0000077657-19-000001.txt : 20190130
0000077657-19-000001.hdr.sgml : 20190130
20190129180921
ACCESSION NUMBER: 0000077657-19-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190130
DATE AS OF CHANGE: 20190129
EFFECTIVENESS DATE: 20190130
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PERSONAL FINANCIAL CONSULTANTS INC /ADV
CENTRAL INDEX KEY: 0000077657
IRS NUMBER: 205573935
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18956
FILM NUMBER: 19549779
BUSINESS ADDRESS:
STREET 1: 3738 MT DIABLO BLVD.
STREET 2: SUITE 201
CITY: LAFAYETTE
STATE: CA
ZIP: 94549
BUSINESS PHONE: 8885573272
MAIL ADDRESS:
STREET 1: 3738 MT DIABLO BLVD.
STREET 2: SUITE 201
CITY: LAFAYETTE
STATE: CA
ZIP: 94549
FORMER COMPANY:
FORMER CONFORMED NAME: PERSONAL FINANCIAL CONSULTANTS INC /ADV
DATE OF NAME CHANGE: 20000101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000077657
XXXXXXXX
12-31-2018
12-31-2018
PERSONAL FINANCIAL CONSULTANTS INC /ADV
3738 MT DIABLO BLVD.
SUITE 201
LAFAYETTE
CA
94549
13F HOLDINGS REPORT
028-18956
N
Cindi Hill
Filing Agent
6197955986
Cindi Hill
San Diego
CA
01-29-2019
0
27
118388
false
INFORMATION TABLE
2
12312018PersFin.xml
ISHARES TR RUS MID CAP
ETF
464287499
501
10773
SH
SOLE
0
10773
0
0
ISHARES TR GNMA BOND
ETF
46429B333
592
12154
SH
SOLE
0
12154
0
0
VANGUARD GROUP DIV APP
ETF
921908844
1377
14056
SH
SOLE
0
14056
0
0
ISHARES TR CORE S&P US VLU
ETF
464287663
729
14859
SH
SOLE
0
14859
0
0
VANGUARD INDEX FDS EXTEND MKT
ETF
922908652
1529
15315
SH
SOLE
0
15315
0
0
ISHARES TR MSCI EMG MKT
ETF
464287234
667
17078
SH
SOLE
0
17078
0
0
VANGUARD INTL EQUITY INDEX F TT WRLD ST
ETF
922042742
1354
20689
SH
SOLE
0
20689
0
0
ISHARES TR AGENCY BOND
ETF
464288166
2487
22184
SH
SOLE
0
22184
0
0
ISHARES TR CALIF MUN BD
ETF
464288356
1326
22685
SH
SOLE
0
22685
0
0
ISHARES TR CRE U S REIT
ETF
464288521
1318
29392
SH
SOLE
0
29392
0
0
SPDR INDEX SHS FDS PORTFOLIO EMG MK
ETF
78463X509
1002
30955
SH
SOLE
0
30955
0
0
SPDR SERIES TRUST PORTFOLIO TL STK
ETF
78464A805
995
32191
SH
SOLE
0
32191
0
0
ISHARES TR 0-5YR HI YL CP
ETF
46434V407
1522
34154
SH
SOLE
0
34154
0
0
SPDR SERIES TRUST PORTFOLIO AGRGTE
ETF
78464A649
992
35621
SH
SOLE
0
35621
0
0
FIRST TR NASDAQ100 TECH INDE
ETF
337345102
2488
36550
SH
SOLE
0
36550
0
0
ISHARES TR JPMORGAN USD EMG
ETF
464288281
5046
48559
SH
SOLE
0
48559
0
0
VANGUARD INDEX FDS SMALL CP
ETF
922908751
6563
49727
SH
SOLE
0
49727
0
0
INVESCO EXCHNG TRADED FD TR FRONTIER MKTS
ETF
46138E776
768
63046
SH
SOLE
0
63046
0
0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
ETF
78463X889
1855
70149
SH
SOLE
0
70149
0
0
VANGUARD BD INDEX FD INC TOTAL BND MRKT
ETF
921937835
8984
113419
SH
SOLE
0
113419
0
0
VANGUARD CHARLOTTE FDS INTL BD IDX
ETF
92203J407
7700
141944
SH
SOLE
0
141944
0
0
VANGUARD INDEX FDS REAL ESTATE
ETF
922908553
10696
143439
SH
SOLE
0
143439
0
0
VANGUARD INDEX FDS TOTAL STK MKT
ETF
922908769
22718
178000
SH
SOLE
0
178000
0
0
ISHARES INC MSCI FRNTR100ETF
ETF
464286145
4696
179579
SH
SOLE
0
179579
0
0
ISHARES TR EXPONENTIAL TECH
ETF
46434V381
6151
184946
SH
SOLE
0
184946
0
0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
ETF
922042858
8292
217627
SH
SOLE
0
217627
0
0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
ETF
922042775
16040
351902
SH
SOLE
0
351902
0
0