Phillip James Consulting Co. - Portfolio overview

Phillip James Consulting Co. has 282 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD SHORT-TERM BOND ETF, 16.49%
2. VTI - VANGUARD TOTAL STOCK MARKET ETF, 9.17%
3. SHM - SPDR PORTFOLIO SP 500 MOMENTUM ETF, 7.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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