0001214659-21-004346.txt : 20210420
0001214659-21-004346.hdr.sgml : 20210420
20210420160623
ACCESSION NUMBER: 0001214659-21-004346
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210420
DATE AS OF CHANGE: 20210420
EFFECTIVENESS DATE: 20210420
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PACIFIC FINANCIAL GROUP INC
CENTRAL INDEX KEY: 0001279926
IRS NUMBER: 911257006
STATE OF INCORPORATION: WA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10839
FILM NUMBER: 21837914
BUSINESS ADDRESS:
STREET 1: 11624 SE 5TH STREET
STREET 2: SUITE 100
CITY: BELLEVUE
STATE: WA
ZIP: 98005
BUSINESS PHONE: 425-451-7722
MAIL ADDRESS:
STREET 1: 11624 SE 5TH STREET
STREET 2: SUITE 100
CITY: BELLEVUE
STATE: WA
ZIP: 98005
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001279926
XXXXXXXX
03-31-2021
03-31-2021
false
PACIFIC FINANCIAL GROUP INC
11624 SE 5TH STREET
SUITE 100
BELLEVUE
WA
98005
13F HOLDINGS REPORT
028-10839
N
Monique Nuetzel
Compliance Coordinator
425-451-7722
Monique Nuetzel
Newport Beach
CA
04-20-2021
0
59
123893
INFORMATION TABLE
2
infotable.xml
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
4154
52714
SH
SOLE
0
0
52714
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4201
10599
SH
SOLE
0
0
10599
SPDR SER TR
PORTFOLIO INTRMD
78464A375
2296
63350
SH
SOLE
0
0
63350
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
906
4892
SH
SOLE
0
0
4892
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
1979
25009
SH
SOLE
0
0
25009
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
1604
6415
SH
SOLE
0
0
6415
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
784
22746
SH
SOLE
0
0
22746
VANGUARD INDEX FDS
GROWTH ETF
922908736
1382
5378
SH
SOLE
0
0
5378
ROCKWELL AUTOMATION INC
COM
773903109
232
875
SH
SOLE
0
0
875
ISHARES TR
SP SMCP600VL ETF
464287879
1625
16132
SH
SOLE
0
0
16132
ISHARES TR
US TREAS BD ETF
46429B267
442
16875
SH
SOLE
0
0
16875
VANGUARD INDEX FDS
VALUE ETF
922908744
1115
8483
SH
SOLE
0
0
8483
ISHARES TR
BARCLAYS 7 10 YR
464287440
610
5401
SH
SOLE
0
0
5401
ISHARES TR
AGENCY BOND ETF
464288166
466
3961
SH
SOLE
0
0
3961
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
795
5403
SH
SOLE
0
0
5403
ISHARES TR
3 7 YR TREAS BD
464288661
1301
10015
SH
SOLE
0
0
10015
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
342
6414
SH
SOLE
0
0
6414
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
907
1905
SH
SOLE
0
0
1905
ISHARES TR
IBOXX HI YD ETF
464288513
256
2931
SH
SOLE
0
0
2931
ISHARES TR
S&P 500 GRWT ETF
464287309
8526
130950
SH
SOLE
0
0
130950
ISHARES TR
RUS TP200 GR ETF
464289438
510
3790
SH
SOLE
0
0
3790
ISHARES TR
S&P MC 400GR ETF
464287606
2303
29384
SH
SOLE
0
0
29384
INVESCO QQQ TR
UNIT SER 1
46090E103
5938
18606
SH
SOLE
0
0
18606
ISHARES TR
CORE S&P MCP ETF
464287507
4048
15551
SH
SOLE
0
0
15551
ISHARES TR
RUS 1000 ETF
464287622
905
4043
SH
SOLE
0
0
4043
ISHARES TR
S&P 500 VAL ETF
464287408
4038
28586
SH
SOLE
0
0
28586
ISHARES TR
RUS MID CAP ETF
464287499
1072
14506
SH
SOLE
0
0
14506
SPDR SER TR
PORTFOLIO S&P600
78468R853
217
5139
SH
SOLE
0
0
5139
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
495
9516
SH
SOLE
0
0
9516
ISHARES TR
MSCI EAFE ETF
464287465
356
4697
SH
SOLE
0
0
4697
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
436
7084
SH
SOLE
0
0
7084
SPDR SER TR
PRTFLO S&P500 VL
78464A508
7559
199438
SH
SOLE
0
0
199438
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
672
11773
SH
SOLE
0
0
11773
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
326
3325
SH
SOLE
0
0
3325
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1393
28372
SH
SOLE
0
0
28372
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1000
3028
SH
SOLE
0
0
3028
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
587
7139
SH
SOLE
0
0
7139
KRANESHARES TR
QUADRTC INT RT
500767736
206
7205
SH
SOLE
0
0
7205
ISHARES TR
CORE S&P SCP ETF
464287804
10341
95282
SH
SOLE
0
0
95282
ISHARES TR
RUS TP200 VL ETF
464289420
356
5592
SH
SOLE
0
0
5592
ISHARES TR
1 3 YR TREAS BD
464287457
2141
24829
SH
SOLE
0
0
24829
ISHARES TR
US HOME CONS ETF
464288752
4300
63355
SH
SOLE
0
0
63355
ISHARES TR
RUS 1000 VAL ETF
464287598
985
6503
SH
SOLE
0
0
6503
ISHARES TR
RUS MDCP VAL ETF
464287473
314
2870
SH
SOLE
0
0
2870
ISHARES TR
MRGSTR MD CP ETF
464288208
7048
28030
SH
SOLE
0
0
28030
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
785
10765
SH
SOLE
0
0
10765
VANGUARD INDEX FDS
SMALL CP ETF
922908751
371
1733
SH
SOLE
0
0
1733
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1570
7594
SH
SOLE
0
0
7594
ISHARES TR
CORE US AGGBD ET
464287226
3090
27142
SH
SOLE
0
0
27142
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
11465
31471
SH
SOLE
0
0
31471
ISHARES TR
RUS 1000 GRW ETF
464287614
1313
5401
SH
SOLE
0
0
5401
ISHARES TR
RUSSELL 2000 ETF
464287655
622
2813
SH
SOLE
0
0
2813
ISHARES TR
S&P MC 400VL ETF
464287705
1268
12437
SH
SOLE
0
0
12437
ISHARES TR
MBS ETF
464288588
451
4160
SH
SOLE
0
0
4160
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
313
3528
SH
SOLE
0
0
3528
ISHARES TR
CORE S&P500 ETF
464287200
8664
21778
SH
SOLE
0
0
21778
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
33738R118
228
4214
SH
SOLE
0
0
4214
ISHARES TR
SHORT TREAS BD
464288679
396
3587
SH
SOLE
0
0
3587
ISHARES TR
S&P SML 600 GWT
464287887
1888
14720
SH
SOLE
0
0
14720