$56 Million is the total value of Pachira Investments Inc.'s 14 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $14,901,000 | – | 48,115 | +100.0% | 26.59% | – |
| VOO | Buy | VANGUARD INDEX FDS | $10,150,000 | +22.9% | 35,812 | +2.7% | 18.11% | -45.3% |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $8,694,000 | – | 171,370 | +100.0% | 15.51% | – |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $8,594,000 | +27.7% | 48,330 | +3.3% | 15.34% | -43.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $8,400,000 | +26.0% | 123,009 | +3.5% | 14.99% | -44.0% |
| LMT | Buy | LOCKHEED MARTIN | $1,474,000 | +28.8% | 4,040 | +19.7% | 2.63% | -42.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,205,000 | +81.7% | 7,700 | +49.7% | 2.15% | -19.2% |
| MSFT | Buy | MICROSOFT CORP | $675,000 | +76.2% | 3,318 | +36.5% | 1.20% | -21.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $468,000 | +35.7% | 3,330 | +26.5% | 0.84% | -39.7% |
| AAPL | New | APPLE INC | $427,000 | – | 1,170 | +100.0% | 0.76% | – |
| AMZN | Sell | AMAZON COM INC | $317,000 | +10.5% | 115 | -21.8% | 0.57% | -50.8% |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $305,000 | +25.0% | 5,793 | 0.0% | 0.54% | -44.4% | |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $227,000 | – | 701 | +100.0% | 0.40% | – |
| SHOP | New | SHOPIFY INCcl a | $203,000 | – | 214 | +100.0% | 0.36% | – |
| T | Exit | AT&T INC | $0 | – | -7,083 | -100.0% | -0.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-17
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.