Portfolio (Quarterly)
Guide ↗
PACIFIC FINANCIAL GROUP INC
· CIK 0001279926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | DDWM | WISDOMTREE TR | — | 4,915.0 | $214K | 0.12% | NEW | — | $43.54 | +7.5% |
| 82 | — | LITMAN GREGORY FDS TR | — | 10,779.0 | $121K | 0.07% | NEW | — | $11.26 | — |
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
100.0%