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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | COMB | GRANITESHARES ETF TR | — | 2,665.0 | $64K | 0.01% | +579.0 | +27.8% | $24.08 | +14.3% |
| 62 | CARZ | FIRST TR EXCHANGE-TRADED FD | — | 538.0 | $64K | 0.01% | +8.0 | +1.5% | $118.48 | -9.9% |
| 63 | ICLN | ISHARES TR | — | 2,941.0 | $60K | 0.01% | +1K | +52.3% | $20.49 | -14.2% |
| 64 | MMM | 3M CO | Industrials | 370.0 | $60K | 0.01% | +153.0 | +70.5% | $161.91 | +10.5% |
| 65 | ESGV | VANGUARD WORLD FD | — | 444.0 | $59K | 0.01% | +3.0 | +0.7% | $132.22 | +2.7% |
| 66 | BSV | VANGUARD BD INDEX FDS | — | 733.0 | $57K | 0.01% | +54.0 | +8.0% | $77.90 | -0.4% |
| 67 | DE | DEERE & CO | Industrials | 85.0 | $54K | 0.01% | +35.0 | +70.0% | $634.34 | +2.1% |
| 68 | DASH | DOORDASH INC | Communication Services | 250.0 | $46K | 0.01% | +100.0 | +66.7% | $184.53 | +21.1% |
| 69 | F | FORD MTR CO | Consumer Cyclical | 2,998.0 | $42K | 0.01% | +1K | +53.2% | $13.90 | +3.7% |
| 70 | PEP | PEPSICO INC | Consumer Defensive | 278.0 | $38K | 0.01% | +5.0 | +1.8% | $135.46 | +5.9% |
| 71 | VT | VANGUARD INTL EQUITY INDEX F | — | 189.0 | $30K | 0.01% | +3.0 | +1.6% | $156.78 | +2.5% |
| 72 | RSPH | INVESCO EXCHANGE TRADED FD T | — | 706.0 | $23K | 0.01% | +4.0 | +0.6% | $33.19 | +13.8% |
| 73 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 1,150.0 | $20K | 0.00% | +1K | +1050.0% | $17.35 | -2.2% |
| 74 | IDNA | ISHARES TR | — | 555.0 | $19K | 0.00% | +5.0 | +0.9% | $33.76 | +18.7% |
| 75 | RSP | INVESCO EXCHANGE TRADED FD T | — | 70.0 | $15K | 0.00% | +1.0 | +1.4% | $211.97 | +4.6% |
| 76 | SPYG | SPDR SERIES TRUST | — | 122.0 | $14K | 0.00% | +1.0 | +0.8% | $118.77 | +1.2% |
| 77 | PBD | INVESCO EXCH TRADED FD TR II | — | 377.0 | $7K | 0.00% | +4.0 | +1.1% | $19.60 | -8.0% |
| 78 | SOLV | SOLVENTUM CORP | Healthcare | 92.0 | $7K | 0.00% | +38.0 | +70.4% | $77.15 | +16.1% |
| 79 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 43.0 | $5K | 0.00% | +16.0 | +59.3% | $116.67 | +54.2% |
| 80 | NOW | SERVICENOW INC | Technology | 50.0 | $5K | 0.00% | +40.0 | +400.0% | $99.28 | +29.4% |
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%