Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PACIFIC FINANCIAL GROUP INC 11-08-2023 09-30-2023 58 153,391,084
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO QQQ TR UNIT SER 1 1 $17,946,392 50,092 0.01 0.01 4,602 10.12 09-30-2023
ISHARES TR CORE S&P500 ETF 2 $11,588,947 26,987 0.01 0.01 331 1.24 09-30-2023
ISHARES TR S&P 500 GRWT ETF 3 $7,887,110 115,275 0.01 0.01 -1,627 -1.39 09-30-2023
ISHARES TR CORE S&P SCP ETF 4 $7,846,394 83,180 0.01 0.01 -429 -0.51 09-30-2023
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