Portfolio (Quarterly)
Guide ↗
Pacific Center for Financial Services
· CIK 0001698222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | IGIB | ISHARES TR | — | 1,404.0 | $75K | 0.02% | — | — | $53.17 | -1.4% |
| 182 | SPWO | SP FUNDS TRUST | — | 2,148.0 | $74K | 0.02% | +1K | +106.5% | $34.59 | -2.6% |
| 183 | VUG | VANGUARD INDEX FDS | — | 834.0 | $72K | 0.02% | +695.0 | +500.0% | $86.14 | +1.5% |
| 184 | HLAL | LISTED FDS TR | — | 978.0 | $70K | 0.02% | — | — | $71.41 | +0.8% |
| 185 | SPMB | SPDR SERIES TRUST | — | 3,103.0 | $69K | 0.01% | — | — | $22.31 | -1.1% |
| 186 | ESGD | ISHARES TR | — | 673.0 | $69K | 0.01% | — | — | $102.81 | +4.3% |
| 187 | DTM | DT MIDSTREAM INC | Energy | 459.0 | $67K | 0.01% | — | — | $146.74 | -9.7% |
| 188 | TGT | TARGET CORP | Consumer Defensive | 509.0 | $66K | 0.01% | — | — | $130.61 | +25.6% |
| 189 | COMB | GRANITESHARES ETF TR | — | 2,665.0 | $64K | 0.01% | +579.0 | +27.8% | $24.08 | +13.1% |
| 190 | CARZ | FIRST TR EXCHANGE-TRADED FD | — | 538.0 | $64K | 0.01% | +8.0 | +1.5% | $118.48 | -11.2% |
| 191 | SBUX | STARBUCKS CORP | Consumer Cyclical | 611.0 | $62K | 0.01% | -22.0 | -3.5% | $102.16 | +6.2% |
| 192 | TSLA | TESLA INC | Consumer Cyclical | 146.0 | $61K | 0.01% | -12.0 | -7.6% | $420.60 | -17.8% |
| 193 | HPQ | HP INC | Technology | 2,784.0 | $61K | 0.01% | — | — | $21.94 | +39.1% |
| 194 | DFAS | DIMENSIONAL ETF TRUST | — | 736.0 | $61K | 0.01% | — | — | $82.34 | +0.5% |
| 195 | ICLN | ISHARES TR | — | 2,941.0 | $60K | 0.01% | +1K | +52.3% | $20.49 | -13.7% |
| 196 | MMM | 3M CO | Industrials | 370.0 | $60K | 0.01% | +153.0 | +70.5% | $161.91 | +11.2% |
| 197 | SNDK | SANDISK CORP | Technology | 26.0 | $59K | 0.01% | — | — | $2273.73 | -34.1% |
| 198 | ESGV | VANGUARD WORLD FD | — | 444.0 | $59K | 0.01% | +3.0 | +0.7% | $132.22 | +2.6% |
| 199 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 611.0 | $59K | 0.01% | — | — | $95.98 | +24.8% |
| 200 | PH | PARKER-HANNIFIN CORP | Industrials | 59.0 | $58K | 0.01% | — | — | $978.14 | +6.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
66.1%
Technology
14.6%
Energy
4.2%
Industrials
3.5%
Communication Services
3.1%
Consumer Defensive
2.8%
Consumer Cyclical
2.0%
Healthcare
1.8%
Utilities
1.2%
Basic Materials
0.4%