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| Name: |
Pachira Investments Inc. |
| City: |
DANA POINT |
| State: |
CA |
| Zip: |
92629 |
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data |
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| Holdings
Found :
17 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IJH |
iShares S&P MidCap 400 Index |
3 |
- |
$58.53 |
$10,384,000 |
170,951 |
8.49% |
34,000 |
133,608 |
0.074 |
Closed - End Fund - E... |
|
|
MGV |
Vanguard Mega Cap 300 Value... |
8 |
- |
$116.05 |
$6,314,000 |
52,829 |
5.16% |
1,375,000 |
7,672 |
0.059 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
10 |
- |
$146.97 |
$5,606,000 |
37,949 |
4.58% |
1,088,000 |
4,822 |
0.002 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
11 |
- |
$464.83 |
$5,240,000 |
11,800 |
4.28% |
794,000 |
944 |
0.002 |
Closed - End Fund - Debt |
|
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XLK |
SPDR Technology Sector |
12 |
- |
$216.15 |
$4,944,000 |
23,737 |
4.04% |
838,000 |
2,406 |
0.008 |
Closed - End Fund - E... |
|
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VEA |
Vanguard Europe Pacific ETF |
13 |
- |
$49.56 |
$3,013,000 |
60,058 |
2.46% |
620,000 |
10,098 |
0.003 |
Closed - End Fund - F... |
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IWF |
iShares Russell 1000 Growth |
14 |
- |
$352.63 |
$2,346,000 |
6,961 |
1.92% |
533,000 |
981 |
0.003 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
18 |
- |
$187.06 |
$1,174,000 |
6,509 |
0.96% |
624,000 |
2,890 |
0 |
Internet Software & S... |
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EPI |
WisdomTree India Earnings |
21 |
- |
$46.63 |
$793,000 |
18,203 |
0.65% |
585,000 |
13,131 |
0.066 |
Closed - End Fund - E... |
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JNJ |
Johnson & Johnson |
23 |
- |
$147.13 |
$689,000 |
4,353 |
0.56% |
48,000 |
262 |
0 |
Drug Manufacturers - ... |
|
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GOOGL |
Alphabet Inc |
25 |
- |
$175.01 |
$633,000 |
4,192 |
0.52% |
76,000 |
208 |
0 |
Search Engines & Info... |
|
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VB |
Vanguard Small Cap VIPERS |
26 |
- |
$218.58 |
$628,000 |
2,746 |
0.51% |
62,000 |
92 |
0.001 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
27 |
- |
$243.17 |
$590,000 |
2,361 |
0.48% |
57,000 |
68 |
0.001 |
Closed - End Fund - E... |
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SCHM |
Schwab U.S. Mid-Cap Etf |
30 |
- |
$78.12 |
$484,000 |
5,938 |
0.4% |
38,000 |
19 |
0.005 |
N/A |
|
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NOC |
Northrop Grumman Corp |
31 |
- |
$435.77 |
$473,000 |
988 |
0.39% |
124,000 |
243 |
0.001 |
Aerospace/Defense - M... |
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VUG |
Vanguard Growth VIPERS |
32 |
- |
$362.23 |
$424,000 |
1,232 |
0.35% |
43,000 |
6 |
0 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
33 |
- |
$410.81 |
$421,000 |
1,002 |
0.34% |
120,000 |
158 |
0 |
Property & Casualty I... |
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