PHH Investments, Ltd. 13F Holdings

CIK 0001537276 · DALLAS, TX

As of Dec 31, 2019, PHH Investments, Ltd. reported 81 positions worth $378.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETFFIXD—1,000,972$51.9K13.71%
ISHARES CORE US AGGREGATE BOND ETFAGG—389,875$43.8K11.58%
ISHARES RUSSELL 1000 GROWTH ETFIWF—186,416$32.8K8.67%
VANGUARD RUSSELL 1000 VALUE INDEX FUNDVONV—261,923$31.4K8.30%
ISHARES S&P 500 GROWTH ETFIVW—152,119$29.5K7.79%
ISHARES S&P 500 VALUE ETFIVE—215,695$28.1K7.42%
ISHARES MSCI EAFE ETFEFA—319,944$22.2K5.87%
VANGUARD TAX-MANAGED FUNDSVEA—272,489 2.0K3.17%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—138,218 1.1K2.94%
VANGUARD MID-CAP GROWTH ETFVOT—54,478$8.7K2.29%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDBOND—77,600$8.4K2.21%
VANGUARD MID-CAP VALUE INDEX FUNDVOE—60,723$7.2K1.91%
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFJPEM—96,981$5.5K1.46%
ISHARES TIPS BOND ETFTIP—35,833$4.2K1.10%
VANGUARD INTERMEDIATE-TERM BBIV—42,322$3.7K0.98%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—24,594$3.4K0.89%
APPLE INCAAPLTechnology11,283$3.3K0.88%
MICROSOFT CORPMSFTTechnology17,550$2.8K0.73%
AT&T INCTCommunication Services63,781$2.5K0.66%
JPMORGAN CHASE & COJPMFinancial Services16,816$2.3K0.62%
BANK OF AMERICA CORPBACFinancial Services65,496$2.3K0.61%
JOHNSON & JOHNSONJNJHealthcare14,298$2.1K0.55%
DELTA AIR LINES INCDALIndustrials33,433$2.0K0.52%
ISHARES RUSSELL 2000 ETFIWM—11,509 .9K0.50%
HONEYWELL INTERNATIONAL INCHONIndustrials10,559 .9K0.49%