account_balance
Investment manager · 13F filer · SEC CIK 1977044
PCA Investment Advisory Services Inc.
Reported value$368Mas of Sep 30, 2026
Positions60 2 new, 1 sold out
Top 10 weight66.6%IVV alone is 13%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.5%
IUSViShares Tr
10.4%Added +5%
DFICDimensional ETF Trust
6.9%Added +6%
DFASDimensional ETF Trust
6.5%Added +4%
FBNDFidelity Merrimack STR Tr
5.6%Added +9%
VUGVanguard Index FDS
5.5%
VTVVanguard Index FDS
5.3%
IUSGiShares Tr
5.2%Trimmed −3%
HEFAiShares Tr
4.3%Added +5%
IJHiShares Tr
3.6%
DFAEDimensional ETF Trust
3.1%Added +5%
AAPLApple Inc.
2.6%
IVViShares Tr
13.5%
IUSViShares Tr
10.4%Added +5%
DFICDimensional ETF Trust
6.9%+6%
DFASDimensional ETF Trust
6.5%+4%
FBNDFidelity Merrimack STR Tr
5.6%+9%
VUGVanguard Index FDS
5.5%
VTVVanguard Index FDS
5.3%
IUSGiShares Tr
5.2%
HEFAiShares Tr
4.3%
IJH3.6%
DFAE3.1%
AAPL2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.5% Held
IUSV iShares Tr 10.4% Added +5%
DFIC Dimensional ETF Trust 6.9% Added +6%
DFAS Dimensional ETF Trust 6.5% Added +4%
FBND Fidelity Merrimack STR Tr 5.6% Added +9%
VUG Vanguard Index FDS 5.5% Held
VTV Vanguard Index FDS 5.3% Held
IUSG iShares Tr 5.2% Trimmed −3%
HEFA iShares Tr 4.3% Added +5%
IJH iShares Tr 3.6% Held
DFAE Dimensional ETF Trust 3.1% Added +5%
AAPL Apple Inc. 2.6% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- ITOT $1.69M
- PYLD $282K
arrow_upwardAdded
- CSRE +58%
- VOOG +13%
- FBND +9%
- IEMG +8%
arrow_downwardTrimmed
- IUSG −3%
- SCHD −3%
- GOOGL −3%
- SCHM −3%
remove_circleSold out
- FDL $638K
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