PERSONAL FINANCIAL CONSULTANTS INC /ADV 13F Holdings
CIK 0000077657 · LAFAYETTE, CA
As of Jun 30, 2019, PERSONAL FINANCIAL CONSULTANTS INC /ADV reported 19 positions worth
CIK 0000077657 · LAFAYETTE, CA
As of Jun 30, 2019, PERSONAL FINANCIAL CONSULTANTS INC /ADV reported 19 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 190,837 | $28.6K | 21.50% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 405,332 | $20.7K | 15.52% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 139,468 | 2.2K | 9.15% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 250,818 | 0.7K | 8.01% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 127,078 | 0.6K | 7.93% |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | XT | — | 273,446 | 0.5K | 7.92% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 143,403 | $8.2K | 6.17% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 51,467 | $8.1K | 6.05% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 65,835 | $7.5K | 5.60% |
| ISHARES FRONTIER AND SELECT EM ETF | FM | — | 222,843 | $6.6K | 4.96% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 15,261 | .8K | 1.36% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 14,785 | .7K | 1.28% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 20,656 | .6K | 1.17% |
| ISHARES CALIFORNIA MUNI BOND ETF | CMF | — | 14,949 | $906.0 | 0.68% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 15,539 | $880.0 | 0.66% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 21,352 | $778.0 | 0.58% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 17,191 | $738.0 | 0.55% |
| ISHARES GNMA BOND ETF | GNMA | — | 12,446 | $624.0 | 0.47% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 10,640 | $594.0 | 0.45% |