Personal Capital Advisors Corp Portfolio Holdings - 13F Filings | 13F Fund Database
Personal Capital Advisors Corp 13F Holdings
CIK 0001571669 · SAN FRANCISCO, CA
As of Dec 31, 2022, Personal Capital Advisors Corp reported
489 positions worth $20.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 71,324,888 | $2.3B | 11.25% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 6,625,963 |
|
.2B5.66% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 13,148,563 | $989.8M | 4.85% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 25,381,697 | $989.4M | 4.84% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 8,694,759 | $717.1M | 3.51% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 11,066,438 | $647.2M | 3.17% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 11,928,974 | $493.1M | 2.41% |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | — | 9,741,579 | $478.4M | 2.34% |
| ISHARES GOLD TRUST | IAU | — | 13,620,204 | $471.1M | 2.31% |
| SCHWAB US TIPS ETF | SCHP | — | 8,421,623 | $436.2M | 2.14% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 10,519,302 | $426.1M | 2.09% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 6,279,217 | $412.8M | 2.02% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 3,676,746 | $378.0M | 1.85% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 8,071,815 | $330.1M | 1.62% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,661,091 | $317.6M | 1.55% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 3,533,749 | $299.7M | 1.47% |
| APPLE INC | AAPL | Technology | 1,883,649 | $244.7M | 1.20% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 2,472,558 | $239.7M | 1.17% |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | PDBC | — | 15,910,585 | $235.2M | 1.15% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 4,669,562 | $221.5M | 1.08% |
| VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF | EMLC | — | 8,825,793 | $213.8M | 1.05% |
| MICROSOFT CORP | MSFT | Technology | 835,356 | $200.3M | 0.98% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 5,644,157 |
69.7M | 0.83% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 485,968 |
50.1M | 0.73% |
| ALPHABET INC | GOOG | Equity | 1,691,186 |
50.1M | 0.73% |