Pachira Investments

Pachira Investments as of Dec. 31, 2023

Portfolio Holdings for Pachira Investments

Pachira Investments holds 39 positions in its portfolio as reported in the December 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) 9.9 $11M 26k 436.79
Ishares Tr Core S&p Scp Etf (IJR) 9.6 $11M 100k 108.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 9.4 $11M 21k 507.38
Ishares Tr Core S&p Mcp Etf (IJH) 9.1 $10M 37k 277.15
Ishares Tr Core S&p500 Etf (IVV) 8.1 $9.1M 19k 477.64
Spdr Ser Tr Portfolio S&p600 (SPSM) 8.0 $9.1M 215k 42.18
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.9 $8.9M 183k 48.72
Vanguard Index Fds Total Stk Mkt (VTI) 4.7 $5.4M 23k 237.22
Vanguard World Mega Cap Val Etf (MGV) 4.4 $4.9M 45k 109.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.0 $4.5M 33k 136.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $4.4M 11k 409.53
Select Sector Spdr Tr Technology (XLK) 3.6 $4.1M 21k 192.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $2.4M 50k 47.90
Lockheed Martin Corporation (LMT) 1.9 $2.1M 4.7k 453.26
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $1.8M 6.0k 303.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.5M 36k 41.10
Impinj (PI) 1.0 $1.1M 12k 90.03
Microsoft Corporation (MSFT) 0.7 $817k 2.2k 376.10
Vanguard Index Fds Large Cap Etf (VV) 0.7 $795k 3.6k 218.16
Costco Wholesale Corporation (COST) 0.6 $724k 1.1k 660.38
Apple (AAPL) 0.6 $680k 3.5k 192.56
Johnson & Johnson (JNJ) 0.6 $641k 4.1k 156.75
Vanguard Index Fds Small Cp Etf (VB) 0.5 $566k 2.7k 213.32
Alphabet Cap Stk Cl A (GOOGL) 0.5 $557k 4.0k 139.69
Shopify Cl A (SHOP) 0.5 $552k 7.1k 77.90
Amazon (AMZN) 0.5 $550k 3.6k 151.94
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $533k 2.3k 232.62
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $495k 5.1k 96.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $488k 1.0k 475.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $446k 5.9k 75.32
Procter & Gamble Company (PG) 0.4 $445k 3.0k 146.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $436k 9.2k 47.24
Vanguard Index Fds Growth Etf (VUG) 0.3 $381k 1.2k 310.81
NVIDIA Corporation (NVDA) 0.3 $375k 757.00 495.24
Northrop Grumman Corporation (NOC) 0.3 $349k 745.00 467.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $301k 844.00 356.66
McDonald's Corporation (MCD) 0.2 $252k 848.00 296.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $236k 4.2k 55.67
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $208k 5.1k 41.00