Pachira Investments Inc. - Q3 2017 holdings

$113 Million is the total value of Pachira Investments Inc.'s 8 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .

 Value Shares↓ Weighting
IJR SellISHARES TRcore s&p scp etf$27,877,000
+5.2%
375,598
-0.6%
24.56%
+3.0%
VOO SellVANGUARD INDEX FDS$27,580,000
+1.7%
119,519
-2.1%
24.30%
-0.4%
IJH SellISHARES TRcore s&p mcp etf$27,235,000
+1.5%
152,236
-1.3%
24.00%
-0.6%
BSV SellVANGUARD BD INDEX FD INCshort trm bond$24,235,000
-0.2%
303,616
-0.1%
21.36%
-2.2%
VTI SellVANGUARD INDEX FUNDStotal stk mkt$4,454,000
+0.6%
34,387
-3.4%
3.92%
-1.5%
LMT SellLOCKHEED MARTIN$1,239,000
+9.4%
3,992
-2.2%
1.09%
+7.2%
SCHB SellSCHWAB STRATEGIC TRus brd mkt etf$292,000
+3.9%
4,795
-0.4%
0.26%
+1.6%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2017-10-06
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS28Q3 202333.1%
ISHARES TR28Q3 202331.3%
ISHARES TR28Q3 202331.2%
VANGUARD INDEX FUNDS28Q3 202322.4%
LOCKHEED MARTIN CORP28Q3 20239.2%
JOHNSON & JOHNSON28Q3 20233.3%
SPDR S&P MIDCAP 400 ETF TR23Q2 202322.5%
MICROSOFT CORP23Q3 20233.9%
AMAZON COM INC23Q3 20232.9%
SCHWAB STRATEGIC TR23Q3 20232.9%

View Pachira Investments Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-19
13F-HR2024-01-16
13F-HR2023-10-25
13F-HR2023-07-28
13F-HR2023-04-21
13F-HR2023-01-24
13F-HR2022-10-21
13F-HR2022-07-19
13F-HR2022-04-26
13F-HR2022-01-19

View Pachira Investments Inc.'s complete filings history.

Compare quarters

Export Pachira Investments Inc.'s holdings