Melissa C. Anderson

Pca Investment Advisory Services Inc.

Assets Managed

$299.701M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 25d ago

Growth Rate

4.78%(2Q avg: 5.3%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pca Investment Advisory Services Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 57 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 299.701M in assets, with a quarterly growth rate of 4.78% and a 2-quarter average growth rate of 5.3%. The portfolio is managed by Melissa C. Anderson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 3.85%	14.35%	$42.995M 65,656 shares@ $654.86 avg price	Increased 3.85%
IUSV Ishares Core S&p U.s. Value Recent Activity Increased 6.07%	10.95%	$32.809M 320,867 shares@ $102.26 avg price	Increased 6.07%
DFAS Dimensional Us Small Cap Etf Recent Activity Increased 10.1%	7.56%	$22.645M 318,367 shares@ $71.13 avg price	Increased 10.1%
VTV Vanguard Value Etf Recent Activity Increased 8.65%	6.02%	$18.027M 91,881 shares@ $196.2 avg price	Increased 8.65%
FBND Fidelity Total Bond Etf Recent Activity Increased 8.77%	5.9%	$17.653M 386,458 shares@ $45.68 avg price	Increased 8.77%
VUG Vanguard Growth Etf Recent Activity Increased 11.52%	5.5%	$16.473M 37,714 shares@ $436.8 avg price	Increased 11.52%
IUSG Ishares Core S&p U.s. Growth Recent Activity Increased 4.81%	5.19%	$15.547M 100,231 shares@ $155.12 avg price	Increased 4.81%
HEFA Isha Curr Hedged Msci Eafe Recent Activity Increased 13.81%	4.2%	$12.576M 295,941 shares@ $42.5 avg price	Increased 13.81%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 9.56%	4.14%	$12.381M 182,907 shares@ $67.7 avg price	Increased 9.56%
DFAE Dimensional Emerging Core Eq Recent Activity Increased 6.44%	3.22%	$9.642M 284,747 shares@ $33.87 avg price	Increased 6.44%

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