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Pacific Park Financial, Inc.

Portfolio Manager
Pacific Park Financial, Inc.
Performance
-1.62% (2026 Q1)
AUM (13F)
$153.18M
# of Holdings
73
Performance Rank
Allocation (Top 20)
78.22%

Pacific Park Financial, Inc. Holdings Map

Top 50 Pacific Park Financial, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
18.43%88.0K$28.2M
-15.10%(-15.66K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 103.7K shares2026-Q1: 88.0K shares
$331.72(+9.95%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
10.3%114.1K$15.8M
-20.57%(-29.54K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 143.6K shares2026-Q1: 114.1K shares
$139.43(+11.45%)
2026-03-31
SCHZ
SCHWAB STRATEGIC TR
10.09%665.7K$15.5M
+4.01%(+25.68K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 640.0K shares2026-Q1: 665.7K shares
$23.42(-1.43%)
2026-03-31
IAU
ISHARES GOLD TR
4.27%74.2K$6.5M
-1.60%(-1.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 75.4K shares2026-Q1: 74.2K shares
$76.97(+14.58%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
3.88%75.7K$5.9M
+6.72%(+4.77K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 71.0K shares2026-Q1: 75.7K shares
$78.84(-1.07%)
2026-03-31
PTLC
PACER FDS TR
2.98%87.1K$4.6M
-5.49%(-5.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 92.2K shares2026-Q1: 87.1K shares
$55.17(+4.75%)
2026-03-31
IXUS
ISHARES TR
2.81%49.6K$4.3M
+3.45%(+1.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 48.0K shares2026-Q1: 49.6K shares
$83.68(+14.25%)
2026-03-31
AGG
ISHARES TR
2.64%40.8K$4.0M
+14.80%(+5.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 35.5K shares2026-Q1: 40.8K shares
$100.00(-1.33%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
2.55%155.8K$3.9M
-10.04%(-17.39K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 173.2K shares2026-Q1: 155.8K shares
$25.97(+9.97%)
2026-03-31
IEI
ISHARES TR
2.43%31.4K$3.7M
+109.91%(+16.43K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.9K shares2026-Q1: 31.4K shares
$119.19(-1.35%)
2026-03-31

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