0001571556-21-000003.txt : 20210409
0001571556-21-000003.hdr.sgml : 20210409
20210408173406
ACCESSION NUMBER: 0001571556-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210409
DATE AS OF CHANGE: 20210408
EFFECTIVENESS DATE: 20210409
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Pure Financial Advisors, Inc.
CENTRAL INDEX KEY: 0001571556
IRS NUMBER: 611526681
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1212
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15445
FILM NUMBER: 21815810
BUSINESS ADDRESS:
STREET 1: 3131 CAMINO DEL RIO N
STREET 2: STE 1550
CITY: SAN DIEGO
STATE: CA
ZIP: 92108
BUSINESS PHONE: 6198144100
MAIL ADDRESS:
STREET 1: 3131 CAMINO DEL RIO N
STREET 2: STE 1550
CITY: SAN DIEGO
STATE: CA
ZIP: 92108
13F-HR
1
primary_doc.xml
13F-HR
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false
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0001571556
XXXXXXXX
03-31-2021
03-31-2021
Pure Financial Advisors, Inc.
3131 CAMINO DEL RIO N
STE 1550
SAN DIEGO
CA
92108
13F HOLDINGS REPORT
028-15445
N
Benjamin S. Littman
Chief Investment Officer
6198144100
Benjamin S. Littman
San Diego
CA
04-08-2021
0
184
1006499
false
INFORMATION TABLE
2
3-31-2021.xml
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
73595
1119909
SH
SOLE
0
0
1119909
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
66547
724442
SH
SOLE
0
0
724442
ISHARES TR
CORE MSCI EAFE
46432F842
60961
846096
SH
SOLE
0
0
846096
SPDR INDEX SHS FDS
GLB NAT RESRCE
78463X541
53776
1069958
SH
SOLE
0
0
1069958
SPDR S&P 500 ETF TR
TR UNIT
78462F103
49908
125926
SH
SOLE
0
0
125926
SPDR SER TR
PORTFLI TIPS ETF
78464A656
41628
1362607
SH
SOLE
0
0
1362607
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
41604
491073
SH
SOLE
0
0
491073
ISHARES TR
CORE S&P TTL STK
464287150
38675
422217
SH
SOLE
0
0
422217
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
24488
118479
SH
SOLE
0
0
118479
ISHARES TR
TIPS BD ETF
464287176
23593
187990
SH
SOLE
0
0
187990
ISHARES TR
ISHS 1-5YR INVS
464288646
21611
395228
SH
SOLE
0
0
395228
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
21369
435122
SH
SOLE
0
0
435122
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
19858
381516
SH
SOLE
0
0
381516
SPDR SER TR
PRTFLO S&P500 VL
78464A508
19037
502307
SH
SOLE
0
0
502307
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
18922
480003
SH
SOLE
0
0
480003
ISHARES TR
CORE INTL AGGR
46435G672
18575
338584
SH
SOLE
0
0
338584
FIDELITY COVINGTON TRUST
MSCI RL EST ETF
316092857
18176
661186
SH
SOLE
0
0
661186
VANGUARD INDEX FDS
MID CAP ETF
922908629
17879
80777
SH
SOLE
0
0
80777
SPDR SER TR
PORTFOLI S&P1500
78464A805
16883
343220
SH
SOLE
0
0
343220
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
16450
268963
SH
SOLE
0
0
268963
SPDR SER TR
PORTFOLIO S&P600
78468R853
15159
358628
SH
SOLE
0
0
358628
VANGUARD INDEX FDS
VALUE ETF
922908744
13455
102348
SH
SOLE
0
0
102348
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
13107
229458
SH
SOLE
0
0
229458
ISHARES TR
CALIF MUN BD ETF
464288356
12621
203170
SH
SOLE
0
0
203170
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
12147
343531
SH
SOLE
0
0
343531
ISHARES TR
EAFE SML CP ETF
464288273
12016
167264
SH
SOLE
0
0
167264
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
10964
178226
SH
SOLE
0
0
178226
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
10535
291099
SH
SOLE
0
0
291099
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
10040
122151
SH
SOLE
0
0
122151
ISHARES TR
CRE U S REIT ETF
464288521
9190
175375
SH
SOLE
0
0
175375
ISHARES TR
S&P 500 VAL ETF
464287408
8746
61925
SH
SOLE
0
0
61925
VANGUARD INDEX FDS
SMALL CP ETF
922908751
8521
39803
SH
SOLE
0
0
39803
APPLE INC
COM
037833100
7591
62142
SH
SOLE
0
0
62142
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
7209
243143
SH
SOLE
0
0
243143
ISHARES TR
IBOXX HI YD ETF
464288513
6695
76796
SH
SOLE
0
0
76796
ISHARES INC
CORE MSCI EMKT
46434G103
6433
99946
SH
SOLE
0
0
99946
ISHARES TR
CORE US AGGBD ET
464287226
6010
52802
SH
SOLE
0
0
52802
ISHARES TR
CORE S&P MCP ETF
464287507
5460
20978
SH
SOLE
0
0
20978
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
5200
85696
SH
SOLE
0
0
85696
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
4961
36781
SH
SOLE
0
0
36781
SPDR SER TR
PORTFOLIO S&P400
78464A847
4915
107418
SH
SOLE
0
0
107418
ISHARES TR
1 3 YR TREAS BD
464287457
4913
56962
SH
SOLE
0
0
56962
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
4868
130268
SH
SOLE
0
0
130268
TESLA INC
COM
88160R101
4836
7241
SH
SOLE
0
0
7241
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
4797
64449
SH
SOLE
0
0
64449
SPDR SER TR
BLOMBERG INTL TR
78464A516
4707
161515
SH
SOLE
0
0
161515
MICROSOFT CORP
COM
594918104
4501
19090
SH
SOLE
0
0
19090
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
4036
107275
SH
SOLE
0
0
107275
ISHARES TR
CORE S&P SCP ETF
464287804
3951
36409
SH
SOLE
0
0
36409
ISHARES TR
CORE S&P500 ETF
464287200
3426
8613
SH
SOLE
0
0
8613
ISHARES TR
PFD AND INCM SEC
464288687
3390
88274
SH
SOLE
0
0
88274
ISHARES TR
NORTH AMERN NAT
464287374
3224
116956
SH
SOLE
0
0
116956
ISHARES TR
JPMORGAN USD EMG
464288281
3141
28851
SH
SOLE
0
0
28851
MVB FINL CORP
COM
553810102
2867
84824
SH
SOLE
0
0
84824
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
2687
41163
SH
SOLE
0
0
41163
SEMPRA ENERGY
COM
816851109
2653
20009
SH
SOLE
0
0
20009
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2577
58860
SH
SOLE
0
0
58860
ISHARES TR
S&P MC 400VL ETF
464287705
2551
25029
SH
SOLE
0
0
25029
UNITED PARCEL SERVICE INC
CL B
911312106
2499
14699
SH
SOLE
0
0
14699
HOME DEPOT INC
COM
437076102
2187
7163
SH
SOLE
0
0
7163
AMAZON COM INC
COM
023135106
2073
670
SH
SOLE
0
0
670
SPDR INDEX SHS FDS
S&P EMKTSC ETF
78463X756
2022
36508
SH
SOLE
0
0
36508
ISHARES TR
MSCI USA QLT FCT
46432F339
1943
15954
SH
SOLE
0
0
15954
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1890
14727
SH
SOLE
0
0
14727
ABBOTT LABS
COM
002824100
1890
15772
SH
SOLE
0
0
15772
QUALCOMM INC
COM
747525103
1883
14198
SH
SOLE
0
0
14198
ISHARES INC
MSCI BRIC INDX
464286657
1855
35191
SH
SOLE
0
0
35191
ABBVIE INC
COM
00287Y109
1843
17033
SH
SOLE
0
0
17033
ISHARES INC
EM MKT SM-CP ETF
464286475
1803
31366
SH
SOLE
0
0
31366
ISHARES TR
SP SMCP600VL ETF
464287879
1778
17647
SH
SOLE
0
0
17647
AON PLC
SHS CL A
G0403H108
1664
7230
SH
SOLE
0
0
7230
ISHARES TR
RUS 1000 GRW ETF
464287614
1642
6757
SH
SOLE
0
0
6757
ISHARES TR
RUS MDCP VAL ETF
464287473
1604
14679
SH
SOLE
0
0
14679
SPDR SER TR
S&P 400 MDCP VAL
78464A839
1574
24053
SH
SOLE
0
0
24053
MERCK & CO. INC
COM
58933Y105
1526
19791
SH
SOLE
0
0
19791
ISHARES TR
RUS 2000 VAL ETF
464287630
1524
9558
SH
SOLE
0
0
9558
ISHARES TR
INTL TREA BD ETF
464288117
1484
28580
SH
SOLE
0
0
28580
AVALARA INC
COM
05338G106
1463
10961
SH
SOLE
0
0
10961
EDWARDS LIFESCIENCES CORP
COM
28176E108
1366
16326
SH
SOLE
0
0
16326
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
1313
21112
SH
SOLE
0
0
21112
DISNEY WALT CO
COM
254687106
1237
6704
SH
SOLE
0
0
6704
ISHARES INC
MSCI EMERG MKT
46434G889
1210
23247
SH
SOLE
0
0
23247
JOHNSON & JOHNSON
COM
478160104
1159
7052
SH
SOLE
0
0
7052
GENERAL DYNAMICS CORP
COM
369550108
1081
5954
SH
SOLE
0
0
5954
SCHWAB STRATEGIC TR
US REIT ETF
808524847
1056
25707
SH
SOLE
0
0
25707
INTEL CORP
COM
458140100
1022
15969
SH
SOLE
0
0
15969
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1004
4679
SH
SOLE
0
0
4679
BOEING CO
COM
097023105
988
3880
SH
SOLE
0
0
3880
LOCKHEED MARTIN CORP
COM
539830109
948
2566
SH
SOLE
0
0
2566
SPDR SER TR
S&P 400 MDCP GRW
78464A821
943
12560
SH
SOLE
0
0
12560
ISHARES TR
RUSSELL 3000 ETF
464287689
912
3844
SH
SOLE
0
0
3844
PFIZER INC
COM
717081103
907
25040
SH
SOLE
0
0
25040
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
895
17434
SH
SOLE
0
0
17434
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
830
3247
SH
SOLE
0
0
3247
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
804
8312
SH
SOLE
0
0
8312
UNITEDHEALTH GROUP INC
COM
91324P102
751
2017
SH
SOLE
0
0
2017
INTEGRA LIFESCIENCES HLDGS C
COM NEW
457985208
741
10724
SH
SOLE
0
0
10724
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
727
4390
SH
SOLE
0
0
4390
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
720
13340
SH
SOLE
0
0
13340
PNC FINL SVCS GROUP INC
COM
693475105
714
4070
SH
SOLE
0
0
4070
VANECK VECTORS ETF TR
NAT RES ETF
92189F841
697
15565
SH
SOLE
0
0
15565
ISHARES GOLD TR
ISHARES
464285105
682
41917
SH
SOLE
0
0
41917
CHARTER COMMUNICATIONS INC N
CL A
16119P108
671
1088
SH
SOLE
0
0
1088
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
665
3759
SH
SOLE
0
0
3759
LEIDOS HOLDINGS INC
COM
525327102
661
6863
SH
SOLE
0
0
6863
AMEREN CORP
COM
023608102
660
8113
SH
SOLE
0
0
8113
ISHARES TR
0-5 YR TIPS ETF
46429B747
653
6178
SH
SOLE
0
0
6178
BAXTER INTL INC
COM
071813109
646
7658
SH
SOLE
0
0
7658
PERKINELMER INC
COM
714046109
645
5025
SH
SOLE
0
0
5025
ALPHABET INC
CAP STK CL A
02079K305
613
297
SH
SOLE
0
0
297
ISHARES TR
MSCI EAFE ETF
464287465
608
8020
SH
SOLE
0
0
8020
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
608
1669
SH
SOLE
0
0
1669
ISHARES TR
CORE S&P US VLU
464287663
602
8744
SH
SOLE
0
0
8744
ALPHABET INC
CAP STK CL C
02079K107
598
289
SH
SOLE
0
0
289
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
594
3203
SH
SOLE
0
0
3203
ISHARES TR
RUS 1000 VAL ETF
464287598
587
3873
SH
SOLE
0
0
3873
SPDR SER TR
PRTFLO S&P500 GW
78464A409
523
9274
SH
SOLE
0
0
9274
FIRSTENERGY CORP
COM
337932107
522
15058
SH
SOLE
0
0
15058
WELLS FARGO CO NEW
COM
949746101
511
13082
SH
SOLE
0
0
13082
ISHARES TR
MSCI ACWI ETF
464288257
505
5305
SH
SOLE
0
0
5305
INVESCO QQQ TR
UNIT SER 1
46090E103
493
1546
SH
SOLE
0
0
1546
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
486
1902
SH
SOLE
0
0
1902
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
474
14917
SH
SOLE
0
0
14917
LILLY ELI & CO
COM
532457108
469
2512
SH
SOLE
0
0
2512
MCDONALDS CORP
COM
580135101
438
1954
SH
SOLE
0
0
1954
BK OF AMERICA CORP
COM
060505104
438
11314
SH
SOLE
0
0
11314
CATERPILLAR INC
COM
149123101
437
1886
SH
SOLE
0
0
1886
COSTCO WHSL CORP NEW
COM
22160K105
431
1224
SH
SOLE
0
0
1224
AMGEN INC
COM
031162100
424
1706
SH
SOLE
0
0
1706
BECTON DICKINSON & CO
COM
075887109
417
1715
SH
SOLE
0
0
1715
JPMORGAN CHASE & CO
COM
46625H100
410
2696
SH
SOLE
0
0
2696
ISHARES TR
MBS ETF
464288588
380
3505
SH
SOLE
0
0
3505
PROCTER AND GAMBLE CO
COM
742718109
364
2689
SH
SOLE
0
0
2689
COLGATE PALMOLIVE CO
COM
194162103
355
4506
SH
SOLE
0
0
4506
ANTHEM INC
COM
036752103
352
980
SH
SOLE
0
0
980
PHILIP MORRIS INTL INC
COM
718172109
347
3909
SH
SOLE
0
0
3909
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
335
4341
SH
SOLE
0
0
4341
SCIENCE APPLICATIONS INTL CO
COM
808625107
329
3938
SH
SOLE
0
0
3938
ISHARES TR
CORE MSCI TOTAL
46432F834
329
4682
SH
SOLE
0
0
4682
WALMART INC
COM
931142103
319
2347
SH
SOLE
0
0
2347
PPL CORP
COM
69351T106
319
11051
SH
SOLE
0
0
11051
SPDR SER TR
FTSE INT GVT ETF
78464A490
306
5510
SH
SOLE
0
0
5510
AT&T INC
COM
00206R102
306
10108
SH
SOLE
0
0
10108
PEPSICO INC
COM
713448108
305
2157
SH
SOLE
0
0
2157
ISHARES TR
RUS MD CP GR ETF
464287481
302
2961
SH
SOLE
0
0
2961
NVIDIA CORPORATION
COM
67066G104
300
562
SH
SOLE
0
0
562
ISHARES SILVER TR
ISHARES
46428Q109
299
13151
SH
SOLE
0
0
13151
ISHARES TR
MSCI EMG MKT ETF
464287234
297
5570
SH
SOLE
0
0
5570
CISCO SYS INC
COM
17275R102
292
5646
SH
SOLE
0
0
5646
ISHARES TR
ESG AWR US AGRGT
46435U549
290
5302
SH
SOLE
0
0
5302
VISA INC
COM CL A
92826C839
290
1370
SH
SOLE
0
0
1370
PRUDENTIAL FINL INC
COM
744320102
287
3154
SH
SOLE
0
0
3154
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
284
2848
SH
SOLE
0
0
2848
ISHARES TR
U.S. REAL ES ETF
464287739
283
3073
SH
SOLE
0
0
3073
NORDSTROM INC
COM
655664100
280
7386
SH
SOLE
0
0
7386
SERVICENOW INC
COM
81762P102
279
557
SH
SOLE
0
0
557
3M CO
COM
88579Y101
278
1441
SH
SOLE
0
0
1441
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
266
1042
SH
SOLE
0
0
1042
CIGNA CORP NEW
COM
125523100
263
1088
SH
SOLE
0
0
1088
AECOM
COM
00766T100
263
4098
SH
SOLE
0
0
4098
DUPONT DE NEMOURS INC
COM
26614N102
262
3393
SH
SOLE
0
0
3393
CLOROX CO DEL
COM
189054109
257
1330
SH
SOLE
0
0
1330
CVS HEALTH CORP
COM
126650100
254
3374
SH
SOLE
0
0
3374
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
254
5703
SH
SOLE
0
0
5703
CUBIC CORP
COM
229669106
251
3367
SH
SOLE
0
0
3367
CHEVRON CORP NEW
COM
166764100
248
2369
SH
SOLE
0
0
2369
EDISON INTL
COM
281020107
245
4174
SH
SOLE
0
0
4174
THERMO FISHER SCIENTIFIC INC
COM
883556102
243
533
SH
SOLE
0
0
533
NORTHROP GRUMMAN CORP
COM
666807102
239
740
SH
SOLE
0
0
740
ALTRIA GROUP INC
COM
02209S103
238
4659
SH
SOLE
0
0
4659
ADOBE SYSTEMS INCORPORATED
COM
00724F101
236
496
SH
SOLE
0
0
496
MICRON TECHNOLOGY INC
COM
595112103
234
2654
SH
SOLE
0
0
2654
ISHARES TR
RUS 1000 ETF
464287622
232
1038
SH
SOLE
0
0
1038
RLI CORP
COM
749607107
228
2045
SH
SOLE
0
0
2045
DOW INC
COM
260557103
226
3534
SH
SOLE
0
0
3534
CREDIT SUISSE AG NASSAU BRH
LG CAP GRTH ENH
22542D423
224
401
SH
SOLE
0
0
401
NETFLIX INC
COM
64110L106
223
427
SH
SOLE
0
0
427
BRISTOL-MYERS SQUIBB CO
COM
110122108
222
3516
SH
SOLE
0
0
3516
ISHARES TR
ESG AW MSCI EAFE
46435G516
212
2793
SH
SOLE
0
0
2793
MASTERCARD INCORPORATED
CL A
57636Q104
208
584
SH
SOLE
0
0
584
JUNIPER NETWORKS INC
COM
48203R104
207
8154
SH
SOLE
0
0
8154
PIMCO CALIF MUN INCOME FD II
COM
72200M108
176
19387
SH
SOLE
0
0
19387
NUVEEN CA QUALTY MUN INCOME
COM
67066Y105
171
11491
SH
SOLE
0
0
11491
EVOKE PHARMA INC
COM
30049G104
32
17647
SH
SOLE
0
0
17647