PACIFIC FINANCIAL GROUP INC
Q4 2024 13F Holdings
- Locationbellevue, WA
- Num holdings
58
- Value ($000)
$134,783
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001279926
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.41M | 15 % | 34,676 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $15.41M | 11 % | 30,143 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $11.14M | 8 % | 109,750 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.91M | 6 % | 68,618 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $6.80M | 5 % | 35,606 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $5.26M | 4 % | 84,416 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.23M | 4 % | 8,930 | ||
IMCB ISHARES TR | MRGSTR MD CP ETF | 464288208 | $5.00M | 4 % | 65,659 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $4.81M | 4 % | 78,430 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $4.60M | 3 % | 89,872 |
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