Pachira Investments as of Sept. 30, 2019
Portfolio Holdings for Pachira Investments
Pachira Investments holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 32.6 | $29M | 108k | 272.60 | |
| iShares S&P MidCap 400 Index (IJH) | 30.9 | $28M | 144k | 193.23 | |
| iShares S&P SmallCap 600 Index (IJR) | 30.4 | $27M | 351k | 77.84 | |
| Lockheed Martin Corporation (LMT) | 1.5 | $1.3M | 3.4k | 389.91 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $773k | 5.1k | 150.92 | |
| Schwab U S Broad Market ETF (SCHB) | 0.7 | $604k | 8.5k | 70.97 | |
| Microsoft Corporation (MSFT) | 0.5 | $444k | 3.2k | 138.88 | |
| Johnson & Johnson (JNJ) | 0.5 | $409k | 3.2k | 129.51 | |
| Apple (AAPL) | 0.4 | $333k | 1.5k | 223.94 | |
| Procter & Gamble Company (PG) | 0.4 | $331k | 2.7k | 124.34 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.3 | $294k | 5.2k | 56.50 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $273k | 776.00 | 351.80 | |
| At&t (T) | 0.3 | $250k | 6.6k | 37.87 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $230k | 188.00 | 1223.40 | |
| Amazon (AMZN) | 0.2 | $212k | 122.00 | 1737.70 |