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Portfolio (Quarterly) Guide ↗

Phillip James Consulting Co.

· CIK 0002111830
13F Portfolio $150M AUM 401 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 11 Added 6 Reduced 163 Exited
Page 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLYV SPDR SERIES TRUST 16,781.0 $1.8M 1.22% NEW $109.11 +0.5%
22 VXUS VANGUARD STAR FDS 14,932.0 $1.3M 0.85% NEW $85.49 +2.4%
23 VWO VANGUARD INTL EQUITY INDEX F 19,127.0 $1.1M 0.76% NEW $59.69 +1.8%
24 VCR VANGUARD WORLD FD 2,340.0 $928K 0.62% NEW $396.61 -0.7%
25 VCSH VANGUARD SCOTTSDALE FDS 9,683.0 $765K 0.51% NEW $79.03 -0.7%
26 VHT VANGUARD WORLD FD 2,510.0 $751K 0.50% NEW $299.01 +7.3%
27 SPLV INVESCO EXCH TRADED FD TR II 10,001.0 $749K 0.50% NEW $74.90 +0.2%
28 VUG VANGUARD INDEX FDS 8,502.0 $732K 0.49% NEW $86.14 +2.8%
29 VIG VANGUARD SPECIALIZED FUNDS 3,065.0 $725K 0.48% NEW $236.62 +2.7%
30 VFH VANGUARD WORLD FD 4,900.0 $645K 0.43% NEW $131.60 +7.9%
31 IWV ISHARES TR 1,361.0 $580K 0.39% NEW $426.40 +2.6%
32 DWX SPDR INDEX SHS FDS 11,896.0 $521K 0.35% NEW $43.76 +9.1%
33 VIS VANGUARD WORLD FD 850.0 $306K 0.20% NEW $360.38 -5.9%
34 FNDF SCHWAB STRATEGIC TR 5,590.0 $295K 0.20% NEW $52.76 +5.1%
35 SPYV SPDR SERIES TRUST 4,317.0 $262K 0.17% NEW $60.79 +4.5%
36 VT VANGUARD INTL EQUITY INDEX F 1,565.0 $246K 0.16% NEW $156.95 +2.6%
37 SPSB SPDR SERIES TRUST 4,544.0 $136K 0.09% NEW $30.01 -0.3%
38 VV VANGUARD INDEX FDS 349.0 $120K 0.08% NEW $343.91 +3.1%
39 VIOO VANGUARD ADMIRAL FDS INC 735.0 $101K 0.07% NEW $137.54 -1.9%
40 AME AMETEK INC Industrials 408.0 $99K 0.07% NEW $241.94 -2.4%
Page 2 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.9%
Technology 18.7%
Healthcare 13.2%
Consumer Cyclical 6.3%
Industrials 3.3%
Communication Services 3.2%
Consumer Defensive 3.1%
Real Estate 0.6%
Basic Materials 0.4%
Utilities 0.2%