OP
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Ocean Park Tactical Core Growth FundMutual Fund | |
| Ocean Park Tactical Core Growth Fund | |
| Last update 2025-06-25 | 22 Stocks (10 new) |
| Value $6.00 Mil | Turnover 60 % |
Ocean Park Tactical Core Growt... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFV | iShares MSCI EAFE Value ETF | 13,767 | 811.4 | New Holding | 13.770 | +13.77% | 0.000 | +24.11% | +23.94% | 26,096.1 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 7,846 | 734.9 | 0% | 12.470 | 0% | 0.000 | +9.81% | +6.01% | 23,768.7 | ||
VOO | Vanguard S&P 500 ETF | 1,245 | 639.8 | +11.66% | 10.860 | +1.13% | 0.000 | +25.26% | +6.55% | 651,377.5 | ||
IYK | iShares U.S. Consumer Staples ETF | 6,866 | 491.4 | New Holding | 8.340 | +8.34% | 0.030 | +5.39% | +8.57% | 1,459.5 | ||
EWG | iShares MSCI Germany ETF | 12,464 | 462.2 | New Holding | 7.840 | +7.84% | 0.020 | +30.52% | +36.27% | 2,891.8 | ||
EWH | iShares MSCI Hong Kong ETF | 26,075 | 456.6 | New Holding | 7.750 | +7.75% | 0.080 | +33.76% | +22.03% | 641.9 | ||
ACWX | iShares MSCI ACWI Ex US Index Fund | 7,376 | 409.0 | 0% | 6.940 | 0% | 0.010 | +24.95% | +18.53% | 6,437.8 | ||
VGK | Vanguard FTSE Europe ETF | 5,105 | 358.4 | New Holding | 6.080 | +6.08% | 0.000 | +26.12% | +25.16% | 25,405.1 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 27,959 | 269.3 | New Holding | 4.570 | +4.57% | 0.000 | +19.89% | +5.98% | 18,835.4 | ||
XLF | Financial Select Sector SPDR | 4,880 | 243.1 | +79.08% | 4.130 | +1.82% | 0.000 | +19.39% | +8.89% | 49,731.1 |
Ocean Park Tactical Core Growth Fund 's Historical Top Holdings Breakdowns
Ocean Park Tactical Core Growth Fund 's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 2025-03-31 | Sold Out Sold Out | -16.70% | 369.1 ($404.54) 427.61 | $438.50 | 8.39% | Sold Out | 0 | -2,018 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | New Buy New Buy | +13.77% | 51.88 ($56.57) 60.73 | $63.64 | 12.50% | New holding | 13,767 | 13,767 | |
IYK | iShares U.S. Consumer Staples ETF | 2025-03-31 | New Buy New Buy | +8.34% | 63.29 ($67.9) 71.8 | $70.51 | 3.85% | New holding | 6,866 | 6,866 | |
EWG | iShares MSCI Germany ETF | 2025-03-31 | New Buy New Buy | +7.84% | 31.58 ($35.73) 39.31 | $42.65 | 19.37% | New holding | 12,464 | 12,464 | |
EWH | iShares MSCI Hong Kong ETF | 2025-03-31 | New Buy New Buy | +7.75% | 15.8 ($17.05) 18.39 | $19.90 | 16.72% | New holding | 26,075 | 26,075 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | New Buy New Buy | +6.08% | 63.07 ($68.94) 73.5 | $77.97 | 13.10% | New holding | 5,105 | 5,105 | |
VBK | Vanguard Small Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -5.74% | 247.97 ($277.1) 296.33 | $280.05 | 1.06% | Sold Out | 0 | -1,017 | |
VOT | Vanguard Mid-Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -5.65% | 237.55 ($260.02) 276.98 | $284.79 | 9.53% | Sold Out | 0 | -1,104 | |
VXF | Vanguard Extended Market Index ETF | 2025-03-31 | Sold Out Sold Out | -5.44% | 170.36 ($189.24) 201.04 | $196.40 | 3.78% | Sold Out | 0 | -1,421 | |
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2025-03-31 | New Buy New Buy | +4.57% | 23.03 ($24.17) 25.01 | $24.88 | 2.92% | New holding | 27,959 | 27,959 |
Ocean Park Tactical Core Growth Fund Total Holding History ($B)
Ocean Park Tactical Core Growth Fund 's Asset Allocation
Ocean Park Tactical Core Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Ocean Park Tactical Core Growth Fund 's Hypothetical Growth since 2025-03-31
Ocean Park Tactical Core Growth Fund 's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ocean Park Tactical Core Growth Fund 's Holdings Heat Map
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Ocean Park Tactical Core Growth Fund 's Holdings Bubble Chart
Ocean Park Tactical Core Growth Fund News
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