Pachira Investments Inc.

Q4 2024 13F Holdings

  • Location
    dana point, CA
  • Num holdings

    56

  • Value ($000)

    $163,407

  • Date Filed
    01/29/2025
  • Form type
    13F-HR
  • CIK
    0001563634
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

VANGUARD INDEX FDS
$16.37M
10 %

30,265

IJH
IJH

ISHARES TR

ISHARES TR
$11.16M
7 %

179,509

IJR
IJR

ISHARES TR

ISHARES TR
$10.43M
6 %

90,707

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

SPDR S&P MIDCAP 400 ETF TR
$9.85M
6 %

17,339

IVV
IVV

ISHARES TR

ISHARES TR
$9.81M
6 %

16,606

SPMD
SPMD

SPDR SER TR

SPDR SER TR
$9.01M
6 %

165,091

KRE
KRE

SPDR SER TR

SPDR SER TR
$8.80M
5 %

195,989

VTI
VTI

VANGUARD INDEX FDS

VANGUARD INDEX FDS
$8.26M
5 %

28,399

NDQ
NDQ

INVESCO QQQ TR

INVESCO QQQ TR
$7.90M
5 %

15,316

MGV
MGV

VANGUARD WORLD FD

VANGUARD WORLD FD
$7.18M
4 %

57,624

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