Patriot Investment Management Inc.
CIK 1773830 · Holdings on Dec 31, 2023 · First reported Jan 17, 2024
Top ten holdings
Q4 2023- VTI27.86%
- BND8.04%
- VEA4.71%
- VCIT4.45%
- VEU3.12%
- VWO2.99%
- VCSH2.96%
- VB2.10%
- SCHB1.94%
- SPSM1.65%
Share classes counted separately59.82%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $326.56M | 27.86% | 1.38M shares | — | ↗▾ | |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $94.25M | 8.04% | 1.28M shares | — | ↗▾ | |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $55.23M | 4.71% | 1.15M shares | — | ↗▾ | |
| 04 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $52.20M | 4.45% | 642.25K shares | — | ↗▾ | |
| 05 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $36.53M | 3.12% | 650.70K shares | — | ↗▾ | |
| 06 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $35.06M | 2.99% | 853.15K shares | — | ↗▾ | |
| 07 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $34.71M | 2.96% | 448.59K shares | — | ↗▾ | |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $24.67M | 2.10% | 115.63K shares | — | ↗▾ | |
| 09 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $22.73M | 1.94% | 408.38K shares | — | ↗▾ | |
| 10 | SPSMSS SPDR P S&P 600 SMALL CAPPORTFOLIO S&P600 View history and evidence | $19.40M | 1.65% | 459.82K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDY STATE STREET SPDR S&P MIDCAP | Non-derivative | — | — | SEC filing ↗ | |
| INDY ISHARES INDIA 50 ETF | Non-derivative | — | — | SEC filing ↗ | |
| SCHR SCHWAB INTERMEDIATE-TERM US | Non-derivative | — | — | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1773830 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 17, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1172152208
}Research all 231 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.