$174 Million is the total value of PACIFIC SUN FINANCIAL CORP's 174 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $8,666,000 | – | 36,735 | +100.0% | 4.98% | – |
| AAPL | New | APPLE INC | $5,626,000 | – | 39,758 | +100.0% | 3.23% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $4,835,000 | – | 55,502 | +100.0% | 2.78% | – |
| PSCH | New | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $4,228,000 | – | 23,160 | +100.0% | 2.43% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $3,474,000 | – | 26,716 | +100.0% | 2.00% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $3,423,000 | – | 12,542 | +100.0% | 1.97% | – |
| RHS | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $3,055,000 | – | 19,830 | +100.0% | 1.76% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $2,888,000 | – | 44,844 | +100.0% | 1.66% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,709,000 | – | 55,605 | +100.0% | 1.56% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $2,694,000 | – | 32,867 | +100.0% | 1.55% | – |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $2,651,000 | – | 11,114 | +100.0% | 1.52% | – |
| REZ | New | ISHARES TRresidential mult | $2,633,000 | – | 30,773 | +100.0% | 1.51% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $2,571,000 | – | 34,412 | +100.0% | 1.48% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $2,570,000 | – | 17,214 | +100.0% | 1.48% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $2,549,000 | – | 126,985 | +100.0% | 1.46% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $2,410,000 | – | 31,856 | +100.0% | 1.38% | – |
| XAR | New | SPDR SER TRaerospace def | $2,259,000 | – | 18,937 | +100.0% | 1.30% | – |
| RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $2,234,000 | – | 13,964 | +100.0% | 1.28% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $2,206,000 | – | 30,676 | +100.0% | 1.27% | – |
| CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $2,172,000 | – | 24,164 | +100.0% | 1.25% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $2,130,000 | – | 12,828 | +100.0% | 1.22% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $2,122,000 | – | 15,277 | +100.0% | 1.22% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $2,110,000 | – | 53,815 | +100.0% | 1.21% | – |
| XHE | New | SPDR SER TRhlth cr equip | $2,055,000 | – | 16,425 | +100.0% | 1.18% | – |
| PSCC | New | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $2,015,000 | – | 20,032 | +100.0% | 1.16% | – |
| FB | New | FACEBOOK INCcl a | $1,966,000 | – | 5,793 | +100.0% | 1.13% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,865,000 | – | 5,209 | +100.0% | 1.07% | – |
| NXTG | New | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $1,686,000 | – | 22,096 | +100.0% | 0.97% | – |
| TSLA | New | TESLA INC | $1,671,000 | – | 2,155 | +100.0% | 0.96% | – |
| DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $1,656,000 | – | 25,066 | +100.0% | 0.95% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $1,631,000 | – | 7,459 | +100.0% | 0.94% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,616,000 | – | 30,765 | +100.0% | 0.93% | – |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,601,000 | – | 13,695 | +100.0% | 0.92% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,536,000 | – | 11,000 | +100.0% | 0.88% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $1,505,000 | – | 14,562 | +100.0% | 0.86% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $1,500,000 | – | 13,249 | +100.0% | 0.86% | – |
| IBB | New | ISHARES TRishares biotech | $1,465,000 | – | 9,059 | +100.0% | 0.84% | – |
| PBS | New | INVESCO EXCHANGE TRADED FD Tdynmc media | $1,432,000 | – | 26,681 | +100.0% | 0.82% | – |
| RZG | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $1,431,000 | – | 8,960 | +100.0% | 0.82% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,425,000 | – | 15,805 | +100.0% | 0.82% | – |
| ARKK | New | ARK ETF TRinnovation etf | $1,422,000 | – | 12,868 | +100.0% | 0.82% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,402,000 | – | 11,365 | +100.0% | 0.80% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $1,347,000 | – | 30,447 | +100.0% | 0.77% | – |
| AMZN | New | AMAZON COM INC | $1,314,000 | – | 400 | +100.0% | 0.76% | – |
| PSCT | New | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $1,288,000 | – | 9,222 | +100.0% | 0.74% | – |
| BBH | New | VANECK ETF TRUSTbiotech etf | $1,268,000 | – | 6,272 | +100.0% | 0.73% | – |
| MSFT | New | MICROSOFT CORP | $1,266,000 | – | 4,489 | +100.0% | 0.73% | – |
| SDY | New | SPDR SER TRs&p divid etf | $1,195,000 | – | 10,168 | +100.0% | 0.69% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $1,188,000 | – | 12,159 | +100.0% | 0.68% | – |
| DON | New | WISDOMTREE TRus midcap divid | $1,146,000 | – | 27,648 | +100.0% | 0.66% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,109,000 | – | 17,658 | +100.0% | 0.64% | – |
| VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $1,092,000 | – | 6,272 | +100.0% | 0.63% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $1,046,000 | – | 9,579 | +100.0% | 0.60% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $1,028,000 | – | 9,165 | +100.0% | 0.59% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,011,000 | – | 2,520 | +100.0% | 0.58% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $1,001,000 | – | 5,915 | +100.0% | 0.58% | – |
| ITA | New | ISHARES TRus aer def etf | $957,000 | – | 9,185 | +100.0% | 0.55% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $955,000 | – | 6,050 | +100.0% | 0.55% | – |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $939,000 | – | 16,677 | +100.0% | 0.54% | – |
| RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $939,000 | – | 4,255 | +100.0% | 0.54% | – |
| RYU | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $928,000 | – | 9,042 | +100.0% | 0.53% | – |
| NUSA | New | NUSHARES ETF TRnuveen enhcd 1 5 | $871,000 | – | 34,700 | +100.0% | 0.50% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $854,000 | – | 11,142 | +100.0% | 0.49% | – |
| FCOM | New | FIDELITY COVINGTON TRUST | $838,000 | – | 15,694 | +100.0% | 0.48% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $825,000 | – | 14,505 | +100.0% | 0.47% | – |
| QDEF | New | FLEXSHARES TRqlt div def idx | $824,000 | – | 15,498 | +100.0% | 0.47% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $824,000 | – | 11,144 | +100.0% | 0.47% | – |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $822,000 | – | 13,400 | +100.0% | 0.47% | – |
| WELL | New | WELLTOWER INC | $808,000 | – | 9,804 | +100.0% | 0.46% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $788,000 | – | 7,875 | +100.0% | 0.45% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $774,000 | – | 2,666 | +100.0% | 0.44% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $764,000 | – | 2,904 | +100.0% | 0.44% | – |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $759,000 | – | 3,767 | +100.0% | 0.44% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $734,000 | – | 9,273 | +100.0% | 0.42% | – |
| IGV | New | ISHARES TRexpanded tech | $708,000 | – | 1,774 | +100.0% | 0.41% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $697,000 | – | 15,681 | +100.0% | 0.40% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $690,000 | – | 4,796 | +100.0% | 0.40% | – |
| PBE | New | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $679,000 | – | 9,075 | +100.0% | 0.39% | – |
| DIS | New | DISNEY WALT CO | $679,000 | – | 4,016 | +100.0% | 0.39% | – |
| APTS | New | PREFERRED APT CMNTYS INC | $671,000 | – | 54,848 | +100.0% | 0.38% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $668,000 | – | 2,317 | +100.0% | 0.38% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $666,000 | – | 10,060 | +100.0% | 0.38% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $652,000 | – | 7,960 | +100.0% | 0.38% | – |
| PG | New | PROCTER AND GAMBLE CO | $622,000 | – | 4,448 | +100.0% | 0.36% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $615,000 | – | 4,004 | +100.0% | 0.35% | – |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $612,000 | – | 5,140 | +100.0% | 0.35% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $610,000 | – | 12,150 | +100.0% | 0.35% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $605,000 | – | 11,630 | +100.0% | 0.35% | – |
| FSTA | New | FIDELITY COVINGTON TRUSTconsmr staples | $599,000 | – | 14,320 | +100.0% | 0.34% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $596,000 | – | 10,610 | +100.0% | 0.34% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $586,000 | – | 2,092 | +100.0% | 0.34% | – |
| QDF | New | FLEXSHARES TRqualt divd idx | $579,000 | – | 10,400 | +100.0% | 0.33% | – |
| CSB | New | VICTORY PORTFOLIOS II | $580,000 | – | 10,104 | +100.0% | 0.33% | – |
| ILCB | New | ISHARES TRmorningstr us eq | $567,000 | – | 9,340 | +100.0% | 0.33% | – |
| BAC | New | BK OF AMERICA CORP | $546,000 | – | 12,851 | +100.0% | 0.31% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $544,000 | – | 3,029 | +100.0% | 0.31% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $543,000 | – | 1,130 | +100.0% | 0.31% | – |
| EVX | New | VANECK ETF TRUSTenvironmental sr | $535,000 | – | 3,730 | +100.0% | 0.31% | – |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $523,000 | – | 9,120 | +100.0% | 0.30% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $503,000 | – | 9,840 | +100.0% | 0.29% | – |
| IMCV | New | ISHARES TRmrgstr md cp val | $502,000 | – | 7,935 | +100.0% | 0.29% | – |
| PSL | New | INVESCO EXCHANGE TRADED FD Tdwa staples | $494,000 | – | 5,521 | +100.0% | 0.28% | – |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $486,000 | – | 11,178 | +100.0% | 0.28% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $481,000 | – | 1,945 | +100.0% | 0.28% | – |
| PYZ | New | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $481,000 | – | 5,680 | +100.0% | 0.28% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $471,000 | – | 4,972 | +100.0% | 0.27% | – |
| FDM | New | FIRST TR DOW JONES SELECT MI | $468,000 | – | 7,803 | +100.0% | 0.27% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $458,000 | – | 6,642 | +100.0% | 0.26% | – |
| SBUX | New | STARBUCKS CORP | $456,000 | – | 4,137 | +100.0% | 0.26% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $439,000 | – | 8,030 | +100.0% | 0.25% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $435,000 | – | 6,315 | +100.0% | 0.25% | – |
| HDV | New | ISHARES TRcore high dv etf | $425,000 | – | 4,509 | +100.0% | 0.24% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $421,000 | – | 158 | +100.0% | 0.24% | – |
| NFLX | New | NETFLIX INC | $419,000 | – | 687 | +100.0% | 0.24% | – |
| BA | New | BOEING CO | $410,000 | – | 1,862 | +100.0% | 0.24% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $400,000 | – | 3,978 | +100.0% | 0.23% | – |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $399,000 | – | 4,462 | +100.0% | 0.23% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $396,000 | – | 12,840 | +100.0% | 0.23% | – |
| PJP | New | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $392,000 | – | 5,070 | +100.0% | 0.22% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $373,000 | – | 7,370 | +100.0% | 0.21% | – |
| PSCF | New | INVESCO EXCH TRADED FD TR IIs&p smlcp finl | $368,000 | – | 6,300 | +100.0% | 0.21% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $368,000 | – | 2,455 | +100.0% | 0.21% | – |
| LLY | New | LILLY ELI & CO | $355,000 | – | 1,535 | +100.0% | 0.20% | – |
| CVX | New | CHEVRON CORP NEW | $349,000 | – | 3,444 | +100.0% | 0.20% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $344,000 | – | 1,785 | +100.0% | 0.20% | – |
| VIOG | New | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $339,000 | – | 1,509 | +100.0% | 0.20% | – |
| XTL | New | SPDR SER TR | $332,000 | – | 3,480 | +100.0% | 0.19% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $330,000 | – | 5,416 | +100.0% | 0.19% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $320,000 | – | 3,080 | +100.0% | 0.18% | – |
| FAB | New | FIRST TR MULTI CP VAL ALPHA | $318,000 | – | 4,540 | +100.0% | 0.18% | – |
| XITK | New | SPDR SER TRfactst inv etf | $311,000 | – | 1,444 | +100.0% | 0.18% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $310,000 | – | 1,133 | +100.0% | 0.18% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $308,000 | – | 6,540 | +100.0% | 0.18% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $307,000 | – | 908 | +100.0% | 0.18% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $307,000 | – | 1,300 | +100.0% | 0.18% | – |
| FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $304,000 | – | 5,665 | +100.0% | 0.18% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $303,000 | – | 1,281 | +100.0% | 0.17% | – |
| XBI | New | SPDR SER TRs&p biotech | $295,000 | – | 2,350 | +100.0% | 0.17% | – |
| ITEQ | New | ETF MANAGERS TRbluestar israel | $293,000 | – | 4,440 | +100.0% | 0.17% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $291,000 | – | 2,600 | +100.0% | 0.17% | – |
| DVY | New | ISHARES TRselect divid etf | $288,000 | – | 2,512 | +100.0% | 0.16% | – |
| NKE | New | NIKE INCcl b | $288,000 | – | 1,986 | +100.0% | 0.16% | – |
| HD | New | HOME DEPOT INC | $285,000 | – | 867 | +100.0% | 0.16% | – |
| USMV | New | ISHARES TRmsci usa min vol | $285,000 | – | 3,881 | +100.0% | 0.16% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $280,000 | – | 3,346 | +100.0% | 0.16% | – |
| FXU | New | FIRST TR EXCHANGE TRADED FDutilities alph | $281,000 | – | 9,500 | +100.0% | 0.16% | – |
| PM | New | PHILIP MORRIS INTL INC | $275,000 | – | 2,900 | +100.0% | 0.16% | – |
| COST | New | COSTCO WHSL CORP NEW | $275,000 | – | 613 | +100.0% | 0.16% | – |
| V | New | VISA INC | $274,000 | – | 1,231 | +100.0% | 0.16% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $273,000 | – | 915 | +100.0% | 0.16% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $271,000 | – | 6,410 | +100.0% | 0.16% | – |
| IYF | New | ISHARES TRu.s. finls etf | $267,000 | – | 3,234 | +100.0% | 0.15% | – |
| MGC | New | VANGUARD WORLD FDmega cap index | $265,000 | – | 1,740 | +100.0% | 0.15% | – |
| KARS | New | KRANESHARES TRelec veh futur | $265,000 | – | 5,709 | +100.0% | 0.15% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $262,000 | – | 4,096 | +100.0% | 0.15% | – |
| UNP | New | UNION PAC CORP | $257,000 | – | 1,310 | +100.0% | 0.15% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $250,000 | – | 2,940 | +100.0% | 0.14% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $247,000 | – | 1,850 | +100.0% | 0.14% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $243,000 | – | 2,360 | +100.0% | 0.14% | – |
| TIP | New | ISHARES TRtips bd etf | $244,000 | – | 1,912 | +100.0% | 0.14% | – |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $244,000 | – | 3,360 | +100.0% | 0.14% | – |
| MCD | New | MCDONALDS CORP | $236,000 | – | 980 | +100.0% | 0.14% | – |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $235,000 | – | 1,604 | +100.0% | 0.14% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $229,000 | – | 3,027 | +100.0% | 0.13% | – |
| PSR | New | INVESCO ACTIVELY MANAGED ETFactive us real | $219,000 | – | 2,126 | +100.0% | 0.13% | – |
| CSM | New | PROSHARES TRlarge cap cre | $216,000 | – | 2,160 | +100.0% | 0.12% | – |
| SDOG | New | ALPS ETF TRsectr div dogs | $215,000 | – | 4,205 | +100.0% | 0.12% | – |
| IWR | New | ISHARES TRrus mid cap etf | $214,000 | – | 2,740 | +100.0% | 0.12% | – |
| RACE | New | FERRARI N V | $213,000 | – | 1,018 | +100.0% | 0.12% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $212,000 | – | 1,185 | +100.0% | 0.12% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $213,000 | – | 1,530 | +100.0% | 0.12% | – |
| PSCM | New | INVESCO EXCH TRADED FD TR IIs&p smlcp matl | $213,000 | – | 3,360 | +100.0% | 0.12% | – |
| JNJ | New | JOHNSON & JOHNSON | $209,000 | – | 1,292 | +100.0% | 0.12% | – |
| JPS | New | NUVEEN PFD & INCM SECURTIES | $119,000 | – | 12,173 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q2 2023 | 4.5% |
| META PLATFORMS INC | 16 | Q2 2023 | 2.3% |
| VANGUARD INDEX FDS | 16 | Q2 2023 | 1.2% |
| VANGUARD INDEX FDS | 16 | Q2 2023 | 1.1% |
| VANGUARD INDEX FDS | 16 | Q2 2023 | 2.4% |
| ISHARES TR | 16 | Q2 2023 | 0.7% |
| AMAZON COM INC | 16 | Q2 2023 | 0.8% |
| MICROSOFT CORP | 16 | Q2 2023 | 0.8% |
| ISHARES TR | 16 | Q2 2023 | 0.6% |
| PROCTER & GAMBLE CO | 16 | Q2 2023 | 0.6% |
View PACIFIC SUN FINANCIAL CORP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2020-11-12 |
View PACIFIC SUN FINANCIAL CORP'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.