Pachira Investments

Pachira Investments as of March 31, 2024

Portfolio Holdings for Pachira Investments

Pachira Investments holds 44 positions in its portfolio as reported in the March 2024 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) 9.3 $11M 24k 480.70
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 9.3 $11M 20k 556.40
Ishares Tr Core S&p Mcp Etf (IJH) 8.5 $10M 171k 60.74
Ishares Tr Core S&p Scp Etf (IJR) 8.3 $10M 92k 110.52
Ishares Tr Core S&p500 Etf (IVV) 7.6 $9.2M 18k 525.74
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.4 $9.1M 170k 53.34
Spdr Ser Tr Portfolio S&p600 (SPSM) 7.1 $8.6M 201k 43.04
Vanguard World Mega Cap Val Etf (MGV) 5.2 $6.3M 53k 119.51
Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $5.9M 23k 259.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.6 $5.6M 38k 147.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $5.2M 12k 444.03
Select Sector Spdr Tr Technology (XLK) 4.0 $4.9M 24k 208.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $3.0M 60k 50.17
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $2.3M 7.0k 337.05
Lockheed Martin Corporation (LMT) 1.7 $2.0M 4.5k 454.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.5M 35k 41.77
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 1.1 $1.4M 22k 63.17
Amazon (AMZN) 1.0 $1.2M 6.5k 180.38
Microsoft Corporation (MSFT) 0.7 $878k 2.1k 420.68
Vanguard Index Fds Large Cap Etf (VV) 0.7 $874k 3.6k 239.75
Wisdomtree Tr India Erngs Fd (EPI) 0.6 $793k 18k 43.56
Costco Wholesale Corporation (COST) 0.6 $789k 1.1k 732.37
Johnson & Johnson (JNJ) 0.6 $689k 4.4k 158.18
General Electric Com New (GE) 0.5 $658k 3.7k 175.51
Alphabet Cap Stk Cl A (GOOGL) 0.5 $633k 4.2k 150.93
Vanguard Index Fds Small Cp Etf (VB) 0.5 $628k 2.7k 228.58
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $590k 2.4k 249.88
Apple (AAPL) 0.4 $537k 3.1k 171.50
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $516k 5.0k 103.78
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $484k 5.9k 81.43
Northrop Grumman Corporation (NOC) 0.4 $473k 988.00 478.87
Vanguard Index Fds Growth Etf (VUG) 0.3 $424k 1.2k 344.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $421k 1.0k 420.52
Shopify Cl A (SHOP) 0.3 $413k 5.4k 77.17
Procter & Gamble Company (PG) 0.3 $391k 2.4k 162.23
NVIDIA Corporation (NVDA) 0.3 $332k 367.00 904.19
Oracle Corporation (ORCL) 0.3 $329k 2.6k 125.59
Impinj (PI) 0.2 $299k 2.3k 128.41
Select Sector Spdr Tr Indl (XLI) 0.2 $293k 2.3k 125.96
Select Sector Spdr Tr Financial (XLF) 0.2 $293k 6.9k 42.12
Select Sector Spdr Tr Communication (XLC) 0.2 $290k 3.6k 81.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $249k 4.1k 61.06
salesforce (CRM) 0.2 $223k 740.00 301.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $218k 416.00 523.15