PACIFIC FINANCIAL GROUP INC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    bellevue, WA
  • CIK
    0001279926
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

58

$134.78M
IVV, NDQ, IVW, IJR
13F-HR
Feb 14, 2025
000121465925002735

55

$136.36M
IVV, NDQ, IVW, IJR
13F-HR
Nov 13, 2024
000121465924018813

57

$141.12M
IVV, NDQ, IVW, IJR
13F-HR
Aug 2, 2024
000121465924013644

58

$144.96M
IVV, NDQ, IVW, IJR
13F-HR
May 9, 2024
000121465924008684

56

$134.27M
NDQ, IVV, IJR, IVW
13F-HR
Feb 14, 2024
000121465924002921

58

$153.39M
NDQ, IVV, IVW, IJR
13F-HR
Nov 9, 2023
000121465923014728

57

$152.50M
NDQ, IVV, SHY, IJR
13F-HR
Aug 11, 2023
000121465923011033

53

$132.70M
SHV, NDQ, IVV, IJR
13F-HR
May 17, 2023
000121465923007402

53

$133.31M
SHV, IVV, NDQ, IJR
13F-HR
Feb 15, 2023
000121465923002512

51

$111.53M
KRE, IVV, IJR, SPD
13F-HR
Oct 11, 2022
000121465922012142

59

$134.74M
NDQ, KRE, IVV, IJR
13F-HR
Jul 13, 2022
000121465922008815

62

$153.63M
KRE, IVV, ESGU, IJR
13F-HR
Apr 22, 2022
000121465922005629

62

$152.37M
IVV, ESGU, NDQ, IJR
13F-HR
Jan 18, 2022
000121465922000800

66

$140.15M
IVV, IJR, IVW, VOO
13F-HR
Oct 19, 2021
000121465921010572

67

$144.74M
IJR, IVV, IVW, VOO
13F-HR
Jul 22, 2021
000121465921007764

59

$123.89M
VOO, IJR, IVV, IVW
13F-HR
Apr 20, 2021
000121465921004346

55

$113.22M
IJR, IVW, IVV, VOO
13F-HR
Jan 12, 2021
000121465921000405

135

$127.27M
IVW, IJH, VUG, SPHQ
13F-HR
Nov 9, 2020
000121465920009256

50

$96.04M
NDQ, VTV, SHY, VEA
13F-HR
Jul 6, 2020
000121465920006130

50

$96.93M
NDQ, VTV, SHY, VEA
13F-HR
Apr 8, 2020
000121465920003239

80

$1.01B
NDQ, IJH, IJR, USMV
13F-HR
Jan 7, 2020
000121465920000181

83

$921.62M
IJH, IJR, NDQ, SHV
13F-HR
Oct 3, 2019
000121465919006205

82

$827.80M
IJH, IJR, NDQ, IWB
13F-HR
Jul 8, 2019
000121465919004534

70

$820.30M
IJH, IJR, NDQ, IWB
13F-HR
May 14, 2019
000121465919003449

57

$630.40M
IJR, VOO, NDQ, IWR
13F-HR
Feb 13, 2019
000121465919001056

59

$55.88M
IVE, IVW, IVV, QQQ
13F-HR
Jul 27, 2016
000158064216009862

61

$53.75M
VOO, IVW, QQQ, IJR
13F-HR
Jan 22, 2016
000158064216006330

65

$76.32M
GVI, IJH, IJR, VOO
13F-HR
Oct 26, 2015
000158064215004805

51

$87.99M
9000047D, GVI, IJH, IJR
13F-HR
Jul 20, 2015
000158064215003047

48

$76.82M
IJH, CSM, GVI, IVW
13F-HR
Apr 27, 2015
000158064215001810

242

$338.10M
CSM, VOO, GVI, 9000047D
13F-HR
Jan 28, 2015
000158064215000385

40

$97.53M
9000048D, CSM, IJH, VOO
13F-HR
Oct 23, 2014
000091047214004662

48

$63.03M
9000047D, CSM, VOO, 9000048D
13F-HR
Jul 28, 2014
000091047214003150

56

$239.95M
VOO, 9000047D, VUG, PWB*
13F-HR
Apr 24, 2014
000091047214001753

52

$51.97M
VOO, GURU, 9000047D, GVI
RESTATEMENT
Feb 5, 2014
000091047214000389