Pure Financial Advisors, LLC
CIK 1571556 · Holdings on Sep 30, 2023 · First reported Oct 10, 2023
Top ten holdings
Q3 2023- SPY9.91%
- BND8.48%
- IEFA5.94%
- DFAC5.27%
- IGSB4.46%
- VNQ4.06%
- AVLV3.92%
- AVEM3.22%
- GNR2.88%
- VEA2.59%
Share classes counted separately50.73%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $242.37M | 9.91% | 566.97K shares | — | ↗▾ | |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $207.45M | 8.48% | 2.97M shares | — | ↗▾ | |
| 03 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $145.22M | 5.94% | 2.26M shares | — | ↗▾ | |
| 04 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $128.89M | 5.27% | 4.92M shares | — | ↗▾ | |
| 05 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $109.17M | 4.46% | 2.19M shares | — | ↗▾ | |
| 06 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $99.36M | 4.06% | 1.31M shares | — | ↗▾ | |
| 07 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $95.96M | 3.92% | 1.82M shares | — | ↗▾ | |
| 08 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $78.78M | 3.22% | 1.49M shares | — | ↗▾ | |
| 09 | GNRSTATE STREET SPDR S&P GLOBALGLB NAT RESRCE View history and evidence | $70.43M | 2.88% | 1.26M shares | — | ↗▾ | |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $63.38M | 2.59% | 1.45M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CASH PATHWARD FINANCIAL INC | Non-derivative | — | — | SEC filing ↗ | |
| DXCM DEXCOM INC | Non-derivative | — | — | SEC filing ↗ | |
| 50540R409 LABORATORY CORP AMER HLDGS | Non-derivative | — | — | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1571556 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2446219758
}Research all 262 reported holdings.
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