CHIEF COMPLIANCE OFFICER

0001420506-20-001281.txt : 20201113 0001420506-20-001281.hdr.sgml : 20201113 20201113161826 ACCESSION NUMBER: 0001420506-20-001281 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201113 DATE AS OF CHANGE: 20201113 EFFECTIVENESS DATE: 20201113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Personal Capital Advisors Corp CENTRAL INDEX KEY: 0001571669 IRS NUMBER: 271823972 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15680 FILM NUMBER: 201311729 BUSINESS ADDRESS: STREET 1: 250 MONTGOMERY STREET STREET 2: SUITE 700 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 831-588-0755 MAIL ADDRESS: STREET 1: 250 MONTGOMERY STREET STREET 2: SUITE 700 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001571669 XXXXXXXX 09-30-2020 09-30-2020 false PERSONAL CAPITAL ADVISORS CORP

250 Montgomery Street Suite 700 San Francisco CA 94104

13F HOLDINGS REPORT 028-15680 N A. Allison Amadia CHIEF COMPLIANCE OFFICER 8315880755 A. Allison Amadia, CHIEF COMPLIANCE OFFICER San Francisco CA 11-13-2020 0 418 13271240 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR PERSONAL CAPITAL ADVISORS CORP 10X GENOMICS INC CL A COM 88025U109 2730 21895 SH SOLE 0 0 0 3M CO COM 88579Y101 1292 8069 SH SOLE 0 0 0 AAON INC COM PAR $0.004 000360206 9025 149793 SH SOLE 0 0 0 ABBOTT LABS COM 002824100 71837 660081 SH SOLE 0 0 0 ABBVIE INC COM 00287Y109 1686 19251 SH SOLE 0 0 0 ABM INDS INC COM 000957100 7558 206162 SH SOLE 0 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1143 5059 SH SOLE 0 0 0 ACTIVISION BLIZZARD INC COM 00507V109 275 3399 SH SOLE 0 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 10247 20893 SH SOLE 0 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1701 20742 SH SOLE 0 0 0 AES CORP COM 00130H105 39226 2166006 SH SOLE 0 0 0 AGCO CORP COM 001084102 3833 51605 SH SOLE 0 0 0 AIR PRODS & CHEMS INC COM 009158106 6742 22635 SH SOLE 0 0 0 ALBEMARLE CORP COM 012653101 39457 441941 SH SOLE 0 0 0 ALCOA CORP COM 013872106 2591 222793 SH SOLE 0 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1246 4237 SH SOLE 0 0 0 ALPHABET INC CAP STK CL A 02079K305 4790 3268 SH SOLE 0 0 0 ALPHABET INC CAP STK CL C 02079K107 90792 61780 SH SOLE 0 0 0 ALTRIA GROUP INC COM 02209S103 310 8035 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 146615 46563 SH SOLE 0 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 220 4059 SH SOLE 0 0 0 AMERICAN ELEC PWR CO INC COM 025537101 4730 57871 SH SOLE 0 0 0 AMERICAN EXPRESS CO COM 025816109 1130 11272 SH SOLE 0 0 0 AMERICAN TOWER CORP NEW COM 03027X100 461 1907 SH SOLE 0 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 4143 28593 SH SOLE 0 0 0 AMGEN INC COM 031162100 63815 251082 SH SOLE 0 0 0 APPLE INC COM 037833100 165922 1432713 SH SOLE 0 0 0 APPLIED MATLS INC COM 038222105 376 6325 SH SOLE 0 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 52499 1129253 SH SOLE 0 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 533 1444 SH SOLE 0 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 598 10907 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CORPORATION COM 801056102 6314 233414 SH SOLE 0 0 0 SAP SE SPON ADR 803054204 435 2795 SH SOLE 0 0 0 SCHWAB CHARLES CORP COM 808513105 3703 102218 SH SOLE 0 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 282 11479 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1544761 49196217 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6417 80570 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 544 4723 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 857 24216 SH SOLE 0 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 587 21946 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 688 8537 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 259210 3794058 SH SOLE 0 0 0 SCOTTS MIRACLE GRO CO CL A 810186106 40604 265541 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5245 81819 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 3932 61790 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2503 17032 SH SOLE 0 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3155 53114 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5386 51058 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 16580 279211 SH SOLE 0 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 13626 454963 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2724 35391 SH SOLE 0 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2975 25492 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 7087 294443 SH SOLE 0 0 0 SEMPRA ENERGY COM 816851109 4431 37437 SH SOLE 0 0 0 SEMTECH CORP COM 816850101 8306 156833 SH SOLE 0 0 0 SERVICE CORP INTL COM 817565104 29398 696961 SH SOLE 0 0 0 SERVICENOW INC COM 81762P102 318 656 SH SOLE 0 0 0 SHERWIN WILLIAMS CO COM 824348106 52275 75028 SH SOLE 0 0 0 SHOPIFY INC CL A 82509L107 566 553 SH SOLE 0 0 0 SILK RD MED INC COM 82710M100 210 3129 SH SOLE 0 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 183 34170 SH SOLE 0 0 0 SOUTHERN CO COM 842587107 47908 883579 SH SOLE 0 0 0 SOUTHERN COPPER CORP COM 84265V105 57619 1272775 SH SOLE 0 0 0 SOUTHWEST GAS HOLDINGS INC COM 844895102 4171 66096 SH SOLE 0 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 278 1000 SH SOLE 0 0 0 SPDR GOLD TR GOLD SHS 78463V107 693 3910 SH SOLE 0 0 0 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 333 11193 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5353 15983 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1137 3356 SH SOLE 0 0 0 SPDR SER TR S&P DIVID ETF 78464A763 279 3020 SH SOLE 0 0 0 SPDR SER TR S&P BIOTECH 78464A870 305 2733 SH SOLE 0 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 208 6387 SH SOLE 0 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 382 4173 SH SOLE 0 0 0 SPLUNK INC COM 848637104 467 2482 SH SOLE 0 0 0 SQUARE INC CL A 852234103 512 3148 SH SOLE 0 0 0 STARBUCKS CORP COM 855244109 63987 744725 SH SOLE 0 0 0 STEPAN CO COM 858586100 15998 146769 SH SOLE 0 0 0 STRYKER CORPORATION COM 863667101 479 2299 SH SOLE 0 0 0 SYSCO CORP COM 871829107 22662 364225 SH SOLE 0 0 0 T-MOBILE US INC COM 872590104 526 4598 SH SOLE 0 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 319 3939 SH SOLE 0 0 0 TARGET CORP COM 87612E106 611 3880 SH SOLE 0 0 0 TEMPLETON GLOBAL INCOME FD COM 880198106 93 17370 SH SOLE 0 0 0 TESLA INC COM 88160R101 6984 16280 SH SOLE 0 0 0 TEXAS INSTRS INC COM 882508104 724 5070 SH SOLE 0 0 0 THERAPEUTICSMD INC COM 88338N107 21 13000 SH SOLE 0 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 868 1965 SH SOLE 0 0 0 TJX COS INC NEW COM 872540109 5218 93760 SH SOLE 0 0 0 TRUIST FINL CORP COM 89832Q109 369 9709 SH SOLE 0 0 0 TWILIO INC CL A 90138F102 59451 240605 SH SOLE 0 0 0 TWITTER INC COM 90184L102 266 5980 SH SOLE 0 0 0 TYLER TECHNOLOGIES INC COM 902252105 35427 101639 SH SOLE 0 0 0 UBER TECHNOLOGIES INC COM 90353T100 31626 866947 SH SOLE 0 0 0 UBS AG LONDON BRANCH EN LG CP GRWTH 902677780 275 607 SH SOLE 0 0 0 UNDER ARMOUR INC CL C 904311206 17450 1773361 SH SOLE 0 0 0 UNILEVER N V N Y SHS NEW 904784709 218 3615 SH SOLE 0 0 0 UNILEVER PLC SPON ADR NEW 904767704 206 3341 SH SOLE 0 0 0 UNION PAC CORP COM 907818108 589 2989 SH SOLE 0 0 0 UNITED PARCEL SERVICE INC CL B 911312106 44465 266847 SH SOLE 0 0 0 UNITED STATES ANTIMONY CORP COM 911549103 4 15000 SH SOLE 0 0 0 UNITEDHEALTH GROUP INC COM 91324P102 68152 218598 SH SOLE 0 0 0 V F CORP COM 918204108 4781 68058 SH SOLE 0 0 0 VALERO ENERGY CORP COM 91913Y100 32629 753203 SH SOLE 0 0 0 VALVOLINE INC COM 92047W101 29480 1548338 SH SOLE 0 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 192930 6255852 SH SOLE 0 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 671149 8081264 SH SOLE 0 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 602 6822 SH SOLE 0 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 94916 1631273 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2199 19881 SH SOLE 0 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 697 4457 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 220836 1296668 SH SOLE 0 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 447792 5671123 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 17536 99492 SH SOLE 0 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 228 1059 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1816 17378 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 251 2480 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4197 27289 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3143 13810 SH SOLE 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2881 9366 SH SOLE 0 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3998 30819 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 250521 2379345 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 11682 231560 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 687977 15910668 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 287063 5905424 SH SOLE 0 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9007 165442 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 689 7189 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 221 3555 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 269 3248 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 225 3193 SH SOLE 0 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2365 18381 SH SOLE 0 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2746 52642 SH SOLE 0 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6802 166306 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 488 6033 SH SOLE 0 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 202 1090 SH SOLE 0 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 9904 42215 SH SOLE 0 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 26095 193855 SH SOLE 0 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 704 3451 SH SOLE 0 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 23783 184218 SH SOLE 0 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 16222 99303 SH SOLE 0 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 11979 297165 SH SOLE 0 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 14352 140889 SH SOLE 0 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 2202 7071 SH SOLE 0 0 0 VARIAN MED SYS INC COM 92220P105 1844 10718 SH SOLE 0 0 0 VERISK ANALYTICS INC COM 92345Y106 53338 287831 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 55578 934248 SH SOLE 0 0 0 VISA INC COM CL A 92826C839 3641 18208 SH SOLE 0 0 0 WALMART INC COM 931142103 70766 505794 SH SOLE 0 0 0 WASTE MGMT INC DEL COM 94106L109 53548 473167 SH SOLE 0 0 0 WEC ENERGY GROUP INC COM 92939U106 320 3303 SH SOLE 0 0 0 WELLS FARGO CO NEW COM 949746101 293 12449 SH SOLE 0 0 0 WERNER ENTERPRISES INC COM 950755108 8252 196525 SH SOLE 0 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 385 494 SH SOLE 0 0 0 WIPRO LTD SPON ADR 1 SH 97651M109 422 89697 SH SOLE 0 0 0 WORKDAY INC CL A 98138H101 1556 7231 SH SOLE 0 0 0 WP CAREY INC COM 92936U109 269 4125 SH SOLE 0 0 0 XCEL ENERGY INC COM 98389B100 5705 82673 SH SOLE 0 0 0 XYLEM INC COM 98419M100 3781 44947 SH SOLE 0 0 0 YETI HLDGS INC COM 98585X104 9792 216073 SH SOLE 0 0 0 YUM BRANDS INC COM 988498101 323 3535 SH SOLE 0 0 0 ZOETIS INC CL A 98978V103 274 1656 SH SOLE 0 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 432 919 SH SOLE 0 0 0