Pacific Center for Financial Services
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsan ramon, CA
- CIK0001698222
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
471 | $377.08 M | VUSB, NDQ, VTI, JEPI | 13F-HR | May 15, 2025 | 000139834425009592 | ||
974 | $388.55 M | NDQ, NDQ, VUSB, VUSB | 13F-HR | Feb 18, 2025 | 000139834425003005 | ||
485 | $379.72 M | NDQ, VUSB, VTI, JEPI | 13F-HR | Nov 15, 2024 | 000139834424020966 | ||
478 | $356.71 M | NDQ, VUSB, JEPI, VTI | 13F-HR | Aug 15, 2024 | 000139834424014714 | ||
468 | $350.71 M | NDQ, VUSB, JEPI, VTI | 13F-HR | May 20, 2024 | 000139834424009897 | ||
390 | $317.15 M | NDQ, VUSB, JEPI, VTI | 13F-HR | Feb 20, 2024 | 000139834424003315 | ||
417 | $294.40 M | VUSB, NDQ, JEPI, VTI | 13F-HR | Nov 15, 2023 | 000139834423020754 | ||
406 | $304.10 M | VUSB, JEPI, NDQ, VTI | 13F-HR | Aug 10, 2023 | 000139834423014454 | ||
412 | $290.12 M | VUSB, JEPI, NDQ, VTI | 13F-HR | May 16, 2023 | 000139834423009916 | ||
409 | $255.58 M | VUSB, JEPI, VTI, NDQ | 13F-HR | Nov 14, 2022 | 000139834422021909 | ||
410 | $242.47 M | VUSB, NDQ, VTI, MGK | 13F-HR | Aug 12, 2022 | 000139834422015392 | ||
385 | $279.66 M | VUSB, NDQ, VTI, MGK | 13F-HR | May 10, 2022 | 000139834422009216 | ||
397 | $248.20 M | NDQ, VTI, USMV, MGK | 13F-HR | Feb 14, 2022 | 000139834422003124 | ||
415 | $229.26 M | NDQ, VTI, USMV, MGK | 13F-HR | Nov 15, 2021 | 000139834421021528 | ||
357 | $229.21 M | NDQ, USMV, VTI, MGK | 13F-HR | Aug 16, 2021 | 000139834421016275 | ||
345 | $209.02 M | NDQ, USMV, VTI, MGK | 13F-HR | May 17, 2021 | 000139834421010963 | ||
337 | $270.12 M | ICSH, USMV, NDQ, MGK | 13F-HR | Feb 18, 2021 | 000139834421003661 | ||
326 | $241.58 M | ICSH, USMV, NDQ, MGK | 13F-HR | Nov 3, 2020 | 000139834420021244 | ||
315 | $202.92 M | ICSH, NDQ, USMV, VTI | 13F-HR | Aug 6, 2020 | 000139834420015146 | ||
313 | $158.05 M | ICSH, NDQ, USMV, VTI | 13F-HR | May 15, 2020 | 000139834420010491 | ||
323 | $227.48 M | ICSH, NDQ, USMV, VTI | 13F-HR | Feb 13, 2020 | 000139834420003291 | ||
344 | $204.34 M | ICSH, NDQ, USMV, VTI | 13F-HR | Nov 14, 2019 | 000139834419020193 | ||
333 | $195.13 M | ICSH, NDQ, USMV, VTI | 13F-HR | Aug 15, 2019 | 000139834419014446 | ||
331 | $185.90 M | ICSH, NDQ, VTI, USMV | 13F-HR | May 16, 2019 | 000139834419009061 | ||
345 | $186.06 M | ICSH, NDQ, KRE, VTI | 13F-HR | Feb 19, 2019 | 000139834419003062 | ||
337 | $205.07 M | NDQ, ICSH, KRE, VTI | 13F-HR | Nov 14, 2018 | 000139834418016452 | ||
320 | $170.35 M | NDQ, XMLV, VTI, EFAV | 13F-HR | Aug 14, 2018 | 000139834418011744 | ||
319 | $164.07 M | QQQ, POWERSHARES ETF TR II, EFAV, VTI | 13F-HR | May 8, 2018 | 000139834418007109 | ||
321 | $163.32 M | QQQ, POWERSHARES ETF TR II, VTI, EFAV | 13F-HR | Feb 15, 2018 | 000139834418002461 | ||
327 | $156.03 M | QQQ, POWERSHARES ETF TR II, VTI, EFAV | 13F-HR | Nov 14, 2017 | 000139834417014665 | ||
317 | $149.08 M | QQQ, POWERSHARES ETF TR II, EFAV, VTI | 13F-HR | Aug 11, 2017 | 000139834417010126 | ||
315 | $142.72 M | QQQ, POWERSHARES ETF TR II, VTI, EFAV | 13F-HR | May 25, 2017 | 000139834417006853 | ||
329 | $131.55 M | QQQ, USMV, VNQ, EFAV | 13F-HR | Feb 17, 2017 | 000139834417002202 |