Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Phillip James Consulting Co. > 13F Holdings

Instuitional Investor - Phillip James Consulting Co.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 543,605 $10,693,000 8.11%
2.
Vanguard Bond Index Funds
 BND 113,554 $8,410,000 6.38%
3.
Schwab Strategic Trust
 SCHD 329,111 $8,260,000 6.26%
4.
Ishares Trust
 IEF 94,262 $7,008,000 5.31%
5.
Schwab Strategic Trust
 SCHD 192,937 $5,884,000 4.46%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.