0000077657-18-000004.txt : 20181211 0000077657-18-000004.hdr.sgml : 20181211 20181211103402 ACCESSION NUMBER: 0000077657-18-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181211 DATE AS OF CHANGE: 20181211 EFFECTIVENESS DATE: 20181211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PERSONAL FINANCIAL CONSULTANTS INC /ADV CENTRAL INDEX KEY: 0000077657 IRS NUMBER: 205573935 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18956 FILM NUMBER: 181227995 BUSINESS ADDRESS: STREET 1: 3738 MT DIABLO BLVD. STREET 2: SUITE 201 CITY: LAFAYETTE STATE: CA ZIP: 94549 BUSINESS PHONE: 8885573272 MAIL ADDRESS: STREET 1: 3738 MT DIABLO BLVD. STREET 2: SUITE 201 CITY: LAFAYETTE STATE: CA ZIP: 94549 FORMER COMPANY: FORMER CONFORMED NAME: PERSONAL FINANCIAL CONSULTANTS INC /ADV DATE OF NAME CHANGE: 20000101 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000077657 XXXXXXXX 09-30-2018 09-30-2018 PERSONAL FINANCIAL CONSULTANTS INC /ADV
3738 MT DIABLO BLVD. SUITE 201 LAFAYETTE CA 94549
13F HOLDINGS REPORT 028-18956 N
Cindi Hill Filing Agent 6197955986 Cindi Hill San Diego CA 12-11-2018 0 40 137241 false
INFORMATION TABLE 2 09302018PersFin.xml CHEVRON CORP NEW NEW COM 166764100 283 2316 SH SOLE 0 2316 0 0 ISHARES INC MSCI FRNTR100ETF ETF 464286145 5654 198820 SH SOLE 0 198820 0 0 ISHARES TR CALIF MUN BD ETF 464288356 1830 31554 SH SOLE 0 31554 0 0 ISHARES TR CORE MSCI TOTAL ETF 46432F834 273 4530 SH SOLE 0 4530 0 0 ISHARES TR CORE S&P SCP ETF 464287804 667 7650 SH SOLE 0 7650 0 0 ISHARES TR CORE S&P US VLU ETF 464287663 827 14668 SH SOLE 0 14668 0 0 ISHARES TR CORE S&P500 ETF 464287200 224 764 SH SOLE 0 764 0 0 ISHARES TR CORE US AGGBD ET ETF 464287226 360 3410 SH SOLE 0 3410 0 0 ISHARES TR EAFE SML CP ETF 464288273 321 5149 SH SOLE 0 5149 0 0 ISHARES TR EAFE VALUE ETF 464288877 286 5504 SH SOLE 0 5504 0 0 ISHARES TR EXPONENTIAL TECH ETF 46434V381 9246 238789 SH SOLE 0 238789 0 0 ISHARES TR GNMA BOND ETF 46429B333 509 10555 SH SOLE 0 10555 0 0 ISHARES TR JPMORGAN USD EMG ETF 464288281 6380 59181 SH SOLE 0 59181 0 0 ISHARES TR MICRO-CAP ETF 464288869 786 7397 SH SOLE 0 7397 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 723 16845 SH SOLE 0 16845 0 0 ISHARES TR RUS 1000 ETF 464287622 1203 7439 SH SOLE 0 7439 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 897 5750 SH SOLE 0 5750 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 888 7011 SH SOLE 0 7011 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 569 4278 SH SOLE 0 4278 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 418 4626 SH SOLE 0 4626 0 0 ISHARES TR RUS MID CAP ETF 464287499 589 2673 SH SOLE 0 2673 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1455 8635 SH SOLE 0 8635 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 639 3708 SH SOLE 0 3708 0 0 ISHARES TR SP SMCP600VL ETF 464287879 731 4381 SH SOLE 0 4381 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 318 3102 SH SOLE 0 3102 0 0 SPDR SERIES TRUST PORTFOLIO TL STK ETF 78464A805 228 6308 SH SOLE 0 6308 0 0 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL ETF 921932778 351 2442 SH SOLE 0 2442 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 9798 124503 SH SOLE 0 124503 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 7289 133653 SH SOLE 0 133653 0 0 VANGUARD GROUP DIV APP ETF 921908844 1547 13978 SH SOLE 0 13978 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1856 15135 SH SOLE 0 15135 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1340 8319 SH SOLE 0 8319 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 12670 157041 SH SOLE 0 157041 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 8077 49679 SH SOLE 0 49679 0 0 VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 27051 180764 SH SOLE 0 180764 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 19256 369944 SH SOLE 0 369944 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9604 234254 SH SOLE 0 234254 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1609 21219 SH SOLE 0 21219 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD ETF 922907746 282 5586 SH SOLE 0 5586 0 0 WISDOMTREE TR GLB EX US RL EST ETF 97717W331 207 7044 SH SOLE 0 7044 0 0