# EDGAR Filing Document

**Accession Number:** 0001279926
**File Stem:** 0001214659-23-002512
**Filing Date:** 2023-2
**Character Count:** 9046
**Document Hash:** eefcba55de6d66940184bcf9ffec2967
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-23-002512.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001214659-23-002512

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230215

**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:** 23632346

**BUSINESS ADDRESS:**
- **STREET 1:** 11811 NE FIRST STREET
- **STREET 2:** SUITE 201
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98005
- **BUSINESS PHONE:** 425-451-7722

**MAIL ADDRESS:**
- **STREET 1:** 11811 NE FIRST STREET
- **STREET 2:** SUITE 201
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98005

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PACIFIC FINANCIAL GROUP INC<br>**Address:** 11811 NE FIRST STREET<br>SUITE 201<br>BELLEVUE, WA 98005

**Form 13F File Number:** 028-10839

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Monique Nuetzel<br>**Title:** Compliance Coordinator<br>**Phone:** 425-451-7722

**Signature, Place, and Date of Signing:**

Monique Nuetzel  Long Beach, CA  01-27-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 53

**Form 13F Information Table Value Total:** $133308016

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 623353 | 17383 | SH |  | SOLE |  | 0 | 0 | 17383 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 9592184 | 36023 | SH |  | SOLE |  | 0 | 0 | 36023 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 5534368 | 38150 | SH |  | SOLE |  | 0 | 0 | 38150 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 324803 | 2695 | SH |  | SOLE |  | 0 | 0 | 2695 |
| ISHARES TR | MBS ETF | 464288588 |  | 642108 | 6923 | SH |  | SOLE |  | 0 | 0 | 6923 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 260927 | 2477 | SH |  | SOLE |  | 0 | 0 | 2477 |
| ISHARES TR | CORE S ETF | 464287200 |  | 9905284 | 25781 | SH |  | SOLE |  | 0 | 0 | 25781 |
| ISHARES TR | AGENCY BOND ETF | 464288166 |  | 410158 | 3854 | SH |  | SOLE |  | 0 | 0 | 3854 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 1104494 | 9613 | SH |  | SOLE |  | 0 | 0 | 9613 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1944881 | 20052 | SH |  | SOLE |  | 0 | 0 | 20052 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 5582667 | 65872 | SH |  | SOLE |  | 0 | 0 | 65872 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 2094173 | 25800 | SH |  | SOLE |  | 0 | 0 | 25800 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 352448 | 3680 | SH |  | SOLE |  | 0 | 0 | 3680 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 1509039 | 14971 | SH |  | SOLE |  | 0 | 0 | 14971 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 1536749 | 16830 | SH |  | SOLE |  | 0 | 0 | 16830 |
| ISHARES TR | MRGSTR MD CP ETF | 464288208 |  | 5631718 | 95990 | SH |  | SOLE |  | 0 | 0 | 95990 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 267871 | 4081 | SH |  | SOLE |  | 0 | 0 | 4081 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 733672 | 3425 | SH |  | SOLE |  | 0 | 0 | 3425 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 1837352 | 17001 | SH |  | SOLE |  | 0 | 0 | 17001 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 641454 | 28233 | SH |  | SOLE |  | 0 | 0 | 28233 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 209423 | 2844 | SH |  | SOLE |  | 0 | 0 | 2844 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 5552750 | 111055 | SH |  | SOLE |  | 0 | 0 | 111055 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 7935206 | 83846 | SH |  | SOLE |  | 0 | 0 | 83846 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 794506 | 11779 | SH |  | SOLE |  | 0 | 0 | 11779 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 2486622 | 36407 | SH |  | SOLE |  | 0 | 0 | 36407 |
| ISHARES TR | RUS TP200 VL ETF | 464289420 |  | 266503 | 4102 | SH |  | SOLE |  | 0 | 0 | 4102 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 20299476 | 184675 | SH |  | SOLE |  | 0 | 0 | 184675 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 387550 | 2223 | SH |  | SOLE |  | 0 | 0 | 2223 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 942328 | 6214 | SH |  | SOLE |  | 0 | 0 | 6214 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 851132 | 4043 | SH |  | SOLE |  | 0 | 0 | 4043 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 6824634 | 116660 | SH |  | SOLE |  | 0 | 0 | 116660 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4130937 | 17078 | SH |  | SOLE |  | 0 | 0 | 17078 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 205289 | 1511 | SH |  | SOLE |  | 0 | 0 | 1511 |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 82889N863 |  | 4091398 | 186822 | SH |  | SOLE |  | 0 | 0 | 186822 |
| SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS DWNSD | 82889N202 |  | 6679039 | 275424 | SH |  | SOLE |  | 0 | 0 | 275424 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 735221 | 2219 | SH |  | SOLE |  | 0 | 0 | 2219 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3977584 | 10401 | SH |  | SOLE |  | 0 | 0 | 10401 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 984816 | 2224 | SH |  | SOLE |  | 0 | 0 | 2224 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 5584170 | 143589 | SH |  | SOLE |  | 0 | 0 | 143589 |
| SPDR SER TR | PORTFOLIO INTRMD | 78464A375 |  | 2330197 | 73208 | SH |  | SOLE |  | 0 | 0 | 73208 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 375333 | 4986 | SH |  | SOLE |  | 0 | 0 | 4986 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 304798 | 4101 | SH |  | SOLE |  | 0 | 0 | 4101 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 415881 | 8768 | SH |  | SOLE |  | 0 | 0 | 8768 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1031710 | 5396 | SH |  | SOLE |  | 0 | 0 | 5396 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 672510 | 1914 | SH |  | SOLE |  | 0 | 0 | 1914 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 229521 | 1251 | SH |  | SOLE |  | 0 | 0 | 1251 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 722930 | 4150 | SH |  | SOLE |  | 0 | 0 | 4150 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 773222 | 3628 | SH |  | SOLE |  | 0 | 0 | 3628 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 770431 | 5489 | SH |  | SOLE |  | 0 | 0 | 5489 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 297390 | 7629 | SH |  | SOLE |  | 0 | 0 | 7629 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 343393 | 5939 | SH |  | SOLE |  | 0 | 0 | 5939 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 612669 | 4035 | SH |  | SOLE |  | 0 | 0 | 4035 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 959744 | 22867 | SH |  | SOLE |  | 0 | 0 | 22867 |

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