PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Q4 2024 Filing
Filed January 21, 2025
Portfolio Value
$1337.1T
Holdings
234
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1,430,668 | $414.6T | 31.01% | |
| 2 | BNDVANGUARD BD INDEX FDS | 1,514,713 | $108.9T | 8.15% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,259,279 | $60.2T | 4.50% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 728,314 | $58.5T | 4.37% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 857,391 | $49.2T | 3.68% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 862,235 | $38.0T | 2.84% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 442,838 | $34.5T | 2.58% | |
| 8 | SPSMSPDR SER TR | 647,113 | $29.1T | 2.17% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 1,107,041 | $25.1T | 1.88% | |
| 10 | VBVANGUARD INDEX FDS | 97,669 | $23.5T | 1.76% | |
| 11 | VNQVANGUARD INDEX FDS | 210,526 | $18.8T | 1.40% | |
| 12 | AGGISHARES TR | 188,511 | $18.3T | 1.37% | |
| 13 | VDCVANGUARD WORLD FD | 81,285 | $17.2T | 1.29% | |
| 14 | VPUVANGUARD WORLD FD | 97,028 | $15.9T | 1.19% | |
| 15 | VOVANGUARD INDEX FDS | 60,025 | $15.9T | 1.19% | |
| 16 | VYMVANGUARD WHITEHALL FDS | 119,494 | $15.2T | 1.14% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 65,744 | $12.9T | 0.96% | |
| 18 | VGSHVANGUARD SCOTTSDALE FDS | 212,910 | $12.4T | 0.93% | |
| 19 | IVVISHARES TR | 19,917 | $11.7T | 0.88% | |
| 20 | BNDXVANGUARD CHARLOTTE FDS | 222,115 | $10.9T | 0.81% | |
| 21 | VVVANGUARD INDEX FDS | 40,153 | $10.8T | 0.81% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 557,051 | $10.3T | 0.77% | |
| 23 | IGSBISHARES TR | 191,665 | $9.9T | 0.74% | |
| 24 | AAPLAPPLE INC | 37,841 | $9.5T | 0.71% | |
| 25 | SCHMSCHWAB STRATEGIC TR | 310,469 | $8.6T | 0.64% | |
| 26 | SCHXSCHWAB STRATEGIC TR | 369,931 | $8.6T | 0.64% | |
| 27 | SCHASCHWAB STRATEGIC TR | 327,097 | $8.5T | 0.63% | |
| 28 | IEMGISHARES INC | 157,053 | $8.2T | 0.61% | |
| 29 | AQLTISHARES TR | 110,792 | $7.8T | 0.58% | |
| 30 | ITOTISHARES TR | 59,068 | $7.6T | 0.57% | |
| 31 | SCHDSCHWAB STRATEGIC TR | 261,438 | $7.1T | 0.53% | |
| 32 | SHYISHARES TR | 85,202 | $7.0T | 0.52% | |
| 33 | VIOOVANGUARD ADMIRAL FDS INC | 62,062 | $6.6T | 0.49% | |
| 34 | IVWISHARES TR | 60,231 | $6.1T | 0.46% | |
| 35 | BSVVANGUARD BD INDEX FDS | 74,451 | $5.8T | 0.43% | |
| 36 | IGIBISHARES TR | 107,566 | $5.5T | 0.41% | |
| 37 | MUBISHARES TR | 49,464 | $5.3T | 0.39% | |
| 38 | MIGAMICROSTRATEGY INC | 18,032 | $5.2T | 0.39% | |
| 39 | NVDANVIDIA CORPORATION | 38,818 | $5.2T | 0.39% | |
| 40 | IDEVISHARES TR | 79,299 | $5.1T | 0.38% | |
| 41 | IBITISHARES BITCOIN TRUST ETF | 95,115 | $5.0T | 0.38% | |
| 42 | ESGVVANGUARD WORLD FD | 46,556 | $4.9T | 0.37% | |
| 43 | VTEBVANGUARD MUN BD FDS | 94,398 | $4.7T | 0.35% | |
| 44 | SCHESCHWAB STRATEGIC TR | 176,497 | $4.7T | 0.35% | |
| 45 | NDQINVESCO QQQ TR | 9,021 | $4.6T | 0.34% | |
| 46 | VGTVANGUARD WORLD FD | 6,394 | $4.0T | 0.30% | |
| 47 | MSFTMICROSOFT CORP | 9,101 | $3.8T | 0.29% | |
| 48 | SCHZSCHWAB STRATEGIC TR | 166,222 | $3.8T | 0.28% | |
| 49 | SCHCSCHWAB STRATEGIC TR | 97,451 | $3.3T | 0.25% | |
| 50 | IAU*ISHARES GOLD TR | 61,197 | $3.0T | 0.23% | |
| 51 | PNFPPINNACLE FINL PARTNERS INC | 25,668 | $2.9T | 0.22% | |
| 52 | VOOVANGUARD INDEX FDS | 5,413 | $2.9T | 0.22% | |
| 53 | SPDWSPDR INDEX SHS FDS | 84,064 | $2.9T | 0.21% | |
| 54 | MLPXGLOBAL X FDS | 46,738 | $2.8T | 0.21% | |
| 55 | VOTVANGUARD INDEX FDS | 10,972 | $2.8T | 0.21% | |
| 56 | SPYSPDR S&P 500 ETF TR | 4,543 | $2.7T | 0.20% | |
| 57 | HDHOME DEPOT INC | 6,741 | $2.6T | 0.20% | |
| 58 | USMVISHARES TR | 29,431 | $2.6T | 0.20% | |
| 59 | AMZNAMAZON COM INC | 11,176 | $2.5T | 0.18% | |
| 60 | VBRVANGUARD INDEX FDS | 11,880 | $2.4T | 0.18% | |
| 61 | VSSVANGUARD INTL EQUITY INDEX F | 19,404 | $2.2T | 0.17% | |
| 62 | VXFVANGUARD INDEX FDS | 11,065 | $2.1T | 0.16% | |
| 63 | VWOBVANGUARD WHITEHALL FDS | 33,209 | $2.1T | 0.16% | |
| 64 | RSPINVESCO EXCHANGE TRADED FD T | 11,566 | $2.0T | 0.15% | |
| 65 | SCHHSCHWAB STRATEGIC TR | 96,017 | $2.0T | 0.15% | |
| 66 | IUSBISHARES TR | 44,366 | $2.0T | 0.15% | |
| 67 | VCRBVANGUARD MALVERN FDS | 26,083 | $2.0T | 0.15% | |
| 68 | IAGGISHARES TR | 39,324 | $2.0T | 0.15% | |
| 69 | IJRISHARES TR | 16,817 | $1.9T | 0.14% | |
| 70 | TSLATESLA INC | 4,703 | $1.9T | 0.14% | |
| 71 | IVEISHARES TR | 9,255 | $1.8T | 0.13% | |
| 72 | JNJJOHNSON & JOHNSON | 11,753 | $1.7T | 0.13% | |
| 73 | USHYISHARES TR | 46,019 | $1.7T | 0.13% | |
| 74 | SPSBSPDR SER TR | 56,678 | $1.7T | 0.13% | |
| 75 | VTVVANGUARD INDEX FDS | 9,775 | $1.7T | 0.12% | |
| 76 | AQLTISHARES TR | 12,603 | $1.7T | 0.12% | |
| 77 | IWMISHARES TR | 6,993 | $1.5T | 0.12% | |
| 78 | IYWISHARES TR | 9,576 | $1.5T | 0.11% | |
| 79 | VXUSVANGUARD STAR FDS | 25,536 | $1.5T | 0.11% | |
| 80 | HDVISHARES TR | 13,259 | $1.5T | 0.11% | |
| 81 | DGROISHARES TR | 23,478 | $1.4T | 0.11% | |
| 82 | VUGVANGUARD INDEX FDS | 3,373 | $1.4T | 0.10% | |
| 83 | JPMJPMORGAN CHASE & CO. | 5,742 | $1.4T | 0.10% | |
| 84 | EMBISHARES TR | 15,376 | $1.4T | 0.10% | |
| 85 | XOMEXXON MOBIL CORP | 12,699 | $1.4T | 0.10% | |
| 86 | VOEVANGUARD INDEX FDS | 8,412 | $1.4T | 0.10% | |
| 87 | IBBISHARES TR | 10,107 | $1.3T | 0.10% | |
| 88 | AMGNAMGEN INC | 5,016 | $1.3T | 0.10% | |
| 89 | VTVANGUARD INTL EQUITY INDEX F | 11,032 | $1.3T | 0.10% | |
| 90 | IXNISHARES TR | 15,287 | $1.3T | 0.10% | |
| 91 | VDEVANGUARD WORLD FD | 10,505 | $1.3T | 0.10% | |
| 92 | PGPROCTER AND GAMBLE CO | 7,591 | $1.3T | 0.10% | |
| 93 | USIGISHARES TR | 24,998 | $1.3T | 0.09% | |
| 94 | XLRESELECT SECTOR SPDR TR | 30,722 | $1.2T | 0.09% | |
| 95 | TIPISHARES TR | 11,618 | $1.2T | 0.09% | |
| 96 | WMTWALMART INC | 13,634 | $1.2T | 0.09% | |
| 97 | MRKMERCK & CO INC | 12,220 | $1.2T | 0.09% | |
| 98 | DEDEERE & CO | 2,866 | $1.2T | 0.09% | |
| 99 | TANINVESCO EXCH TRADED FD TR II | 36,128 | $1.2T | 0.09% | |
| 100 | SDYSPDR SER TR | 9,056 | $1.2T | 0.09% |
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