HoldingsChannel.com
Patriot Investment Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK (VTI) 689,791 +30,473 $88,921
     VTI689,791+30,473$88,921
VANGUARD INTERMEDIATE (BIV) 403,132 +16,467 $36,011
     BIV403,132+16,467$36,011
VANGUARD TOTAL BOND (BND) 357,402 +59,168 $30,504
     BND357,402+59,168$30,504
VANGUARD INTERMEDIATE (VCIT) 330,808 +9,397 $28,810
     VCIT330,808+9,397$28,810
VANGUARD FTSE DEVELOPED (VEA) 839,050 +91,021 $27,973
     VEA839,050+91,021$27,973
VANGUARD SHORT TERM COR (VCSH) 275,245 -11,593 $21,771
     VCSH275,245-11,593$21,771
VANGUARD MID CAP ETF (VO) 161,001 +5,284 $21,195
     VO161,001+5,284$21,195
VANGUARD FTSE EMERGING (VWO) 626,022 +73,837 $21,003
     VWO626,022+73,837$21,003
VANGUARD SMALL CAP ETF (VB) 180,041 +11,302 $20,783
     VB180,041+11,302$20,783
VANGUARD S&P 500 ETF (VOO) 82,116 +651 $19,446
     VOO82,116+651$19,446
SCHWAB US BROAD MARKET 301,875 -3,095 $18,242
     SCHB301,875-3,095$18,242
VANGUARD FTSE ALL WORLD (VEU) 348,383 -36,614 $14,290
     VEU348,383-36,614$14,290
VANGUARD UTILITIES ETF (VPU) 113,090 +792 $13,789
     VPU113,090+792$13,789
SCHWAB US AGGREGATE BOND 220,137 +251 $11,946
     SCHZ220,137+251$11,946
VANGUARD SHORT TERM BOND (BSV) 133,812 -2,975 $10,996
     BSV133,812-2,975$10,996
VANGUARD CONSUMER (VDC) 78,558 +7,979 $10,826
     VDC78,558+7,979$10,826
VANGUARD S&P SMALL CAP (VIOO) 103,091 +11,591 $10,564
     VIOO103,091+11,591$10,564
VANGUARD REAL ESTATE (VNQ) 150,235 +16,779 $10,493
     VNQ150,235+16,779$10,493
SCHWAB INTERNATIONAL 359,683 -14,721 $9,294
     SCHF359,683-14,721$9,294
VANGUARD DIVIDEND (VIG) 86,405 +2,298 $8,933
     VIG86,405+2,298$8,933
CHARLES SCHWAB US MC 172,501 +14,820 $7,272
     SCHM172,501+14,820$7,272
VANGUARD HIGH DIVIDEND (VYM) 97,998 +14,538 $6,933
     VYM97,998+14,538$6,933
ISHARES CORE S&P 500 (IVV) 24,387 +1,316 $6,301
     IVV24,387+1,316$6,301
VANGUARD TOTAL INTERNATL (BNDX) 111,755 +4,484 $6,287
     BNDX111,755+4,484$6,287
SCHWAB US LARGE CAP ETF (SCHX) 102,599 +21,969 $6,284
     SCHX102,599+21,969$6,284
ISHARES NATIONAL MUNI (MUB) 55,305 -814 $6,250
     MUB55,305-814$6,250
SCHWAB US SMALL CAP ETF (SCHA) 113,738 +8,081 $5,859
     SCHA113,738+8,081$5,859
ISHARES INTERMEDT TERM (IGIB) 93,781 +1,083 $5,150
     IGIB93,781+1,083$5,150
APPLE INC 19,716 -4,213 $5,013
     AAPL19,716-4,213$5,013
SCHWAB EMERGING MARKETS 237,776 +9,465 $4,919
     SCHE237,776+9,465$4,919
ISHARES SHORT TERM (IGSB) 88,908 +4,214 $4,655
     IGSB88,908+4,214$4,655
VANGUARD SHORT TERM (VGSH) 69,593 +10,831 $4,338
     VGSH69,593+10,831$4,338
SPDR SHORT TERM (SPSB) 138,229 -33,360 $4,181
     SPSB138,229-33,360$4,181
SCHWAB US DIVIDEND 89,606 +1,050 $4,030
     SCHD89,606+1,050$4,030
BERKSHIRE HATHAWAY      $3,648
     BRK.B19,954+776$3,648
ISHARES CORE MSCI EAFE (IEFA) 72,156 +60,076 $3,599
     IEFA72,156+60,076$3,599
ISHARES CORE MSCI (IEMG) 83,547 -9,693 $3,381
     IEMG83,547-9,693$3,381
SPDR S&P 500 ETF (SPY) 13,112 +143 $3,379
     SPY13,112+143$3,379
VGRD FTSE ALL WRLD EX US 41,753 -3,124 $3,267
     VSS41,753-3,124$3,267
VANGUARD LARGE CAP ETF (VV) 26,446 UNCH $3,132
     VV26,446UNCH$3,132
ISHARES S&P 500 GROWTH (IVW) 16,619 -167 $2,742
     IVW16,619-167$2,742
ISHARES PREFERRED INCOME (PFF) 86,062 -29,348 $2,740
     PFF86,062-29,348$2,740
MICROSOFT CORP 17,053 +179 $2,689
     MSFT17,053+179$2,689
SCHWAB INTERNATNAL SMALL 106,754 +7,648 $2,604
     SCHC106,754+7,648$2,604
ISHARES CORE US (AGG) 21,755 UNCH $2,509
     AGG21,755UNCH$2,509
VANGUARD EMERGING MKT (VWOB) 35,642 +6,084 $2,509
     VWOB35,642+6,084$2,509
ISHARES 1 3 YEAR TREASRY (SHY) 28,636 +1,013 $2,481
     SHY28,636+1,013$2,481
ISHARES IBOXX INVT GRADE (LQD) 18,529 +634 $2,288
     LQD18,529+634$2,288
AMAZON.COM INC 1,097 -167 $2,138
     AMZN1,097-167$2,138
JOHNSON & JOHNSON 16,308 +140 $2,138
     JNJ16,308+140$2,138

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 03/31/2020: $658,134
At 12/31/2019: $773,849

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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