| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | 22 | Q2 2024 | 30.3% |
| VANGUARD TOTAL BOND MARKET ETF | 22 | Q2 2024 | 8.9% |
| VANGUARD SCOTTS/VANGUARD INTERMEDIA | 22 | Q2 2024 | 5.4% |
| VANGUARD TAX-MANAGED FDS | 22 | Q2 2024 | 6.4% |
| VANGUARD INTL EQUITY INDEX F | 22 | Q2 2024 | 4.3% |
| VGRD STC ETF DV | 22 | Q2 2024 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 22 | Q2 2024 | 3.9% |
| VANGUARD SMALL CAP ETF | 22 | Q2 2024 | 4.3% |
| SCHWAB US BROAD MARKET ETF | 22 | Q2 2024 | 3.0% |
| VANGUARD MID CAP ETF IV | 22 | Q2 2024 | 4.1% |
View PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-26 |
View PATRIOT INVESTMENT MANAGEMENT GROUP, 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.