Pachira Investments

Pachira Investments as of June 30, 2023

Portfolio Holdings for Pachira Investments

Pachira Investments holds 38 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.2 $11M 28k 407.27
Ishares Tr Core S&p Scp Etf (IJR) 11.3 $11M 105k 99.65
Ishares Tr Core S&p Mcp Etf (IJH) 11.1 $10M 40k 261.48
Ishares Tr Core S&p500 Etf (IVV) 9.5 $8.9M 20k 445.71
Spdr Ser Tr Portfolio S&p400 (SPMD) 9.3 $8.6M 188k 45.89
Spdr Ser Tr Portfolio S&p600 (SPSM) 9.2 $8.6M 221k 38.84
Vanguard Index Fds Total Stk Mkt (VTI) 5.3 $4.9M 22k 220.28
Vanguard World Mega Cap Val Etf (MGV) 3.9 $3.6M 35k 103.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.5 $3.2M 24k 132.73
Select Sector Spdr Tr Technology (XLK) 3.4 $3.2M 18k 173.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.4 $3.2M 8.6k 369.43
Lockheed Martin Corporation (LMT) 2.1 $2.0M 4.3k 460.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $1.8M 39k 46.18
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $1.6M 6.0k 275.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $1.5M 37k 40.68
Impinj (PI) 1.2 $1.1M 12k 89.65
Vanguard Index Fds Large Cap Etf (VV) 0.8 $734k 3.6k 202.70
Apple (AAPL) 0.8 $724k 3.7k 193.97
Microsoft Corporation (MSFT) 0.7 $651k 1.9k 340.47
Costco Wholesale Corporation (COST) 0.6 $581k 1.1k 538.21
Johnson & Johnson (JNJ) 0.6 $570k 3.4k 165.53
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $487k 5.1k 95.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $417k 5.9k 71.03
Amazon (AMZN) 0.4 $378k 2.9k 130.36
Vanguard Index Fds Small Cp Etf (VB) 0.4 $372k 1.9k 198.88
Vanguard Index Fds Growth Etf (VUG) 0.4 $367k 1.3k 282.91
Shopify Cl A (SHOP) 0.4 $363k 5.6k 64.60
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $349k 1.6k 220.16
NVIDIA Corporation (NVDA) 0.4 $328k 775.00 422.99
Alphabet Cap Stk Cl A (GOOGL) 0.3 $319k 2.7k 119.79
Procter & Gamble Company (PG) 0.3 $281k 1.9k 151.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $248k 726.00 341.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $241k 4.7k 51.70
Northrop Grumman Corporation (NOC) 0.3 $238k 522.00 456.13
McDonald's Corporation (MCD) 0.3 $236k 790.00 298.55
Oracle Corporation (ORCL) 0.2 $216k 1.8k 119.08
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $213k 445.00 478.91
Tesla Motors (TSLA) 0.2 $209k 798.00 261.77