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The Analysis of PCA Investment Advisory Services Inc.'s Holdings & P&L

Currently, PCA Investment Advisory Services Inc. holds 57 types of securities in its portfolio with a total value $299.7M. In the most recent quarter, they have increased their positions in DFIC (+133.6K shares, valued at $4.7M), DFAS (+29.2K shares, valued at $2.1M), IUSV (+18.4K shares, valued at $1.9M); decreased their positions in IJR (-3.8K shares, valued at $479.7K), SCHD (-8.1K shares, valued at $249.5K), USMV (-2.1K shares, valued at $193.6K); initiated new positions in KR (+11.8K shares, valued at $857.4K), FENI (+11.4K shares, valued at $422.9K), CSRE (+14.4K shares, valued at $379.6K).

1M P&L

+10.7M+3.68%

3M P&L

-73.8M-19.60%

HY P&L

-59.7M-16.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A248.0M

89.3%

2Consumer Electronics7.9M

2.8%

3Software - Infrastructure6.8M

2.5%

Top Industries by Stock Count

1N/A45 stocks

84.9%

2Internet Retail1 stocks

1.9%

3Consumer Electronics1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR65.7K shares3.84%2026-03-312026-05-11

IUSV ISHARES TR320.9K shares6.07%2026-03-312026-05-11

DFAS DIMENSIONAL ETF TRUST318.4K shares10.09%2026-03-312026-05-11

VTV VANGUARD INDEX FDS91.9K shares8.64%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR386.5K shares8.76%2026-03-312026-05-11

VUG VANGUARD INDEX FDS37.7K shares11.51%2026-03-312026-05-11

IUSG ISHARES TR100.2K shares4.80%2026-03-312026-05-11

HEFA ISHARES TR295.9K shares13.81%2026-03-312026-05-11

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IJH ISHARES TR182.9K shares9.55%2026-03-312026-05-11

DFAE DIMENSIONAL ETF TRUST284.7K shares6.44%2026-03-312026-05-11

AAPL APPLE INC28.4K shares-1.51%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR187.0K shares-4.17%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST146.5K shares1033.63%2026-03-312026-05-11

MSFT MICROSOFT CORP13.8K shares-1.96%2026-03-312026-05-11

ALPHABET INC ALPHABET INC15.5K shares0.78%2026-03-312026-05-11

NVDA NVIDIA CORPORATION24.1K shares0.48%2026-03-312026-05-11

Sponsored

VB VANGUARD INDEX FDS15.7K shares0.84%2026-03-312026-05-11

PG PROCTER & GAMBLE CO27.1K shares-1.31%2026-03-312026-05-11

VTI VANGUARD INDEX FDS11.4K shares3.16%2026-03-312026-05-11

VV VANGUARD INDEX FDS11.6K shares-2.06%2026-03-312026-05-11

AMZN AMAZON COM INC15.8K shares-1.01%2026-03-312026-05-11

ALPHABET INC ALPHABET INC11.3K shares0.04%2026-03-312026-05-11

VO VANGUARD INDEX FDS11.3K shares2.17%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD46.0K shares0.18%2026-03-312026-05-11

Sponsored

IJR ISHARES TR24.3K shares-13.65%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS46.7K shares9.51%2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR92.3K shares-1.59%2026-03-312026-05-11

DFAI DIMENSIONAL ETF TRUST63.7K shares166.05%2026-03-312026-05-11

CINF CINCINNATI FINL CORP11.0K shares0.15%2026-03-312026-05-11

IMCG ISHARES TR21.1K shares0.05%2026-03-312026-05-11

BFEB INNOVATOR ETFS TRUST34.5K shares-7.86%2026-03-312026-05-11

USMV ISHARES TR17.5K shares-10.68%2026-03-312026-05-11

Sponsored

PFEB INNOVATOR ETFS TRUST38.2K shares21.50%2026-03-312026-05-11

DFLV DIMENSIONAL ETF TRUST42.3K shares5.77%2026-03-312026-05-11

DUSB DIMENSIONAL ETF TRUST29.5K shares0.68%2026-03-312026-05-11

IMCV ISHARES TR13.9K shares0.11%2026-03-312026-05-11

EFAV ISHARES TR12.2K shares0.61%2026-03-312026-05-11

DTD WISDOMTREE TR12.3K shares0.00%2026-03-312026-05-11

ICF ISHARES TR17.0K shares31.23%2026-03-312026-05-11

DBEF DBX ETF TR21.2K shares0.49%2026-03-312026-05-11

Sponsored

IEMG ISHARES INC14.1K shares2.73%2026-03-312026-05-11

SPYM SPDR SERIES TRUST12.7K shares9.56%2026-03-312026-05-11

FNDF SCHWAB STRATEGIC TR18.6K shares9.89%2026-03-312026-05-11

KR KROGER CO11.8K sharesnew addition2026-03-312026-05-11

FELC FIDELITY COVINGTON TRUST21.8K shares7.65%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP16.4K shares0.55%2026-03-312026-05-11

RECS COLUMBIA ETF TR I19.2K shares1.57%2026-03-312026-05-11

DGRO ISHARES TR10.1K shares-20.48%2026-03-312026-05-11

Sponsored

BDEC INNOVATOR ETFS TRUST14.6K shares0.01%2026-03-312026-05-11

BJAN INNOVATOR ETFS TRUST12.4K shares22.55%2026-03-312026-05-11

FDL FIRST TR EXCHANGE-TRADED FD12.8K shares3.90%2026-03-312026-05-11

PSEP INNOVATOR ETFS TRUST11.1K shares0.00%2026-03-312026-05-11

FENI FIDELITY COVINGTON TRUST11.4K sharesnew addition2026-03-312026-05-11

BALT INNOVATOR ETFS TRUST12.5K shares0.00%2026-03-312026-05-11

CSRE COHEN & STEERS ETF TRUST14.4K sharesnew addition2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR11.0K sharesnew addition2026-03-312026-05-11

Sponsored

FCF FIRST COMWLTH FINL CORP PA12.0K sharesnew addition2026-03-312026-05-11

IVV

ISHARES TR

3.84%

Shares65.7K

Event2026-03-31

Filed2026-05-11

IUSV

ISHARES TR

6.07%

Shares320.9K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

10.09%

Shares318.4K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

8.64%

Shares91.9K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

8.76%

Shares386.5K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

11.51%

Shares37.7K

Event2026-03-31

Filed2026-05-11

IUSG

ISHARES TR

4.80%

Shares100.2K

Event2026-03-31

Filed2026-05-11

HEFA

ISHARES TR

13.81%

Shares295.9K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

9.55%

Shares182.9K

Event2026-03-31

Filed2026-05-11

DFAE

DIMENSIONAL ETF TRUST

6.44%

Shares284.7K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-1.51%

Shares28.4K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

-4.17%

Shares187.0K

Event2026-03-31

Filed2026-05-11

DFIC

DIMENSIONAL ETF TRUST

1033.63%

Shares146.5K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-1.96%

Shares13.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.78%

Shares15.5K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

0.48%

Shares24.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.84%

Shares15.7K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-1.31%

Shares27.1K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

3.16%

Shares11.4K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-2.06%

Shares11.6K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-1.01%

Shares15.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.04%

Shares11.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

2.17%

Shares11.3K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE TRADED FD

0.18%

Shares46.0K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

-13.65%

Shares24.3K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

9.51%

Shares46.7K

Event2026-03-31

Filed2026-05-11

SCHM

SCHWAB STRATEGIC TR

-1.59%

Shares92.3K

Event2026-03-31

Filed2026-05-11

DFAI

DIMENSIONAL ETF TRUST

166.05%

Shares63.7K

Event2026-03-31

Filed2026-05-11

CINF

CINCINNATI FINL CORP

0.15%

Shares11.0K

Event2026-03-31

Filed2026-05-11

IMCG

ISHARES TR

0.05%

Shares21.1K

Event2026-03-31

Filed2026-05-11

BFEB

INNOVATOR ETFS TRUST

-7.86%

Shares34.5K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

-10.68%

Shares17.5K

Event2026-03-31

Filed2026-05-11

PFEB

INNOVATOR ETFS TRUST

21.50%

Shares38.2K

Event2026-03-31

Filed2026-05-11

DFLV

DIMENSIONAL ETF TRUST

5.77%

Shares42.3K

Event2026-03-31

Filed2026-05-11

DUSB

DIMENSIONAL ETF TRUST

0.68%

Shares29.5K

Event2026-03-31

Filed2026-05-11

IMCV

ISHARES TR

0.11%

Shares13.9K

Event2026-03-31

Filed2026-05-11

EFAV

ISHARES TR

0.61%

Shares12.2K

Event2026-03-31

Filed2026-05-11

DTD

WISDOMTREE TR

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-11

ICF

ISHARES TR

31.23%

Shares17.0K

Event2026-03-31

Filed2026-05-11

DBEF

DBX ETF TR

0.49%

Shares21.2K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

2.73%

Shares14.1K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

9.56%

Shares12.7K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB STRATEGIC TR

9.89%

Shares18.6K

Event2026-03-31

Filed2026-05-11

KROGER CO

New

Shares11.8K

Event2026-03-31

Filed2026-05-11

FELC

FIDELITY COVINGTON TRUST

7.65%

Shares21.8K

Event2026-03-31

Filed2026-05-11

FITB

FIFTH THIRD BANCORP

0.55%

Shares16.4K

Event2026-03-31

Filed2026-05-11

RECS

COLUMBIA ETF TR I

1.57%

Shares19.2K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

-20.48%

Shares10.1K

Event2026-03-31

Filed2026-05-11

BDEC

INNOVATOR ETFS TRUST

0.01%

Shares14.6K

Event2026-03-31

Filed2026-05-11

BJAN

INNOVATOR ETFS TRUST

22.55%

Shares12.4K

Event2026-03-31

Filed2026-05-11

FDL

FIRST TR EXCHANGE-TRADED FD

3.90%

Shares12.8K

Event2026-03-31

Filed2026-05-11

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-11

FENI

FIDELITY COVINGTON TRUST

New

Shares11.4K

Event2026-03-31

Filed2026-05-11

BALT

INNOVATOR ETFS TRUST

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-11

CSRE

COHEN & STEERS ETF TRUST

New

Shares14.4K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

New

Shares11.0K

Event2026-03-31

Filed2026-05-11

FCF

FIRST COMWLTH FINL CORP PA

New

Shares12.0K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available