PC

Personal Capital Advisors Corp

13F
Personal Capital Advisors Corp
Last update 2023-02-20 490 Stocks (55 new)
Value $20.59 Bil Turnover 10 %
Countries:
Top Holdings: SCHF(11.16%)IWM(5.61%)BSV(4.81%)VWO(4.80%)VNQ(3.48%)
Portfolio Report
Summary Stock Picks Current Portfolio
Personal Capital Advisors Corp... Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF 		Schwab International Equity ETF
71,324,888
2297374.650
+0.56%
11.160
+0.06%
8.070
+7.08%
+7.14%
40986.000
 
IWM 		iShares Russell 2000 ETF
6,625,963
1155302.990
+5.72%
5.610
+0.30%
2.260
+10.91%
+11.74%
69819.307
 
BSV 		Vanguard Short-Term Bond ETF
13,148,563
989823.800
-4.31%
4.810
-0.24%
2.700
-0.81%
+0.55%
33159.949
 
VWO 		Vanguard FTSE Emerging Markets ETF
25,381,697
989378.540
+6.19%
4.800
+0.28%
1.430
+13.15%
+15.35%
79711.432
 
VNQ 		Vanguard Real Estate Index Fund ETF
8,694,759
717143.710
+11.85%
3.480
+0.37%
2.150
+7.58%
+7.94%
35538.349
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
11,066,438
647165.280
New Holding
3.140
+3.14%
4.840
-2.56%
-1.21%
29706.457
 
VNQI 		Vanguard Global ex-U.S. Real Estate ETF
11,928,974
493143.800
+12.34%
2.390
+0.26%
13.420
+7.89%
+3.76%
3531.165
 
USIG 		iShares U.S. Credit Bond ETF
9,741,579
478408.940
New Holding
2.320
+2.32%
5.990
-0.70%
-0.21%
12278.128
 
IAU 		iShares Gold Trust
13,620,204
471122.870
-3.36%
2.290
-0.08%
1.790
+13.92%
+32.74%
33589.205
 
SCHP 		Schwab U.S. Tips ETF
8,421,623
436155.850
+8.14%
2.120
+0.16%
3.240
-0.94%
+0.50%
11546.445
 

Personal Capital Advisors Corp's Historical Top Holdings Breakdowns

Personal Capital Advisors Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEI 		iShares 3-7 Year Treasury Bond ETF2022-12-31Reduce
-3.42%
●
111.63 ($114.16) 116.41
$116.39
1.95%
Reduce -98.01%
112,494
-5,537,084
VGIT 		Vanguard Intermediate-Term Government Bond ETF2022-12-31New Buy
+3.14%
●
56.7 ($58.12) 59.43
$58.60
0.83%
New holding
11,066,438
11,066,438
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2022-12-31Reduce
-2.40%
●
97.98 ($103.77) 109.36
$109.33
5.36%
Reduce -97.52%
110,282
-4,333,235
USIG 		iShares U.S. Credit Bond ETF2022-12-31New Buy
+2.32%
●
46.34 ($48.44) 50.53
$51.15
5.59%
New holding
9,741,579
9,741,579
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2022-12-31Add
+0.85%
●
79.08 ($85.04) 90.06
$126.66
48.94%
Add 140.13%
3,533,749
2,062,157
IEFA 		iShares Core MSCI EAFE ETF2022-12-31Add
+0.53%
●
52.07 ($58.61) 63.58
$74.74
27.52%
Add 10834.29%
1,764,904
1,748,763
VNQ 		Vanguard Real Estate Index Fund ETF2022-12-31Add
+0.37%
●
75.08 ($81.87) 86.86
$95.38
16.50%
Add 11.85%
8,694,759
920,965
IWM 		iShares Russell 2000 ETF2022-12-31Add
+0.30%
●
166.04 ($177.2) 187.19
$224.27
26.56%
Add 5.72%
6,625,963
358,325
VWO 		Vanguard FTSE Emerging Markets ETF2022-12-31Add
+0.28%
●
34.75 ($37.6) 40.02
$47.41
26.09%
Add 6.19%
25,381,697
1,478,471
VNQI 		Vanguard Global ex-U.S. Real Estate ETF2022-12-31Add
+0.26%
●
36.45 ($39.68) 42.88
$44.19
11.37%
Add 12.34%
11,928,974
1,310,012

Personal Capital Advisors Corp Total Holding History ($B)

To

Personal Capital Advisors Corp's Asset Allocation

To

Personal Capital Advisors Corp Past Portfolios

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

Top Ranked Articles

  • 1

Personal Capital Advisors Corp's Hypothetical Growth since 2022-12-31

Personal Capital Advisors Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Personal Capital Advisors Corp's Holdings Heat Map

Size field:

Personal Capital Advisors Corp's Holdings Bubble Chart

Personal Capital Advisors Corp News

  • 1

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