Phillip James Consulting Co.: 13F holdings
CIK 21118302026Q2
| Positions | 332 |
|---|---|
| Reported value | $149.6m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EWA ISHARES INC | 170,454 | $15.2m | 10.2% |
| SCHO SCHWAB STRATEGIC TR | 488,526 | $11.8m | 7.9% |
| VTV VANGUARD INDEX FDS | 50,815 | $10.5m | 7.0% |
| SCHB SCHWAB STRATEGIC TR | 357,939 | $10.4m | 6.9% |
| SCHV SCHWAB STRATEGIC TR | 199,843 | $7.0m | 4.6% |
| WT WISDOMTREE INC | 89,570 | $6.7m | 4.5% |
| VB VANGUARD INDEX FDS | 21,494 | $6.5m | 4.4% |
| VSS VANGUARD INTL EQUITY INDEX F | 41,789 | $6.4m | 4.3% |
| BSV VANGUARD BD INDEX FDS | 78,750 | $6.1m | 4.1% |
| HARBOR ETF TRUST | 212,897 | $5.9m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111830")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.