Personal Financial Consultants Inc 13F Holdings · last filed Q2 2019
Personal Financial Consultants Inc reported 19 securities worth $133.19M in its SEC 13F filing for Q2 2019 (period ended 2019-06-30). Top holdings: VTI (21.50%), VEU (15.52%), VNQ (9.15%). Among its top 25 positions this quarter: 14 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $28.6M | 21.50% | 190,837 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | $20.7M | 15.52% | 405,332 | Added |
| 3 | VNQ | VANGUARD INDEX FDS REAL ESTATE | $12.2M | 9.15% | 139,468 | Trimmed |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT | $10.7M | 8.01% | 250,818 | Added |
| 5 | BND | VANGUARD BD INDEX FD INC TOTAL BND MRKT | $10.6M | 7.93% | 127,078 | Added |
| 6 | XT | ISHARES TR EXPONENTIAL TECH | $10.5M | 7.92% | 273,446 | Added |
| 7 | BNDX | VANGUARD CHARLOTTE FDS INTL BD IDX | $8.2M | 6.17% | 143,403 | Added |
| 8 | VB | VANGUARD INDEX FDS SMALL CP | $8.1M | 6.05% | 51,467 | Trimmed |
| 9 | EMB | ISHARES TR JPMORGAN USD EMG | $7.5M | 5.60% | 65,835 | Added |
| 10 | FM | ISHARES INC MSCI FRNTR100ETF | $6.6M | 4.96% | 222,843 | Added |
| 11 | VXF | VANGUARD INDEX FDS EXTEND MKT | $1.8M | 1.36% | 15,261 | Trimmed |
| 12 | VIG | VANGUARD GROUP DIV APP | $1.7M | 1.28% | 14,785 | Added |
| 13 | VT | VANGUARD INTL EQUITY INDEX F TT WRLD ST | $1.6M | 1.17% | 20,656 | Trimmed |
| 14 | CMF | ISHARES TR CALIF MUN BD | $906,000 | 0.68% | 14,949 | Trimmed |
| 15 | IUSV | ISHARES TR CORE S&P US VLU | $880,000 | 0.66% | 15,539 | Added |
| 16 | SPTM | SPDR SERIES TRUST PORTFOLIO TL STK | $778,000 | 0.58% | 21,352 | Added |
| 17 | EEM | ISHARES TR MSCI EMG MKT | $738,000 | 0.55% | 17,191 | Added |
| 18 | GNMA | ISHARES TR GNMA BOND | $624,000 | 0.47% | 12,446 | Added |
| 19 | IWR | ISHARES TR RUS MID CAP | $594,000 | 0.45% | 10,640 | Added |
Source: SEC Form 13F filings · as of 2019-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR