Personal Capital Advisors CORP 13F Holdings Breakdown

CIK: 0001571669

Diversified strategyLong-term holder

Total reported value

$20.6B

Reporting period: 2022-12-31 · Number of holdings: 489

PERSONAL CAPITAL ADVISORS CORP disclosed 489 holdings in its latest 13F filing for the period ending 2022-12-31, with total reported value of $20.6B and a quarterly turnover rate of 0.0%.

Browse other institutions with $10B to $100B AUM Browse other institutions starting with "P"

Personality snowflake

Concentration: 11.44
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 39.87
Diversification: 100
Sizing Uniformity: 63.93

Personal Capital Advisors CORP's disclosed holdings carry a Herfindahl concentration index of 0.029 — mathematically equivalent to about 35 equally-sized positions, well below its 489 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 3.61), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 21% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 489 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHF	Schwab Intl Equity ETF	ETF-Other	11.16%	—	+0.56%
2	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	5.61%	—	+5.72%
3	BSV	Vanguard Short-term Bond ETF	ETF-Other	4.81%	—	-4.31%
4	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	4.80%	—	+6.19%
5	VNQ	Vanguard Real Estate ETF	ETF-Other	3.48%	—	+11.85%
6	VGIT	Vanguard Intermediate-term T	ETF-Other	3.14%	—	—
7	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	2.39%	—	+12.34%
8	USIG	Ishares Broad Usd Investment	ETF-Other	2.32%	—	—
9	IAU	Ishares Gold Trust	ETF-Commodities	2.29%	—	-3.36%
10	SCHP	Schwab U.s. Tips ETF	ETF-Other	2.12%	—	+8.14%
11	SCHA	Schwab US Small-cap ETF	ETF-Other	2.07%	—	+5.05%
12	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	2.00%	—	+2.20%
13	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.84%	—	+5.00%
14	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	1.60%	—	+1.97%
15	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.54%	—	+5.40%
16	ITOT	Ishares Core S&p Total U.s.	ETF-Other	1.46%	—	+140.13%
17	AAPL	Apple INC	Stock-Tech	1.19%	—	+0.81%
18	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.16%	—	+1.81%
19	PDBC	Invesco Optimum Yield Divers	ETF-Other	1.14%	—	+6.45%
20	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.08%	—	+2.68%
21	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	1.04%	—	-2.20%
22	MSFT	Microsoft CORP	Stock-Tech	0.97%	—	-0.26%
23	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	0.82%	—	+5.42%
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.73%	—	+1.40%
25	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.73%	—	-4.53%
26	JPM	Jpmorgan Chase & Co	Stock-Financials	0.70%	—	+8.42%
27	MA	Mastercard INC - A	Stock-Financials	0.66%	—	+2.07%
28	IWB	Ishares Russell 1000 ETF	ETF-Other	0.63%	—	-1.69%
29	TIP	Ishares Tips Bond ETF	ETF-Other	0.60%	—	-5.98%
30	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.59%	—	+1.77%
31	AMZN	Amazon.com INC	Stock-Consumer Disc	0.58%	—	+2.32%
32	WMT	Walmart INC	Stock-Consumer Staples	0.54%	—	+1.85%
33	PFE	Pfizer INC	Stock-Healthcare	0.54%	—	+2.17%
34	UNH	Unitedhealth Group INC	Stock-Healthcare	0.53%	—	+1.58%
35	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.53%	—	+10834.29%
36	XOM	Exxon Mobil CORP	Stock-Energy	0.52%	—	-1.15%
37	SBUX	Starbucks CORP	Stock-Consumer Disc	0.51%	—	+1.96%
38	JNJ	Johnson & Johnson	Stock-Healthcare	0.51%	—	+1.47%
39	AMGN	Amgen INC	Stock-Healthcare	0.50%	—	+0.34%
40	NEE	Nextera Energy INC	Stock-Utilities	0.49%	—	-1.51%
41	NFLX	Netflix INC	Stock-Comm Services	0.48%	—	-8.81%
42	CVX	Chevron CORP	Stock-Energy	0.48%	—	+1.11%
43	HON	Honeywell International INC	Stock-Industrials	0.47%	—	+1.96%
44	6D8	Dupont De Nemours INC	Stock-Other	0.47%	—	+2.18%
45	ABT	Abbott Laboratories	Stock-Healthcare	0.45%	—	+2.34%
46	BAC	Bank Of America CORP	Stock-Financials	0.45%	—	+1.47%
47	EBND	State Street Spdr Bloomberg	ETF-Other	0.45%	—	+20.64%
48	NVDA	Nvidia CORP	Stock-Tech	0.44%	—	+29.94%
49	HD	Home Depot INC	Stock-Consumer Disc	0.44%	—	+2.55%
50	KO	Coca-cola Co/the	Stock-Consumer Staples	0.44%	—	+1.76%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+1.7%

Performance Last 4 Quarters

+19.5%

Based on 81% of reported portfolio value with available pricing

Stdev: +10.7%
Beta: +0.71
Alpha: +0.3%
Max Drawdown: -6.4%
Annualized Perf: +13.8%
Batting Avg vs S&P: +44.4%
Sortino: +2.36
Stutzer: +0.37
Treynor: +0.19
Sterling: +0.9
Calmar: +2.15
Information Ratio: -0.78
Tracking Error: +6.3%
Stdev Down: +5.7%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +26.7%
Worst 12 Months: +6.7%
Efficiency Ratio: +0.48
Sharpe: +1.27
Stdev Sectors: +4.9%
Skewness: -0.21
Kurtosis: -0.51
Upside Potential: +4.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2022-12-31	489	$20.6B	0	1SCHF 2IWM 3BSV Top holdings2022-12-31 1.SCHF 2.IWM 3.BSV 4.VWO 5.VNQ 6.VGIT 7.VNQI 8.USIG 9.IAU 10.SCHP
2022-09-30	453	$18.5B	0	1SCHF 2IWM 3BSV Top holdings2022-09-30 1.SCHF 2.IWM 3.BSV 4.VWO 5.IEI 6.VNQ 7.LQD 8.IAU 9.VNQI 10.SCHP
2022-06-30	443	$19.1B	0	1SCHF 2BSV 3IWM Top holdings2022-06-30 1.SCHF 2.BSV 3.IWM 4.VWO 5.VNQ 6.IEI 7.LQD 8.IAU 9.VNQI 10.SCHP
2022-03-31	493	$21.4B	0	1SCHF 2IWM 3BSV Top holdings2022-03-31 1.SCHF 2.IWM 3.BSV 4.VWO 5.VNQ 6.IEI 7.IAU 8.VNQI 9.LQD 10.SCHA
2021-12-31	549	$21.7B	0	1SCHF 2IWM 3BSV Top holdings2021-12-31 1.SCHF 2.IWM 3.BSV 4.VWO 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAU
2021-09-30	497	$19.9B	0	1SCHF 2IWM 3BSV Top holdings2021-09-30 1.SCHF 2.IWM 3.BSV 4.VWO 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAU
2021-06-30	486	$19.2B	95	1SCHF 2IWM 3VWO Top holdings2021-06-30 1.SCHF 2.IWM 3.VWO 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAU
2021-03-31	475	$17.3B	12	1SCHF 2IWM 3VWO Top holdings2021-03-31 1.SCHF 2.IWM 3.VWO 4.BSV 5.VNQ 6.IEI 7.TIP 8.VNQI 9.LQD 10.SCHA
2020-12-31	457	$15.7B	18	1SCHF 2IWM 3VWO Top holdings2020-12-31 1.SCHF 2.IWM 3.VWO 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2020-09-30	418	$13.3B	14	1SCHF 2IWM 3VWO Top holdings2020-09-30 1.SCHF 2.IWM 3.VWO 4.BSV 5.IEI 6.VNQ 7.TIP 8.IAUUSD 9.LQD 10.VNQI
2020-06-30	362	$12.1B	23	1SCHF 2IWM 3VWO Top holdings2020-06-30 1.SCHF 2.IWM 3.VWO 4.BSV 5.IEI 6.VNQ 7.TIP 8.IAUUSD 9.LQD 10.VNQI
2020-03-31	342	$10.1B	24	1SCHF 2BSV 3VWO Top holdings2020-03-31 1.SCHF 2.BSV 3.VWO 4.IWM 5.IEI 6.TIP 7.VNQ 8.IAUUSD 9.LQD 10.VNQI
2019-12-31	397	$11.9B	16	1SCHF 2VWO 3IWM Top holdings2019-12-31 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2019-09-30	362	$10.5B	11	1SCHF 2VWO 3IWM Top holdings2019-09-30 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2019-06-30	320	$9.8B	14	1SCHF 2VWO 3IWM Top holdings2019-06-30 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2019-03-31	325	$8.9B	25	1SCHF 2VWO 3IWM Top holdings2019-03-31 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.IEI 7.TIP 8.VNQI 9.LQD 10.IAUUSD
2018-12-31	307	$7.5B	22	1SCHF 2VWO 3BSV Top holdings2018-12-31 1.SCHF 2.VWO 3.BSV 4.IWM 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2018-09-30	295	$7.8B	16	1SCHF 2IWM 3VWO Top holdings2018-09-30 1.SCHF 2.IWM 3.VWO 4.BSV 5.VNQ 6.IEI 7.TIP 8.VNQI 9.LQD 10.PDBC
2018-06-30	278	$7.1B	17	1SCHF 2VWO 3IWM Top holdings2018-06-30 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.TIP 7.VNQI 8.IEI 9.LQD 10.QNDX
2018-03-31	262	$6.4B	19	1SCHF 2VWO 3IWM Top holdings2018-03-31 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.TIP 7.VNQI 8.LQD 9.IEI 10.QNDX
2017-12-31	253	$5.9B	16	1SCHF 2VWO 3IWM Top holdings2017-12-31 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.TIP 7.VNQI 8.LQD 9.QNDX 10.IEI
2017-09-30	227	$5.1B	17	1SCHF 2VWO 3BSV Top holdings2017-09-30 1.SCHF 2.VWO 3.BSV 4.IWM 5.VNQ 6.TIP 7.VNQI 8.QNDX 9.LQD 10.IEI
2017-06-30	218	$4.6B	24	1SCHF 2VWO 3BSV Top holdings2017-06-30 1.SCHF 2.VWO 3.BSV 4.IWM 5.VNQ 6.TIP 7.VNQI 8.QNDX 9.LQD 10.IEI
2017-03-31	210	$4.0B	27	1SCHF 2VWO 3BSV Top holdings2017-03-31 1.SCHF 2.VWO 3.BSV 4.VNQ 5.TIP 6.IWM 7.QNDX 8.LQD 9.VSS 10.IAUUSD
2016-12-31	176	$3.4B	15	1SCHF 2VWO 3VNQ Top holdings2016-12-31 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.QNDX 7.LQD 8.73937V 9.VSS 10.IEI
2016-09-30	180	$3.0B	21	1SCHF 2VWO 3VNQ Top holdings2016-09-30 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.QNDX 7.LQD 8.73937V 9.IAUUSD 10.VSS
2016-06-30	175	$2.6B	24	1SCHF 2VWO 3VNQ Top holdings2016-06-30 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.73937V 9.IAUUSD 10.VSS
2016-03-31	194	$2.2B	31	1SCHF 2VWO 3VNQ Top holdings2016-03-31 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.IAUUSD 9.VSS 10.73937V
2015-12-31	160	$1.8B	29	1SCHF 2VNQ 3VWO Top holdings2015-12-31 1.SCHF 2.VNQ 3.VWO 4.BSV 5.TIP 6.LQD 7.BND 8.VEU 9.SPY 10.QNDX
2015-09-30	151	$1.5B	11	1SCHF 2VWO 3VNQ Top holdings2015-09-30 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.IAUUSD 9.VSS 10.73935S
2015-06-30	145	$1.4B	23	1SCHF 2VWO 3VNQ Top holdings2015-06-30 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.QNDX 7.LQD 8.VSS 9.73935S 10.IAUUSD
2015-03-31	143	$1.2B	31	1SCHF 2VWO 3VNQ Top holdings2015-03-31 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.VSS 9.73935S 10.IAUUSD
2014-12-31	137	$978.2M	28	1SCHF 2VWO 3VNQ Top holdings2014-12-31 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.VSS 9.IAUUSD 10.VNQI
2014-09-30	135	$777.4M	34	1SCHF 2VWO 3VNQ Top holdings2014-09-30 1.SCHF 2.VWO 3.VNQ 4.TIP 5.BSV 6.73935S 7.LQD 8.QNDX 9.VSS 10.IAUUSD
2014-06-30	88	$603.6M	32	1SCHF 2VWO 3VNQ Top holdings2014-06-30 1.SCHF 2.VWO 3.VNQ 4.TIP 5.BSV 6.73935S 7.QNDX 8.LQD 9.VSS 10.IAUUSD
2014-03-31	87	$444.3M	35	1SCHF 2VWO 3VNQ Top holdings2014-03-31 1.SCHF 2.VWO 3.VNQ 4.TIP 5.BSV 6.73935S 7.QNDX 8.LQD 9.VSS 10.IAUUSD
2013-12-31	82	$315.5M	0	1SCHF 2VWO 3VNQ Top holdings2013-12-31 1.SCHF 2.VWO 3.VNQ 4.TIP 5.BSV 6.73935S 7.QNDX 8.LQD 9.VSS 10.VNQI

Holding changes this quarter

Position changes disclosed by Personal Capital Advisors CORP for the quarter ending 2022-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2022-12-31	2023-02-15	13F-HR	View on EDGAR
2022-09-30	2022-11-07	13F-HR	View on EDGAR
2022-06-30	2022-08-04	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-11	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-12	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-07	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-13	13F-HR	View on EDGAR
2018-12-31	2019-01-16	13F-HR	View on EDGAR
2018-09-30	2018-10-09	13F-HR	View on EDGAR
2018-06-30	2018-08-01	13F-HR	View on EDGAR
2018-03-31	2018-05-09	13F-HR	View on EDGAR
2017-12-31	2018-01-19	13F-HR	View on EDGAR
2017-09-30	2017-10-23	13F-HR	View on EDGAR
2017-06-30	2017-07-25	13F-HR	View on EDGAR
2017-03-31	2017-04-24	13F-HR	View on EDGAR
2016-12-31	2017-01-24	13F-HR	View on EDGAR
2016-09-30	2016-10-26	13F-HR	View on EDGAR
2016-06-30	2016-08-22	13F-HR	View on EDGAR
2016-03-31	2016-05-09	13F-HR	View on EDGAR
2015-12-31	2016-01-21	13F-HR	View on EDGAR
2015-09-30	2015-11-04	13F-HR	View on EDGAR
2015-06-30	2016-03-11	Amendment	View on EDGAR
2015-06-30	2015-07-20	13F-HR	View on EDGAR
2015-03-31	2015-04-08	13F-HR	View on EDGAR
2014-12-31	2015-01-23	Amendment	View on EDGAR
2014-12-31	2015-01-22	13F-HR	View on EDGAR
2014-09-30	2014-10-02	13F-HR	View on EDGAR
2014-06-30	2014-07-23	Amendment	View on EDGAR
2014-06-30	2014-07-10	13F-HR	View on EDGAR
2014-03-31	2014-04-04	13F-HR	View on EDGAR
2013-12-31	2014-01-14	Amendment	View on EDGAR
2013-12-31	2014-01-10	13F-HR	View on EDGAR

FAQ

What is Personal Capital Advisors CORP and what type of investor is it?

Personal Capital Advisors CORP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-12-31), the firm manages a tracked equity portfolio valued at approximately $20.6B, spread across 489 disclosed positions.

What are Personal Capital Advisors CORP's largest equity positions?

Based on the latest 13F filing, Personal Capital Advisors CORP's top holdings by market value are: 1. Schwab Intl Equity ETF (SCHF) — $2.3B (11.2%) 2. Ishares Russell 2000 ETF (IWM) — $1.2B (5.6%) 3. Vanguard Short-term Bond ETF (BSV) — $989.8M (4.8%) 4. Vanguard Ftse Emerging Marke (VWO) — $989.4M (4.8%) 5. Vanguard Real Estate ETF (VNQ) — $717.1M (3.5%)

What changes did Personal Capital Advisors CORP make in its most recent portfolio filing?

No notable portfolio changes were recorded for Personal Capital Advisors CORP in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Personal Capital Advisors CORP focus on?

Personal Capital Advisors CORP is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 16.3% • Information Technology: 15.9% • Financials: 15.2% • Consumer Discretionary: 13.4% • Communication Services: 12.9% • Consumer Staples: 12.2%

Peer Institutions

Institutions with a similar AUM

Ci Investments INC.

CIK 0001163648

Total reported value

$20.6B

646 stks

2026-03-31

Concentration6.4

Portfolio Stability30.2

Sector conviction45.5

AUM within 0.3% of this institution

View detail

Commerce Bank

CIK 0001009076

Total reported value

$20.7B

2,449 stks

2026-03-31

Concentration5.3

Portfolio Stability21.9

Sector conviction46.1

AUM within 0.3% of this institution

View detail

Alecta Tjanstepension Omsesidigt

CIK 0001484429

Total reported value

$20.5B

78 stks

2026-03-31

Concentration12.8

Portfolio Stability26.1

Sector conviction81.0

AUM within 0.4% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Empower Advisory Group, LLC

CIK 0001978885

Total reported value

$38.5B

511 stks

2026-03-31

Concentration12.8

Portfolio Stability12.9

Sector conviction30.7

5 of the top 5 holdings overlap, including Schwab Intl Equity ETF

View detail

Peachtree Investment Advisors, Inc.

CIK 0001598381

Total reported value

$129.7M

73 stks

2018-12-31

Stale — no recent filing

Concentration17.1

Portfolio Stability30.0

Sector conviction64.5

3 of the top 5 holdings overlap, including Schwab Intl Equity ETF

View detail

Personal Financial Consultants INC /adv

CIK 0000077657

Total reported value

$133.2M

19 stks

2019-06-30

Stale — no recent filing

Concentration44.6

Portfolio Stability4.5

Sector conviction0.0

2 of the top 5 holdings overlap, including Vanguard Real Estate ETF

View detail

Personal Capital Advisors CORP 13F Holdings Breakdown

CIK: 0001571669

Diversified strategyLong-term holder

Total reported value

$20.6B

Reporting period: 2022-12-31 · Number of holdings: 489

PERSONAL CAPITAL ADVISORS CORP disclosed 489 holdings in its latest 13F filing for the period ending 2022-12-31, with total reported value of $20.6B and a quarterly turnover rate of 0.0%.

Browse other institutions with $10B to $100B AUM Browse other institutions starting with "P"

Personality snowflake

Concentration: 11.44
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 39.87
Diversification: 100
Sizing Uniformity: 63.93

Position sizes vary widely across the portfolio (a coefficient of variation of 3.61), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 489 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHF	Schwab Intl Equity ETF	ETF-Other	11.16%	—	+0.56%
2	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	5.61%	—	+5.72%
3	BSV	Vanguard Short-term Bond ETF	ETF-Other	4.81%	—	-4.31%
4	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	4.80%	—	+6.19%
5	VNQ	Vanguard Real Estate ETF	ETF-Other	3.48%	—	+11.85%
6	VGIT	Vanguard Intermediate-term T	ETF-Other	3.14%	—	—
7	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	2.39%	—	+12.34%
8	USIG	Ishares Broad Usd Investment	ETF-Other	2.32%	—	—
9	IAU	Ishares Gold Trust	ETF-Commodities	2.29%	—	-3.36%
10	SCHP	Schwab U.s. Tips ETF	ETF-Other	2.12%	—	+8.14%
11	SCHA	Schwab US Small-cap ETF	ETF-Other	2.07%	—	+5.05%
12	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	2.00%	—	+2.20%
13	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.84%	—	+5.00%
14	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	1.60%	—	+1.97%
15	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.54%	—	+5.40%
16	ITOT	Ishares Core S&p Total U.s.	ETF-Other	1.46%	—	+140.13%
17	AAPL	Apple INC	Stock-Tech	1.19%	—	+0.81%
18	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.16%	—	+1.81%
19	PDBC	Invesco Optimum Yield Divers	ETF-Other	1.14%	—	+6.45%
20	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.08%	—	+2.68%
21	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	1.04%	—	-2.20%
22	MSFT	Microsoft CORP	Stock-Tech	0.97%	—	-0.26%
23	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	0.82%	—	+5.42%
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.73%	—	+1.40%
25	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.73%	—	-4.53%
26	JPM	Jpmorgan Chase & Co	Stock-Financials	0.70%	—	+8.42%
27	MA	Mastercard INC - A	Stock-Financials	0.66%	—	+2.07%
28	IWB	Ishares Russell 1000 ETF	ETF-Other	0.63%	—	-1.69%
29	TIP	Ishares Tips Bond ETF	ETF-Other	0.60%	—	-5.98%
30	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.59%	—	+1.77%
31	AMZN	Amazon.com INC	Stock-Consumer Disc	0.58%	—	+2.32%
32	WMT	Walmart INC	Stock-Consumer Staples	0.54%	—	+1.85%
33	PFE	Pfizer INC	Stock-Healthcare	0.54%	—	+2.17%
34	UNH	Unitedhealth Group INC	Stock-Healthcare	0.53%	—	+1.58%
35	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.53%	—	+10834.29%
36	XOM	Exxon Mobil CORP	Stock-Energy	0.52%	—	-1.15%
37	SBUX	Starbucks CORP	Stock-Consumer Disc	0.51%	—	+1.96%
38	JNJ	Johnson & Johnson	Stock-Healthcare	0.51%	—	+1.47%
39	AMGN	Amgen INC	Stock-Healthcare	0.50%	—	+0.34%
40	NEE	Nextera Energy INC	Stock-Utilities	0.49%	—	-1.51%
41	NFLX	Netflix INC	Stock-Comm Services	0.48%	—	-8.81%
42	CVX	Chevron CORP	Stock-Energy	0.48%	—	+1.11%
43	HON	Honeywell International INC	Stock-Industrials	0.47%	—	+1.96%
44	6D8	Dupont De Nemours INC	Stock-Other	0.47%	—	+2.18%
45	ABT	Abbott Laboratories	Stock-Healthcare	0.45%	—	+2.34%
46	BAC	Bank Of America CORP	Stock-Financials	0.45%	—	+1.47%
47	EBND	State Street Spdr Bloomberg	ETF-Other	0.45%	—	+20.64%
48	NVDA	Nvidia CORP	Stock-Tech	0.44%	—	+29.94%
49	HD	Home Depot INC	Stock-Consumer Disc	0.44%	—	+2.55%
50	KO	Coca-cola Co/the	Stock-Consumer Staples	0.44%	—	+1.76%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+1.7%

Performance Last 4 Quarters

+19.5%

Based on 81% of reported portfolio value with available pricing

Stdev: +10.7%
Beta: +0.71
Alpha: +0.3%
Max Drawdown: -6.4%
Annualized Perf: +13.8%
Batting Avg vs S&P: +44.4%
Sortino: +2.36
Stutzer: +0.37
Treynor: +0.19
Sterling: +0.9
Calmar: +2.15
Information Ratio: -0.78
Tracking Error: +6.3%
Stdev Down: +5.7%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +26.7%
Worst 12 Months: +6.7%
Efficiency Ratio: +0.48
Sharpe: +1.27
Stdev Sectors: +4.9%
Skewness: -0.21
Kurtosis: -0.51
Upside Potential: +4.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2022-12-31	489	$20.6B	0	1SCHF 2IWM 3BSV Top holdings2022-12-31 1.SCHF 2.IWM 3.BSV 4.VWO 5.VNQ 6.VGIT 7.VNQI 8.USIG 9.IAU 10.SCHP
2022-09-30	453	$18.5B	0	1SCHF 2IWM 3BSV Top holdings2022-09-30 1.SCHF 2.IWM 3.BSV 4.VWO 5.IEI 6.VNQ 7.LQD 8.IAU 9.VNQI 10.SCHP
2022-06-30	443	$19.1B	0	1SCHF 2BSV 3IWM Top holdings2022-06-30 1.SCHF 2.BSV 3.IWM 4.VWO 5.VNQ 6.IEI 7.LQD 8.IAU 9.VNQI 10.SCHP
2022-03-31	493	$21.4B	0	1SCHF 2IWM 3BSV Top holdings2022-03-31 1.SCHF 2.IWM 3.BSV 4.VWO 5.VNQ 6.IEI 7.IAU 8.VNQI 9.LQD 10.SCHA
2021-12-31	549	$21.7B	0	1SCHF 2IWM 3BSV Top holdings2021-12-31 1.SCHF 2.IWM 3.BSV 4.VWO 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAU
2021-09-30	497	$19.9B	0	1SCHF 2IWM 3BSV Top holdings2021-09-30 1.SCHF 2.IWM 3.BSV 4.VWO 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAU
2021-06-30	486	$19.2B	95	1SCHF 2IWM 3VWO Top holdings2021-06-30 1.SCHF 2.IWM 3.VWO 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAU
2021-03-31	475	$17.3B	12	1SCHF 2IWM 3VWO Top holdings2021-03-31 1.SCHF 2.IWM 3.VWO 4.BSV 5.VNQ 6.IEI 7.TIP 8.VNQI 9.LQD 10.SCHA
2020-12-31	457	$15.7B	18	1SCHF 2IWM 3VWO Top holdings2020-12-31 1.SCHF 2.IWM 3.VWO 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2020-09-30	418	$13.3B	14	1SCHF 2IWM 3VWO Top holdings2020-09-30 1.SCHF 2.IWM 3.VWO 4.BSV 5.IEI 6.VNQ 7.TIP 8.IAUUSD 9.LQD 10.VNQI
2020-06-30	362	$12.1B	23	1SCHF 2IWM 3VWO Top holdings2020-06-30 1.SCHF 2.IWM 3.VWO 4.BSV 5.IEI 6.VNQ 7.TIP 8.IAUUSD 9.LQD 10.VNQI
2020-03-31	342	$10.1B	24	1SCHF 2BSV 3VWO Top holdings2020-03-31 1.SCHF 2.BSV 3.VWO 4.IWM 5.IEI 6.TIP 7.VNQ 8.IAUUSD 9.LQD 10.VNQI
2019-12-31	397	$11.9B	16	1SCHF 2VWO 3IWM Top holdings2019-12-31 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2019-09-30	362	$10.5B	11	1SCHF 2VWO 3IWM Top holdings2019-09-30 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2019-06-30	320	$9.8B	14	1SCHF 2VWO 3IWM Top holdings2019-06-30 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2019-03-31	325	$8.9B	25	1SCHF 2VWO 3IWM Top holdings2019-03-31 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.IEI 7.TIP 8.VNQI 9.LQD 10.IAUUSD
2018-12-31	307	$7.5B	22	1SCHF 2VWO 3BSV Top holdings2018-12-31 1.SCHF 2.VWO 3.BSV 4.IWM 5.VNQ 6.IEI 7.TIP 8.LQD 9.VNQI 10.IAUUSD
2018-09-30	295	$7.8B	16	1SCHF 2IWM 3VWO Top holdings2018-09-30 1.SCHF 2.IWM 3.VWO 4.BSV 5.VNQ 6.IEI 7.TIP 8.VNQI 9.LQD 10.PDBC
2018-06-30	278	$7.1B	17	1SCHF 2VWO 3IWM Top holdings2018-06-30 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.TIP 7.VNQI 8.IEI 9.LQD 10.QNDX
2018-03-31	262	$6.4B	19	1SCHF 2VWO 3IWM Top holdings2018-03-31 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.TIP 7.VNQI 8.LQD 9.IEI 10.QNDX
2017-12-31	253	$5.9B	16	1SCHF 2VWO 3IWM Top holdings2017-12-31 1.SCHF 2.VWO 3.IWM 4.BSV 5.VNQ 6.TIP 7.VNQI 8.LQD 9.QNDX 10.IEI
2017-09-30	227	$5.1B	17	1SCHF 2VWO 3BSV Top holdings2017-09-30 1.SCHF 2.VWO 3.BSV 4.IWM 5.VNQ 6.TIP 7.VNQI 8.QNDX 9.LQD 10.IEI
2017-06-30	218	$4.6B	24	1SCHF 2VWO 3BSV Top holdings2017-06-30 1.SCHF 2.VWO 3.BSV 4.IWM 5.VNQ 6.TIP 7.VNQI 8.QNDX 9.LQD 10.IEI
2017-03-31	210	$4.0B	27	1SCHF 2VWO 3BSV Top holdings2017-03-31 1.SCHF 2.VWO 3.BSV 4.VNQ 5.TIP 6.IWM 7.QNDX 8.LQD 9.VSS 10.IAUUSD
2016-12-31	176	$3.4B	15	1SCHF 2VWO 3VNQ Top holdings2016-12-31 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.QNDX 7.LQD 8.73937V 9.VSS 10.IEI
2016-09-30	180	$3.0B	21	1SCHF 2VWO 3VNQ Top holdings2016-09-30 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.QNDX 7.LQD 8.73937V 9.IAUUSD 10.VSS
2016-06-30	175	$2.6B	24	1SCHF 2VWO 3VNQ Top holdings2016-06-30 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.73937V 9.IAUUSD 10.VSS
2016-03-31	194	$2.2B	31	1SCHF 2VWO 3VNQ Top holdings2016-03-31 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.IAUUSD 9.VSS 10.73937V
2015-12-31	160	$1.8B	29	1SCHF 2VNQ 3VWO Top holdings2015-12-31 1.SCHF 2.VNQ 3.VWO 4.BSV 5.TIP 6.LQD 7.BND 8.VEU 9.SPY 10.QNDX
2015-09-30	151	$1.5B	11	1SCHF 2VWO 3VNQ Top holdings2015-09-30 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.IAUUSD 9.VSS 10.73935S
2015-06-30	145	$1.4B	23	1SCHF 2VWO 3VNQ Top holdings2015-06-30 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.QNDX 7.LQD 8.VSS 9.73935S 10.IAUUSD
2015-03-31	143	$1.2B	31	1SCHF 2VWO 3VNQ Top holdings2015-03-31 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.VSS 9.73935S 10.IAUUSD
2014-12-31	137	$978.2M	28	1SCHF 2VWO 3VNQ Top holdings2014-12-31 1.SCHF 2.VWO 3.VNQ 4.BSV 5.TIP 6.LQD 7.QNDX 8.VSS 9.IAUUSD 10.VNQI
2014-09-30	135	$777.4M	34	1SCHF 2VWO 3VNQ Top holdings2014-09-30 1.SCHF 2.VWO 3.VNQ 4.TIP 5.BSV 6.73935S 7.LQD 8.QNDX 9.VSS 10.IAUUSD
2014-06-30	88	$603.6M	32	1SCHF 2VWO 3VNQ Top holdings2014-06-30 1.SCHF 2.VWO 3.VNQ 4.TIP 5.BSV 6.73935S 7.QNDX 8.LQD 9.VSS 10.IAUUSD
2014-03-31	87	$444.3M	35	1SCHF 2VWO 3VNQ Top holdings2014-03-31 1.SCHF 2.VWO 3.VNQ 4.TIP 5.BSV 6.73935S 7.QNDX 8.LQD 9.VSS 10.IAUUSD
2013-12-31	82	$315.5M	0	1SCHF 2VWO 3VNQ Top holdings2013-12-31 1.SCHF 2.VWO 3.VNQ 4.TIP 5.BSV 6.73935S 7.QNDX 8.LQD 9.VSS 10.VNQI

Holding changes this quarter

Position changes disclosed by Personal Capital Advisors CORP for the quarter ending 2022-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2022-12-31	2023-02-15	13F-HR	View on EDGAR
2022-09-30	2022-11-07	13F-HR	View on EDGAR
2022-06-30	2022-08-04	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-11	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-12	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-07	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-13	13F-HR	View on EDGAR
2018-12-31	2019-01-16	13F-HR	View on EDGAR
2018-09-30	2018-10-09	13F-HR	View on EDGAR
2018-06-30	2018-08-01	13F-HR	View on EDGAR
2018-03-31	2018-05-09	13F-HR	View on EDGAR
2017-12-31	2018-01-19	13F-HR	View on EDGAR
2017-09-30	2017-10-23	13F-HR	View on EDGAR
2017-06-30	2017-07-25	13F-HR	View on EDGAR
2017-03-31	2017-04-24	13F-HR	View on EDGAR
2016-12-31	2017-01-24	13F-HR	View on EDGAR
2016-09-30	2016-10-26	13F-HR	View on EDGAR
2016-06-30	2016-08-22	13F-HR	View on EDGAR
2016-03-31	2016-05-09	13F-HR	View on EDGAR
2015-12-31	2016-01-21	13F-HR	View on EDGAR
2015-09-30	2015-11-04	13F-HR	View on EDGAR
2015-06-30	2016-03-11	Amendment	View on EDGAR
2015-06-30	2015-07-20	13F-HR	View on EDGAR
2015-03-31	2015-04-08	13F-HR	View on EDGAR
2014-12-31	2015-01-23	Amendment	View on EDGAR
2014-12-31	2015-01-22	13F-HR	View on EDGAR
2014-09-30	2014-10-02	13F-HR	View on EDGAR
2014-06-30	2014-07-23	Amendment	View on EDGAR
2014-06-30	2014-07-10	13F-HR	View on EDGAR
2014-03-31	2014-04-04	13F-HR	View on EDGAR
2013-12-31	2014-01-14	Amendment	View on EDGAR
2013-12-31	2014-01-10	13F-HR	View on EDGAR

FAQ

What is Personal Capital Advisors CORP and what type of investor is it?

What are Personal Capital Advisors CORP's largest equity positions?

What changes did Personal Capital Advisors CORP make in its most recent portfolio filing?

No notable portfolio changes were recorded for Personal Capital Advisors CORP in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Personal Capital Advisors CORP focus on?