Pacific Center for Financial Services
Q1 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
471
- Value ($000)
$377,079
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001698222
- 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 |
|---|---|---|---|---|---|---|---|
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $48.41 M | 13 % | 971,046 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $45.67 M | 12 % | 97,394 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $38.49 M | 10 % | 140,049 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $38.39 M | 10 % | 671,810 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $25.08 M | 7 % | 403,430 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $23.82 M | 6 % | 92,107 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $22.58 M | 6 % | 241,062 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $15.87 M | 4 % | 175,286 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $13.43 M | 4 % | 230,180 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $10.80 M | 3 % | 34,980 |
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