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Stephen F. Schliesser

Pacific Center For Financial Services

Assets Managed
$394.279M
Holdings
513
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
0.56%(2Q avg: 0.28%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Center For Financial Services's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 513 positions.

Assets under management

The assets under management (AUM) of Pacific Center For Financial Services over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 394.279M in assets, with a quarterly growth rate of 0.56% and a 2-quarter average growth rate of 0.28%. The portfolio is managed by Stephen F. Schliesser, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 12.18%
14.2%
$55.948M
1.124M shares@ $49.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -8.06%
12.73%
$50.165M
86,913 shares@ $577.19 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -6.47%
10.58%
$41.689M
129,948 shares@ $320.82 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Decreased -5.12%
7.25%
$28.557M
378,287 shares@ $75.5 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -2.1%
6.57%
$25.888M
90,146 shares@ $287.19 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1440.84%
6.32%
$24.88M
322,650 shares@ $77.12 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -3.06%
5.44%
$21.426M
231,033 shares@ $92.74 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -5.88%
3.71%
$14.595M
216,131 shares@ $67.53 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -2.29%
3.18%
$12.503M
34,027 shares@ $367.44 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -3.53%
2.23%
$8.767M
154,667 shares@ $56.69 avg price

1-10 of 513