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Portfolio (Quarterly) Guide ↗

Phillip James Consulting Co.

· CIK 0002111830
13F Portfolio $132M AUM 378 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 305 New 42 Added 1 Reduced 22 Exited
Page 2 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHWAB EMERGING MARKETS EQUITY ETF 51,482.0 $1.7M 1.29% NEW $32.94
22 SPYD SPDR SP 600 SMALL CAP VALUE ETF 16,962.0 $1.6M 1.22% NEW $94.56 -50.1%
23 AAPL APPLE INC Technology 6,270.0 $1.6M 1.21% +136.0 +2.2% $253.75 +20.2%
24 SPDR PORTFOLIO SP 600 SMALL CAP ETF 32,884.0 $1.6M 1.20% NEW $48.29
25 BERKSHIRE HATHAWAY INC 3,306.0 $1.6M 1.20% NEW $478.83
26 IWP ISHARES RUSSELL 3000 ETF 3,412.0 $1.3M 0.96% NEW $370.46 -62.8%
27 VANGUARD TOTAL INTL STOCK ETF 14,932.0 $1.2M 0.87% NEW $77.08
28 IWR ISHARES RUSSELL 1000 VALUE ETF 5,146.0 $1.1M 0.83% NEW $213.56 -50.8%
29 VANGUARD FTSE EMERGING MARKETS ETF 19,235.0 $1.0M 0.79% NEW $54.02
30 IYF ISHARES CORE SP SMALL-CAP ETF 7,681.0 $954K 0.72% NEW $124.20 -0.6%
31 BIV VANGUARD CONSUMER DISCRETIONARY ETF 2,340.0 $840K 0.64% NEW $358.97 -78.8%
32 VANGUARD SP 500 ETF 1,332.0 $795K 0.60% NEW $596.85
33 EFAA INVESCO BULLETSHARES 2026 CORP BOND ETF 39,934.0 $779K 0.59% NEW $19.51 +182.8%
34 BSV VANGUARD SHORT-TERM CORP BOND ETF 9,452.0 $749K 0.57% NEW $79.24 -1.7%
35 INVESCO SP 500 LOW VOLATILITY ETF 10,157.0 $742K 0.56% NEW $73.05
36 BERKSHIRE HATHAWAY INC 1.0 $718K 0.55% NEW $718000.00
37 MDT MEDTRONIC PLC Healthcare 7,933.0 $687K 0.52% NEW $86.60 -9.8%
38 VANGUARD HEALTH CARE ETF 2,510.0 $683K 0.52% NEW $272.11
39 VBK VANGUARD RUSSELL 1000 VALUE ETF 7,279.0 $682K 0.52% NEW $93.69 +266.7%
40 DGS WISDOMTREE INTL EQUITY FUND 9,652.0 $674K 0.51% NEW $69.83 -8.1%
Page 2 of 19  ·  378 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
Technology 29.8%
Healthcare 25.8%
Consumer Cyclical 12.1%
Financial Services 10.8%
Communication Services 9.0%
Consumer Defensive 6.3%
Industrials 4.6%
Basic Materials 0.7%
Energy 0.5%
Utilities 0.2%