Personal Financial Consultants Inc adv is an investment fund managing more than $133 million ran by Cindi Hill. There are currently 19 companies in Mrs. Hill’s portfolio. The largest investments include Vanguard Index Fds Total Stk Mkt and Vanguard Intl Equity Index F Allwrld Ex Us, together worth $49.3 million.
As of 7th October 2020, Personal Financial Consultants Inc adv’s top holding is 190,837 shares of Vanguard Index Fds Total Stk Mkt currently worth over $28.6 million and making up 21.5% of the portfolio value.
In addition, the fund holds 405,332 shares of Vanguard Intl Equity Index F Allwrld Ex Us worth $20.7 million.
The third-largest holding is Vanguard Index Fds Real Estate worth $12.2 million and the next is Vanguard Intl Equity Index F Ftse Emr Mkt worth $10.7 million, with 250,818 shares owned.
Currently, Personal Financial Consultants Inc adv's portfolio is worth at least $133 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Personal Financial Consultants Inc adv office and employees reside in Lafayette, California. According to the last 13-F report filed with the SEC, Cindi Hill serves as the Filing Agent at Personal Financial Consultants Inc adv.
In the most recent 13F filing, Personal Financial Consultants Inc adv revealed that it had increased its stake in
Vanguard Index Fds Total Stk Mkt and bought 767 additional shares worth around .
On the other hand, Cindi Hill disclosed a decreased stake in Vanguard Index Fds Real Estate by 0.1%.
This leaves the value of the investment at $12.2 million and 139,468 shares.
The two most similar investment funds to Personal Financial Consultants Inc adv are Foresight Wealth Management and Bennicas & Associates, Inc. They manage $133 million and $133 million respectively.
These positions were updated on July 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt |
0.40%
190,837
|
$28,643,000 | 21.50% |
| Vanguard Intl Equity Index F Allwrld Ex Us |
0.81%
405,332
|
$20,668,000 | 15.52% |
| Vanguard Index Fds Real Estate |
10.42%
139,468
|
$12,189,000 | 9.15% |
| Vanguard Intl Equity Index F Ftse Emr Mkt |
1.45%
250,818
|
$10,667,000 | 8.01% |
| Vanguard Bd Index Fd Inc Total Bnd Mrkt |
0.72%
127,078
|
$10,556,000 | 7.93% |
| Ishares Tr Exponential Tech |
1.78%
273,446
|
$10,547,000 | 7.92% |
| Vanguard Charlotte Fds Intl Bd Idx |
0.65%
143,403
|
$8,217,000 | 6.17% |
| Vanguard Index Fds Small Cp |
0.01%
51,467
|
$8,063,000 | 6.05% |
| Ishares Tr Jpmorgan Usd Emg |
2.26%
65,835
|
$7,458,000 | 5.60% |
| Ishares Inc Msci Frntr100etf |
4.37%
222,843
|
$6,601,000 | 4.96% |
| Vanguard Index Fds Extend Mkt |
0.32%
15,261
|
$1,810,000 | 1.36% |
| Vanguard Group Div App |
5.29%
14,785
|
$1,703,000 | 1.28% |
| Vanguard Intl Equity Index F Tt Wrld St |
0.10%
20,656
|
$1,552,000 | 1.17% |
| Ishares Tr Calif Mun Bd |
21.70%
14,949
|
$906,000 | 0.68% |
| Ishares Tr Core Samp;p Us Vlu |
0.27%
15,539
|
$880,000 | 0.66% |
| Spdr Series Trust Portfolio Tl Stk |
36.67%
21,352
|
$778,000 | 0.58% |
| Ishares Tr Msci Emg Mkt |
0.66%
17,191
|
$738,000 | 0.55% |
| Ishares Tr Gnma Bond |
1.60%
12,446
|
$624,000 | 0.47% |
| Ishares Tr Rus Mid Cap |
0.24%
10,640
|
$594,000 | 0.45% |
| No transactions found | |||
| Showing first 500 out of 19 holdings | |||