Pacific Center for Financial Services
Q2 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
465
- Value ($000)
$368,624
- Date Filed08/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $53.19M | 14 % | 96,426 | ||
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $48.28M | 13 % | 968,310 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $42.45M | 12 % | 139,683 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $27.12M | 7 % | 399,104 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $25.62M | 7 % | 91,556 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $22.51M | 6 % | 239,832 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $15.52M | 4 % | 174,231 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $14.09M | 4 % | 227,122 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $12.76M | 4 % | 34,850 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $9.03M | 3 % | 158,873 |
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