PCA Investment Advisory Services Inc.

13F filer, CIK 1977044, CINCINNATI, OH

PCA Investment Advisory Services Inc. reported $215,965,932 across 145 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-14. Its ten largest share positions make up 53.05% of the portfolio.

Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001977044-25-000001

Period: 2024-12-31
Reported value: $216M
Holdings: 145
Top 10 weight: 53.05%
New: 7
Sold out: 18

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHDadded	+153,118	$4.18M
IUSVadded	+40,891	$3.79M
SCHMadded	+74,392	$2.06M
HEFAadded	+41,073	$1.43M
IVVadded	+1,825	$1.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IUSGreduced	-4,876	-$679K
VVreduced	-2,427	-$655K
DFAEreduced	-25,009	-$634K
RBRKreduced	-5,000	-$327K
IYHexited	-4,181	-$272K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001977044-25-000001, largest first. % of portfolio is the value over $215,965,932, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	44,918	$26.4M	12.24%	+1,825	Timeline
IUSVISHARES TR	221,089	$20.5M	9.48%	+40,891	Timeline
IUSGISHARES TR	91,479	$12.7M	5.9%	-4,876	Timeline
DFASDIMENSIONAL ETF TRUST	172,198	$11.2M	5.19%	-1,562	Timeline
VTVVANGUARD INDEX FDS	55,431	$9.38M	4.35%	+817	Timeline
VUGVANGUARD INDEX FDS	22,695	$9.31M	4.31%	+1,102	Timeline
IJHISHARES TR	113,358	$7.06M	3.27%	+742	Timeline
SCHDSCHWAB STRATEGIC TR	225,843	$6.17M	2.86%	+153,118	Timeline
HEFAISHARES TR	174,176	$6.05M	2.8%	+41,073	Timeline
AAPLAPPLE INC	22,822	$5.72M	2.65%	-24	Timeline
PGPROCTER & GAMBLE CO	28,758	$4.82M	2.23%	+871	Timeline
DFAEDIMENSIONAL ETF TRUST	183,708	$4.66M	2.16%	-25,009	Timeline
MSFTMICROSOFT CORP	10,640	$4.48M	2.08%	+28	Timeline
IJRISHARES TR	35,525	$4.09M	1.9%	-448	Timeline
SCHMSCHWAB STRATEGIC TR	113,545	$3.15M	1.46%	+74,392	Timeline
VBVANGUARD INDEX FDS	13,033	$3.13M	1.45%	-149	Timeline
VOOVANGUARD INDEX FDS	4,826	$2.6M	1.2%	+98	Timeline
VOVANGUARD INDEX FDS	9,734	$2.57M	1.19%	-267	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	43,267	$2.56M	1.18%	0	Timeline
AMZNAMAZON COM INC	11,523	$2.53M	1.17%	+319	Timeline
VTIVANGUARD INDEX FDS	8,691	$2.52M	1.17%	+163	Timeline
GOOGLALPHABET INC	12,891	$2.44M	1.13%	+61	Timeline
VVVANGUARD INDEX FDS	8,911	$2.4M	1.11%	-2,427	Timeline
GOOGALPHABET INC	10,314	$1.96M	0.91%	-6	Timeline
USMVISHARES TR	21,208	$1.88M	0.87%	-995	Timeline
CINFCINCINNATI FINL CORP	10,835	$1.56M	0.72%	+69	Timeline
JPMJPMORGAN CHASE & CO	6,402	$1.53M	0.71%	-139	Timeline
IMCGISHARES TR	19,895	$1.5M	0.7%	-571	Timeline
NVDANVIDIA CORPORATION	10,199	$1.37M	0.63%	+349	Timeline
IMCVISHARES TR	17,189	$1.28M	0.59%	-742	Timeline
DFLVDIMENSIONAL ETF TRUST	38,466	$1.16M	0.53%	+17,179	Timeline
VEAVANGUARD TAX-MANAGED FDS	23,857	$1.14M	0.53%	-320	Timeline
VGTVANGUARD WORLD FD	1,813	$1.13M	0.52%	-25	Timeline
EFAVISHARES TR	15,051	$1.06M	0.49%	+189	Timeline
PANWPALO ALTO NETWORKS INC	5,521	$1M	0.47%	+2,760	Timeline
RSPINVESCO EXCHANGE TRADED FD T	5,689	$997K	0.46%	-210	Timeline
ITOTISHARES TR	7,441	$957K	0.44%	-507	Timeline
DTDWISDOMTREE TR	12,316	$934K	0.43%	-977	Timeline
DBEFDBX ETF TR	19,986	$827K	0.38%	+631	Timeline
LLYELI LILLY & CO	1,031	$796K	0.37%	0	Timeline
DGROISHARES TR	12,780	$784K	0.36%	+50	Timeline
SDYSPDR SERIES TRUST	5,832	$770K	0.36%	+24	Timeline
BDECINNOVATOR ETFS TRUST	17,467	$753K	0.35%	+200	Timeline
IJKISHARES TR	8,210	$747K	0.35%	-1,874	Timeline
SPYMSPDR SERIES TRUST	10,606	$731K	0.34%	+14	Timeline
VHTVANGUARD WORLD FD	2,735	$694K	0.32%	-391	Timeline
BFEBINNOVATOR ETFS TRUST	15,822	$681K	0.32%	0	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$681K	0.32%	0	Timeline
VVISA INC	2,145	$678K	0.31%	+1	Timeline
MCDMCDONALDS CORP	2,304	$668K	0.31%	+221	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,444	$654K	0.3%	0	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	8,007	$628K	0.29%	+11	Timeline
COSTCOSTCO WHOLESALE CORPORATION	678	$621K	0.29%	0	Timeline
HDHOME DEPOT INC	1,567	$610K	0.28%	-14	Timeline
FNDFSCHWAB STRATEGIC TR	18,175	$604K	0.28%	+1,746	Timeline
LOWLOWES COS INC	2,287	$564K	0.26%	+1	Timeline
SPSMSPDR SERIES TRUST	12,524	$563K	0.26%	-644	Timeline
KRKROGER CO	8,703	$532K	0.25%	+40	Timeline
METAMETA PLATFORMS INC	903	$529K	0.24%	+31	Timeline
IWMISHARES TR	2,391	$528K	0.24%	-786	Timeline
IVEISHARES TR	2,704	$516K	0.24%	-16	Timeline
TSLATESLA INC	1,232	$497K	0.23%	-440	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	6,387	$488K	0.23%	0	Timeline
BJANINNOVATOR ETFS TRUST	10,121	$485K	0.22%	-529	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	7,934	$474K	0.22%	+359	Timeline
WMTWALMART INC	5,232	$473K	0.22%	-105	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	11,470	$462K	0.21%	-70	Timeline
FYXFIRST TR EXCHANGE-TRADED ALP	4,520	$457K	0.21%	-14	Timeline
FBNDFIDELITY MERRIMACK STR TR	9,689	$435K	0.2%	-593	Timeline
IVWISHARES TR	4,133	$420K	0.19%	-119	Timeline
IWFISHARES TR	1,043	$419K	0.19%	-30	Timeline
NEENEXTERA ENERGY INC	5,820	$417K	0.19%	+168	Timeline
PMAYINNOVATOR ETFS TRUST	11,539	$414K	0.19%	0	Timeline
BAUGINNOVATOR ETFS TRUST	9,437	$411K	0.19%	-1,000	Timeline
NFLXNETFLIX INC.	455	$406K	0.19%	+20	Timeline
GEGE AEROSPACE	2,396	$400K	0.19%	+1	Timeline
EMREMERSON ELEC CO	3,196	$396K	0.18%	+3	Timeline
PLTRPALANTIR TECHNOLOGIES INC	5,173	$391K	0.18%	new	Timeline
DUKDUKE ENERGY CORP NEW	3,543	$382K	0.18%	+51	Timeline
BALTINNOVATOR ETFS TRUST	11,800	$371K	0.17%	new	Timeline
TJXTJX COS INC NEW	3,040	$367K	0.17%	+3	Timeline
PJANINNOVATOR ETFS TRUST	8,690	$367K	0.17%	0	Timeline
XOMEXXON MOBIL CORP	3,319	$357K	0.17%	-10	Timeline
RECSCOLUMBIA ETF TR I	10,133	$351K	0.16%	new	Timeline
ITWILLINOIS TOOL WKS INC	1,351	$343K	0.16%	0	Timeline
DFAIDIMENSIONAL ETF TRUST	11,557	$337K	0.16%	-2,755	Timeline
ICFISHARES TR	5,591	$337K	0.16%	-90	Timeline
JNJJOHNSON & JOHNSON	2,311	$334K	0.15%	-147	Timeline
FTCFIRST TR EXCHANGE-TRADED ALP	2,370	$328K	0.15%	+1	Timeline
RBRKRUBRIK INC.	5,000	$327K	0.15%	-5,000	Timeline
CSCOCISCO SYS INC	5,489	$325K	0.15%	-138	Timeline
CATCATERPILLAR INC	891	$323K	0.15%	0	Timeline
FITBFIFTH THIRD BANCORP	7,464	$316K	0.15%	-476	Timeline
AXPAMERICAN EXPRESS CO	1,059	$314K	0.15%	0	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	536	$314K	0.15%	+1	Timeline
BAPRINNOVATOR ETFS TRUST	7,000	$310K	0.14%	0	Timeline
ORCLORACLE CORP	1,853	$309K	0.14%	+1	Timeline
PWRQUANTA SVCS INC	957	$303K	0.14%	0	Timeline
ACNACCENTURE PLC IRELAND	852	$300K	0.14%	0	Timeline
TIPISHARES TR	2,776	$296K	0.14%	-68	Timeline
WSBCWESBANCO INC	9,090	$296K	0.14%	0	Timeline
VBKVANGUARD INDEX FDS	1,026	$287K	0.13%	-39	Timeline
ADIANALOG DEVICES INC	1,351	$287K	0.13%	+1	Timeline
QQQINVESCO QQQ TR	556	$284K	0.13%	+11	Timeline
SYKSTRYKER CORPORATION	766	$276K	0.13%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	4,550	$274K	0.13%	+100	Timeline
PAPRINNOVATOR ETFS TRUST	7,443	$273K	0.13%	0	Timeline
PSEPINNOVATOR ETFS TRUST	6,888	$269K	0.12%	+495	Timeline
GLDSPDR GOLD TR	1,100	$266K	0.12%	-1	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	5,931	$259K	0.12%	+19	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	1,063	$258K	0.12%	-250	Timeline
CTASCINTAS CORP	1,386	$253K	0.12%	+1	Timeline
ABTABBOTT LABORATORIES	2,219	$251K	0.12%	0	Timeline
UNHUNITEDHEALTH GROUP INC	494	$250K	0.12%	+5	Timeline
IWRISHARES TR	2,826	$250K	0.12%	0	Timeline
Couchbase IncCouchbase Inc	16,000	$249K	0.12%	0
SLYVSPDR SERIES TRUST	2,858	$249K	0.12%	0	Timeline
IEMGISHARES INC	4,714	$246K	0.11%	-541	Timeline
BMAYINNOVATOR ETFS TRUST	6,102	$246K	0.11%	0	Timeline
CVXCHEVRON CORPORATION	1,681	$243K	0.11%	+139	Timeline
IAUISHARES GOLD TR	4,867	$241K	0.11%	+305	Timeline
SLYGSPDR SERIES TRUST	2,628	$237K	0.11%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	804	$235K	0.11%	+2	Timeline
AMGNAMGEN INC	900	$235K	0.11%	+4	Timeline
FRELFIDELITY COVINGTON TRUST	8,547	$231K	0.11%	-629	Timeline
IJTISHARES TR	1,704	$231K	0.11%	-1,269	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	2,142	$223K	0.1%	-607	Timeline
PFEBINNOVATOR ETFS TRUST	6,050	$223K	0.1%	0	Timeline
BJULINNOVATOR ETFS TRUST	4,945	$220K	0.1%	-336	Timeline
PDECINNOVATOR ETFS TRUST	5,666	$218K	0.1%	-1,142	Timeline
APRPPGIM ROCK ETF TR	7,846	$216K	0.1%	0	Timeline
GISGENERAL MILLS INC	3,331	$212K	0.1%	-268	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,009	$212K	0.1%	0	Timeline
PAYXPAYCHEX INC	1,508	$211K	0.1%	+2	Timeline
AMATAPPLIED MATLS INC	1,288	$209K	0.1%	+11	Timeline
NVONOVO-NORDISK A S	2,422	$208K	0.1%	+90	Timeline
VYMVANGUARD WHITEHALL FDS	1,630	$208K	0.1%	-153	Timeline
VOTVANGUARD INDEX FDS	819	$208K	0.1%	new	Timeline
BSEPINNOVATOR ETFS TRUST	4,745	$204K	0.09%	new	Timeline
IEFAISHARES TR	2,895	$203K	0.09%	-1,345	Timeline
APDAIR PRODUCTS AND CHEMICALS I	696	$202K	0.09%	+21	Timeline
CLFCLEVELAND-CLIFFS INC NEW	10,685	$100K	0.05%	-200	Timeline
CERSCERUS CORP	30,000	$46.2K	0.02%	new	Timeline
PACBPACIFIC BIOSCIENCES CALIF IN	15,000	$27.4K	0.01%	+5,000	Timeline
ABSIABSCI CORPORATION	10,000	$26.2K	0.01%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
IYHISHARES TR	4,181	$272K	shares
QCOMQUALCOMM INC	1,451	$247K	shares
SPYDSPDR SERIES TRUST	5,163	$236K	shares
GDGENERAL DYNAMICS CORP	746	$225K	shares
KOCOCA COLA CO	3,099	$223K	shares
IJULINNOVATOR ETFS TRUST	7,527	$221K	shares
NSCNORFOLK SOUTHN CORP	877	$218K	shares
BMARINNOVATOR ETFS TRUST	4,810	$217K	shares
SOSOUTHERN CO	2,305	$208K	shares
SBUXSTARBUCKS CORP	2,108	$206K	shares
NKENIKE INC	2,313	$204K	shares
DHRDANAHER CORP DEL	732	$204K	shares
CBCHUBB LIMITED	705	$203K	shares
JHSCJOHN HANCOCK EXCHANGE TRADED	5,000	$201K	shares
ETENERGY TRANSFER L P	10,149	$163K	shares
MQMARQETA INC	12,000	$59K	shares
NXDRNEXTDOOR HOLDINGS INC	21,739	$53.9K	shares
BFLYBUTTERFLY NETWORK INC	10,000	$17.7K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001977044-25-000001	base		2025-01-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC