Pure Financial Advisors, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$7B
Holdings
571
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
10.5%
02
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
9.1%
03
$IEFA
ISHARES TR
Held since at least Q1 2024
6.1%
04
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.9%
05
$IGSB
ISHARES TR
Held since at least Q1 2024
4.6%
06
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
07
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.3%
08
$VNQ
VANGUARD INDEX FDS
Held since at least Q1 2024
2.8%
09
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
2.4%
10
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:16 UTC.