HoldingsChannel.com
Patriot Investment Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK (VTI) 659,318 +22,987 $107,877
     VTI659,318+22,987$107,877
VANGUARD INTERMEDIATE (BIV) 386,665 -21 $33,724
     BIV386,665-21$33,724
VANGUARD FTSE DEVELOPED (VEA) 748,029 +62,270 $32,958
     VEA748,029+62,270$32,958
VAG ITM TERM CORPORATE 321,411 +2,479 $29,354
     VCIT321,411+2,479$29,354
VANGUARD SMALL CAP ETF (VB) 168,739 -3,734 $27,949
     VB168,739-3,734$27,949
VANGUARD MID CAP ETF (VO) 155,717 -14,461 $27,745
     VO155,717-14,461$27,745
VANGUARD TOTAL BOND (BND) 298,234 +19,086 $25,009
     BND298,234+19,086$25,009
VANGUARD FTSE EMERGING (VWO) 552,185 +33,283 $24,555
     VWO552,185+33,283$24,555
VANGUARD S&P 500 ETF (VOO) 81,465 -520 $24,097
     VOO81,465-520$24,097
SCHWAB US BROAD MARKET 304,970 -10,335 $23,446
     SCHB304,970-10,335$23,446
VGRD STC ETF DV (VCSH) 286,838 +45,414 $23,242
     VCSH286,838+45,414$23,242
VANGUARD FTSE ALL WORLD (VEU) 384,997 -12,660 $20,693
     VEU384,997-12,660$20,693
VANGUARD UTILITIES ETF (VPU) 112,298 +1,105 $16,046
     VPU112,298+1,105$16,046
VANGUARD S&P SMALL CAP (VIOO) 91,500 +12,988 $13,922
     VIOO91,500+12,988$13,922
SCHWAB INTERNATIONAL 374,404 -11,340 $12,591
     SCHF374,404-11,340$12,591
VANGUARD REAL ESTATE (VNQ) 133,456 +5,799 $12,383
     VNQ133,456+5,799$12,383
SCHWAB US AGGREGATE BOND 219,886 -8,402 $11,748
     SCHZ219,886-8,402$11,748
VANGUARD CONSUMER (VDC) 70,579 +72 $11,377
     VDC70,579+72$11,377
VANGUARD SHORT TERM BOND (BSV) 136,787 -2,361 $11,026
     BSV136,787-2,361$11,026
VANGUARD DIVIDEND (VIG) 84,107 -9,385 $10,484
     VIG84,107-9,385$10,484
CHARLES SCHWAB US MC 157,681 -3,278 $9,484
     SCHM157,681-3,278$9,484
SCHWAB US SMALL CAP ETF (SCHA) 105,657 -2,214 $7,991
     SCHA105,657-2,214$7,991
VANGUARD HIGH DIVIDEND (VYM) 83,460 +316 $7,821
     VYM83,460+316$7,821
ISHARES CORE S&P 500 (IVV) 23,071 -1,163 $7,457
     IVV23,071-1,163$7,457
APPLE INC 23,929 +274 $7,026
     AAPL23,929+274$7,026
ISHARES NATIONAL MUNI (MUB) 56,119 +852 $6,392
     MUB56,119+852$6,392
SCHWAB EMERGING MARKETS 228,311 -2,136 $6,248
     SCHE228,311-2,136$6,248
SCHWAB US LARGE CAP ETF (SCHX) 80,630 +700 $6,193
     SCHX80,630+700$6,193
VANGUARD TOTAL INTERNATL (BNDX) 107,271 +5,341 $6,069
     BNDX107,271+5,341$6,069
ISHARES (IGIB) 92,698 -478 $5,374
     IGIB92,698-478$5,374
SPDR SHORT TERM (SPSB) 171,589 -23,831 $5,291
     SPSB171,589-23,831$5,291
SCHWAB US DIVIDEND 88,556 -331 $5,129
     SCHD88,556-331$5,129
ISHARES CORE MSCI (IEMG) 93,240 -136 $5,012
     IEMG93,240-136$5,012
VGRD FTSE ALL WRLD EX US 44,877 -5,616 $4,985
     VSS44,877-5,616$4,985
ISHARES SHORT TERM (IGSB) 84,694 -5,013 $4,542
     IGSB84,694-5,013$4,542
BERKSHIRE HATHAWAY      $4,343
     BRK.B19,178+368$4,343
ISHARES PREFERRED INCOME (PFF) 115,410 -5,959 $4,338
     PFF115,410-5,959$4,338
SPDR S&P 500 ETF (SPY) 12,969 -821 $4,174
     SPY12,969-821$4,174
WESTROCK CO 96,322 -120 $4,133
     WRK96,322-120$4,133
VANGUARD LARGE CAP ETF (VV) 26,446 +70 $3,909
     VV26,446+70$3,909
VANGUARD SHORT TERM (VGSH) 58,762 +14,374 $3,574
     VGSH58,762+14,374$3,574
SCHWAB INTERNATNAL SMALL 99,106 -2,339 $3,434
     SCHC99,106-2,339$3,434
ISHARES S&P 500 GROWTH (IVW) 16,786 UNCH $3,250
     IVW16,786UNCH$3,250
CHARLES SCHWAB US REIT 65,615 -532 $3,015
     SCHH65,615-532$3,015
MICROSOFT CORP 16,874 +1,084 $2,661
     MSFT16,874+1,084$2,661
ISHARES CORE US (AGG) 21,755 -177 $2,444
     AGG21,755-177$2,444
VANGUARD EMERGING MKT (VWOB) 29,558 +3,190 $2,406
     VWOB29,558+3,190$2,406
JOHNSON & JOHNSON 16,168 +329 $2,358
     JNJ16,168+329$2,358
ISHARES 1 3 YEAR TREASRY (SHY) 27,623 -2,159 $2,337
     SHY27,623-2,159$2,337
AMAZON.COM INC 1,264 -53 $2,335
     AMZN1,264-53$2,335

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 12/31/2019: $773,849
At 09/30/2019: $723,368

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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