News + Filings Holdings
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Personal Capital Advisors Corp
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
SCHWAB STRATEGIC TRUST
| SCHF | Common | 71,324,888 | 394,684 | 2,297,374,645,000 | 2,295,379,378,000 | 11.16 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IWM | Common | 6,625,963 | 358,325 | 1,155,302,987,000 | 1,154,269,328,000 | 5.61 | |
Hist
| 12/31/2022 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 25,381,697 | 1,478,471 | 989,378,538,000 | 988,506,309,000 | 4.80 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 8,694,759 | 920,965 | 717,143,706,000 | 716,520,481,000 | 3.48 | |
Hist
| 12/31/2022 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 11,928,974 | 1,310,012 | 493,143,798,000 | 492,738,578,000 | 2.39 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHP | Common | 8,421,623 | 633,618 | 436,155,849,000 | 435,752,430,000 | 2.12 | |
Hist
| 12/31/2022 |
SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 10,519,302 | 505,277 | 426,136,944,000 | 425,758,414,000 | 2.07 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ESGD | Common | 6,279,217 | 135,339 | 412,795,741,000 | 412,450,885,000 | 2.00 | |
Hist
| 12/31/2022 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 3,676,746 | 174,927 | 378,006,235,000 | 377,681,231,000 | 1.84 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| SHYG | Common | 8,071,815 | 156,297 | 330,056,517,000 | 329,740,371,000 | 1.60 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FUNDS
| VTI | Common | 1,661,091 | 85,074 | 317,584,061,000 | 317,301,213,000 | 1.54 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ISI | Common | 3,533,749 | 2,062,157 | 299,661,943,000 | 299,544,893,000 | 1.46 | |
Hist
| 12/31/2022 |
Apple Inc.
| AAPL | Common | 1,883,649 | 15,100 | 244,742,520,000 | 244,484,287,000 | 1.19 | 0.01 |
Hist
| 12/31/2022 |
iSHARES TRUST
| STIP | Common | 2,472,558 | 44,036 | 239,739,222,000 | 239,505,817,000 | 1.16 | |
Hist
| 12/31/2022 |
Invesco Actively Managed Exchange-Traded Commodity Fund Trust
| PDBC | Common | 15,910,585 | 963,440 | 235,158,445,000 | 234,916,600,000 | 1.14 | |
Hist
| 12/31/2022 |
Vanguard Charlotte Funds
| BNDX | Common | 4,669,562 | 121,857 | 221,477,308,000 | 221,260,246,000 | 1.08 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ESGE | Common | 5,644,157 | 290,122 | 169,719,801,000 | 169,571,655,000 | 0.82 | |
Hist
| 12/31/2022 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 485,968 | 6,696 | 150,115,567,000 | 149,987,592,000 | 0.73 | |
Hist
| 12/31/2022 |
JPMORGAN CHASE & CO
| JPM | Common | 1,071,509 | 83,224 | 143,689,419,000 | 143,586,143,000 | 0.70 | |
Hist
| 12/31/2022 |
Mastercard Inc
| MA | CL A | 388,568 | 7,887 | 135,116,661,000 | 135,008,418,000 | 0.66 | |
Hist
| 12/31/2022 |
PROCTER & GAMBLE Co
| PG | Common | 806,277 | 14,021 | 122,199,299,000 | 122,099,277,000 | 0.59 | 0.03 |
Hist
| 12/31/2022 |
AMAZON COM INC
| AMZN | Common | 1,428,693 | 32,430 | 120,010,232,000 | 119,852,454,000 | 0.58 | 0.01 |
Hist
| 12/31/2022 |
Walmart Inc.
| WMT | Common | 787,796 | 14,326 | 111,701,619,000 | 111,601,300,000 | 0.54 | 0.03 |
Hist
| 12/31/2022 |
PFIZER INC
| PFE | Common | 2,168,961 | 46,081 | 111,137,570,000 | 111,044,673,000 | 0.54 | 0.04 |
Hist
| 12/31/2022 |
UNITEDHEALTH GROUP INC
| UNH | Common | 206,714 | 3,218 | 109,595,397,000 | 109,492,624,000 | 0.53 | 0.02 |
Hist
| 12/31/2022 |
iSHARES TRUST
| IEFA | Common | 1,764,904 | 1,748,763 | 108,788,658,000 | 108,787,808,000 | 0.53 | |
Hist
| 12/31/2022 |
STARBUCKS CORP
| SBUX | Common | 1,063,425 | 20,443 | 105,491,749,000 | 105,403,867,000 | 0.51 | 0.09 |
Hist
| 12/31/2022 |
JOHNSON & JOHNSON
| JNJ | Common | 590,273 | 8,523 | 104,271,648,000 | 104,176,613,000 | 0.51 | 0.02 |
Hist
| 12/31/2022 |
AMGEN INC
| AMGN | Common | 390,429 | 1,315 | 102,542,386,000 | 102,454,680,000 | 0.50 | 0.07 |
Hist
| 12/31/2022 |
CHEVRON CORP
| CVX | Common | 547,707 | 6,010 | 98,307,891,000 | 98,230,065,000 | 0.48 | |
Hist
| 12/31/2022 |
HONEYWELL INTERNATIONAL INC
| HON | Common | 456,041 | 8,787 | 97,729,689,000 | 97,655,011,000 | 0.47 | |
Hist
| 12/31/2022 |
DuPont de Nemours, Inc.
| DD | Common Stock | 1,405,123 | 29,985 | 96,433,597,000 | 96,364,290,000 | 0.47 | 0.28 |
Hist
| 12/31/2022 |
ABBOTT LABORATORIES
| ABT | Common | 849,034 | 19,394 | 93,215,450,000 | 93,135,174,000 | 0.45 | |
Hist
| 12/31/2022 |
BANK OF AMERICA CORP /DE/
| BAC | Common | 2,796,793 | 40,544 | 92,629,772,000 | 92,546,533,000 | 0.45 | 0.03 |
Hist
| 12/31/2022 |
SPDR SERIES TRUST
| EBND | Common | 4,499,062 | 769,602 | 92,500,719,000 | 92,429,971,000 | 0.45 | |
Hist
| 12/31/2022 |
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