Fund HoldingsFirst Pacific Financial

Total Portfolio Value
$678.37M
Total Bought
$231.04M
Total Sold
$54.11M
Net Transaction
+$176.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
TCW ETF TRUST
FLEXIBLE INCOME
01,881,546+1,881,546074,22710.94%+74,227
ISHARES TR0291,442+291,442026,0523.84%+26,052
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
541,786621,634+79,84833,20141,6996.15%+8,499
VANGUARD INDEX FDS098,566+98,566043,2116.37%+43,211
JPMORGAN CHASE & CO.(JPM)3,34921,104+17,7558226,1180.90%+5,297
INTERNATIONAL BUSINESS MACHS(IBM)67315,982+15,3091674,7110.69%+4,544
BANK NEW YORK MELLON CORP047,220+47,22004,3020.63%+4,302
CISCO SYS INC(CSCO)3,43864,677+61,2392124,4870.66%+4,275
ABBVIE INC(ABBV)23923,267+23,028504,3190.64%+4,269
TRAVELERS COMPANIES INC(TRV)4515,668+15,623124,1920.62%+4,180
WELLTOWER INC(WELL)025,249+25,24903,8820.57%+3,882
PROCTER AND GAMBLE CO(PG)99722,690+21,6931703,6150.53%+3,445
RTX CORPORATION(RTX)022,661+22,66103,3090.49%+3,309
NOVARTIS AG(NVS)026,055+26,05503,1530.46%+3,153
NORTHERN TR CORP(NTRS)024,590+24,59003,1180.46%+3,118
ROCKWELL AUTOMATION INC(ROK)09,338+9,33803,1020.46%+3,102
MICROSOFT CORP(MSFT)021,110+21,110010,5001.55%+10,500
PRUDENTIAL FINL INC(PFH)025,350+25,35002,7240.40%+2,724
AMERICAN ELEC PWR CO INC025,780+25,78002,6750.39%+2,675
JOHNSON & JOHNSON(JNJ)1,54419,133+17,5892562,9230.43%+2,666
PEPSICO INC(PEP)020,795+20,79502,7460.40%+2,746
CHEVRON CORP NEW(CVX)36718,258+17,891612,6140.39%+2,553
UNITED PARCEL SERVICE INC(UPS)025,108+25,10802,5340.37%+2,534
MERCK & CO INC(MRK)041,473+41,47303,2830.48%+3,283
MEDTRONIC PLC(MDT)9,64537,947+28,3028673,3080.49%+2,441
NVIDIA CORPORATION(NVDA)026,066+26,06604,1180.61%+4,118
MORGAN STANLEY ETF TRUST
CALVERT US MDCP
188,542215,462+26,92010,69513,0791.93%+2,384
COMCAST CORP NEW(CCZ)065,528+65,52802,3390.34%+2,339
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
1,639,5751,684,907+45,33277,12679,29211.69%+2,166
ISHARES TR017,025+17,02502,1580.32%+2,158
SPDR INDEX SHS FDS
ST STR ASIA ETF
171,342173,457+2,11519,81821,9253.23%+2,107
PFIZER INC(PFE)0117,471+117,47102,8480.42%+2,848
TOTALENERGIES SE(TTE)030,285+30,28501,8590.27%+1,859
PROLOGIS INC.(PLD)017,855+17,85501,8770.28%+1,877
ALEXANDRIA REAL ESTATE EQ IN024,490+24,49001,7790.26%+1,779
SCHWAB STRATEGIC TR0858,807+858,807024,6053.63%+24,605
MATTHEWS INTL FDS435,278443,900+8,62210,53412,2651.81%+1,731
SPDR SERIES TRUST
ST STR SP400VAL
0358,986+358,986028,5144.20%+28,514
ISHARES TR037,409+37,409011,3851.68%+11,385
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
157,417172,079+14,6624,0685,1350.76%+1,067
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
1,310,3931,354,319+43,92613,28714,1662.09%+879
ALPHABET INC(GOOG)07,292+7,29201,2850.19%+1,285
NUSHARES ETF TR
NUVEEN ESG SMLCP
0248,875+248,875010,1391.49%+10,139
APPLE INC(AAPL)019,641+19,64104,0300.59%+4,030
AMAZON COM INC(AMZN)06,080+6,08001,3340.20%+1,334
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
297,326301,908+4,58224,30925,0343.69%+725
META PLATFORMS INC(META)0953+95307030.10%+703
US BANCORP DEL(USB)013,009+13,00905890.09%+589
ALASKA AIR GROUP INC010,736+10,73605310.08%+531
JOHNSON CTLS INTL PLC
SHS
04,731+4,73105000.07%+500
NUSHARES ETF TR
NUVEEN ESG LRGCP
11,53114,820+3,2899031,3920.21%+490
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
57,50163,756+6,2552,0492,5180.37%+468
ISHARES TR39,81739,325-4923,9824,4040.65%+423
NETFLIX INC(NFLX)0362+36204850.07%+485
COSTCO WHSL CORP NEW(COST)04,867+4,86704,8180.71%+4,818
VANGUARD WORLD FD05,948+5,94803900.06%+390
CROWDSTRIKE HLDGS INC(CRWD)03,152+3,15201,6050.24%+1,605
LOWES COS INC(LOW)02,752+2,75206110.09%+611
DISNEY WALT CO(DIS)07,806+7,80609680.14%+968
STARBUCKS CORP(SBUX)04,047+4,04703710.05%+371
ADVANCED MICRO DEVICES INC(AMD)07,130+7,13001,0120.15%+1,012
SALESFORCE INC(CRM)06,951+6,95101,8950.28%+1,895
PACCAR INC(PCAR)03,032+3,03202880.04%+288
ALPHABET INC(GOOG)08,355+8,35501,4820.22%+1,482
SNOWFLAKE INC(SNOW)04,690+4,69001,0490.15%+1,049
VISA INC(V)04,372+4,37201,5520.23%+1,552
FISERV INC(FISV)01,363+1,36302350.03%+235
NUSHARES ETF TR
NUVEEN ESG US
1,047,4891,054,279+6,79023,23923,4683.46%+230
ISHARES TR021,422+21,42202,8310.42%+2,831
EATON CORP PLC(ETN)03,517+3,51701,2560.19%+1,256
SCHWAB STRATEGIC TR82,58979,819-2,7702,9853,1940.47%+210
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
073,466+73,46603,3420.49%+3,342
GOLDMAN SACHS GROUP INC(GS)02,151+2,15101,5230.22%+1,523
VANGUARD INDEX FDS132777+645342170.03%+183
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
04,044+4,04401780.03%+178
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,759+3,75908510.13%+851
ISHARES TR
US TREAS BD ETF
155,760162,799+7,0393,5803,7410.55%+161
ADOBE INC(ADBE)02,835+2,83501,0970.16%+1,097
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
07,648+7,64805850.09%+585
HOME DEPOT INC(HD)03,320+3,32001,2170.18%+1,217
VANGUARD CALIF TAX FREE FDS01,547+1,54701510.02%+151
AUTOMATIC DATA PROCESSING IN0848+84802620.04%+262
AIRBNB INC01,098+1,09801450.02%+145
VANGUARD INDEX FDS04,958+4,95802,8160.42%+2,816
BROADCOM INC(AVGO)0784+78402160.03%+216
CVS HEALTH CORP(CVS)02,116+2,11601460.02%+146
ISHARES TR0773+77304800.07%+480
VANGUARD BD INDEX FDS14,40016,089+1,6891,0581,1850.17%+127
TRANE TECHNOLOGIES PLC(TT)01,865+1,86508160.12%+816
VANGUARD SPECIALIZED FUNDS414940+526801920.03%+112
STRYKER CORPORATION(SYK)0323+32301280.02%+128
ABBOTT LABS0862+86201170.02%+117
DUKE ENERGY CORP NEW(DUK)01,149+1,14901360.02%+136
ISHARES TR
ESG AWARE MSCI
09,693+9,69304010.06%+401
PAYPAL HLDGS INC(PYPL)01,506+1,50601120.02%+112
VANGUARD INDEX FDS01,093+1,09302590.04%+259
VANGUARD INDEX FDS01,140+1,14001020.01%+102
SCHWAB STRATEGIC TR04,215+4,21501120.02%+112
MARVELL TECHNOLOGY INC(MRVL)09,464+9,46407330.11%+733
CATERPILLAR INC(CAT)01,349+1,34905240.08%+524
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