Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Personal Capital Advisors Corp (CIK 1571669) reported $20.59B across 489 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: SCHF ($2.30B, 11.16%), IWM ($1.16B, 5.61%), BSV ($989.8M, 4.81%), VWO ($989.4M, 4.80%), VNQ ($717.1M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $2.30B | 11.16% | 71.3M | Added |
| 2 | IWM | ISHARES TR | $1.16B | 5.61% | 6.6M | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $989.8M | 4.81% | 13.1M | Trimmed |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $989.4M | 4.80% | 25.4M | Added |
| 5 | VNQ | VANGUARD INDEX FDS | $717.1M | 3.48% | 8.7M | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $647.2M | 3.14% | 11.1M | New |
| 7 | VNQI | VANGUARD INTL EQUITY INDEX F | $493.1M | 2.39% | 11.9M | Added |
| 8 | USIG | ISHARES TR | $478.4M | 2.32% | 9.7M | New |
| 9 | IAU | ISHARES GOLD TR | $471.1M | 2.29% | 13.6M | Trimmed |
| 10 | SCHP | SCHWAB STRATEGIC TR | $436.2M | 2.12% | 8.4M | Added |
| 11 | SCHA | SCHWAB STRATEGIC TR | $426.1M | 2.07% | 10.5M | Added |
| 12 | ESGD | ISHARES TR | $412.8M | 2.00% | 6.3M | Added |
| 13 | VSS | VANGUARD INTL EQUITY INDEX F | $378.0M | 1.84% | 3.7M | Added |
| 14 | SHYG | ISHARES TR | $330.1M | 1.60% | 8.1M | Added |
| 15 | VTI | VANGUARD INDEX FDS | $317.6M | 1.54% | 1.7M | Added |
| 16 | ITOT | ISHARES TR | $299.7M | 1.46% | 3.5M | Added |
| 17 | AAPL | APPLE INC | $244.7M | 1.19% | 1.9M | Added |
| 18 | STIP | ISHARES TR | $239.7M | 1.16% | 2.5M | Added |
| 19 | PDBC | INVESCO ACTVELY MNGD ETC FD | $235.2M | 1.14% | 15.9M | Added |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $221.5M | 1.08% | 4.7M | Added |
| 21 | EMLC | VANECK ETF TRUST | $213.8M | 1.04% | 8.8M | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $200.3M | 0.97% | 835,356 | Trimmed |
| 23 | ESGE | ISHARES INC | $169.7M | 0.82% | 5.6M | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.1M | 0.73% | 485,968 | Added |
| 25 | GOOG | ALPHABET INC | $150.1M | 0.73% | 1.7M | Trimmed |
Source: SEC Form 13F filings · as of 2022-12-31