Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PACHIRA INVESTMENTS INC 01-16-2024 12-31-2023 39 113,250,140
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $11,259,641 25,778 0.01 0.01 -1,206 -4.47 12-31-2023
ISHARES TR CORE S&P SCP ETF 2 $10,836,002 100,102 0.01 0.01 -2,495 -2.43 12-31-2023
ISHARES TR CORE S&P MCP ETF 3 $10,349,646 37,343 0.01 0.01 -1,100 -2.86 12-31-2023
ISHARES TR CORE S&P500 ETF 4 $9,123,428 19,101 0.01 0.01 -350 -1.80 12-31-2023
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