PACIFIC FINANCIAL GROUP INC
Q1 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
55
- Value ($000)
$123,910
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.20 M | 16 % | 34,169 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.57 M | 11 % | 28,937 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $9.98 M | 8 % | 107,520 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.07 M | 6 % | 67,606 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $6.74 M | 5 % | 35,341 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.89 M | 4 % | 8,737 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.84 M | 4 % | 82,934 | ||
IMCB ISHARES TR | MRGSTR MD CP ETF | 464288208 | $4.74 M | 4 % | 63,991 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $4.72 M | 4 % | 76,365 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $4.47 M | 4 % | 87,483 |
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