First Pacific Financial as of March 31, 2023
Portfolio Holdings for First Pacific Financial
First Pacific Financial holds 106 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr S&p 100 Etf (OEF) | 11.1 | $24M | 128k | 187.04 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 10.0 | $22M | 328k | 66.08 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 9.0 | $19M | 399k | 48.67 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 8.8 | $19M | 237k | 80.22 | |
Vanguard Index Fds Growth Etf (VUG) | 7.4 | $16M | 64k | 249.44 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 6.2 | $14M | 561k | 24.06 | |
Microsoft Corporation (MSFT) | 2.3 | $5.0M | 17k | 288.31 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 2.3 | $4.9M | 140k | 35.41 | |
Ishares Tr Eafe Grwth Etf (EFG) | 2.0 | $4.3M | 46k | 93.68 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $4.2M | 11k | 376.06 | |
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 1.4 | $3.1M | 77k | 39.86 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.3 | $2.8M | 88k | 31.27 | |
Costco Wholesale Corporation (COST) | 1.2 | $2.5M | 5.1k | 496.87 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $2.4M | 101k | 23.38 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 1.0 | $2.3M | 21k | 106.20 | |
Apple (AAPL) | 0.9 | $1.9M | 12k | 164.90 | |
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.8 | $1.8M | 26k | 67.87 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $1.7M | 26k | 67.85 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $1.5M | 6.6k | 225.22 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $1.5M | 9.8k | 152.26 | |
salesforce (CRM) | 0.6 | $1.2M | 6.2k | 199.78 | |
Thermo Fisher Scientific (TMO) | 0.6 | $1.2M | 2.1k | 576.37 | |
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.5 | $1.2M | 49k | 24.21 | |
Analog Devices (ADI) | 0.5 | $1.1M | 5.7k | 197.22 | |
Archer Daniels Midland Company (ADM) | 0.5 | $1.1M | 14k | 79.66 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.1M | 3.8k | 285.81 | |
Mccormick & Co Com Non Vtg (MKC) | 0.5 | $1.1M | 13k | 83.21 | |
Air Products & Chemicals (APD) | 0.5 | $1.1M | 3.7k | 287.22 | |
Eaton Corp SHS (ETN) | 0.5 | $1.1M | 6.2k | 171.34 | |
Goldman Sachs (GS) | 0.5 | $1.0M | 3.2k | 327.11 | |
Merck & Co (MRK) | 0.5 | $1.0M | 9.8k | 106.39 | |
Target Corporation (TGT) | 0.5 | $1.0M | 6.2k | 165.63 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $1.0M | 2.6k | 385.37 | |
Verizon Communications (VZ) | 0.5 | $977k | 25k | 38.89 | |
Church & Dwight (CHD) | 0.5 | $975k | 11k | 88.41 | |
Ecolab (ECL) | 0.4 | $972k | 5.9k | 165.53 | |
Waste Management (WM) | 0.4 | $972k | 6.0k | 163.17 | |
Cisco Systems (CSCO) | 0.4 | $962k | 18k | 52.27 | |
Nike CL B (NKE) | 0.4 | $944k | 7.7k | 122.64 | |
Becton, Dickinson and (BDX) | 0.4 | $937k | 3.8k | 247.54 | |
Unilever Spon Adr New (UL) | 0.4 | $926k | 18k | 51.93 | |
Cummins (CMI) | 0.4 | $925k | 3.9k | 238.88 | |
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.4 | $920k | 34k | 26.87 | |
Visa Com Cl A (V) | 0.4 | $919k | 4.1k | 225.46 | |
American Tower Reit (AMT) | 0.4 | $908k | 4.4k | 204.34 | |
Roper Industries (ROP) | 0.4 | $894k | 2.0k | 440.70 | |
Nutrien (NTR) | 0.4 | $881k | 12k | 73.85 | |
Home Depot (HD) | 0.4 | $877k | 3.0k | 295.12 | |
Danaher Corporation (DHR) | 0.4 | $864k | 3.4k | 252.04 | |
UnitedHealth (UNH) | 0.4 | $855k | 1.8k | 472.61 | |
Parker-Hannifin Corporation (PH) | 0.4 | $833k | 2.5k | 336.11 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $827k | 8.0k | 104.00 | |
Illinois Tool Works (ITW) | 0.4 | $827k | 3.4k | 243.42 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $826k | 1.2k | 680.71 | |
SYSCO Corporation (SYY) | 0.4 | $813k | 11k | 77.23 | |
Pfizer (PFE) | 0.4 | $810k | 20k | 40.80 | |
Sherwin-Williams Company (SHW) | 0.4 | $806k | 3.6k | 224.77 | |
Xylem (XYL) | 0.4 | $803k | 7.7k | 104.70 | |
Garmin SHS (GRMN) | 0.4 | $802k | 7.9k | 100.92 | |
Blackstone Group Inc Com Cl A (BX) | 0.4 | $801k | 9.1k | 87.84 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $800k | 16k | 50.66 | |
BlackRock (BLK) | 0.4 | $794k | 1.2k | 669.12 | |
Tetra Tech (TTEK) | 0.4 | $793k | 5.4k | 146.91 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $782k | 2.5k | 308.77 | |
Medtronic SHS (MDT) | 0.4 | $778k | 9.6k | 80.62 | |
American States Water Company (AWR) | 0.4 | $761k | 8.6k | 88.89 | |
Ishares Tr Global Reit Etf (REET) | 0.3 | $745k | 33k | 22.93 | |
Nasdaq Omx (NDAQ) | 0.3 | $728k | 13k | 54.67 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $714k | 5.2k | 137.26 | |
Consolidated Edison (ED) | 0.3 | $694k | 7.3k | 95.67 | |
IDEX Corporation (IEX) | 0.3 | $676k | 2.9k | 231.03 | |
Essential Utils (WTRG) | 0.3 | $675k | 16k | 43.65 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $660k | 22k | 30.13 | |
Union Pacific Corporation (UNP) | 0.3 | $656k | 3.3k | 201.27 | |
Norfolk Southern (NSC) | 0.3 | $654k | 3.1k | 212.00 | |
Nextera Energy (NEE) | 0.3 | $651k | 8.5k | 77.08 | |
Canadian Natl Ry (CNI) | 0.3 | $646k | 5.5k | 117.97 | |
Ishares Tr Msci Gbl Sus Dev (SDG) | 0.3 | $627k | 7.9k | 79.19 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.3 | $620k | 7.1k | 87.77 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $609k | 2.5k | 244.31 | |
Marvell Technology (MRVL) | 0.3 | $607k | 14k | 43.30 | |
Walt Disney Company (DIS) | 0.3 | $606k | 6.1k | 100.13 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $572k | 2.8k | 204.09 | |
Hawaiian Electric Industries (HE) | 0.3 | $563k | 15k | 38.40 | |
Intel Corporation (INTC) | 0.3 | $559k | 17k | 32.67 | |
Portland Gen Elec Com New (POR) | 0.2 | $537k | 11k | 48.89 | |
Avangrid (AGR) | 0.2 | $497k | 13k | 39.88 | |
Jd.com Spon Adr Cl A (JD) | 0.2 | $489k | 11k | 43.89 | |
BorgWarner (BWA) | 0.2 | $483k | 9.8k | 49.11 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $475k | 6.9k | 68.44 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $431k | 8.8k | 48.92 | |
Livent Corp | 0.2 | $421k | 19k | 21.72 | |
Solaredge Technologies (SEDG) | 0.2 | $408k | 1.3k | 303.95 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $395k | 12k | 32.59 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $389k | 11k | 34.07 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $381k | 5.2k | 73.82 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $348k | 759.00 | 458.41 | |
Vanguard World Mega Cap Index (MGC) | 0.2 | $327k | 2.3k | 143.13 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $310k | 9.3k | 33.24 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $308k | 7.6k | 40.40 | |
Beyond Meat (BYND) | 0.1 | $303k | 19k | 16.23 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $283k | 2.9k | 97.32 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $241k | 3.7k | 65.17 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $204k | 1.6k | 130.31 | |
Procter & Gamble Company (PG) | 0.1 | $201k | 1.4k | 148.69 | |
Riverview Ban (RVSB) | 0.0 | $63k | 12k | 5.34 |