Chief Investment Officer

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 LIVE false false false 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