Filling information for PACIFIC SUN FINANCIAL CORP as Treemap, investor disclosed 174 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1728407 | 16383 | |
97717W604 | 97717W604 | WISDOMTREE TR | US SMALLCAP DIVD | 324156 | 11350 | |
464287788 | 464287788 | ISHARES TR | U.S. FINLS ETF | 370070 | 5202 | |
83542D102 | 83542D102 | SONDER HOLDINGS INC | CLASS A COM | 8707 | 11500 | |
46138E354 | 46138E354 | INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 361670 | 5796 | |
464287515 | 464287515 | ISHARES TR | EXPANDED TECH | 573141 | 1881 | |
921910873 | 921910873 | VANGUARD WORLD FD | MEGA CAP INDEX | 380896 | 2661 | |
88160R101 | 88160R101 | TESLA INC | COM | 1408446 | 6789 | |
46137V266 | 46137V266 | INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 269785 | 1785 | |
46138E198 | 46138E198 | INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | 1383622 | 26405 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 716993 | 3383 | |
464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 3001142 | 27298 | |
46137V282 | 46137V282 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 610744 | 2213 | |
037833100 | 037833100 | APPLE INC | COM | 6574088 | 39867 | |
92189F726 | 92189F726 | VANECK ETF TRUST | BIOTECH ETF | 988587 | 6099 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 209879 | 859 | |
33734X150 | 33734X150 | FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 478841 | 8620 | |
46138E362 | 46138E362 | INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 266345 | 6310 | |
92189F304 | 92189F304 | VANECK ETF TRUST | ENVIRONMENTAL SR | 528256 | 3630 | |
46137V332 | 46137V332 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 245887 | 843 | |
922908512 | 922908512 | VANGUARD INDEX FDS | MCAP VL IDXVIP | 1434281 | 10698 | |
316092303 | 316092303 | FIDELITY COVINGTON TRUST | CONSMR STAPLES | 620271 | 13738 | |
92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 517458 | 2170 | |
46137V886 | 46137V886 | INVESCO EXCHANGE TRADED FD T | DWA STAPLES | 463377 | 5381 | |
33718M105 | 33718M105 | FIRST TR DOW JONES SELECT MI | COM SHS ANNUAL | 461591 | 8603 | |
464287325 | 464287325 | ISHARES TR | GLOB HLTHCRE ETF | 249747 | 2996 | |
464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 211158 | 3020 | |
81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 1042603 | 27892 | |
464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 687426 | 9613 | |
316092600 | 316092600 | FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 342695 | 5575 | |
097023105 | 097023105 | BOEING CO | COM | 406379 | 1913 | |
907818108 | 907818108 | UNION PAC CORP | COM | 213336 | 1060 | |
95040Q104 | 95040Q104 | WELLTOWER INC | COM | 518892 | 7238 | |
464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 218793 | 2403 | |
46090A101 | 46090A101 | INVESCO ACTIVELY MANAGED ETF | ACTIVE US REAL | 224790 | 2570 | |
46137V100 | 46137V100 | INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 2411748 | 29941 | |
33939L860 | 33939L860 | FLEXSHARES TR | QUALT DIVD IDX | 555495 | 10200 | |
921932794 | 921932794 | VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 437876 | 4622 | |
78464A839 | 78464A839 | SPDR SER TR | S&P 400 MDCP VAL | 638267 | 9659 | |
464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 297872 | 2542 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 250486 | 1111 | |
78464A540 | 78464A540 | SPDR SER TR | S&P TELECOM | 280062 | 3455 | |
46138G201 | 46138G201 | INVESCO EXCH TRADED FD TR II | S&P SMLCP MATL | 220838 | 3270 | |
666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 226395 | 490 | |
46137V837 | 46137V837 | INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 299474 | 3942 | |
92204A207 | 92204A207 | VANGUARD WORLD FDS | CONSUM STP ETF | 218678 | 1130 | |
33734X119 | 33734X119 | FIRST TR EXCHANGE TRADED FD | CONSUMR STAPLE | 969347 | 15617 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3890687 | 12601 | |
78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 4206316 | 57035 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 680637 | 2361 | |
46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 453302 | 4459 | |
46137V662 | 46137V662 | INVESCO EXCHANGE TRADED FD T | DYNMC PHRMCTLS | 335920 | 4420 | |
46137V373 | 46137V373 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 3132071 | 18378 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 296387 | 1060 | |
46137V787 | 46137V787 | INVESCO EXCHANGE TRADED FD T | DYNMC BIOTECH | 523802 | 8345 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 502046 | 3878 | |
46432F859 | 46432F859 | ISHARES TR | CORE 1 5 YR USD | 367809 | 7800 | |
33733C108 | 33733C108 | FIRST TR MULTI CP VAL ALPHA | SHS ISSUED FRST | 292656 | 4200 | |
33735B108 | 33735B108 | FIRST TR MID CAP CORE ALPHAD | COM SHS | 1024554 | 11389 | |
33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 4847114 | 32784 | |
78468R804 | 78468R804 | SPDR SER TR | SSGA US LRG ETF | 209356 | 1530 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 237120 | 2280 | |
337345102 | 337345102 | FIRST TR NASDAQ 100 TECH IND | SHS | 835133 | 6399 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 282803 | 2908 | |
33733B100 | 33733B100 | FIRST TR EXCHANGE TRADED FD | WTR ETF | 259002 | 3097 | |
67092P110 | 67092P110 | NUSHARES ETF TR | NUVEEN ESG 1-5 | 525504 | 22810 | |
78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 2134917 | 31194 | |
464288307 | 464288307 | ISHARES TR | MRGSTR MD CP GRW | 745862 | 12958 | |
301505707 | 301505707 | EXCHANGE TRADED CONCEPTS TR | ROBO GLB ETF | 2490252 | 45509 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 462758 | 2194 | |
33733E203 | 33733E203 | FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 1758181 | 11341 | |
33734X184 | 33734X184 | FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 203515 | 6200 | |
464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 1359810 | 25191 | |
78464A581 | 78464A581 | SPDR SER TR | HLTH CR EQUIP | 1634992 | 17466 | |
64110L106 | 64110L106 | NETFLIX INC | COM | 228017 | 660 | |
46137V696 | 46137V696 | INVESCO EXCHANGE TRADED FD T | DYNMC MEDIA | 753180 | 21741 | |
78468R887 | 78468R887 | SPDR SER TR | SSGA US SMAL ETF | 867524 | 8252 | |
169656105 | 169656105 | CHIPOTLE MEXICAN GRILL INC | COM | 341658 | 200 | |
97717W505 | 97717W505 | WISDOMTREE TR | US MIDCAP DIVID | 997535 | 24342 | |
33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 2088481 | 52004 | |
464287812 | 464287812 | ISHARES TR | US CONSM STAPLES | 421969 | 2118 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 1528625 | 8064 | |
922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 305003 | 1565 | |
46137Y401 | 46137Y401 | INVESCO EXCHANGE TRADED FD T | ZACKS MID CAP | 1881914 | 21556 | |
46138E172 | 46138E172 | INVESCO EXCH TRADED FD TR II | S&P SMLCP STAP | 2252100 | 20496 | |
35473P884 | 35473P884 | FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 298581 | 6902 | |
33734X168 | 33734X168 | FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | 220455 | 3375 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 636078 | 15170 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 200567 | 4495 | |
921932828 | 921932828 | VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 660775 | 7442 | |
46137V274 | 46137V274 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 850274 | 7498 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 917697 | 9490 | |
97717W570 | 97717W570 | WISDOMTREE TR | US MIDCAP FUND | 563058 | 11320 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 738973 | 2954 | |
46137V530 | 46137V530 | INVESCO EXCHANGE TRADED FD T | NASDAQ INTERNT | 1477373 | 10486 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 285927 | 698 | |
922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 461819 | 2134 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 432933 | 5660 | |
33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 315212 | 7025 | |
00162Q858 | 00162Q858 | ALPS ETF TR | SECTR DIV DOGS | 228352 | 4460 | |
92647N873 | 92647N873 | VICTORY PORTFOLIOS II | VCSHS US SMCP HG | 902489 | 17389 | |
46138E115 | 46138E115 | INVESCO EXCH TRADED FD TR II | S&P SMLCP INFO | 1137250 | 8645 | |
00214Q104 | 00214Q104 | ARK ETF TR | INNOVATION ETF | 320905 | 7955 | |
46138G698 | 46138G698 | INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 244966 | 3219 | |
46137V639 | 46137V639 | INVESCO EXCHANGE TRADED FD T | DYNMC SOFTWARE | 435234 | 4290 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 308991 | 1047 | |
33939L845 | 33939L845 | FLEXSHARES TR | QLT DIV DEF IDX | 727767 | 13748 | |
464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 1459613 | 13744 | |
78464A631 | 78464A631 | SPDR SER TR | AEROSPACE DEF | 2269340 | 19411 | |
46137V340 | 46137V340 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 711375 | 14095 | |
023135106 | 023135106 | AMAZON COM INC | COM | 894801 | 8663 | |
46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 347811 | 2405 | |
94106B101 | 94106B101 | WASTE CONNECTIONS INC | COM | 987397 | 7100 | |
78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 314659 | 946 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 2729657 | 18076 | |
808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 861152 | 12692 | |
78468R754 | 78468R754 | SPDR SER TR | RUSSELL LOW VOL | 504799 | 4780 | |
609207105 | 609207105 | MONDELEZ INTL INC | CL A | 206580 | 2963 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 565231 | 2266 | |
253868103 | 253868103 | DIGITAL RLTY TR INC | COM | 390291 | 3970 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 1052579 | 6630 | |
316092873 | 316092873 | FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 655469 | 17909 | |
46138E149 | 46138E149 | INVESCO EXCH TRADED FD TR II | S&P SMLCP HELT | 3060376 | 23367 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 562445 | 3652 | |
808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 294756 | 6160 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 409889 | 2741 | |
336920103 | 336920103 | FIRST TR EXCHANGE TRADED FD | US EQTY OPPT ETF | 908917 | 10814 | |
464288703 | 464288703 | ISHARES TR | MRNING SM CP ETF | 685580 | 13142 | |
46137V472 | 46137V472 | INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 563268 | 7675 | |
46137V316 | 46137V316 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | 2120785 | 13029 | |
64828T201 | 64828T201 | RITHM CAPITAL CORP | COM NEW | 143480 | 17935 | |
47103U886 | 47103U886 | JANUS DETROIT STR TR | HENDRSN SHRT ETF | 231588 | 4850 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 282719 | 569 | |
46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 251753 | 3461 | |
33734X143 | 33734X143 | FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 500552 | 4655 | |
500767827 | 500767827 | KRANESHARES TR | ELEC VEH FUTUR | 376014 | 12256 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1741366 | 5426 | |
921932778 | 921932778 | VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 1057471 | 13094 | |
46137V704 | 46137V704 | INVESCO EXCHANGE TRADED FD T | DWA BASIC MATL | 438652 | 5160 | |
67092P607 | 67092P607 | NUSHARES ETF TR | NUVEEN ESG SMLCP | 649526 | 18343 | |
46137V217 | 46137V217 | INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | 536796 | 2931 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 460587 | 6165 | |
464287127 | 464287127 | ISHARES TR | MORNINGSTR US EQ | 503177 | 8920 | |
46137V308 | 46137V308 | INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 1310503 | 15405 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 223984 | 2151 | |
00214Q302 | 00214Q302 | ARK ETF TR | GENOMIC REV ETF | 854168 | 28406 | |
78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 2271734 | 29821 | |
33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 2481766 | 58053 | |
464288406 | 464288406 | ISHARES TR | MRGSTR MD CP VAL | 532787 | 8610 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 1071607 | 2780 | |
464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 1013519 | 7847 | |
46138G102 | 46138G102 | INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 256006 | 6045 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 636096 | 4278 | |
46137V142 | 46137V142 | INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 387321 | 7260 | |
33734X135 | 33734X135 | FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 1295463 | 34703 | |
46138J775 | 46138J775 | INVESCO EXCH TRD SLF IDX FD | DEFENSIVE EQTY | 1482093 | 22024 | |
33737K205 | 33737K205 | FIRST TR EXCHANGE TRADED FD | INDXX NEXTG ETF | 1360336 | 19576 | |
58463J304 | 58463J304 | MEDICAL PPTYS TRUST INC | COM | 1149115 | 139795 | |
464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 724449 | 11339 | |
46138G664 | 46138G664 | INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | 1543520 | 13763 | |
00214Q401 | 00214Q401 | ARK ETF TR | NEXT GNRTN INTER | 586708 | 10944 | |
46137V175 | 46137V175 | INVESCO EXCHANGE TRADED FD T | S&P SML600 GWT | 660097 | 5585 | |
316092501 | 316092501 | FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 286791 | 6359 | |
464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 216845 | 2110 | |
464288760 | 464288760 | ISHARES TR | US AER DEF ETF | 988767 | 8592 | |
654106103 | 654106103 | NIKE INC | CL B | 253987 | 2071 | |
78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 518003 | 1130 | |
464288562 | 464288562 | ISHARES TR | RESIDENTIAL MULT | 1954479 | 27676 | |
315912808 | 315912808 | FIDELITY COMWLTH TR | NASDAQ COMPSIT | 569167 | 11870 | |
78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 1260357 | 10188 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 638553 | 6377 | |
67072C105 | 67072C105 | NUVEEN PFD & INCOME SECS FD | COM | 64600 | 10000 | |
464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 389147 | 4158 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 243075 | 3591 |