First Pacific Financial

Latest statistics and disclosures from First Pacific Financial's latest quarterly 13F-HR filing:

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Positions held by First Pacific Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for First Pacific Financial

First Pacific Financial holds 663 positions in its portfolio as reported in the March 2026 quarterly 13F filing

First Pacific Financial has 663 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 12.2 $94M +4% 2.0M 47.08
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Tcw Etf Trust Flexible Income (FLXR) 11.6 $90M +5% 2.3M 39.27
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Dimensional Etf Trust World Equity Etf (DFAW) 8.2 $64M +6% 865k 73.78
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Vanguard Index Fds Growth Etf (VUG) 5.3 $41M 94k 436.79
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Ishares Tr Msci Eafe Etf (EFA) 5.0 $39M +34% 402k 97.13
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Spdr Series Trust State Street Spd (MDYV) 4.0 $31M 367k 85.15
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Schwab Strategic Tr Fundamental Us S (FNDA) 3.7 $29M 880k 32.43
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Nushares Etf Tr Nuveen Esg Us (NUBD) 3.6 $28M +5% 1.3M 22.21
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Spdr Index Shs Fds State Street Spd (GMF) 3.1 $24M 175k 136.14
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Matthews Intl Fds Emerging Markets (EMSF) 2.4 $19M +25% 602k 31.07
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Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 2.1 $16M +3% 250k 64.02
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Manager Directed Portfolios Vert Glb Sust Re (VGSR) 2.0 $16M 1.5M 10.33
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.5 $12M 265k 45.06
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Microsoft Corporation (MSFT) 1.0 $7.6M 21k 370.17
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JPMorgan Chase & Co. (JPM) 0.9 $7.1M -7% 24k 294.17
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Bank of New York Mellon Corporation (BK) 0.9 $6.9M -3% 59k 118.63
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.9 $6.8M 203k 33.67
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Abbvie (ABBV) 0.8 $6.3M 29k 217.49
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $6.2M 75k 82.75
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Novartis Sponsored Adr (NVS) 0.8 $6.1M 40k 152.75
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.8 $6.1M +9% 143k 42.54
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Cisco Systems (CSCO) 0.8 $6.0M 78k 77.59
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Travelers Companies (TRV) 0.7 $5.8M -2% 20k 291.68
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Raytheon Technologies Corp (RTX) 0.7 $5.7M 30k 192.90
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Johnson & Johnson (JNJ) 0.7 $5.5M 23k 244.44
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International Business Machines (IBM) 0.7 $5.3M 22k 242.39
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Merck & Co (MRK) 0.7 $5.2M -6% 43k 120.29
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Welltower Inc Com reit (WELL) 0.7 $5.2M -16% 26k 197.71
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NVIDIA Corporation (NVDA) 0.6 $5.0M +14% 29k 174.40
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Ishares Tr Eafe Grwth Etf (EFG) 0.6 $4.6M 42k 111.37
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Northern Trust Corporation (NTRS) 0.6 $4.6M 33k 139.57
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American Electric Power Company (AEP) 0.6 $4.5M 35k 131.08
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Costco Wholesale Corporation (COST) 0.6 $4.5M 4.5k 996.53
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Chevron Corporation (CVX) 0.6 $4.5M -2% 22k 206.90
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Procter & Gamble Company (PG) 0.6 $4.4M +2% 31k 144.44
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.5 $4.1M 83k 48.93
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $4.0M +6152% 67k 59.55
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Apple (AAPL) 0.5 $3.9M -4% 16k 253.78
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Medtronic SHS (MDT) 0.5 $3.9M +2% 45k 86.65
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Rockwell Automation (ROK) 0.5 $3.8M 11k 358.88
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J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.5 $3.8M 72k 52.43
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Pepsi (PEP) 0.5 $3.8M 24k 155.29
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Totalenergies Se Act (TTE) 0.5 $3.5M 39k 90.98
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Prologis (PLD) 0.4 $3.3M +4% 25k 132.18
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $3.1M 22k 145.74
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Prudential Financial (PRU) 0.4 $3.1M 32k 97.69
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $3.0M 4.9k 597.55
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Pfizer (PFE) 0.4 $2.9M +21% 104k 28.08
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United Parcel Svcs CL B (UPS) 0.3 $2.7M 28k 98.38
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Alphabet Cap Stk Cl C (GOOG) 0.3 $2.0M -3% 6.9k 286.88
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Nextera Energy (NEE) 0.2 $1.9M +4% 21k 92.88
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.2 $1.8M 34k 52.85
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Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.2 $1.7M 22k 80.06
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National Grid Sponsored Adr Ne (NGG) 0.2 $1.7M +69% 20k 84.60
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Ishares Tr Esg Optimized (SUSA) 0.2 $1.6M -11% 13k 132.10
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.6M +26% 22k 73.64
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Goldman Sachs (GS) 0.2 $1.6M 1.9k 845.95
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M -9% 5.2k 287.58
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Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.5M 19k 75.45
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.4M 2.00 718140.00
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Waste Management (WM) 0.2 $1.4M 6.0k 229.78
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.4M 4.2k 320.80
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Analog Devices (ADI) 0.2 $1.3M 4.2k 318.17
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Cummins (CMI) 0.2 $1.3M -3% 2.5k 537.96
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.3M 15k 90.94
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $1.3M +40% 46k 29.13
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M -6% 26k 49.89
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Garmin SHS (GRMN) 0.2 $1.2M 5.4k 232.02
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Advanced Micro Devices (AMD) 0.2 $1.2M -3% 6.1k 203.43
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Amazon (AMZN) 0.2 $1.2M -6% 5.9k 208.27
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Parker-Hannifin Corporation (PH) 0.2 $1.2M -7% 1.4k 895.47
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.2M 39k 30.96
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Ing Groep Sponsored Adr (ING) 0.2 $1.2M +2% 46k 26.05
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $1.2M 3.5k 337.95
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Simon Property (SPG) 0.2 $1.2M +23% 6.4k 186.52
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Ecolab (ECL) 0.2 $1.2M 4.4k 266.04
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Eaton Corp SHS (ETN) 0.1 $1.1M 3.2k 357.67
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Visa Com Cl A (V) 0.1 $1.1M -6% 3.7k 302.22
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.1M 828.00 1320.83
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.1M 2.7k 390.41
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Home Depot (HD) 0.1 $1.0M -4% 3.1k 328.91
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Tidal Trust I Adasina Social (JSTC) 0.1 $995k +29% 51k 19.49
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Deere & Company (DE) 0.1 $990k 1.8k 563.28
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salesforce (CRM) 0.1 $975k -15% 5.2k 186.68
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Caterpillar (CAT) 0.1 $961k 1.4k 708.59
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $908k 1.9k 479.20
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Thermo Fisher Scientific (TMO) 0.1 $904k 1.8k 491.61
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Air Products & Chemicals (APD) 0.1 $879k +2% 3.0k 290.50
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $862k +75% 14k 64.08
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Sherwin-Williams Company (SHW) 0.1 $846k 2.6k 320.57
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Blackrock (BLK) 0.1 $846k 880.00 961.69
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $845k +36% 1.3k 653.12
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Marvell Technology (MRVL) 0.1 $822k 8.3k 99.05
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Target Corporation (TGT) 0.1 $815k +3% 6.7k 121.21
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Church & Dwight (CHD) 0.1 $806k 8.6k 93.32
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Ishares Tr S&p 100 Etf (OEF) 0.1 $802k -92% 2.5k 318.04
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Blackstone Group Inc Com Cl A (BX) 0.1 $751k +2% 6.5k 114.99
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Nasdaq Omx (NDAQ) 0.1 $748k 8.8k 84.89
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Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $735k -6% 6.1k 121.18
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Union Pacific Corporation (UNP) 0.1 $731k 3.0k 242.64
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Unilever Spon Adr New (UL) 0.1 $721k 13k 56.97
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Trane Technologies SHS (TT) 0.1 $691k 1.7k 416.74
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Spdr Series Trust State Street Spd (MDYG) 0.1 $690k +40% 7.2k 95.96
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Vanguard Index Fds Value Etf (VTV) 0.1 $669k +8% 3.4k 196.19
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $665k -3% 16k 40.47
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Illinois Tool Works (ITW) 0.1 $663k +2% 2.5k 260.33
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Walt Disney Company (DIS) 0.1 $658k -8% 6.8k 96.37
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Hubbell (HUBB) 0.1 $641k 1.3k 490.62
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Xylem (XYL) 0.1 $640k 5.4k 119.51
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $634k 1.4k 446.54
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Becton, Dickinson and (BDX) 0.1 $624k 4.0k 157.24
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Danaher Corporation (DHR) 0.1 $618k 3.3k 189.60
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Wells Fargo & Company (WFC) 0.1 $617k +7% 7.7k 79.61
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American Tower Reit (AMT) 0.1 $615k 3.6k 172.59
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Mccormick & Co Com Non Vtg (MKC) 0.1 $614k +2% 12k 50.44
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $609k 3.1k 198.29
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Snowflake Com Shs (SNOW) 0.1 $606k -4% 4.0k 150.82
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Essential Utils (WTRG) 0.1 $592k 15k 40.27
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $591k +19% 22k 26.58
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Lowe's Companies (LOW) 0.1 $579k -3% 2.5k 236.30
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American States Water Company (AWR) 0.1 $577k 7.6k 75.62
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Amplify Etf Tr Amplify Etho Cli (ETHO) 0.1 $560k 8.5k 66.07
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $549k +3791% 4.0k 138.31
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Spdr Gold Tr Gold Shs (GLD) 0.1 $548k -22% 1.3k 430.29
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Avista Corporation (AVA) 0.1 $548k -34% 14k 40.14
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Tetra Tech (TTEK) 0.1 $543k 18k 30.12
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Portland Gen Elec Com New (POR) 0.1 $529k 10k 52.77
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Canadian Natl Ry (CNI) 0.1 $528k 5.1k 102.77
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $485k -2% 11k 45.50
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Weyerhaeuser Com New (WY) 0.1 $470k +3% 19k 24.43
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BorgWarner (BWA) 0.1 $458k 8.4k 54.26
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $451k +184% 2.1k 213.71
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Nike CL B (NKE) 0.1 $430k 8.1k 52.82
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Meta Platforms Cl A (META) 0.1 $425k +6% 743.00 572.35
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $424k -14% 12k 36.74
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Johnson Controls Internation SHS (JCI) 0.1 $423k -15% 3.2k 130.95
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Jd.com Spon Ads Cl A (JD) 0.1 $420k +2% 14k 29.57
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Us Bancorp Com New (USB) 0.1 $411k -23% 7.9k 52.01
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Lam Research Corp Com New (LRCX) 0.1 $407k +11% 1.9k 213.66
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Owens Corning (OC) 0.1 $406k +2% 3.7k 108.21
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Ishares Tr Esg Aware Msci (ESML) 0.1 $396k +14% 8.4k 47.02
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Aptiv Com Shs (APTV) 0.0 $381k 5.5k 69.44
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Novo-nordisk A S Adr (NVO) 0.0 $378k +4% 10k 36.75
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Vanguard World Mega Cap Index (MGC) 0.0 $370k 1.6k 236.28
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Rivian Automotive Com Cl A (RIVN) 0.0 $349k +2% 23k 15.05
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Applied Materials (AMAT) 0.0 $301k 881.00 341.95
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Broadcom (AVGO) 0.0 $300k +22% 968.00 309.42
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $298k 11k 27.85
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $290k -5% 1.1k 261.87
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Select Sector Spdr Tr State Street Hea (XLV) 0.0 $287k 2.0k 146.61
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Emerson Electric (EMR) 0.0 $280k 2.1k 131.00
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $272k 899.00 302.22
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $266k 11k 24.75
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $263k -9% 2.7k 96.31
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $262k 3.4k 77.11
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $261k 453.00 576.59
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Eli Lilly & Co. (LLY) 0.0 $253k 275.00 918.22
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $252k 409.00 616.94
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TJX Companies (TJX) 0.0 $244k 1.5k 159.70
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Exxon Mobil Corporation (XOM) 0.0 $234k +20% 1.4k 169.71
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Vanguard World Mega Grwth Ind (MGK) 0.0 $228k 622.00 367.15
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $226k -15% 4.2k 54.05
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Ishares Gold Tr Ishares New (IAU) 0.0 $223k 2.5k 88.16
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $221k -94% 9.7k 22.91
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $211k 8.4k 25.07
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $193k -7% 2.7k 71.73
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Ishares Tr Esg Msci Leadr (SUSL) 0.0 $193k 1.7k 113.62
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $182k -28% 635.00 287.24
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $182k 511.00 356.38
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Vaneck Etf Trust Green Bond Etf (GRNB) 0.0 $181k 7.6k 23.96
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $180k -9% 6.2k 29.08
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McDonald's Corporation (MCD) 0.0 $176k -4% 566.00 310.58
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Alaska Air (ALK) 0.0 $173k -34% 4.7k 36.78
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Boeing Company (BA) 0.0 $167k +8% 840.00 199.03
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Spdr Series Trust State Street Spd (SPYX) 0.0 $162k -44% 3.1k 53.03
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Spdr Index Shs Fds State Street Spd (CWI) 0.0 $159k 4.3k 36.59
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $158k 1.2k 132.88
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Texas Instruments Incorporated (TXN) 0.0 $154k 791.00 194.10
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Cameco Corporation (CCJ) 0.0 $150k +42% 1.4k 108.61
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $144k +8% 4.7k 30.68
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $143k +360% 2.9k 49.96
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Spdr Series Trust State Street Spd (SPSM) 0.0 $142k +1917% 2.9k 48.32
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Coca-Cola Company (KO) 0.0 $141k 1.9k 76.05
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Automatic Data Processing (ADP) 0.0 $136k -23% 669.00 203.32
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $135k +214% 1.5k 90.52
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Paccar (PCAR) 0.0 $125k +2% 1.1k 115.50
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $121k -11% 1.4k 88.67
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Bank of America Corporation (BAC) 0.0 $119k +18% 2.4k 48.75
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Starbucks Corporation (SBUX) 0.0 $111k +3% 1.2k 89.60
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $107k 2.4k 44.62
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Netflix (NFLX) 0.0 $105k +23% 1.1k 96.15
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $105k 1.4k 75.11
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Wec Energy Group (WEC) 0.0 $104k 902.00 115.77
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Duke Energy Corp Com New (DUK) 0.0 $104k -31% 794.00 130.96
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $103k +39% 1.3k 78.41
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $100k 1.1k 92.75
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W.R. Berkley Corporation (WRB) 0.0 $99k 1.5k 66.26
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Ciena Corp Com New (CIEN) 0.0 $98k NEW 253.00 388.23
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Tesla Motors (TSLA) 0.0 $97k +8% 262.00 371.75
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $96k 323.00 298.54
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Oracle Corporation (ORCL) 0.0 $95k +3% 642.00 147.22
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Stryker Corporation (SYK) 0.0 $92k -11% 280.00 328.29
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $91k 140.00 649.29
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Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.0 $90k -2% 1.2k 72.72
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Fortinet (FTNT) 0.0 $88k 1.1k 81.72
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Fidelity Covington Trust Clean Energy Etf (FRNW) 0.0 $87k 3.8k 23.11
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $87k -22% 351.00 247.81
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Micron Technology (MU) 0.0 $86k +8400% 255.00 337.84
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $86k NEW 3.5k 24.27
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Coastal Finl Corp Wa Com New (CCB) 0.0 $86k 1.1k 76.10
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Kla Corp Com New (KLAC) 0.0 $86k +11% 58.00 1479.98
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Ishares Tr Rus Top 200 Etf (IWL) 0.0 $85k 532.00 160.40
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SYSCO Corporation (SYY) 0.0 $83k 1.2k 71.31
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $82k +9% 3.2k 25.64
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Verizon Communications (VZ) 0.0 $78k 1.5k 50.19
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $73k 887.00 82.45
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Amgen (AMGN) 0.0 $72k 205.00 351.25
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Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 0.0 $70k 1.2k 59.55
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Lineage (LINE) 0.0 $69k -59% 2.1k 32.76
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Waters Corporation (WAT) 0.0 $69k 230.00 297.80
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American Express Company (AXP) 0.0 $68k +7% 224.00 303.13
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Logitech Intl S A SHS (LOGI) 0.0 $68k 744.00 91.12
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Ge Aerospace Com New (GE) 0.0 $65k +19% 229.00 284.23
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $64k NEW 305.00 211.15
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Enterprise Products Partners (EPD) 0.0 $64k +1652% 1.7k 37.84
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CVS Caremark Corporation (CVS) 0.0 $63k +5% 878.00 71.82
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $61k 12k 5.03
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Norfolk Southern (NSC) 0.0 $61k 212.00 286.82
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $61k -34% 1.4k 43.60
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MercadoLibre (MELI) 0.0 $61k +40% 35.00 1729.03
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $60k -19% 618.00 97.73
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Shell Spon Ads (SHEL) 0.0 $60k +34% 643.00 93.02
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First Tr Exchange-traded Wtr Etf (FIW) 0.0 $59k 573.00 103.10
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $59k -66% 274.00 215.25
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Intuit (INTU) 0.0 $59k +3% 135.00 433.89
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Capital Sr Living Corp (SNDA) 0.0 $56k NEW 1.8k 32.25
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First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.0 $56k -29% 2.3k 24.77
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F5 Networks (FFIV) 0.0 $55k +6% 190.00 289.33
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Quanta Services (PWR) 0.0 $55k NEW 100.00 549.02
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Honeywell International (HON) 0.0 $54k 241.00 225.63
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Technipfmc (FTI) 0.0 $52k NEW 748.00 69.13
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Guardant Health (GH) 0.0 $52k +33% 559.00 92.37
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Howmet Aerospace (HWM) 0.0 $51k +5475% 223.00 230.47
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Intuitive Surgical Com New (ISRG) 0.0 $51k +105% 111.00 460.99
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FedEx Corporation (FDX) 0.0 $50k +13% 140.00 357.04
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $50k 2.0k 25.10
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Ge Vernova (GEV) 0.0 $50k +39% 57.00 873.51
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $49k -29% 2.7k 18.29
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Digital Realty Trust (DLR) 0.0 $49k +2% 270.00 179.99
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Adobe Systems Incorporated (ADBE) 0.0 $46k -30% 189.00 243.08
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Past Filings by First Pacific Financial

SEC 13F filings are viewable for First Pacific Financial going back to 2020

View all past filings