HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
673,067 | +44,928 | $352,061 |
| SPY | 673,067 | +44,928 | $352,061 |
| VANGUARD BD INDEX FDS (BND) |
3,716,553 | +387,513 | $269,933 |
| BND | 3,716,553 | +387,513 | $269,933 |
| ISHARES TR (IEFA) |
2,630,546 | +169,366 | $195,239 |
| IEFA | 2,630,546 | +169,366 | $195,239 |
| DIMENSIONAL ETF TRUST (DFAC) |
4,926,985 | -76,408 | $157,417 |
| DFAC | 4,926,985 | -76,408 | $157,417 |
| ISHARES TR (IGSB) |
2,685,186 | +274,050 | $137,696 |
| IGSB | 2,685,186 | +274,050 | $137,696 |
| VANGUARD INDEX FDS (VNQ) |
1,476,096 | +64,052 | $127,653 |
| VNQ | 1,476,096 | +64,052 | $127,653 |
| DIMENSIONAL ETF TRUST (DFAT) |
2,062,366 | +287,480 | $112,255 |
| DFAT | 2,062,366 | +287,480 | $112,255 |
| AMERICAN CENTY ETF TR (AVLV) |
1,743,516 | -66,164 | $112,038 |
| AVLV | 1,743,516 | -66,164 | $112,038 |
| AMERICAN CENTY ETF TR (AVEM) |
1,519,459 | +12,005 | $88,068 |
| AVEM | 1,519,459 | +12,005 | $88,068 |
| SPDR INDEX SHS FDS (GNR) |
1,449,160 | +103,837 | $83,950 |
| GNR | 1,449,160 | +103,837 | $83,950 |
| DIMENSIONAL ETF TRUST (DUHP) |
2,404,910 | +506,118 | $76,019 |
| DUHP | 2,404,910 | +506,118 | $76,019 |
| DIMENSIONAL ETF TRUST (DFAS) |
1,167,181 | +139,923 | $72,762 |
| DFAS | 1,167,181 | +139,923 | $72,762 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
1,207,161 | +125,973 | $70,100 |
| VGSH | 1,207,161 | +125,973 | $70,100 |
| VANGUARD TAX MANAGED FDS (VEA) |
1,362,085 | -24,412 | $68,336 |
| VEA | 1,362,085 | -24,412 | $68,336 |
| AMERICAN CENTY ETF TR (AVDV) |
998,981 | +92,957 | $65,793 |
| AVDV | 998,981 | +92,957 | $65,793 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
1,479,550 | +125,345 | $61,801 |
| VWO | 1,479,550 | +125,345 | $61,801 |
| ISHARES TR (ITOT) |
367,717 | -22,986 | $42,398 |
| ITOT | 367,717 | -22,986 | $42,398 |
| VANGUARD CHARLOTTE FDS (BNDX) |
805,433 | +28,769 | $39,619 |
| BNDX | 805,433 | +28,769 | $39,619 |
| VANGUARD INDEX FDS (VOO) |
73,757 | -1,175 | $35,455 |
| VOO | 73,757 | -1,175 | $35,455 |
| DIMENSIONAL ETF TRUST (DFCF) |
807,279 | +28,564 | $33,865 |
| DFCF | 807,279 | +28,564 | $33,865 |
| VANGUARD INDEX FDS (VV) |
138,411 | -4,243 | $33,186 |
| VV | 138,411 | -4,243 | $33,186 |
| SCHWAB STRATEGIC TR |
633,330 | +40,543 | $33,035 |
| SCHP | 633,330 | +40,543 | $33,035 |
| VANGUARD INDEX FDS (VTI) |
118,993 | -3,301 | $30,926 |
| VTI | 118,993 | -3,301 | $30,926 |
| SPDR SER TR (SPIP) |
1,189,760 | -9,896 | $30,482 |
| SPIP | 1,189,760 | -9,896 | $30,482 |
| ISHARES TR (STIP) |
303,539 | -3,529 | $30,181 |
| STIP | 303,539 | -3,529 | $30,181 |
| APPLE INC |
175,748 | +22,854 | $30,137 |
| AAPL | 175,748 | +22,854 | $30,137 |
| ISHARES TR (HYG) |
349,240 | +21,392 | $27,146 |
| HYG | 349,240 | +21,392 | $27,146 |
| DIMENSIONAL ETF TRUST (DFAI) |
807,316 | +136,323 | $24,397 |
| DFAI | 807,316 | +136,323 | $24,397 |
| SPDR INDEX SHS FDS (SPDW) |
668,247 | -10,574 | $23,950 |
| SPDW | 668,247 | -10,574 | $23,950 |
| VANGUARD INDEX FDS (VO) |
95,122 | +651 | $23,767 |
| VO | 95,122 | +651 | $23,767 |
| SCHWAB STRATEGIC TR |
633,949 | +10,619 | $22,695 |
| SCHC | 633,949 | +10,619 | $22,695 |
| MICROSOFT CORP |
47,156 | +7,134 | $19,839 |
| MSFT | 47,156 | +7,134 | $19,839 |
| SPDR SER TR (SPYV) |
390,287 | -13,941 | $19,553 |
| SPYV | 390,287 | -13,941 | $19,553 |
| VANGUARD INDEX FDS (VB) |
84,068 | -327 | $19,217 |
| VB | 84,068 | -327 | $19,217 |
| ISHARES TR (IVV) |
35,640 | +1,231 | $18,737 |
| IVV | 35,640 | +1,231 | $18,737 |
| FLEXSHARES TR (GUNR) |
418,473 | +16,806 | $17,187 |
| GUNR | 418,473 | +16,806 | $17,187 |
| ISHARES TR (TIP) |
158,029 | -1,282 | $16,974 |
| TIP | 158,029 | -1,282 | $16,974 |
| ISHARES TR (QUAL) |
102,826 | -7,447 | $16,900 |
| QUAL | 102,826 | -7,447 | $16,900 |
| SPDR SER TR (SPTM) |
253,557 | -7,957 | $16,266 |
| SPTM | 253,557 | -7,957 | $16,266 |
| DIMENSIONAL ETF TRUST (DCOR) |
243,466 | +95,733 | $14,279 |
| DCOR | 243,466 | +95,733 | $14,279 |
| ISHARES TR (AGG) |
145,265 | +12,427 | $14,227 |
| AGG | 145,265 | +12,427 | $14,227 |
| VANGUARD INDEX FDS (VTV) |
86,617 | -1,273 | $14,106 |
| VTV | 86,617 | -1,273 | $14,106 |
| ISHARES TR (PFF) |
431,286 | +26,426 | $13,900 |
| PFF | 431,286 | +26,426 | $13,900 |
| ISHARES TR (EMB) |
151,420 | +9,098 | $13,578 |
| EMB | 151,420 | +9,098 | $13,578 |
| ISHARES INC (EMGF) |
290,759 | +29,221 | $12,950 |
| EMGF | 290,759 | +29,221 | $12,950 |
| SCHWAB STRATEGIC TR |
259,601 | +3,056 | $12,515 |
| SCHO | 259,601 | +3,056 | $12,515 |
| FIDELITY COVINGTON TRUST |
476,797 | -11,992 | $12,440 |
| FREL | 476,797 | -11,992 | $12,440 |
| SPDR SER TR (SPSM) |
271,296 | -4,772 | $11,677 |
| SPSM | 271,296 | -4,772 | $11,677 |
| ISHARES TR (SCZ) |
178,736 | -1,808 | $11,319 |
| SCZ | 178,736 | -1,808 | $11,319 |
| ISHARES TR (USRT) |
194,368 | +6,845 | $10,457 |
| USRT | 194,368 | +6,845 | $10,457 |
See Full List: All Stocks Held By Pure Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pure Financial Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $3,196,173 At 12/31/2023: $2,898,882 Pure Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pure Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |
