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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.
Ishares Inc
 EWZ 170,454 $15,260,351 10.2%
2.
Schwab Strategic Trust
 SCHD 488,526 $11,793,016 7.88%
3.
Vanguard Index Fds - VALUE ETF
 50,815 $10,454,767 6.99%
4.
Schwab Strategic Trust
 SCHD 357,939 $10,365,913 6.93%
5.
Schwab Strategic Trust
 SCHD 199,843 $6,956,526 4.65%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.