Pachira Investments Inc.
Q1 2025 13F Holdings
- Locationdana point, CA
- Num holdings
54
- Value ($000)
$142,303
- Date Filed05/05/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.31 M | 9 % | 26,065 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.66 M | 8 % | 183,045 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $9.35 M | 7 % | 89,886 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.00 M | 6 % | 16,118 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $8.25 M | 6 % | 161,635 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.94 M | 6 % | 29,028 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $7.84 M | 6 % | 193,066 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $7.63 M | 5 % | 59,954 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.61 M | 5 % | 16,223 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $7.40 M | 5 % | 51,193 |
Rows Per Page
10
- 10
- 50
- 100