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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
DFAWDimensional Etf Trust
Recent Activity
Increased 13.9%
7.11%
$30.521M
488,644 shares@ $62.46 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -2.48%
6.53%
$28.06M
349,870 shares@ $80.21 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 98.15%
5.66%
$24.307M
818,426 shares@ $29.71 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 2.43%
5.38%
$23.121M
288,034 shares@ $80.28 avg price
NUBDNushares Etf Tr
Recent Activity
Increased 9.17%
5.15%
$22.133M
1.016M shares@ $21.78 avg price
GMFSpdr Index Shs Fds
Recent Activity
New Position
4.3%
$18.465M
159,789 shares@ $115.56 avg price
VGSRManager Directed Portfolios
Recent Activity
Increased 2.73%
3.06%
$13.131M
1.298M shares@ $10.12 avg price
CVMCMorgan Stanley Etf Trust
Recent Activity
Increased 4.82%
2.44%
$10.452M
175,929 shares@ $59.42 avg price