First Pacific Financial as of Sept. 30, 2021
Portfolio Holdings for First Pacific Financial
First Pacific Financial holds 94 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr S&p 100 Etf (OEF) | 23.6 | $45M | 225k | 197.44 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 11.3 | $21M | 321k | 66.23 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 10.7 | $20M | 384k | 52.68 | |
Vanguard Index Fds Growth Etf (VUG) | 7.5 | $14M | 49k | 290.17 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 3.4 | $6.4M | 233k | 27.50 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $4.4M | 20k | 222.05 | |
Microsoft Corporation (MSFT) | 1.9 | $3.7M | 13k | 281.97 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.6 | $3.0M | 70k | 43.49 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 1.5 | $2.9M | 109k | 26.53 | |
J P Morgan Exchange-traded F Diversfd Eqt Etf (JPSE) | 1.3 | $2.4M | 56k | 43.23 | |
Costco Wholesale Corporation (COST) | 1.2 | $2.3M | 5.1k | 449.32 | |
Ishares Tr Eafe Grwth Etf (EFG) | 1.0 | $1.9M | 18k | 106.48 | |
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.9 | $1.7M | 65k | 26.58 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $1.7M | 15k | 113.27 | |
Apple (AAPL) | 0.7 | $1.3M | 9.0k | 141.49 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $1.3M | 2.2k | 575.81 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $1.2M | 3.6k | 319.79 | |
Analog Devices (ADI) | 0.6 | $1.1M | 6.8k | 167.57 | |
Nike CL B (NKE) | 0.6 | $1.1M | 7.6k | 145.30 | |
Thermo Fisher Scientific (TMO) | 0.6 | $1.1M | 1.9k | 571.13 | |
Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.6 | $1.1M | 42k | 25.88 | |
American Tower Reit (AMT) | 0.6 | $1.0M | 4.0k | 265.49 | |
Verizon Communications (VZ) | 0.5 | $1.0M | 19k | 54.01 | |
Archer Daniels Midland Company (ADM) | 0.5 | $970k | 16k | 59.99 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $968k | 3.9k | 245.69 | |
Danaher Corporation (DHR) | 0.5 | $968k | 3.2k | 304.31 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.5 | $964k | 29k | 32.84 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $938k | 352.00 | 2664.77 | |
Ishares Gold Tr Ishares New (IAU) | 0.5 | $925k | 28k | 33.41 | |
Waste Management (WM) | 0.5 | $924k | 6.2k | 149.30 | |
Blackstone Group Inc Com Cl A (BX) | 0.5 | $906k | 7.8k | 116.36 | |
L3harris Technologies (LHX) | 0.5 | $904k | 4.1k | 220.27 | |
Garmin SHS (GRMN) | 0.5 | $903k | 5.8k | 155.39 | |
Eaton Corp SHS (ETN) | 0.5 | $902k | 6.0k | 149.34 | |
Home Depot (HD) | 0.5 | $901k | 2.7k | 328.11 | |
Ecolab (ECL) | 0.5 | $899k | 4.3k | 208.54 | |
Clorox Company (CLX) | 0.5 | $896k | 5.4k | 165.68 | |
Nutrien (NTR) | 0.5 | $895k | 14k | 64.86 | |
Medtronic SHS (MDT) | 0.5 | $889k | 7.1k | 125.32 | |
Sherwin-Williams Company (SHW) | 0.5 | $862k | 3.1k | 279.69 | |
Mccormick & Co Com Non Vtg (MKC) | 0.5 | $854k | 11k | 81.05 | |
Cisco Systems (CSCO) | 0.4 | $849k | 16k | 54.46 | |
salesforce (CRM) | 0.4 | $846k | 3.1k | 271.07 | |
Nasdaq Omx (NDAQ) | 0.4 | $821k | 4.3k | 192.90 | |
BlackRock (BLK) | 0.4 | $811k | 967.00 | 838.68 | |
Tetra Tech (TTEK) | 0.4 | $796k | 5.3k | 149.43 | |
Becton, Dickinson and (BDX) | 0.4 | $795k | 3.2k | 245.83 | |
Pfizer (PFE) | 0.4 | $794k | 19k | 43.00 | |
Air Products & Chemicals (APD) | 0.4 | $793k | 3.1k | 256.05 | |
Xylem (XYL) | 0.4 | $791k | 6.4k | 123.63 | |
Marvell Technology (MRVL) | 0.4 | $773k | 13k | 60.28 | |
Church & Dwight (CHD) | 0.4 | $767k | 9.3k | 82.54 | |
Unilever Spon Adr New (UL) | 0.4 | $757k | 14k | 54.23 | |
SYSCO Corporation (SYY) | 0.4 | $755k | 9.6k | 78.53 | |
Roper Industries (ROP) | 0.4 | $748k | 1.7k | 446.03 | |
Visa Com Cl A (V) | 0.4 | $739k | 3.3k | 222.79 | |
Cummins (CMI) | 0.4 | $733k | 3.3k | 224.64 | |
UnitedHealth (UNH) | 0.4 | $725k | 1.9k | 390.84 | |
Merck & Co (MRK) | 0.4 | $721k | 9.6k | 75.10 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $720k | 11k | 67.56 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $718k | 20k | 35.57 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $707k | 949.00 | 744.99 | |
Norfolk Southern (NSC) | 0.4 | $684k | 2.9k | 239.08 | |
American States Water Company (AWR) | 0.4 | $664k | 7.8k | 85.51 | |
Msa Safety Inc equity (MSA) | 0.3 | $657k | 4.5k | 145.71 | |
Parker-Hannifin Corporation (PH) | 0.3 | $636k | 2.3k | 279.56 | |
Illinois Tool Works (ITW) | 0.3 | $633k | 3.1k | 206.53 | |
Essential Utils (WTRG) | 0.3 | $625k | 14k | 46.09 | |
Jd.com Spon Adr Cl A (JD) | 0.3 | $610k | 8.4k | 72.26 | |
Beyond Meat (BYND) | 0.3 | $596k | 5.7k | 105.30 | |
Fortive (FTV) | 0.3 | $594k | 8.4k | 70.59 | |
Nextera Energy (NEE) | 0.3 | $591k | 7.5k | 78.58 | |
Canadian Natl Ry (CNI) | 0.3 | $556k | 4.8k | 115.62 | |
Intel Corporation (INTC) | 0.3 | $552k | 10k | 53.24 | |
IDEX Corporation (IEX) | 0.3 | $549k | 2.7k | 206.94 | |
Exelon Corporation (EXC) | 0.3 | $547k | 11k | 48.38 | |
Union Pacific Corporation (UNP) | 0.3 | $545k | 2.8k | 196.04 | |
Hawaiian Electric Industries (HE) | 0.3 | $517k | 13k | 40.83 | |
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.3 | $498k | 30k | 16.84 | |
Avangrid (AGR) | 0.3 | $495k | 10k | 48.60 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $467k | 971.00 | 480.95 | |
Portland Gen Elec Com New (POR) | 0.2 | $467k | 9.9k | 46.95 | |
Consolidated Edison (ED) | 0.2 | $429k | 5.9k | 72.58 | |
Atmos Energy Corporation (ATO) | 0.2 | $414k | 4.7k | 88.29 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $406k | 6.4k | 63.19 | |
Wells Fargo & Company (WFC) | 0.2 | $397k | 8.6k | 46.37 | |
BorgWarner (BWA) | 0.2 | $375k | 8.7k | 43.24 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $370k | 3.5k | 106.29 | |
Lumentum Hldgs (LITE) | 0.2 | $344k | 4.1k | 83.56 | |
Vanguard World Mega Cap Index (MGC) | 0.2 | $339k | 2.2k | 152.57 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $337k | 2.1k | 163.59 | |
Johnson & Johnson (JNJ) | 0.1 | $247k | 1.5k | 161.44 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $206k | 2.1k | 95.86 | |
Riverview Ban (RVSB) | 0.0 | $86k | 12k | 7.30 |