Pure Financial Advisors, LLC
CIK Number: 0001571556
4.78B
Market Value
345
# of Holdings
16 months
Avg. Holding Period
31.48%
Win Rate
12.55%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 883.65K | +11.54% | 517.89M | 455.33 | 11.77% |
| 2 | BND | Vanguard Total ... | 72.97 | +0.38% | 5.68M | +15.59% | 408.38M | 75.31 | 9.28% |
| 3 | IEFA | iShares Core MS... | 84.11 | +0.76% | 3.33M | +9.53% | 234M | 65.66 | 5.32% |
| 4 | DFAT | Dimensional U.S... | 53.35 | -0.24% | 4.02M | +12.89% | 223.58M | 50.83 | 5.08% |
| 5 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 4.1M | +15.98% | 212.17M | 51.76 | 4.82% |
| 6 | DUHP | Dimensional US ... | 35.20 | +0.64% | 5.46M | +18.00% | 184.56M | 30.84 | 4.20% |
| 7 | DFAS | Dimensional U.S... | 62.80 | -0.24% | 2.57M | +8.57% | 167.33M | 59.21 | 3.80% |
| 8 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 1.76M | +6.01% | 156.75M | 82.48 | 3.56% |
| 9 | DFAC | Dimensional U.S... | 35.08 | +0.21% | 4.51M | -2.26% | 156.16M | 26.73 | 3.55% |
| 10 | DCOR | Dimensional ETF... | 65.38 | +0.12% | 2.12M | +6.40% | 135.72M | 60.08 | 3.09% |
| 11 | VGSH | Vanguard Short-... | 58.49 | +0.09% | 1.84M | +14.93% | 107.16M | 58.85 | 2.44% |
| 12 | AVLV | Avantis U.S. La... | 67.07 | +0.04% | 1.6M | -3.73% | 107.09M | 53.61 | 2.43% |
| 13 | AVDV | Avantis Interna... | 79.34 | +0.91% | 1.52M | +10.87% | 98.67M | 60.97 | 2.24% |
| 14 | GNR | SPDR S&P Global... | 54.47 | +0.47% | 1.79M | +9.26% | 89.01M | 47.43 | 2.02% |
| 15 | AVEM | Avantis Emergin... | 68.11 | +0.57% | 1.48M | -0.91% | 87.16M | 63.06 | 1.98% |
| 16 | DFAI | Dimensional Int... | 34.73 | +0.83% | 2.98M | +7.71% | 87.07M | 29.43 | 1.98% |
| 17 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 1.88M | +8.70% | 82.63M | 41.59 | 1.88% |
| 18 | VEA | Vanguard Develo... | 56.86 | +0.78% | 1.64M | +10.89% | 78.21M | 44.42 | 1.78% |
| 19 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 102.51K | +8.50% | 55.23M | 420.48 | 1.26% |
| 20 | BNDX | Vanguard Total ... | 49.48 | +0.23% | 963.74K | +9.59% | 47.27M | 50.09 | 1.07% |
| 21 | AAPL | Apple Inc. | 198.98 | +0.10% | 172.21K | +1.86% | 43.12M | 118.43 | 0.98% |
| 22 | ITOT | iShares Core S&... | 131.83 | +0.27% | 325.9K | -7.4% | 41.92M | 60.14 | 0.95% |
| 23 | DFCF | Dimensional Cor... | 41.98 | +0.35% | 913.92K | +9.38% | 37.72M | 41.7 | 0.86% |
| 24 | SCHP | Schwab U.S. TIP... | 26.36 | +0.28% | 1.37M | +104.65% | 35.44M | 28.44 | 0.81% |
| 25 | VTI | Vanguard Total ... | 296.95 | +0.28% | 117.86K | -0.9% | 34.16M | 131.73 | 0.78% |
| 26 | VV | Vanguard Large ... | 278.41 | +0.31% | 125.76K | +0.64% | 33.92M | 206.47 | 0.77% |
| 27 | HYG | iShares iBoxx $... | 79.59 | +0.10% | 406.8K | +4.75% | 31.99M | 80.82 | 0.73% |
| 28 | SPIP | SPDR Portfolio ... | 25.76 | +0.29% | 1.14M | -1.45% | 28.98M | 28.07 | 0.66% |
| 29 | STIP | iShares 0-5 Yea... | 102.16 | +0.05% | 252.4K | -11.01% | 25.39M | 97.02 | 0.58% |
| 30 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 94.17K | -2.34% | 24.87M | 160.14 | 0.57% |
| 31 | IVV | iShares Core S&... | 606.23 | +0.32% | 39.22K | +4.96% | 23.09M | 411.81 | 0.52% |
| 32 | VB | Vanguard Small ... | 233.32 | -0.21% | 95.23K | +5.88% | 22.88M | 171 | 0.52% |
| 33 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 125.06K | +10.21% | 22.27M | 130.5 | 0.51% |
| 34 | AGG | iShares Core U.... | 98.31 | +0.36% | 223.94K | +38.73% | 21.7M | 100.1 | 0.49% |
| 35 | SPDW | SPDR Portfolio ... | 40.73 | +0.77% | 624.44K | -0.94% | 21.31M | 29.92 | 0.48% |
| 36 | SCHC | Schwab Internat... | 41.66 | +0.81% | 618.88K | +0.45% | 21.25M | 28.15 | 0.48% |
| 37 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 49.51K | +3.77% | 20.87M | 272.65 | 0.47% |
| 38 | EMGF | iShares MSCI Em... | 51.84 | +0.20% | 448.43K | +19.65% | 20.28M | 45.09 | 0.46% |
| 39 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 362.93K | -3.14% | 18.56M | 28.56 | 0.42% |
| 40 | GUNR | FlexShares Morn... | 40.55 | +0.43% | 482.92K | +8.29% | 17.56M | 31.58 | 0.40% |
| 41 | SPTM | SPDR Portfolio ... | 73.20 | +0.33% | 235K | -2.94% | 16.79M | 32.11 | 0.38% |
| 42 | TIP | iShares TIPS Bo... | 108.76 | +0.29% | 152.37K | -3.01% | 16.24M | 113.17 | 0.37% |
| 43 | VTV | Vanguard Value ... | 174.72 | +0.57% | 93.59K | +3.70% | 15.84M | 95.3 | 0.36% |
| 44 | PFF | iShares Preferr... | 30.34 | -0.21% | 501.25K | +4.25% | 15.76M | 34.47 | 0.36% |
| 45 | EMB | iShares J.P. Mo... | 91.46 | +0.14% | 175.16K | +5.02% | 15.6M | 96.35 | 0.35% |
| 46 | SCHO | Schwab Short-Te... | 24.26 | +0.04% | 583.1K | +113.54% | 14.03M | 24.14 | 0.32% |
| 47 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 102.44K | +17.64% | 13.76M | 56.72 | 0.31% |
| 48 | IWN | iShares Russell... | 156.01 | -0.4% | 81.44K | +20.21% | 13.37M | 149.53 | 0.30% |
| 49 | USRT | iShares Core U.... | 57.70 | +0.24% | 216.48K | +7.42% | 12.41M | 53.33 | 0.28% |
| 50 | IEMG | iShares Core MS... | 59.64 | +0.05% | 226.28K | +6.95% | 11.82M | 48.24 | 0.27% |
| 51 | FREL | Fidelity MSCI R... | 27.48 | +0.44% | 436.68K | -2.86% | 11.8M | 24.43 | 0.27% |
| 52 | CMF | iShares Califor... | 55.55 | +0.26% | 198.59K | +0.09% | 11.37M | 59.43 | 0.26% |
| 53 | SPSM | SPDR Portfolio ... | 42.24 | -0.45% | 249.36K | -2.98% | 11.2M | 26.81 | 0.25% |
| 54 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 49.64K | +6.04% | 10.89M | 125.56 | 0.25% |
| 55 | SCZ | iShares MSCI EA... | 72.06 | +0.56% | 164.09K | -2.19% | 9.97M | 52.02 | 0.23% |
| 56 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 24.55K | +2.50% | 9.92M | 207.81 | 0.23% |
| 57 | DFAX | Dimensional Wor... | 29.39 | +0.63% | 372.52K | +3.03% | 9.26M | 24.58 | 0.21% |
| 58 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 116.1K | +0.12% | 8.78M | 69.28 | 0.20% |
| 59 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 17.65K | +9.29% | 8M | 312.18 | 0.18% |
| 60 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 15.33K | +0.17% | 7.84M | 342.38 | 0.18% |
| 61 | SPAB | SPDR Portfolio ... | 25.36 | +0.40% | 287.26K | +2.26% | 7.18M | 27.27 | 0.16% |
| 62 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 83.53K | +10.76% | 6.85M | 84.21 | 0.16% |
| 63 | DFSD | Dimensional Sho... | 47.84 | +0.12% | 144.43K | -0.2% | 6.77M | 47.16 | 0.15% |
| 64 | IVE | iShares S&P 500... | 192.83 | +0.30% | 34.27K | -3.62% | 6.54M | 100.66 | 0.15% |
| 65 | VBR | Vanguard Small ... | 192.40 | -0.08% | 31.68K | +6.58% | 6.28M | 158.97 | 0.14% |
| 66 | EWX | SPDR S&P Emergi... | 62.14 | +0.40% | 101.25K | +4.42% | 5.93M | 48.48 | 0.13% |
| 67 | VFQY | Vanguard U.S. Q... | 141.16 | +0.04% | 42.06K | -1.17% | 5.93M | 106.37 | 0.13% |
| 68 | COST | Costco Wholesal... | 1002.64 | +0.59% | 6.4K | +1.49% | 5.86M | 510.76 | 0.13% |
| 69 | IJH | iShares Core S&... | 61.17 | +0.07% | 93.67K | -1.25% | 5.84M | 32.4 | 0.13% |
| 70 | VXF | Vanguard Extend... | 188.39 | -0.24% | 30.24K | +21.04% | 5.75M | 161.12 | 0.13% |
| 71 | SCHM | Schwab U.S. Mid... | 27.52 | -0.02% | 199.58K | +183.92% | 5.53M | 16.64 | 0.13% |
| 72 | IWB | iShares Russell... | 331.42 | +0.24% | 17.11K | +8.87% | 5.51M | 240.34 | 0.13% |
| 73 | DFSU | Dimensional US ... | 38.36 | +0.21% | 138.97K | +55.06% | 5.27M | 37.07 | 0.12% |
| 74 | IGE | iShares North A... | 44.94 | +0.72% | 119.94K | +7.39% | 5.13M | 33.29 | 0.12% |
| 75 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 31.48K | +5.06% | 5.09M | 86.15 | 0.12% |
| 76 | SPEM | SPDR Portfolio ... | 42.63 | -0.04% | 132.34K | +1.92% | 5.08M | 35.51 | 0.12% |
| 77 | IAGG | iShares Core In... | 51.05 | +0.17% | 101.65K | +1.02% | 5.07M | 51.67 | 0.12% |
| 78 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 62.55K | +7.65% | 4.88M | 78.23 | 0.11% |
| 79 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 19.65K | -0.33% | 4.71M | 163.13 | 0.11% |
| 80 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 23.89K | +27.25% | 4.55M | 128.13 | 0.10% |
| 81 | VEU | Vanguard FTSE A... | 67.07 | +0.57% | 78.61K | +2.54% | 4.51M | 49.56 | 0.10% |
| 82 | HD | The Home Depot,... | 362.78 | +0.64% | 11.44K | +4.82% | 4.45M | 253.69 | 0.10% |
| 83 | IWF | iShares Russell... | 410.56 | +0.34% | 10.78K | +9.49% | 4.33M | 185.16 | 0.10% |
| 84 | BSV | Vanguard Short-... | 78.19 | +0.13% | 50.92K | -4.67% | 3.93M | 75.33 | 0.09% |
| 85 | GOOGL | Alphabet Inc. | 175.57 | -1% | 20.54K | +13.64% | 3.89M | 124.77 | 0.09% |
| 86 | LDOS | Leidos Holdings... | 147.85 | +1.33% | 26.98K | +16.59% | 3.89M | 99.34 | 0.09% |
| 87 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 10.7K | +4.30% | 3.88M | 245.38 | 0.09% |
| 88 | SPMD | SPDR Portfolio ... | 53.66 | +0.06% | 69.28K | +1.68% | 3.79M | 33.21 | 0.09% |
| 89 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 24.3K | +42.56% | 3.73M | 108.64 | 0.08% |
| 90 | AON | Aon plc | 355.48 | +1.72% | 10.33K | +2.33% | 3.71M | 263.27 | 0.08% |
| 91 | SCHH | Schwab U.S. REI... | 21.47 | +0.42% | 173.99K | -1.76% | 3.66M | 19.79 | 0.08% |
| 92 | MUB | iShares Nationa... | 104.10 | +0.45% | 32.31K | +1.68% | 3.44M | 105.75 | 0.08% |
| 93 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 30.71K | -7.11% | 3.3M | 95.26 | 0.08% |
| 94 | IJR | iShares Core S&... | 108.32 | -0.46% | 28.53K | -4.64% | 3.29M | 68.05 | 0.07% |
| 95 | PG | The Procter & G... | 163.05 | +0.58% | 19.24K | -9.74% | 3.23M | 149.14 | 0.07% |
| 96 | SRE | Sempra | 76.14 | +0.21% | 35.06K | +0.74% | 3.08M | 63.47 | 0.07% |
| 97 | XLK | Technology Sele... | 242.47 | +0.89% | 12.77K | -2.33% | 2.97M | 158.15 | 0.07% |
| 98 | WMT | Walmart Inc. | 94.83 | -1.01% | 31.74K | +13.90% | 2.87M | 58.03 | 0.07% |
| 99 | SHW | The Sherwin-Wil... | 356.29 | -0.24% | 8.14K | -5.1% | 2.77M | 381.67 | 0.06% |
| 100 | GWX | SPDR S&P Intern... | 36.76 | +0.85% | 87.61K | +1.87% | 2.71M | 32.1 | 0.06% |
| 101 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 3.41K | +45.04% | 2.63M | 467.79 | 0.06% |
| 102 | NVR | NVR, Inc. | 7394.24 | +1.34% | 314 | -0.95% | 2.57M | 7000.44 | 0.06% |
| 103 | PM | Philip Morris I... | 183.84 | +0.25% | 20.95K | +216.37% | 2.52M | 111.61 | 0.06% |
| 104 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 17.43K | -8.11% | 2.52M | 149.19 | 0.06% |
| 105 | RS | Reliance Steel ... | 310.12 | +0.81% | 9.28K | +232.89% | 2.5M | 245.93 | 0.06% |
| 106 | ICLN | iShares Global ... | 13.24 | +0.04% | 216.88K | +29.46% | 2.47M | 15.25 | 0.06% |
| 107 | META | Meta Platforms,... | 693.11 | -0.15% | 4.05K | -5.44% | 2.37M | 323 | 0.05% |
| 108 | SCHV | Schwab U.S. Lar... | 27.31 | +0.42% | 90.62K | +231.43% | 2.36M | 17.57 | 0.05% |
| 109 | CVX | Chevron Corpora... | 144.84 | +0.04% | 16.28K | +11.98% | 2.36M | 140.59 | 0.05% |
| 110 | UPS | United Parcel S... | 100.82 | -0.34% | 18.44K | +1.57% | 2.33M | 125.04 | 0.05% |
| 111 | MRK | Merck & Co., In... | 81.73 | +1.75% | 22.59K | +7.20% | 2.25M | 66.67 | 0.05% |
| 112 | EEM | iShares MSCI Em... | 47.84 | +0.12% | 53.49K | -3.72% | 2.24M | 43.13 | 0.05% |
| 113 | SCHF | Schwab Internat... | 22.05 | +0.71% | 113.96K | +64.35% | 2.11M | 14.59 | 0.05% |
| 114 | DXUV | Dimensional US ... | 53.20 | +0.07% | 39.63K | +100.00% | 2.09M | 52.85 | 0.05% |
| 115 | VUG | Vanguard Growth... | 423.76 | +0.11% | 5.08K | +36.81% | 2.08M | 320.3 | 0.05% |
| 116 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 12.4K | +5.50% | 2.07M | 98.74 | 0.05% |
| 117 | NOC | Northrop Grumma... | 497.08 | +1.76% | 4.4K | +11.92% | 2.07M | 456.13 | 0.05% |
| 118 | SAIC | Science Applica... | 104.91 | +1.07% | 18.45K | +19.01% | 2.06M | 92.82 | 0.05% |
| 119 | ACWI | iShares MSCI AC... | 126.81 | +0.36% | 17.52K | +13.22% | 2.06M | 95.59 | 0.05% |
| 120 | RTX | RTX Corporation | 141.01 | -0.56% | 16.85K | +0.68% | 1.95M | 84.77 | 0.04% |
| 121 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 8.27K | -8.31% | 1.92M | 125.1 | 0.04% |
| 122 | MO | Altria Group, I... | 59.94 | +0.04% | 35.85K | +115.31% | 1.87M | 49.78 | 0.04% |
| 123 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 3.67K | +2.86% | 1.86M | 387.25 | 0.04% |
| 124 | DFSI | Dimensional Int... | 39.42 | +0.68% | 55.8K | +53.90% | 1.83M | 34.28 | 0.04% |
| 125 | LMT | Lockheed Martin... | 468.85 | +2.68% | 3.71K | -3.33% | 1.8M | 384.92 | 0.04% |
| 126 | MVBF | MVB Financial C... | 20.47 | +1.19% | 84.82K | 0.00% | 1.76M | 15.97 | 0.04% |
| 127 | DXIV | Dimensional Int... | 58.11 | +0.85% | 35.95K | +100.00% | 1.73M | 48.08 | 0.04% |
| 128 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 1.92K | +39.36% | 1.71M | 498.99 | 0.04% |
| 129 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 75.18K | +189.79% | 1.71M | 13.38 | 0.04% |
| 130 | VTEB | Vanguard Tax-Ex... | 48.94 | +0.36% | 33.83K | -17.76% | 1.7M | 49.93 | 0.04% |
| 131 | IWD | iShares Russell... | 191.63 | +0.17% | 8.98K | +7.11% | 1.66M | 136.52 | 0.04% |
| 132 | DISV | Dimensional Int... | 32.90 | +0.69% | 61.63K | +100.00% | 1.64M | 26.57 | 0.04% |
| 133 | DFIC | Dimensional Int... | 31.14 | +0.79% | 62.31K | -2.67% | 1.61M | 26.5 | 0.04% |
| 134 | GD | General Dynamic... | 279.72 | +1.41% | 5.99K | -1.98% | 1.58M | 189.84 | 0.04% |
| 135 | IJJ | iShares S&P Mid... | 122.29 | +0.01% | 12.44K | -3.06% | 1.55M | 76.1 | 0.04% |
| 136 | RPG | Invesco S&P 500... | 43.69 | +0.07% | 37.12K | 0.00% | 1.53M | 29.54 | 0.03% |
| 137 | EEMS | iShares MSCI Em... | 63.95 | +0.15% | 26.02K | -2% | 1.51M | 40.93 | 0.03% |
| 138 | PWZ | Invesco Califor... | 23.32 | +0.54% | 61.22K | +6.97% | 1.51M | 24.16 | 0.03% |
| 139 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 6.19K | +6.84% | 1.5M | 187.04 | 0.03% |
| 140 | IWS | iShares Russell... | 130.32 | +0.10% | 11.42K | -2.2% | 1.48M | 71.96 | 0.03% |
| 141 | HON | Honeywell Inter... | 225.98 | +0.07% | 6.52K | +15.06% | 1.47M | 202.17 | 0.03% |
| 142 | V | Visa Inc. | 371.03 | -0.61% | 4.63K | +11.29% | 1.46M | 227.51 | 0.03% |
| 143 | PSTG | Pure Storage, I... | 54.39 | -1% | 23.48K | -1.79% | 1.44M | 30.23 | 0.03% |
| 144 | DIS | The Walt Disney... | 118.50 | -0.85% | 12.72K | +9.80% | 1.42M | 114.21 | 0.03% |
| 145 | MDYV | SPDR S&P 400 Mi... | 78.73 | -0.06% | 17.27K | -2.22% | 1.39M | 47.33 | 0.03% |
| 146 | BAC | Bank of America... | 44.56 | -0.37% | 31.43K | +10.57% | 1.38M | 31.44 | 0.03% |
| 147 | AMLP | Alerian MLP ETF | 49.26 | +0.67% | 27.46K | -0.35% | 1.32M | 42.77 | 0.03% |
| 148 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 7.38K | +5.56% | 1.31M | 95.13 | 0.03% |
| 149 | VSS | Vanguard FTSE A... | 132.31 | +0.68% | 11.27K | +2.66% | 1.29M | 94.84 | 0.03% |
| 150 | ESGU | iShares ESG Awa... | 131.95 | +0.34% | 9.99K | +5.02% | 1.29M | 104.78 | 0.03% |