Institutional Manager · CIK 0001571669
PERSONAL CAPITAL ADVISORS CORP
Redwood City, CA · File #028-15680
Latest AUM
$20.59B
Positions
489
Top-10 Concentration
56.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Mar 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524805 | 71,324,888 | $2.30B | 14.97% |
| 2 | ISHARES TR | 464287655 | 6,625,963 | $1.16B | 7.53% |
| 3 | VANGUARD BD INDEX FDS | 921937827 | 13,148,563 | $989.8M | 6.45% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042858 | 25,381,697 | $989.4M | 6.45% |
| 5 | VANGUARD INDEX FDS | 922908553 | 8,694,759 | $717.1M | 4.67% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C706 | 11,066,438 | $647.2M | 4.22% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042676 | 11,928,974 | $493.1M | 3.21% |
| 8 | ISHARES TR | 464288620 | 9,741,579 | $478.4M | 3.12% |
| 9 | ISHARES GOLD TR | IAU | 13,620,204 | $471.1M | 3.07% |
| 10 | SCHWAB STRATEGIC TR | 808524870 | 8,421,623 | $436.2M | 2.84% |
| 11 | SCHWAB STRATEGIC TR | 808524607 | 10,519,302 | $426.1M | 2.78% |
| 12 | ISHARES TR | 46435G516 | 6,279,217 | $412.8M | 2.69% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042718 | 3,676,746 | $378.0M | 2.46% |
| 14 | ISHARES TR | 46434V407 | 8,071,815 | $330.1M | 2.15% |
| 15 | VANGUARD INDEX FDS | 922908769 | 1,661,091 | $317.6M | 2.07% |
| 16 | ISHARES TR | 464287150 | 3,533,749 | $299.7M | 1.95% |
| 17 | APPLE INC | AAPL | 1,883,649 | $244.7M | 1.60% |
| 18 | ISHARES TR | 46429B747 | 2,472,558 | $239.7M | 1.56% |
| 19 | INVESCO ACTVELY MNGD ETC FD | IVZ | 15,910,585 | $235.2M | 1.53% |
| 20 | VANGUARD CHARLOTTE FDS | 92203J407 | 4,669,562 | $221.5M | 1.44% |