Pure Financial Advisors, LLC

Q4 2024 13F-HR Holdings

Location
San Diego, CA
Holdings as of
12/31/2024
Date filed
1/16/2025
Form type
13F-HR
Num holdings
349
Total value ($000)
$4,398,860
Net value change ($000)
+233,322 (5.6%)
New positions
40
Sold out positions
17
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2024 Next filing: 4/23/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 63,333 13.9%
BND 39,358 10.7%
DUHP 26,861 17.0%
IGSB 25,836 13.9%
DFAT 25,628 12.9%
DFAS 13,730 8.9%
VGSH 12,576 13.3%
DCOR 9,792 7.8%
VOO 5,382 10.8%
AGG 5,352 32.7%
Top Reduces (Value $000, Stocks/ETFs)
AVEM -9,497 -9.8%
GNR -5,406 -5.7%
VNQ -4,959 -3.1%
STIP -3,346 -11.6%
IEFA -3,263 -1.4%
AVLV -2,586 -2.4%
SCHC -2,492 -10.5%
SPDW -2,364 -10.0%
ITOT -2,293 -5.2%
DFAC -2,231 -1.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type