$111 Million is the total value of Pachira Investments Inc.'s 8 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $27,120,000 | +2.5% | 122,128 | -0.1% | 24.40% | +1.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $26,833,000 | +1.5% | 154,255 | -0.1% | 24.14% | +0.3% |
| IJR | Sell | ISHAREScore s&p scp etf | $26,498,000 | +1.1% | 377,952 | -0.3% | 23.84% | -0.2% |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $24,275,000 | – | 304,002 | +100.0% | 21.84% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,429,000 | +2.4% | 35,587 | -0.2% | 3.98% | +1.1% |
| LMT | Sell | LOCKHEED MARTIN | $1,133,000 | +0.2% | 4,083 | -3.4% | 1.02% | -1.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $586,000 | +6.4% | 4,427 | +0.1% | 0.53% | +5.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $281,000 | +3.7% | 4,814 | +1.4% | 0.25% | +2.4% |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1s&pdcrp | $0 | – | -78,123 | -100.0% | -22.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 28 | Q3 2023 | 33.1% |
| ISHARES TR | 28 | Q3 2023 | 31.3% |
| ISHARES TR | 28 | Q3 2023 | 31.2% |
| VANGUARD INDEX FUNDS | 28 | Q3 2023 | 22.4% |
| LOCKHEED MARTIN CORP | 28 | Q3 2023 | 9.2% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 3.3% |
| SPDR S&P MIDCAP 400 ETF TR | 23 | Q2 2023 | 22.5% |
| MICROSOFT CORP | 23 | Q3 2023 | 3.9% |
| AMAZON COM INC | 23 | Q3 2023 | 2.9% |
| SCHWAB STRATEGIC TR | 23 | Q3 2023 | 2.9% |
View Pachira Investments Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-19 |
View Pachira Investments Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.