Personal Capital Advisors Corp [Rocket]

Holdings

Personal Capital Advisors Corp

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 BD Index Fund Inc Sho	BSV	COM	13,148,563	-592,640	989,823,804,000	988,795,687,000	4.81		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 SCOTTSDALE FUNDS	VGIT	Common	11,066,438	11,066,438	647,165,277,000	647,165,277,000	3.14		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
iSHARES TRUST	CFT	Common	9,741,579	9,741,579	478,408,935,000	478,408,935,000	2.32		Hist	12/31/2022
ISHARES GOLD TRUST	IAU	Common	13,620,204	-473,651	471,122,868,000	470,678,489,000	2.29	1.61	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
VanEck ETF Trust	GDX	Common	8,825,793	-198,781	213,848,958,000	213,643,198,000	1.04		Hist	12/31/2022
MICROSOFT CORP	MSFT	Common	835,356	-2,142	200,335,178,000	200,140,125,000	0.97	0.01	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
Alphabet Inc.	GOOG	COM	1,691,186	-80,324	150,058,960,000	149,888,629,000	0.73	0.01	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
iSHARES TRUST	IWB	Common	615,437	-10,565	129,561,809,000	129,438,280,000	0.63		Hist	12/31/2022
iSHARES TRUST	TIP	Common	1,152,660	-73,367	122,689,140,000	122,560,530,000	0.60		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
<< Prev Next >>