First Pacific Financial
First Pacific Financial is a fee-only, registered investment advisory firm offering financial planning, investment management, retirement and income planning, tax planning, estate planning, socially responsible investing, and charitable giving strategies. The firm aims to align clients' finances with their personal values, providing comprehensive, integrated wealth management for individuals, families, small businesses, and institutional clients. First Pacific Financial is a Certified B Corporation, reflecting its commitment to social and environmental responsibility.
Investment Strategy
First Pacific Financial primarily allocates client assets among mutual funds and ETFs, with some allocation to individual debt and equity securities. The firm tailors portfolios to individual client needs, risk tolerance, and objectives, and also provides advice on legacy positions and other investment products. The approach is holistic, integrating investments, taxes, insurance, and estate planning to help clients achieve their long-term goals.
Top Holdings
Equity Positions (530)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JCPB | J P MORGAN EXCHANGE TRADED F | 11.54% | $83.1M | 1,746,854 | $47.06 | $47.55 | +$3.8M |
F FLXR | TCW ETF TRUST | 10.72% | $77.1M | 1,938,278 | $39.46 | $39.80 | +$2.9M |
D DFAW | DIMENSIONAL ETF TRUST | 6.63% | $47.7M | 664,213 | $60.61 | $71.86 | +$6.0M |
V VUG | VANGUARD INDEX FDS | 6.44% | $46.4M | 96,653 | $290.92 | $479.61 | +$3.1M |
M MDYV | SPDR SERIES TRUST | 4.21% | $30.3M | 363,070 | $48.60 | $83.41 | +$1.8M |