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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
GOVTIshares Tr
Recent Activity
Decreased -1.24%
0.79%
$3.372M
146,733 shares@ $22.98 avg price
DFISDimensional Etf Trust
Recent Activity
Increased 34.61%
0.73%
$3.131M
127,490 shares@ $24.56 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -30.42%
0.67%
$2.875M
5,337 shares@ $538.79 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 3%
0.67%
$2.851M
85,843 shares@ $33.22 avg price
IWSIshares Tr
Recent Activity
Decreased -1.41%
0.63%
$2.688M
20,785 shares@ $129.34 avg price
SUSAIshares Tr
Recent Activity
Increased 66.29%
0.56%
$2.377M
19,547 shares@ $121.59 avg price
CRMSalesforce Inc
Recent Activity
Increased 1.16%
0.53%
$2.256M
6,749 shares@ $334.34 avg price
NVDANvidia Corporation
Recent Activity
Decreased -14.78%
0.5%
$2.111M
15,716 shares@ $134.3 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 12.04%
0.49%
$2.084M
41,574 shares@ $50.13 avg price
DMXFIshares Tr
Recent Activity
Increased 103.69%
0.45%
$1.929M
29,856 shares@ $64.63 avg price