Pure Financial Advisors, LLC Reduced Holdings in Q1 2025

Pure Financial Advisors, LLC

  • $4.63 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-176K
- 3.89%
$32.42 - $36.13 $5.7M - $6.35M
4.34M $143M
AVLV
American Centy ETF Tr Avantis
-115K
- 7.17%
$63.51 - $70.42 $7.3M - $8.09M
1.49M $97.1M
VTI
Vanguard Total Stock Market Et

ETFs
-4.17K
- 3.53%
$271.18 - $303.12 $1.13M - $1.26M
114K $31.2M
AVEM
American Centy ETF Tr Avantis

ETFs
-78K
- 5.26%
$57.11 - $62.4 $4.46M - $4.87M
1.4M $84.5M
VO
Vanguard Mid Cap ETF

ETFs
-4.28K
- 4.54%
$251.87 - $277.95 $1.08M - $1.19M
89.9K $23.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.96K
- 1.68%
$67.03 - $74.61 $265K - $295K
231K $15.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.98K
- 11.54%
$302.31 - $337.54 $597K - $667K
15.1K $4.64M
TIP
Ishares Tr Tips Bd ETF

ETFs
-13.1K
- 8.6%
$106.22 - $111.09 $1.39M - $1.46M
139K $15.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-889
- 8.25%
$360.07 - $417.26 $320K - $371K
9.89K $3.57M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.23K
- 5.58%
$57.21 - $65.8 $299K - $344K
88.4K $5.16M
SRE
Sempra Energy

Utilities
-319
- 0.91%
$67.85 - $87.67 $21.6K - $28K
34.7K $2.48M
LDOS
Leidos Holdings, Inc.

Technology
-2.43K
- 9.01%
$126.82 - $161.11 $308K - $392K
24.5K $3.31M
PSTG
Pure Storage, Inc.

Technology
-3.11K
- 13.26%
$44.27 - $72.37 $138K - $225K
20.4K $901K
USRT
Ishares Core U.S. Reit ETF

ETFs
-10.5K
- 4.83%
$55.14 - $60.29 $577K - $630K
206K $11.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.08K
- 2.23%
$49.78 - $53.19 $402K - $430K
355K $18.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-881
- 3.09%
$102.49 - $119.96 $90.3K - $106K
27.6K $2.89M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-20.3K
- 4.64%
$25.98 - $28.59 $527K - $580K
416K $11.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.07K
- 0.54%
$25.58 - $29.24 $27.3K - $31.2K
199K $5.2M
VTV
Vanguard Value ETF

ETFs
-3.7K
- 3.96%
$167.73 - $179.21 $621K - $664K
89.9K $15.5M
NVR
Nvr Inc

Consumer Cyclical
-3
- 0.96%
$7062.02 - $8382.63 $21.2K - $25.1K
311 $2.25M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-15K
- 24.15%
$25.54 - $28.79 $384K - $433K
47.3K $1.31M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-11.8K
- 7.17%
$59.28 - $66.1 $698K - $778K
152K $9.68M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-9.75K
- 3.86%
$100.59 - $103.47 $980K - $1.01M
243K $25.1M
CMF
Ishares California Muni Bond E

ETFs
-1.39K
- 0.7%
$55.93 - $57.47 $77.7K - $79.9K
197K $11.1M
RXST
Rx Sight, Inc.

Healthcare
-3.6K
- 25.0%
$24.37 - $35.84 $87.8K - $129K
10.8K $272K
DIS
Walt Disney CO

Communication Services
-415
- 3.26%
$96.87 - $114.0 $40.2K - $47.3K
12.3K $1.21M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.62K
- 14.34%
$110.75 - $119.78 $179K - $194K
9.66K $1.12M
RGTI
Rigetti Computing, Inc.

Technology
-5.23K
- 31.66%
$6.05 - $19.51 $31.6K - $102K
11.3K $89K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.62K
- 12.52%
$94.86 - $97.12 $153K - $157K
11.3K $1.08M
SCHO
Schwab Short Term Us Treasury

ETFs
-13.1K
- 2.24%
$24.1 - $24.34 $315K - $318K
570K $13.9M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-1.49K
- 5.74%
$55.05 - $58.37 $82.2K - $87.1K
24.5K $1.36M
SAIC
Science Applications International Corp

Technology
-1.27K
- 6.86%
$95.77 - $119.82 $121K - $152K
17.2K $1.93M
IWM
Ishares Russell 2000 ETF

ETFs
-251
- 6.75%
$198.1 - $229.79 $49.7K - $57.7K
3.47K $691K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-401
- 3.04%
$77.91 - $92.26 $31.2K - $37K
12.8K $1.02M
HON
Honeywell International Inc

Industrials
-147
- 2.26%
$202.75 - $226.52 $29.8K - $33.3K
6.37K $1.35M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-598
- 3.46%
$75.47 - $84.24 $45.1K - $50.4K
16.7K $1.28M
SPYG
Spdr Portfolio

ETFs
-631
- 9.76%
$80.05 - $92.39 $50.5K - $58.3K
5.83K $468K
IWD
Ishares Russell 1000 Val ETF

ETFs
-664
- 7.39%
$182.82 - $196.21 $121K - $130K
8.32K $1.56M
IWP
Ishares Russell Mid Cap Growth

ETFs
-419
- 8.71%
$114.9 - $139.6 $48.1K - $58.5K
4.39K $515K
XLI
Industrial Sector Spdr

ETFs
-576
- 23.13%
$128.78 - $141.67 $74.2K - $81.6K
1.91K $250K
IVE
Ishares S&P 500 Value ETF

ETFs
-356
- 1.04%
$185.78 - $198.58 $66.1K - $70.7K
33.9K $6.46M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-600
- 17.96%
$109.15 - $120.99 $65.5K - $72.6K
2.74K $308K
IWV
Ishares Russell 3000 ETF

ETFs
-25
- 0.68%
$313.1 - $349.83 $7.83K - $8.75K
3.64K $1.16M
WM
Waste Management Inc

Industrials
-508
- 30.69%
$200.54 - $233.78 $102K - $119K
1.15K $265K
PEP
Pepsico Inc

Consumer Defensive
-364
- 5.77%
$142.64 - $156.42 $51.9K - $56.9K
5.95K $891K
PWZ
Invesco California Amt Free Mu

ETFs
-644
- 1.05%
$23.68 - $24.72 $15.2K - $15.9K
60.6K $1.44M
XLF
Financial Sector Spdr

ETFs
-1.57K
- 18.56%
$47.32 - $52.19 $74.1K - $81.7K
6.87K $342K
VOT
Vanguard Mid Cap Growth Index

ETFs
-82
- 1.74%
$237.72 - $276.98 $19.5K - $22.7K
4.64K $1.13M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-73
- 11.77%
$522.96 - $601.18 $38.2K - $43.9K
547 $291K
Activity Summary
Buys All Purchases 262 New Holdings 40 Increased Positions 222 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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