Patriot Investment Management Inc. 13F Holdings

CIK 02819483 · Knoxville, TN

As of Sep 30, 2022, Patriot Investment Management Inc. reported 238 positions worth $961.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—1,161,662$208.5K21.68%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—999,498$71.3K7.41%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—567,406$42.9K4.47%
VANGUARD TAX-MANAGED FUNDSVEA—1,014,369$36.9K3.84%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—441,162$32.8K3.41%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—727,556$32.3K3.36%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—796,683$29.1K3.02%
SCHWAB US BROAD MARKET ETFSCHB—595,234$25.0K2.60%
VANGUARD SMALL-CAP INDEX FUNDVB—134,590$23.0K2.39%
VANGUARD S&P SMALL-CAP 600 INDEX FUNDVIOO—138,502$22.4K2.33%
VANGUARD UTILITIES INDEX FUNDVPU—130,696 8.6K1.93%
VANGUARD REAL ESTATE INDEX FUNDVNQ—198,856 5.9K1.66%
VANGUARD CONSUMER STAPLES INDEX FUNDVDC—91,607 5.7K1.64%
VANGUARD MID-CAP INDEX FUNDVO—80,795 5.2K1.58%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—464,848 3.1K1.36%
VANGUARD DIVIDEND APPREC ETFVIG—86,892 1.7K1.22%
SCHWAB US MID-CAP ETFSCHMEquity190,387 1.5K1.20%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—113,837 0.8K1.12%
SCHWAB US AGGREGATE BOND ETFSCHZEquity232,300 0.5K1.09%
VANGUARD CHARLOTTE FUNDSBNDX—191,484$9.1K0.95%
APPLE INCAAPLTechnology64,322$8.9K0.92%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—148,184$8.6K0.89%
ISHARES NATIONAL MUNI BOND ETFMUB—83,227$8.5K0.89%
ISHARES CORE S&P 500 ETFIVV—23,378$8.4K0.87%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services30,048$8.0K0.83%