First Pacific Financial as of Sept. 30, 2022
Portfolio Holdings for First Pacific Financial
First Pacific Financial holds 103 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr S&p 100 Etf (OEF) | 19.7 | $34M | 212k | 162.50 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 10.2 | $18M | 308k | 57.82 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 9.3 | $16M | 382k | 42.52 | |
Vanguard Index Fds Growth Etf (VUG) | 6.6 | $11M | 54k | 213.96 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 4.3 | $7.5M | 320k | 23.49 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $4.1M | 13k | 328.32 | |
Microsoft Corporation (MSFT) | 2.3 | $3.9M | 17k | 232.92 | |
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 1.6 | $2.8M | 78k | 35.38 | |
Ishares Tr Eafe Grwth Etf (EFG) | 1.6 | $2.7M | 38k | 72.57 | |
Costco Wholesale Corporation (COST) | 1.4 | $2.4M | 5.1k | 472.28 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.3 | $2.3M | 73k | 32.06 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 1.3 | $2.3M | 100k | 22.76 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 1.2 | $2.1M | 22k | 96.04 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.0 | $1.7M | 28k | 60.53 | |
Apple (AAPL) | 0.9 | $1.6M | 11k | 138.22 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $1.4M | 10k | 136.02 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $1.3M | 6.6k | 197.38 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.7 | $1.2M | 47k | 25.15 | |
Archer Daniels Midland Company (ADM) | 0.7 | $1.2M | 15k | 80.48 | |
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.7 | $1.1M | 48k | 23.81 | |
Pfizer (PFE) | 0.6 | $1.1M | 26k | 43.79 | |
Ishares Tr Msci Gbl Sus Dev (SDG) | 0.6 | $1.1M | 16k | 70.87 | |
Thermo Fisher Scientific (TMO) | 0.6 | $1.0M | 2.1k | 507.00 | |
Goldman Sachs (GS) | 0.6 | $1.0M | 3.4k | 292.97 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.6 | $991k | 12k | 84.88 | |
Nutrien (NTR) | 0.6 | $967k | 12k | 83.38 | |
Johnson & Johnson (JNJ) | 0.6 | $962k | 5.9k | 163.38 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $957k | 3.7k | 257.33 | |
Waste Management (WM) | 0.5 | $947k | 5.9k | 160.29 | |
Merck & Co (MRK) | 0.5 | $931k | 11k | 86.12 | |
Mccormick & Co Com Non Vtg (MKC) | 0.5 | $901k | 13k | 71.29 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $899k | 13k | 71.30 | |
Verizon Communications (VZ) | 0.5 | $894k | 24k | 37.95 | |
Eaton Corp SHS (ETN) | 0.5 | $888k | 6.7k | 133.41 | |
UnitedHealth (UNH) | 0.5 | $887k | 1.8k | 504.84 | |
Danaher Corporation (DHR) | 0.5 | $881k | 3.4k | 258.43 | |
Vaneck Etf Trust Green Bond Etf (GRNB) | 0.5 | $876k | 39k | 22.48 | |
Target Corporation (TGT) | 0.5 | $873k | 5.9k | 148.34 | |
salesforce (CRM) | 0.5 | $863k | 6.0k | 143.88 | |
Air Products & Chemicals (APD) | 0.5 | $857k | 3.7k | 232.82 | |
American Tower Reit (AMT) | 0.5 | $855k | 4.0k | 214.61 | |
Analog Devices (ADI) | 0.5 | $839k | 6.0k | 139.42 | |
Becton, Dickinson and (BDX) | 0.5 | $821k | 3.7k | 222.92 | |
Home Depot (HD) | 0.5 | $795k | 2.9k | 275.85 | |
Ecolab (ECL) | 0.5 | $786k | 5.4k | 144.38 | |
Cummins (CMI) | 0.4 | $783k | 3.8k | 203.48 | |
Nasdaq Omx (NDAQ) | 0.4 | $775k | 14k | 56.69 | |
Unilever Spon Adr New (UL) | 0.4 | $767k | 18k | 43.86 | |
Church & Dwight (CHD) | 0.4 | $748k | 11k | 71.41 | |
SYSCO Corporation (SYY) | 0.4 | $748k | 11k | 70.71 | |
Medtronic SHS (MDT) | 0.4 | $722k | 8.9k | 80.80 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $722k | 7.5k | 96.11 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $716k | 4.3k | 164.86 | |
Blackstone Group Inc Com Cl A (BX) | 0.4 | $708k | 8.5k | 83.72 | |
Roper Industries (ROP) | 0.4 | $707k | 2.0k | 359.43 | |
Cisco Systems (CSCO) | 0.4 | $707k | 18k | 39.99 | |
Visa Com Cl A (V) | 0.4 | $704k | 4.0k | 177.69 | |
Sherwin-Williams Company (SHW) | 0.4 | $701k | 3.4k | 204.67 | |
Tetra Tech (TTEK) | 0.4 | $683k | 5.3k | 128.53 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $680k | 3.2k | 210.33 | |
American States Water Company (AWR) | 0.4 | $676k | 8.7k | 77.92 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $676k | 2.5k | 266.88 | |
Nike CL B (NKE) | 0.4 | $676k | 8.1k | 83.15 | |
Xylem (XYL) | 0.4 | $663k | 7.6k | 87.32 | |
Nextera Energy (NEE) | 0.4 | $650k | 8.3k | 78.42 | |
Parker-Hannifin Corporation (PH) | 0.4 | $648k | 2.7k | 242.24 | |
BlackRock (BLK) | 0.4 | $643k | 1.2k | 550.51 | |
Essential Utils (WTRG) | 0.4 | $637k | 15k | 41.37 | |
Illinois Tool Works (ITW) | 0.4 | $636k | 3.5k | 180.78 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $629k | 2.3k | 275.15 | |
Norfolk Southern (NSC) | 0.4 | $622k | 3.0k | 209.64 | |
Intel Corporation (INTC) | 0.4 | $612k | 24k | 25.77 | |
Union Pacific Corporation (UNP) | 0.4 | $610k | 3.1k | 194.76 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $610k | 21k | 28.56 | |
Consolidated Edison (ED) | 0.3 | $609k | 7.1k | 85.74 | |
Garmin SHS (GRMN) | 0.3 | $598k | 7.4k | 80.33 | |
Canadian Natl Ry (CNI) | 0.3 | $594k | 5.5k | 107.94 | |
IDEX Corporation (IEX) | 0.3 | $592k | 3.0k | 199.93 | |
Walt Disney Company (DIS) | 0.3 | $551k | 5.8k | 94.33 | |
Marvell Technology (MRVL) | 0.3 | $541k | 13k | 42.91 | |
Ishares Tr Esg Aware Msci (ESML) | 0.3 | $538k | 18k | 30.68 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $535k | 3.0k | 179.41 | |
Jd.com Spon Adr Cl A (JD) | 0.3 | $511k | 10k | 50.31 | |
Avangrid (AGR) | 0.3 | $506k | 12k | 41.74 | |
Hawaiian Electric Industries (HE) | 0.3 | $499k | 14k | 34.65 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.3 | $498k | 12k | 40.89 | |
Livent Corp | 0.3 | $497k | 16k | 30.64 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $490k | 1.2k | 415.61 | |
Portland Gen Elec Com New (POR) | 0.3 | $472k | 11k | 43.43 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $397k | 6.6k | 60.41 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $320k | 796.00 | 402.01 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $318k | 10k | 30.83 | |
BorgWarner (BWA) | 0.2 | $315k | 10k | 31.43 | |
Solaredge Technologies (SEDG) | 0.2 | $290k | 1.3k | 231.26 | |
Vanguard World Mega Cap Index (MGC) | 0.2 | $281k | 2.3k | 124.78 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $260k | 3.0k | 87.25 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $257k | 5.3k | 48.17 | |
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $253k | 4.3k | 58.54 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $244k | 7.7k | 31.56 | |
Beyond Meat (BYND) | 0.1 | $237k | 17k | 14.19 | |
Wells Fargo & Company (WFC) | 0.1 | $213k | 5.3k | 40.21 | |
Exxon Mobil Corporation (XOM) | 0.1 | $211k | 2.4k | 87.41 | |
Riverview Ban (RVSB) | 0.0 | $75k | 12k | 6.37 |