PI

PCA Investment Advisory Services Inc.

13F
PCA Investment Advisory Services Inc.
Last update 2024-10-16 154 Stocks (20 new)
Value $211.00 Mil Turnover 6 %
Countries:
Top Holdings: IVV(11.76%)IUSV(8.14%)IUSG(6.01%)DFAS(5.33%)VTV(4.51%)
Portfolio Report
Summary Stock Picks Current Portfolio
PCA Investment Advisory Servic... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
43,093
24856.620
+3.79%
11.760
+0.43%
0.000
+12.66%
+25.86%
566290.956
 
IUSV 		ISHARES TRUST
180,198
17207.140
+6.09%
8.140
+0.47%
0.090
+9.06%
+16.20%
19882.684
 
IUSG 		ISHARES TRUST
96,355
12710.190
+0.37%
6.010
+0.02%
0.060
+15.61%
+33.85%
20810.216
 
DFAS 		Dimensional U.S. Small Cap ETF
173,760
11270.080
+14.60%
5.330
+0.68%
0.130
+14.40%
+16.20%
9599.817
 
VTV 		Vanguard Value ETF
54,614
9533.900
+5.24%
4.510
+0.22%
0.010
+9.59%
+19.55%
126648.429
 
VUG 		Vanguard Growth ETF
21,593
8290.120
+5.15%
3.920
+0.19%
0.010
+15.78%
+31.27%
140079.274
 
IJH 		iShares Core S&P Mid-Cap ETF
112,616
7018.210
+2.44%
3.320
+0.08%
0.010
+12.30%
+18.94%
97378.012
 
SCHD 		Schwab US Dividend Equity ETF
72,725
6147.410
+0.28%
2.910
+0.01%
0.010
+8.75%
+14.58%
65461.988
 
DFAE 		Dimensional Emerging Core Equity Market ETF
208,717
5720.940
+10.40%
2.710
+0.26%
0.120
+5.01%
+10.33%
4843.868
 
AAPL 		Apple Inc
22,846
5323.050
-2.54%
2.520
-0.07%
0.000
+6.64%
+18.46%
3430687.188
Hardware

PCA Investment Advisory Services Inc.'s Historical Top Holdings Breakdowns

PCA Investment Advisory Services Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAS 		Dimensional U.S. Small Cap ETF2024-09-30Add
+0.68%
●
59.25 ($62.59) 65.33
$69.28
10.69%
Add 14.6%
173,760
22,136
IUSV 		ISHARES TRUST2024-09-30Add
+0.47%
●
87.56 ($91.94) 95.49
$97.99
6.58%
Add 6.09%
180,198
10,352
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.43%
●
520.18 ($556.01) 576.82
$601.13
8.11%
Add 3.79%
43,093
1,575
BRK.A 		Berkshire Hathaway Inc2024-09-30New Buy
+0.33%
●
610460 ($663906) 715910
$695,878.30
4.82%
New holding
1
1
DFAE 		Dimensional Emerging Core Equity Market ETF2024-09-30Add
+0.26%
●
24.46 ($26.08) 27.8
$26.60
1.99%
Add 10.4%
208,717
19,664
HEFA 		iShares Currency Hedged MSCI EAFE ETF2024-09-30Add
+0.26%
●
32.34 ($34.76) 35.85
$35.06
0.86%
Add 12.97%
133,103
15,282
VTV 		Vanguard Value ETF2024-09-30Add
+0.22%
●
159.75 ($167.43) 174.57
$178.73
6.75%
Add 5.24%
54,614
2,720
VUG 		Vanguard Growth ETF2024-09-30Add
+0.19%
●
341.08 ($371.89) 391.94
$408.08
9.73%
Add 5.15%
21,593
1,058
SDY 		SPDR Dividend ETF2024-09-30Add
+0.17%
●
125.95 ($135.24) 142.04
$141.55
4.67%
Add 79.93%
5,808
2,580
RBRK 		Rubrik Inc2024-09-30New Buy
+0.15%
●
29.9 ($33.13) 37.2
$44.76
35.10%
New holding
10,000
10,000

PCA Investment Advisory Services Inc. Total Holding History ($B)

To

PCA Investment Advisory Services Inc.'s Asset Allocation

To

PCA Investment Advisory Services Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PCA Investment Advisory Services Inc.'s Hypothetical Growth since 2024-09-30

PCA Investment Advisory Services Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

PCA Investment Advisory Services Inc.'s Holdings Heat Map

Size field:

PCA Investment Advisory Services Inc.'s Holdings Bubble Chart

PCA Investment Advisory Services Inc. News

  • 1

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