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Jeffrey P Gribben

@First Citizens Financial Corp

Latest period2024 - Q4ReportedManaged Assets$184.195MTotal holdings121
Assets growth rate-2.56%Assets growth rate (2-Q avg)4.66%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Citizens Financial Corp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of First Citizens Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 184.195M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by Jeffrey P Gribben, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USMVIshares Tr Min Vol Usa Etf
Recent Activity
Decreased -22.42%
0.45%
$827,168
9,316 shares@ $88.8 avg price
VXUSVanguard Total Intl Stock Index
Recent Activity
Decreased -30.27%
0.45%
$816,652
13,858 shares@ $58.94 avg price
EFGIshares Msci Eafe Growth Index Fund Etf
Recent Activity
Increased 1.54%
0.45%
$810,951
8,375 shares@ $96.83 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1.02%
0.44%
$809,953
2,794 shares@ $289.9 avg price
EMGFIshares Emerging Markets Equity Factor Etf
Recent Activity
Increased 6.8%
0.43%
$788,352
17,431 shares@ $45.23 avg price
MTUMIshares Msci Usa Momentum Factor Etf
Recent Activity
Decreased -8.83%
0.43%
$785,675
3,797 shares@ $206.92 avg price
OEFIshare S&p 100 Index
Recent Activity
Increased 2.73%
0.4%
$730,213
2,528 shares@ $288.86 avg price
BACBank Of America Corp
Recent Activity
Increased 5.93%
0.4%
$726,581
16,532 shares@ $43.95 avg price
STLDSteel Dynamics Inc
Recent Activity
0.39%
$707,234
6,200 shares@ $114.07 avg price
EFVIshares Msci Value Index Fund Eafe Etf
Recent Activity
Decreased -4.34%
0.38%
$692,184
13,192 shares@ $52.47 avg price