John W. Brooker & Co. Cpas
John W. Brooker & Co., CPAs is a professional corporation headquartered in Oakland, CA, providing a range of accounting, tax, advisory, and wealth management services. Founded in 1983, the firm is an independent registered investment advisor emphasizing fiduciary, fee-only advice for individuals, high net worth clients, pension and profit sharing plans, and charitable organizations. The firm employs under 10 personnel, including certified financial advisors, and is dedicated to delivering personalized financial planning and investment management tailored to diverse client needs in the Bay Area and beyond.
Investment Strategy
The firm operates as a fee-only, independent registered investment adviser, aligning its interests directly with clients by avoiding commissions or performance-based compensation. They build fully customized portfolios using best-in-class investments without ties to proprietary products. Their philosophy centers on fiduciary responsibility, independence from outside incentives, and transparency. The firm provides comprehensive portfolio management, financial planning, and ongoing advisory services to help clients meet specific financial goals, always prioritizing clients' interests above all else.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 7.96% | $3.9M | 77,222 | $50.50 | $50.73 | +$33.7K |
J JCPB | J P MORGAN EXCHANGE TRADED F | 7.24% | $3.6M | 74,987 | $46.44 | $47.55 | +$26.7K |
I IJR | ISHARES TR | 6.61% | $3.3M | 27,388 | $93.08 | $118.83 | +$72.0K |
B BOND | PIMCO ETF TR | 6.08% | $3.0M | 32,088 | $104.42 | $93.35 | +$25.9K |
T TOTL | SSGA ACTIVE ETF TR | 5.87% | $2.9M | 71,266 | $43.12 | $40.57 | +$108.0K |