IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Personal Financial Consultants Inc

Portfolio Profile

CIK: 0000077657 | LAFAYETTE, CA

$133.2K
AUM
19
Positions
92.8%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Vanguard Index FDS Total STK MKT(VTI)190,837$28.6K21.50%
2Vanguard Intl Equity Index F Allwrld EX US(VEU)405,332$20.7K15.52%
3Vanguard Index FDS Real Estate(VNQ)139,468$12.2K9.15%
4Vanguard Intl Equity Index F Ftse EMR MKT(VWO)250,818$10.7K8.01%
5Vanguard BD Index FD Inc Total BND Mrkt(BND)127,078$10.6K7.93%
6Ishares TR Exponential Tech(XT)273,446$10.5K7.92%
7Vanguard Charlotte FDS Intl BD IDX(BNDX)143,403$8.2K6.17%
8Vanguard Index FDS Small CP(VB)51,467$8.1K6.05%
9Ishares TR JPMorgan USD EMG(EMB)65,835$7.5K5.60%
10Ishares Inc Msci Frntr100etf222,843$6.6K4.96%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $133.2K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$137.2K | 40 pos.
$118.4K | 27 pos.
$130.4K | 19 pos.
$133.2K | 19 pos.
Q3
18
Q4
18
Q1
19
Q2
19
100%
0%

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
14
Increased
5
Decreased
0
Unchanged