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CIK: 0001571556
Total reported value
$7.9B
$7.9B
349 檔
20.3%
At the close of Q4 2024, Pure Financial Advisors, LLC disclosed equity holdings valued at approximately $7.9B, spread across 349 reported holdings.
In Q4 2024, Pure Financial Advisors, LLC displayed an active expansion posture, initiating 39 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 349 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.77% | +0.54% | +11.54% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.28% | -0.50% | +15.59% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.32% | -0.11% | +9.53% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.08% | +0.13% | +12.89% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.82% | -2.39% | +15.98% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.20% | +0.26% | +18.00% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.80% | +0.16% | +8.57% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.56% | -0.01% | +6.01% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.55% | -0.01% | -2.26% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.09% | -0.02% | +6.40% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.44% | -0.12% | +14.93% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.43% | -0.07% | -3.73% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.24% | -0.20% | +10.87% | |
| 14 | GNR | State Street Spdr S&p Global | ETF-Other | 2.02% | -0.46% | +9.26% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.98% | -0.03% | -0.91% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.98% | -0.11% | +7.71% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.88% | -0.02% | +8.70% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | -0.03% | +10.89% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.09% | +8.50% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.07% | -0.04% | +9.59% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.05% | +1.86% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.95% | +0.01% | -7.40% | |
| 23 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.86% | -0.05% | +9.38% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.81% | -0.04% | +104.65% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | +0.02% | -0.90% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.77% | +0.01% | +0.64% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.73% | -0.04% | +4.75% | |
| 28 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.66% | -0.05% | -1.45% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.58% | -0.03% | -11.01% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | -0.01% | -2.34% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.03% | +4.96% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | +0.01% | +5.88% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | -0.01% | +10.21% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | +0.03% | +38.73% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.48% | -0.01% | -0.94% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.48% | -0.03% | +0.45% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.03% | +3.77% | |
| 38 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.46% | +0.04% | +19.65% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | -3.14% | |
| 40 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.40% | -0.09% | +8.29% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.38% | — | -2.94% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.37% | -0.02% | -3.01% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | -0.01% | +3.70% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.36% | -0.02% | +4.25% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.35% | -0.01% | +5.02% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.32% | -0.02% | +113.54% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.05% | +17.64% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.30% | +0.01% | +20.21% | |
| 49 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.28% | — | +7.42% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.27% | +0.08% | +6.95% |
According to official SEC Form 13F filings, Pure Financial Advisors, LLC reported a total U.S. public equity portfolio value of $7.9B across 349 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BND, IEFA) accounted for 20.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
DXUV
市值: $2.1M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $691.2K
During Q4 2024, Pure Financial Advisors, LLC's top holdings by market value included SPY (11.8%)、BND (9.3%)、IEFA (5.3%). The largest single position, SPY, represented 11.8% of total portfolio value.
In Q4 2024, Pure Financial Advisors, LLC made 199 total portfolio adjustments, initiating 39 new buys, adding to 100 positions, trimming 44 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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