HoldingsChannel.com
Patriot Investment Management Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET ETF (VTI) 630,238 +6,356 $94,592
     VTI630,238+6,356$94,592
VANGUARD INTERMEDIATE TERM BOND ETF (BIV) 384,817 +632 $33,286
     BIV384,817+632$33,286
VANGUARD MID CAP ETF (VO) 173,083 -433 $28,932
     VO173,083-433$28,932
VANGUARD INTERMEDIATE TERM COR ETF (VCIT) 314,181 +3,085 $28,229
     VCIT314,181+3,085$28,229
VANGUARD SMALL CAP ETF (VB) 177,364 -14,633 $27,785
     VB177,364-14,633$27,785
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 620,933 +79,596 $25,899
     VEA620,933+79,596$25,899
VANGUARD S&P 500 ETF (VOO) 82,146 +145 $22,109
     VOO82,146+145$22,109
VANGUARD SHORT TERM COR BD ETF (VCSH) 273,367 +11,149 $22,055
     VCSH273,367+11,149$22,055
VANGUARD TOTAL BOND MARKET ETF (BND) 257,034 +29,675 $21,351
     BND257,034+29,675$21,351
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 501,727 +22,680 $21,338
     VWO501,727+22,680$21,338
VANGUARD FTSE ALL WORLD EX US ETF (VEU) 411,693 -25,147 $20,992
     VEU411,693-25,147$20,992
SCHWAB US BROAD MARKET ETF (SCHB) 296,312 +17,403 $20,898
     SCHB296,312+17,403$20,898
VANGUARD UTILITIES ETF (VPU) 111,970 -2,009 $14,884
     VPU111,970-2,009$14,884
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 355,666 +9,465 $11,413
     SCHF355,666+9,465$11,413
SCHWAB US AGGREGATE BONDETF 212,161 +21,543 $11,244
     SCHZ212,161+21,543$11,244
VANGUARD SHORT TERM BONDETF (BSV) 139,148 +933 $11,205
     BSV139,148+933$11,205
VANGUARD REAL ESTATE ETF (VNQ) 127,772 +1,530 $11,167
     VNQ127,772+1,530$11,167
VANGUARD CONSUMER STAPLES ETF (VDC) 74,796 -635 $11,126
     VDC74,796-635$11,126
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 85,479 -1,754 $9,843
     VIG85,479-1,754$9,843
VANGUARD S&P SMALL CAP 600 ETF (VIOO) 68,477 +26,991 $9,784
     VIOO68,477+26,991$9,784
CHARLES SCHWAB US MC ETF (SCHM) 161,341 -4,464 $9,211
     SCHM161,341-4,464$9,211
ISHARES CORE S&P 500 ETF (IVV) 24,287 -242 $7,158
     IVV24,287-242$7,158
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 81,909 -2,028 $7,157
     VYM81,909-2,028$7,157
SCHWAB US SMALL CAP ETF (SCHA) 98,493 +7,718 $7,040
     SCHA98,493+7,718$7,040
ISHARES NATIONAL MUNI BOND ETF (MUB) 54,980 +5,247 $6,217
     MUB54,980+5,247$6,217
SPDR SHORT TERM CORPORATE BND ETF (SPSB) 195,337 -4,300 $6,012
     SPSB195,337-4,300$6,012
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 216,223 -6,926 $5,673
     SCHE216,223-6,926$5,673
SCHWAB US LARGE CAP ETF (SCHX) 79,486 +509 $5,579
     SCHX79,486+509$5,579
VANGUARD TOTAL INTERNATIONAL BND ETF (BNDX) 96,468 +19 $5,527
     BNDX96,468+19$5,527
VGRD FTSE ALL WRLD EX USSML CAP ETF (VSS) 49,097 +6,065 $5,168
     VSS49,097+6,065$5,168
ISHARES INTERMEDT TERM CORP BOND ETF (IGIB) 90,260 +2,266 $5,140
     IGIB90,260+2,266$5,140
ISHARES PREFERRED INCOMESEC ETF (PFF) 137,270 -5,266 $5,058
     PFF137,270-5,266$5,058
APPLE INC 24,754 +936 $4,899
     AAPL24,754+936$4,899
ISHARES CORE MSCI EMERGING ETF (IEMG) 92,872 +5,509 $4,777
     IEMG92,872+5,509$4,777
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 88,978 +1,485 $4,722
     SCHD88,978+1,485$4,722
ISHARES SHORT TERM CORPORAT BD ETF (IGSB) 79,899 +8,914 $4,269
     IGSB79,899+8,914$4,269
BERKSHIRE HATHAWAY CLASS B      $4,164
     BRK.B19,534+159$4,164
SPDR S&P 500 ETF (SPY) 13,037 -10 $3,819
     SPY13,037-10$3,819
WESTROCK CO 96,887 -377 $3,533
     WRK96,887-377$3,533
VANGUARD LARGE CAP ETF (VV) 26,161 -54 $3,524
     VV26,161-54$3,524
SCHWAB INTERNATNAL SMALLCAP EQY ETF (SCHC) 95,388 +1,557 $3,113
     SCHC95,388+1,557$3,113
ISHARES S&P 500 GROWTH ETF (IVW) 16,786 -670 $3,008
     IVW16,786-670$3,008
CHARLES SCHWAB US REIT ETF (SCHH) 64,686 +2,328 $2,874
     SCHH64,686+2,328$2,874
UNITED PARCEL SRVC CLASS B 26,899 +17,077 $2,777
     UPS26,899+17,077$2,777
ISHARES 1 3 YEAR TREASRYBOND ETF (SHY) 29,782 +1,483 $2,524
     SHY29,782+1,483$2,524
SPDR GOLD SHARES ETF (GLD) 17,777 +16 $2,367
     GLD17,777+16$2,367
ISHARES CORE US AGGREGATE BOND ETF (AGG) 21,081 -1,017 $2,347
     AGG21,081-1,017$2,347
VANGUARD SHORT TERM TREASURY ETF (VGSH) 37,641 +15,360 $2,293
     VGSH37,641+15,360$2,293
AMAZON.COM INC 1,199 +36 $2,270
     AMZN1,199+36$2,270
ISHARES IBOXX INVT GRADEBOND ETF (LQD) 18,162 +494 $2,258
     LQD18,162+494$2,258

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 06/30/2019: $714,290
At 03/31/2019: $679,935

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

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