PCA Investment Advisory Services Inc.
Q4 2024 13F Holdings
- Locationcincinnati, OH
- Num holdings
145
- Value ($000)
$215,966
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001977044
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.44M | 12 % | 44,918 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $20.47M | 10 % | 221,089 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $12.75M | 6 % | 91,479 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $11.21M | 5 % | 172,198 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.38M | 4 % | 55,431 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.31M | 4 % | 22,695 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.06M | 3 % | 113,358 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $6.17M | 3 % | 225,843 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $6.05M | 3 % | 174,176 | ||
AAPL APPLE INC | COM | 037833100 | $5.72M | 3 % | 22,822 |
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