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Melissa C. Anderson

@Pca Investment Advisory Services Inc.

Latest period2024 - Q4ReportedManaged Assets$215.966MTotal holdings145
Assets growth rate1.72%Assets growth rate (2-Q avg)6.48%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pca Investment Advisory Services Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Pca Investment Advisory Services Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 215.966M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 6.48%. The portfolio is managed by Melissa C. Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSGIshares Tr
Recent Activity
Decreased -5.06%
5.91%
$12.748M
91,479 shares@ $139.35 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -0.89%
5.19%
$11.207M
172,198 shares@ $65.09 avg price
AAPLApple Inc
Recent Activity
Decreased -0.1%
2.65%
$5.715M
22,822 shares@ $250.42 avg price
DFAEDimensional Etf Trust
Recent Activity
Decreased -11.98%
2.16%
$4.661M
183,708 shares@ $25.37 avg price
IJRIshares Tr
Recent Activity
Decreased -1.24%
1.9%
$4.093M
35,525 shares@ $115.22 avg price
VBVanguard Index Fds
Recent Activity
Decreased -1.13%
1.45%
$3.131M
13,033 shares@ $240.28 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.66%
1.2%
$2.571M
9,734 shares@ $264.13 avg price
VVVanguard Index Fds
Recent Activity
Decreased -21.4%
1.12%
$2.403M
8,911 shares@ $269.7 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.05%
0.91%
$1.964M
10,314 shares@ $190.44 avg price
USMVIshares Tr
Recent Activity
Decreased -4.48%
0.88%
$1.883M
21,208 shares@ $88.8 avg price