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Home > Institutional Investor > First Pacific Financial > Profile

Instuitional Investor - First Pacific Financial

Fund Profile
Filing Period:
Fund Name: First Pacific Financial
Portfolio Value $429,785,097
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 99,218 $40,723,164 9.47%
2.
Ishares Trust
 IEF 108,988 $31,481,063 7.32%
3.
Dimensional Etf Trust
 488,644 $30,520,691 7.1%
4.
Spdr Series Trust
 349,870 $28,059,588 6.52%
5.
Schwab Strategic Trust
 FNDF 818,426 $24,307,264 5.65%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)