Pachira Investments Inc.
Q4 2024 13F Holdings
- Locationdana point, CA
- Num holdings
56
- Value ($000)
$163,407
- Date Filed01/29/2025
- Form type13F-HR
- CIK0001563634
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | VANGUARD INDEX FDS | 922908363 | $16.37M | 10 % | 30,265 | ||
IJH ISHARES TR | ISHARES TR | 464287507 | $11.16M | 7 % | 179,509 | ||
IJR ISHARES TR | ISHARES TR | 464287804 | $10.43M | 6 % | 90,707 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | SPDR S&P MIDCAP 400 ETF TR | 78467Y107 | $9.85M | 6 % | 17,339 | ||
IVV ISHARES TR | ISHARES TR | 464287200 | $9.81M | 6 % | 16,606 | ||
SPMD SPDR SER TR | SPDR SER TR | 78464A847 | $9.01M | 6 % | 165,091 | ||
KRE SPDR SER TR | SPDR SER TR | 78468R853 | $8.80M | 5 % | 195,989 | ||
VTI VANGUARD INDEX FDS | VANGUARD INDEX FDS | 922908769 | $8.26M | 5 % | 28,399 | ||
NDQ INVESCO QQQ TR | INVESCO QQQ TR | 46090E103 | $7.90M | 5 % | 15,316 | ||
MGV VANGUARD WORLD FD | VANGUARD WORLD FD | 921910840 | $7.18M | 4 % | 57,624 |
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