Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | 0 | +100.0% | 0.00% | – |
BLK | Exit | BLACKROCK INC | $0 | – | 0 | +100.0% | 0.00% | – |
TSN | Exit | TYSON FOODS INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | 0 | +100.0% | 0.00% | – |
NVR | Exit | NVR INC | $0 | – | 0 | +100.0% | 0.00% | – |
TDG | Exit | TRANSDIGM GROUP INC | $0 | – | 0 | +100.0% | 0.00% | – |
VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | 0 | +100.0% | 0.00% | – |
CE | Exit | CELANESE CORP DEL | $0 | – | 0 | +100.0% | 0.00% | – |
NDAQ | Exit | NASDAQ INC | $0 | – | 0 | +100.0% | 0.00% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 27 | Q3 2023 | 12.3% |
ISHARES TR | 27 | Q3 2023 | 15.2% |
VANGUARD INDEX FDS | 27 | Q3 2023 | 9.4% |
ISHARES TR | 27 | Q3 2023 | 7.9% |
ISHARES TR | 27 | Q3 2023 | 8.5% |
SPDR S&P MIDCAP 400 ETF TR | 27 | Q3 2023 | 5.3% |
ISHARES TR | 27 | Q3 2023 | 4.3% |
VANGUARD STAR FDS | 27 | Q3 2023 | 4.3% |
VANGUARD INDEX FDS | 27 | Q3 2023 | 2.7% |
VANGUARD INDEX FDS | 27 | Q3 2023 | 7.8% |
View Pacific Center for Financial Services's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-20 |
13F-HR | 2024-02-20 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-16 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Pacific Center for Financial Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.