PERSONAL FINANCIAL CONSULTANTS INC /ADV

13F Filings History

Latest 13F report
Q2 2019 - Jul 25, 2019
Value $
$133M
Signature - Title
Cindi Hill - Filing Agent
Location
Lafayette, CA
Summary
This page shows a list of all the recent 13F filings made by PERSONAL FINANCIAL CONSULTANTS INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PERSONAL FINANCIAL CONSULTANTS INC /ADV reported 19 stock holdings with total value $133M as of Q2 2019. Top holdings included VTI, VEU, VNQ, VWO, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2019 19 $133M +$1.5M -$1.68M -$176K VTI, VEU, VNQ, VWO, BND 13F-HR 7/25/2019, 05:27 PM
Q1 2019 19 $130M +$13.8M -$13.2M +$603K VTI, VEU, VNQ, VWO, BND 13F-HR 4/22/2019, 10:47 AM
Q4 2018 27 $118M +$14.2M -$20.1M -$5.96M VTI, VEU, VNQ, BND, VWO 13F-HR 1/29/2019, 06:09 PM
Q3 2018 40 $137M $0 $0 VTI, VEU, VNQ, BND, VWO 13F-HR 12/11/2018, 10:34 AM