.87% | 67.83 ($79.31) 84.09 | $83.49 | 5.27% | Add 16.54% | 4,163,067 | 590,963 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +0.48% | 71.88 ($72.74) 73.82 | $73.18 | 0.60% | Add 5.86% | 6,753,466 | 374,090 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.44% | 51.16 ($58.7) 62.02 | $63.88 | 8.82% | Add 461.02% | 496,179 | 407,737 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.38% | 496.48 ($571.44) 617.85 | $628.86 | 10.05% | Add 3.7% | 977,210 | 34,889 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.37% | 172.42 ($202.27) 223.89 | $214.40 | 6.00% | Add 57.52% | 279,045 | 101,892 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-06-30 | Add Add | +0.32% | 44.8 ($50.94) 53.97 | $56.17 | 10.27% | Add 7.77% | 4,601,657 | 331,821 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.32% | 456.74 ($525.37) 568.03 | $577.95 | 10.01% | Add 26.57% | 150,757 | 31,649 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | Add Add | +0.29% | 47.74 ($55.77) 60.03 | $61.38 | 10.06% | Add 119.12% | 509,251 | 276,844 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.26% | 90.56 ($103.39) 109.49 | $112.83 | 9.13% | Add 489.84% | 163,073 | 135,426 |
Pure Financial Advisors, LLC Total Holding History ($B)
Pure Financial Advisors, LLC's Asset Allocation
Pure Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pure Financial Advisors, LLC's Hypothetical Growth since 2025-06-30
Pure Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pure Financial Advisors, LLC's Holdings Heat Map
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Pure Financial Advisors, LLC's Holdings Bubble Chart
Pure Financial Advisors, LLC News
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