HoldingsChannel.com
Patriot Investment Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET ETF (VTI) 636,331 +6,093 $96,086
     VTI636,331+6,093$96,086
VANGUARD INTERMEDIATE TERM BOND ETF (BIV) 386,686 +1,869 $34,279
     BIV386,686+1,869$34,279
VANGUARD INTERMEDIATE TERM COR ETF (VCIT) 318,932 +4,751 $29,099
     VCIT318,932+4,751$29,099
VANGUARD MID CAP ETF (VO) 170,178 -2,905 $28,521
     VO170,178-2,905$28,521
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 685,759 +64,826 $28,171
     VEA685,759+64,826$28,171
VANGUARD SMALL CAP ETF (VB) 172,473 -4,891 $26,003
     VB172,473-4,891$26,003
VANGUARD TOTAL BOND MARKET ETF (BND) 279,148 +22,114 $23,693
     BND279,148+22,114$23,693
VANGUARD S&P 500 ETF (VOO) 81,985 -161 $22,349
     VOO81,985-161$22,349
SCHWAB US BROAD MARKET ETF (SCHB) 315,305 +18,993 $22,064
     SCHB315,305+18,993$22,064
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 518,902 +17,175 $20,891
     VWO518,902+17,175$20,891
VANGUARD FTSE ALL WORLD EX US ETF (VEU) 397,657 -14,036 $19,843
     VEU397,657-14,036$19,843
VANGUARD SHORT TERM COR BD ETF (VCSH) 241,424 -31,943 $19,567
     VCSH241,424-31,943$19,567
VANGUARD UTILITIES ETF (VPU) 111,193 -777 $15,972
     VPU111,193-777$15,972
SCHWAB US AGGREGATE BONDETF 228,288 +16,127 $12,350
     SCHZ228,288+16,127$12,350
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 385,744 +30,078 $12,049
     SCHF385,744+30,078$12,049
VANGUARD REAL ESTATE ETF (VNQ) 127,657 -115 $11,904
     VNQ127,657-115$11,904
VANGUARD SHORT TERM BONDETF (BSV) 139,148 UNCH $11,284
     BSV139,148UNCH$11,284
VANGUARD S&P SMALL CAP 600 ETF (VIOO) 78,512 +10,035 $11,198
     VIOO78,512+10,035$11,198
VANGUARD CONSUMER STAPLES ETF (VDC) 70,507 -4,289 $11,038
     VDC70,507-4,289$11,038
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 93,492 +8,013 $9,984
     VIG93,492+8,013$9,984
CHARLES SCHWAB US MC ETF (SCHM) 160,959 -382 $8,911
     SCHM160,959-382$8,911
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 83,144 +1,235 $7,377
     VYM83,144+1,235$7,377
SCHWAB US SMALL CAP ETF (SCHA) 107,871 +9,378 $7,335
     SCHA107,871+9,378$7,335
ISHARES CORE S&P 500 ETF (IVV) 24,234 -53 $7,131
     IVV24,234-53$7,131
ISHARES NATIONAL MUNI BOND ETF (MUB) 55,267 +287 $6,323
     MUB55,267+287$6,323
SPDR SHORT TERM CORPORATE BND ETF (SPSB) 195,420 +83 $6,037
     SPSB195,420+83$6,037
VANGUARD TOTAL INTERNATIONAL BND ETF (BNDX) 101,930 +5,462 $6,001
     BNDX101,930+5,462$6,001
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 230,447 +14,224 $5,791
     SCHE230,447+14,224$5,791
SCHWAB US LARGE CAP ETF (SCHX) 79,930 +444 $5,597
     SCHX79,930+444$5,597
ISHARES INTERMEDT TERM CORP BOND ETF (IGIB) 93,176 +2,916 $5,426
     IGIB93,176+2,916$5,426
APPLE INC 23,655 -1,099 $5,343
     AAPL23,655-1,099$5,343
VGRD FTSE ALL WRLD EX USSML CAP ETF (VSS) 50,493 +1,396 $5,147
     VSS50,493+1,396$5,147
ISHARES SHORT TERM CORPORAT BD ETF (IGSB) 89,707 +9,808 $4,826
     IGSB89,707+9,808$4,826
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 88,887 -91 $4,781
     SCHD88,887-91$4,781
ISHARES CORE MSCI EMERGING ETF (IEMG) 93,376 +504 $4,577
     IEMG93,376+504$4,577
ISHARES PREFERRED INCOMESEC ETF (PFF) 121,369 -15,901 $4,530
     PFF121,369-15,901$4,530
SPDR S&P 500 ETF (SPY) 13,790 +753 $4,035
     SPY13,790+753$4,035
BERKSHIRE HATHAWAY CLASS B      $3,893
     BRK.B18,810-724$3,893
VANGUARD LARGE CAP ETF (VV) 26,376 +215 $3,595
     VV26,376+215$3,595
WESTROCK CO 96,442 -445 $3,514
     WRK96,442-445$3,514
SCHWAB INTERNATNAL SMALLCAP EQY ETF (SCHC) 101,445 +6,057 $3,191
     SCHC101,445+6,057$3,191
CHARLES SCHWAB US REIT ETF (SCHH) 66,147 +1,461 $3,116
     SCHH66,147+1,461$3,116
ISHARES S&P 500 GROWTH ETF (IVW) 16,786 UNCH $2,989
     IVW16,786UNCH$2,989
VANGUARD SHORT TERM TREASURY ETF (VGSH) 44,388 +6,747 $2,880
     VGSH44,388+6,747$2,880
ISHARES 1 3 YEAR TREASRYBOND ETF (SHY) 29,782 UNCH $2,531
     SHY29,782UNCH$2,531
ISHARES CORE US AGGREGATE BOND ETF (AGG) 21,932 +851 $2,493
     AGG21,932+851$2,493
ISHARES IBOXX INVT GRADEBOND ETF (LQD) 18,945 +783 $2,425
     LQD18,945+783$2,425
SPDR GOLD SHARES ETF NV (GLD) 16,923 -854 $2,401
     GLD16,923-854$2,401
AMAZON.COM INC 1,317 +118 $2,278
     AMZN1,317+118$2,278
MICROSOFT CORP 15,790 +771 $2,164
     MSFT15,790+771$2,164

See Full List: All Stocks Held By Patriot Investment Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Patriot Investment Management Inc.

Size ($ in 1000's)
At 09/30/2019: $723,368
At 06/30/2019: $714,290

Patriot Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Patriot Investment Management Inc. 13F filings. Link to 13F filings: SEC filings

Patriot Investment Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.