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Jacqueline Kruger

@First Pacific Financial

Latest period2024 - Q4ReportedManaged Assets$429.785MTotal holdings400
Assets growth rate0.57%Assets growth rate (2-Q avg)5.18%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in First Pacific Financial's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 400 positions.

Assets under management

The assets under management (AUM) of First Pacific Financial over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 429.785M in assets, with a quarterly growth rate of 0.57% and a 2-quarter average growth rate of 5.18%. The portfolio is managed by Jacqueline Kruger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Decreased -5.31%
9.48%
$40.723M
99,218 shares@ $410.45 avg price
OEFIshares Tr
Recent Activity
Decreased -2.61%
7.33%
$31.481M
108,988 shares@ $288.85 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -2.48%
6.53%
$28.06M
349,870 shares@ $80.21 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.63%
1.91%
$8.177M
331,739 shares@ $24.65 avg price
JPSEJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.76%
0.88%
$3.776M
80,658 shares@ $46.81 avg price
AAPLApple Inc
Recent Activity
Decreased -3.47%
0.82%
$3.516M
14,038 shares@ $250.43 avg price
GOVTIshares Tr
Recent Activity
Decreased -1.24%
0.79%
$3.372M
146,733 shares@ $22.98 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -30.42%
0.67%
$2.875M
5,337 shares@ $538.79 avg price
IWSIshares Tr
Recent Activity
Decreased -1.41%
0.63%
$2.688M
20,785 shares@ $129.34 avg price
NVDANvidia Corporation
Recent Activity
Decreased -14.78%
0.5%
$2.111M
15,716 shares@ $134.3 avg price