Patriot Investment Management Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PI Patriot Investment Management Inc. | Institutional Filer | ▼ 0.74% | $1.57B | 236 |
Current Portfolio Holdings
Showing all 236 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 1.5M | $470.5M | 30.05% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 1.9M | $139.1M | 8.89% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.4M | $88.4M | 5.65% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | — | 838K | $69.3M | 4.43% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | — | 792K | $59.5M | 3.80% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | — | 925K | $50.0M | 3.19% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | — | 508K | $40.2M | 2.57% |
| 8 | SPSM | SPDR SERIES TRUST | — | 810K | $39.1M | 2.50% |
| 9 | VB | VANGUARD INDEX FDS | — | 99K | $26.0M | 1.66% |
| 10 | SCHB | SCHWAB STRATEGIC TR | — | 1.0M | $25.7M | 1.64% |
| 11 | VNQ | VANGUARD INDEX FDS | — | 249K | $22.1M | 1.41% |
| 12 | AGG | ISHARES TR | — | 200K | $19.8M | 1.27% |
| 13 | VPU | VANGUARD WORLD FD | — | 91K | $18.0M | 1.15% |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | — | 283K | $16.5M | 1.06% |
| 15 | IVV | ISHARES TR | — | 25K | $16.5M | 1.05% |
Showing 1 to 15 of 236 holdings