Top 50 Pure Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.53% | 1.13M | $733.9M | new | $486.18(+48.87%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.12% | 8.63M | $635.4M | new | $74.97(-2.30%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.08% | 4.68M | $423.5M | new | $71.12(+34.18%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.95% | 5.52M | $344.6M | new | $51.95(+29.25%) | 2026-03-31 | |
| IGSB | ISHARES TR | 4.6% | 6.09M | $320.2M | new | $52.08(+0.54%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.13% | 7.83M | $287.7M | new | $31.91(+23.21%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.26% | 3.20M | $227.5M | new | $60.36(+28.85%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.82% | 2.21M | $196.2M | new | $84.23(+13.69%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.36% | 1.65M | $164.6M | -3.75%(-64.17K) | $62.69(+69.26%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.34% | 2.78M | $162.7M | new | $58.85(-0.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.29% | +34.14% |
| Top 20 Holdings Unweighted | +8.94% | +29.29% |
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