Pachira Investments

Pachira Investments as of June 30, 2024

Portfolio Holdings for Pachira Investments

Pachira Investments holds 44 positions in its portfolio as reported in the June 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) 10.3 $12M 23k 500.13
Ishares Tr Core S&p Mcp Etf (IJH) 8.8 $9.9M 169k 58.52
Ishares Tr Core S&p Scp Etf (IJR) 8.6 $9.8M 92k 106.66
Ishares Tr Core S&p500 Etf (IVV) 8.4 $9.5M 17k 547.21
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.7 $8.6M 169k 51.30
Spdr Ser Tr Portfolio S&p600 (SPSM) 7.3 $8.3M 199k 41.53
Vanguard World Mega Cap Val Etf (MGV) 5.8 $6.5M 55k 118.50
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $6.4M 24k 267.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.3 $5.9M 12k 479.10
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.7 $5.3M 37k 145.75
Select Sector Spdr Tr Technology (XLK) 4.4 $5.0M 22k 226.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $3.0M 61k 49.42
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $2.5M 7.0k 364.50
Lockheed Martin Corporation (LMT) 1.9 $2.2M 4.7k 467.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.5M 34k 43.76
Microsoft Corporation (MSFT) 1.2 $1.4M 3.1k 446.89
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 1.0 $1.2M 22k 53.24
Amazon (AMZN) 1.0 $1.1M 5.6k 193.26
Wisdomtree Tr India Erngs Fd (EPI) 0.9 $985k 20k 48.28
Alphabet Cap Stk Cl A (GOOGL) 0.9 $977k 5.4k 182.13
Apple (AAPL) 0.8 $927k 4.4k 210.60
Vanguard Index Fds Large Cap Etf (VV) 0.8 $916k 3.7k 249.61
Costco Wholesale Corporation (COST) 0.8 $884k 1.0k 849.79
Vanguard Index Fds Small Cp Etf (VB) 0.6 $660k 3.0k 218.04
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $640k 2.6k 242.13
Johnson & Johnson (JNJ) 0.6 $640k 4.4k 146.18
NVIDIA Corporation (NVDA) 0.6 $627k 5.1k 123.54
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $513k 5.0k 102.29
Impinj (PI) 0.4 $491k 3.1k 156.77
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $462k 5.9k 77.83
Vanguard Index Fds Growth Etf (VUG) 0.4 $455k 1.2k 374.12
Northrop Grumman Corporation (NOC) 0.4 $432k 991.00 436.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $417k 1.0k 406.80
Procter & Gamble Company (PG) 0.4 $402k 2.4k 164.95
Shopify Cl A (SHOP) 0.3 $354k 5.4k 66.05
Oracle Corporation (ORCL) 0.3 $342k 2.4k 141.18
Chipotle Mexican Grill (CMG) 0.3 $284k 4.5k 62.65
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $269k 503.00 535.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $253k 4.0k 62.87
Ge Aerospace Com New (GE) 0.2 $237k 1.5k 158.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $227k 417.00 544.34
Sempra Energy (SRE) 0.2 $221k 2.9k 76.07
Meta Platforms Cl A (META) 0.2 $215k 426.00 503.73
Tesla Motors (TSLA) 0.2 $208k 1.0k 197.88