PACIFIC FINANCIAL GROUP INC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Bellevue, WA
CIK
0001279926
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 57 141,117 IVV, QQQ, IVW, IJR 13F-HR 8/2/2024 000121465924013644
Q1 2024 58 144,961 IVV, QQQ, IVW, IJR 13F-HR 5/9/2024 000121465924008684
Q4 2023 56 134,267 QQQ, IVV, IJR, IVW 13F-HR 2/14/2024 000121465924002921
Q3 2023 58 153,391 QQQ, IVV, IVW, IJR 13F-HR 11/9/2023 000121465923014728
Q2 2023 57 152,499 QQQ, IVV, SHY, IJR 13F-HR 8/11/2023 000121465923011033
Q1 2023 53 132,698 SHV, QQQ, IVV, IJR 13F-HR 5/17/2023 000121465923007402
Q4 2022 53 133,308 SHV, IVV, QQQ, IJR 13F-HR 2/14/2023 000121465923002512
Q3 2022 51 111,533 BIL, IVV, IJR, SPD 13F-HR 10/11/2022 000121465922012142
Q2 2022 59 134,739 QQQ, BIL, IVV, IJR 13F-HR 7/13/2022 000121465922008815
Q1 2022 62 153,628 BIL, IVV, ESGU, IJR 13F-HR 4/22/2022 000121465922005629
Q4 2021 62 152,368 IVV, ESGU, QQQ, IJR 13F-HR 1/18/2022 000121465922000800
Q3 2021 66 140,152 IVV, IJR, IVW, VOO 13F-HR 10/18/2021 000121465921010572
Q2 2021 67 144,741 IJR, IVV, IVW, VOO 13F-HR 7/22/2021 000121465921007764
Q1 2021 59 123,893 VOO, IJR, IVV, IVW 13F-HR 4/20/2021 000121465921004346
Q4 2020 55 113,216 IJR, IVW, IVV, VOO 13F-HR 1/12/2021 000121465921000405
Q3 2020 135 127,267 IVW, IJH, VUG, SPHQ 13F-HR 11/9/2020 000121465920009256
Q2 2020 50 96,040 QQQ, VTV, SHY, VEA 13F-HR 7/6/2020 000121465920006130
Q1 2020 50 96,930 QQQ, VTV, SHY, VEA 13F-HR 4/8/2020 000121465920003239
Q4 2019 80 1,014,466 QQQ, IJH, IJR, USMV 13F-HR 1/7/2020 000121465920000181
Q3 2019 83 921,615 IJH, IJR, QQQ, SHV 13F-HR 10/3/2019 000121465919006205
Q2 2019 82 827,797 IJH, IJR, QQQ, IWB 13F-HR 7/8/2019 000121465919004534
Q1 2019 70 820,300 IJH, IJR, QQQ, IWB 13F-HR 5/14/2019 000121465919003449
Q4 2018 57 630,402 IJR, VOO, QQQ, IWR 13F-HR 2/13/2019 000121465919001056
Q2 2016 59 55,883 IVE, IVW, IVV, QQQ 13F-HR 7/27/2016 000158064216009862
Q4 2015 61 53,749 VOO, IVW, QQQ, IJR 13F-HR 1/22/2016 000158064216006330
Q3 2015 65 76,321 GVI, IJH, IJR, VOO 13F-HR 10/26/2015 000158064215004805
Q2 2015 51 87,989 RYDEX ETF TRUST, GVI, IJH, IJR 13F-HR 7/20/2015 000158064215003047
Q1 2015 48 76,823 IJH, CSM, GVI, IVW 13F-HR 4/27/2015 000158064215001810
Q4 2014 242 338,099 CSM, VOO, GVI, RYDEX ETF TRUST 13F-HR 1/28/2015 000158064215000385
Q3 2014 40 97,533 RYDEX ETF TRUST, CSM, IJH, VOO 13F-HR 10/23/2014 000091047214004662
Q2 2014 48 63,027 RYDEX ETF TRUST, CSM, VOO, IJH 13F-HR 7/28/2014 000091047214003150
Q1 2014 56 239,949 VOO, RYDEX ETF TRUST, VUG, PWB 13F-HR 4/24/2014 000091047214001753
Q4 2013 52 51,969 VOO, RYDEX ETF TRUST, GURU, GVI RESTATEMENT 2/5/2014 000091047214000389
Additional filings from Pacific Financial Group Inc that have since been restated