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