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PCA Investment Advisory Services Inc.

Portfolio Manager
PCA Investment Advisory Services Inc.
Performance
-2.61% (2026 Q1)
AUM (13F)
$299.70M
# of Holdings
57
Performance Rank
Allocation (Top 20)
82.72%

PCA Investment Advisory Services Inc. Holdings Map

Top 50 PCA Investment Advisory Services Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
14.35%65.7K$43.0M
+3.84%(+2.43K)
2025-Q1: 52.8K shares2025-Q2: 59.7K shares2025-Q3: 62.5K shares2025-Q4: 63.2K shares2026-Q1: 65.7K shares
$475.02(+57.56%)
2026-03-31
IUSV
ISHARES TR
10.95%320.9K$32.8M
+6.07%(+18.36K)
2025-Q1: 238.4K shares2025-Q2: 257.0K shares2025-Q3: 279.1K shares2025-Q4: 302.5K shares2026-Q1: 320.9K shares
$85.64(+30.29%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
7.56%318.4K$22.6M
+10.09%(+29.18K)
2025-Q1: 202.3K shares2025-Q2: 239.8K shares2025-Q3: 263.4K shares2025-Q4: 289.2K shares2026-Q1: 318.4K shares
$63.31(+28.78%)
2026-03-31
VTV
VANGUARD INDEX FDS
6.02%91.9K$18.0M
+8.64%(+7.31K)
2025-Q1: 67.2K shares2025-Q2: 78.9K shares2025-Q3: 81.9K shares2025-Q4: 84.6K shares2026-Q1: 91.9K shares
$156.32(+40.21%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
5.89%386.5K$17.7M
+8.76%(+31.13K)
2025-Q1: 0 shares2025-Q2: 260.7K shares2025-Q3: 290.8K shares2025-Q4: 355.3K shares2026-Q1: 386.5K shares
$45.76(-0.63%)
2026-03-31
VUG
VANGUARD INDEX FDS
5.5%37.7K$16.5M
+11.51%(+3.89K)
2025-Q1: 25.7K shares2025-Q2: 29.8K shares2025-Q3: 31.7K shares2025-Q4: 33.8K shares2026-Q1: 37.7K shares
$53.93(+58.53%)
2026-03-31
IUSG
ISHARES TR
5.19%100.2K$15.5M
+4.80%(+4.59K)
2025-Q1: 94.6K shares2025-Q2: 93.0K shares2025-Q3: 100.7K shares2025-Q4: 95.6K shares2026-Q1: 100.2K shares
$96.41(+92.20%)
2026-03-31
HEFA
ISHARES TR
4.2%295.9K$12.6M
+13.81%(+35.91K)
2025-Q1: 195.2K shares2025-Q2: 204.3K shares2025-Q3: 230.0K shares2025-Q4: 260.0K shares2026-Q1: 295.9K shares
$35.26(+31.46%)
2026-03-31
IJH
ISHARES TR
4.13%182.9K$12.4M
+9.55%(+15.95K)
2025-Q1: 134.0K shares2025-Q2: 157.2K shares2025-Q3: 158.5K shares2025-Q4: 167.0K shares2026-Q1: 182.9K shares
$54.65(+39.24%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
3.22%284.7K$9.6M
+6.44%(+17.22K)
2025-Q1: 220.7K shares2025-Q2: 236.1K shares2025-Q3: 251.0K shares2025-Q4: 267.5K shares2026-Q1: 284.7K shares
$26.67(+45.64%)
2026-03-31

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