PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
238 holdingsFiling period: 2026-03-31Current AUM: $1.71Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.47M | $470.5M | $540.0M | 31.52% | -2,577 | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 1.89M | $139.1M | $136.5M | 7.97% | +108.4K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.38M | $88.4M | $97.5M | 5.69% | -1,938 | 2026-03-31 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 837.7K | $69.3M | $68.1M | 3.97% | +32.1K | 2026-03-31 |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 791.8K | $59.5M | $65.6M | 3.83% | -44,633 | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 924.7K | $50.0M | $54.3M | 3.17% | +5.9K | 2026-03-31 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 507.6K | $40.2M | $39.9M | 2.33% | +14.9K | 2026-03-31 |
| 8 | SPSM | SPDR SERIES TRUST | 809.8K | $39.1M | $45.8M | 2.67% | +19.7K | 2026-03-31 |
| 9 | VB | VANGUARD INDEX FDS | 99.4K | $26.0M | $29.3M | 1.71% | -1,729 | 2026-03-31 |
| 10 | SCHB | SCHWAB STRATEGIC TR | 1.02M | $25.7M | $29.5M | 1.72% | -34,892 | 2026-03-31 |
| 11 | VNQ | VANGUARD INDEX FDS | 248.7K | $22.1M | $24.6M | 1.44% | +4.8K | 2026-03-31 |
| 12 | AGG | ISHARES TR | 199.7K | $19.8M | $19.4M | 1.14% | +1.4K | 2026-03-31 |
| 13 | VPU | VANGUARD WORLD FD | 91.1K | $18.0M | $17.4M | 1.02% | -2,109 | 2026-03-31 |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | 282.7K | $16.5M | $16.4M | 0.96% | +19.2K | 2026-03-31 |
| 15 | IVV | ISHARES TR | 25.2K | $16.5M | $18.9M | 1.10% | +30 | 2026-03-31 |
| 16 | VDC | VANGUARD WORLD FD | 69.0K | $15.5M | $15.9M | 0.93% | -434 | 2026-03-31 |
| 17 | VYM | VANGUARD WHITEHALL FDS | 103.6K | $15.3M | $16.8M | 0.98% | -1,855 | 2026-03-31 |
| 18 | VO | VANGUARD INDEX FDS | 52.9K | $15.2M | $17.1M | 1.00% | -115 | 2026-03-31 |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | 290.1K | $13.9M | $13.9M | 0.81% | +14.1K | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 21.3K | $13.8M | $15.9M | 0.93% | +1 | 2026-03-31 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | 57.9K | $12.5M | $13.9M | 0.81% | -413 | 2026-03-31 |
| 22 | SCHF | SCHWAB STRATEGIC TR | 490.8K | $12.1M | $13.5M | 0.79% | -17,001 | 2026-03-31 |
| 23 | IEMG | ISHARES INC | 163.5K | $11.4M | $12.7M | 0.74% | -3,784 | 2026-03-31 |
| 24 | VV | VANGUARD INDEX FDS | 36.8K | $11.0M | $12.6M | 0.74% | -253 | 2026-03-31 |
| 25 | IGSB | ISHARES TR | 186.6K | $9.8M | $9.7M | 0.57% | +188 | 2026-03-31 |
← Scroll →
Page 1 of 10