PHH Investments as of Sept. 30, 2017
Portfolio Holdings for PHH Investments
PHH Investments holds 71 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pimco Total Return Etf totl (BOND) | 17.4 | $52M | 488k | 106.76 | |
iShares Lehman Aggregate Bond (AGG) | 13.3 | $40M | 364k | 109.59 | |
iShares Russell 1000 Growth Index (IWF) | 13.3 | $40M | 318k | 125.06 | |
Vanguard Russell 1000 Value Et (VONV) | 12.6 | $38M | 363k | 103.62 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 5.0 | $15M | 477k | 31.03 | |
iShares MSCI EAFE Index Fund (EFA) | 4.9 | $15M | 215k | 68.48 | |
Vanguard Mid-Cap Growth ETF (VOT) | 3.5 | $10M | 85k | 121.75 | |
Vanguard Mid-Cap Value ETF (VOE) | 3.5 | $10M | 97k | 105.64 | |
Vanguard Emerging Markets ETF (VWO) | 1.4 | $4.2M | 97k | 43.57 | |
Vanguard Small-Cap Value ETF (VBR) | 1.4 | $4.0M | 32k | 127.79 | |
Vanguard Short-Term Bond ETF (BSV) | 1.3 | $3.8M | 48k | 79.81 | |
Johnson & Johnson (JNJ) | 0.8 | $2.4M | 18k | 130.03 | |
American Airls (AAL) | 0.7 | $2.2M | 46k | 47.48 | |
Boeing Company (BA) | 0.7 | $2.1M | 8.2k | 254.22 | |
Bank of America Corporation (BAC) | 0.7 | $2.1M | 82k | 25.34 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $2.0M | 21k | 95.49 | |
Becton, Dickinson and (BDX) | 0.6 | $1.7M | 8.8k | 195.98 | |
Wells Fargo & Company (WFC) | 0.6 | $1.7M | 31k | 55.15 | |
CIGNA Corporation | 0.5 | $1.5M | 8.2k | 186.97 | |
At&t (T) | 0.5 | $1.5M | 38k | 39.16 | |
Apple (AAPL) | 0.5 | $1.5M | 9.6k | 154.16 | |
CVS Caremark Corporation (CVS) | 0.5 | $1.5M | 18k | 81.33 | |
Honeywell International (HON) | 0.5 | $1.5M | 10k | 141.77 | |
Nextera Energy (NEE) | 0.5 | $1.4M | 9.7k | 146.59 | |
Comcast Corporation (CMCSA) | 0.5 | $1.4M | 36k | 38.47 | |
Union Pacific Corporation (UNP) | 0.5 | $1.4M | 12k | 116.01 | |
FedEx Corporation (FDX) | 0.5 | $1.4M | 6.0k | 225.65 | |
Intercontinental Exchange (ICE) | 0.5 | $1.3M | 20k | 68.71 | |
Abbott Laboratories (ABT) | 0.4 | $1.3M | 24k | 53.37 | |
General Dynamics Corporation (GD) | 0.4 | $1.3M | 6.4k | 205.60 | |
Home Depot (HD) | 0.4 | $1.3M | 7.9k | 163.51 | |
American International (AIG) | 0.4 | $1.3M | 21k | 61.39 | |
Chevron Corporation (CVX) | 0.4 | $1.3M | 11k | 117.48 | |
Aetna | 0.4 | $1.3M | 7.9k | 158.98 | |
Delta Air Lines (DAL) | 0.4 | $1.3M | 26k | 48.22 | |
Chubb (CB) | 0.4 | $1.2M | 8.8k | 142.55 | |
Sherwin-Williams Company (SHW) | 0.4 | $1.2M | 3.3k | 357.92 | |
Amdocs Ltd ord (DOX) | 0.4 | $1.2M | 19k | 64.32 | |
Accenture (ACN) | 0.4 | $1.2M | 8.6k | 135.07 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.4 | $1.2M | 31k | 37.39 | |
Pepsi (PEP) | 0.4 | $1.1M | 10k | 111.41 | |
Oracle Corporation (ORCL) | 0.4 | $1.1M | 24k | 48.36 | |
Wec Energy Group (WEC) | 0.4 | $1.1M | 18k | 62.76 | |
V.F. Corporation (VFC) | 0.4 | $1.1M | 17k | 63.56 | |
Netflix (NFLX) | 0.4 | $1.1M | 6.1k | 181.41 | |
Motorola Solutions (MSI) | 0.4 | $1.1M | 13k | 84.87 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $1.1M | 1.1k | 973.78 | |
Public Storage (PSA) | 0.3 | $1.0M | 4.9k | 213.90 | |
BB&T Corporation | 0.3 | $1.0M | 22k | 46.96 | |
Microsoft Corporation (MSFT) | 0.3 | $1.0M | 14k | 74.50 | |
EOG Resources (EOG) | 0.3 | $1.0M | 11k | 96.74 | |
Colgate-Palmolive Company (CL) | 0.3 | $964k | 13k | 72.88 | |
General Mills (GIS) | 0.3 | $914k | 18k | 51.77 | |
Hormel Foods Corporation (HRL) | 0.3 | $939k | 29k | 32.13 | |
Lam Research Corporation | 0.3 | $902k | 4.9k | 184.99 | |
Dr Pepper Snapple | 0.3 | $879k | 9.9k | 88.52 | |
Rsp Permian | 0.3 | $852k | 25k | 34.58 | |
Halliburton Company (HAL) | 0.3 | $780k | 17k | 46.02 | |
Texas Instruments Incorporated (TXN) | 0.2 | $744k | 8.3k | 89.58 | |
Simon Property (SPG) | 0.2 | $693k | 4.3k | 161.09 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $639k | 7.5k | 84.70 | |
Western Alliance Bancorporation (WAL) | 0.2 | $609k | 12k | 53.12 | |
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.2 | $555k | 4.3k | 128.21 | |
Sirius Xm Holdings | 0.2 | $568k | 103k | 5.52 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $412k | 7.8k | 52.75 | |
iShares S&P 500 Index (IVV) | 0.1 | $346k | 1.4k | 252.74 | |
Gaming & Leisure Pptys (GLPI) | 0.1 | $363k | 9.8k | 36.92 | |
Facebook Inc cl a (META) | 0.1 | $333k | 1.9k | 171.03 | |
Time Warner | 0.1 | $225k | 2.2k | 102.27 | |
United States Antimony (UAMY) | 0.0 | $17k | 60k | 0.28 | |
Ekso Bionics Hldgs Inc Com cs | 0.0 | $44k | 37k | 1.20 |