$111 Million is the total value of Pachira Investments Inc.'s 13 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $269,000 | +15.5% | 4,851 | 0.0% | 0.24% | -19.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2019-04-23
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.