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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 1 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWA ISHARES INC 170,454.0 $15.3M 10.20% NEW $89.53 -66.5%
2 SCHO SCHWAB STRATEGIC TR 488,526.0 $11.8M 7.88% NEW $24.14 -0.3%
3 VTV VANGUARD INDEX FDS 50,815.0 $10.5M 6.99% NEW $205.74 +9.5%
4 SCHB SCHWAB STRATEGIC TR 357,939.0 $10.4M 6.93% NEW $28.96 +2.6%
5 SCHV SCHWAB STRATEGIC TR 199,843.0 $7.0M 4.65% NEW $34.81 -0.6%
6 WT WISDOMTREE INC Financial Services 89,570.0 $6.7M 4.46% NEW $74.59 -67.2%
7 VB VANGUARD INDEX FDS 21,494.0 $6.5M 4.35% NEW $303.12 -0.8%
8 VSS VANGUARD INTL EQUITY INDEX F 41,789.0 $6.4M 4.31% NEW $154.29 +4.1%
9 BSV VANGUARD BD INDEX FDS 78,750.0 $6.1M 4.10% +69K +733.2% $77.91 -0.5%
10 EPIN HARBOR ETF TRUST 212,897.0 $5.9M 3.94% NEW $27.70 +4.3%
11 SCHA SCHWAB STRATEGIC TR 145,553.0 $5.3M 3.51% NEW $36.13 -5.2%
12 SPYM SPDR SERIES TRUST 49,913.0 $4.4M 2.93% NEW $87.88 +3.1%
13 VTI VANGUARD INDEX FDS 11,845.0 $4.4M 2.93% -3K -18.7% $370.04 +2.5%
14 VGT VANGUARD WORLD FD 26,080.0 $3.1M 2.08% NEW $119.52 +0.5%
15 SPEM SPDR INDEX SHS FDS 55,309.0 $2.9M 1.91% NEW $51.78 +1.9%
16 VEA VANGUARD TAX-MANAGED FDS 37,298.0 $2.7M 1.78% NEW $71.25 +2.5%
17 AVDV AMERICAN CENTY ETF TR 25,490.0 $2.6M 1.75% NEW $103.05 +9.1%
18 IVZ INVESCO LTD Financial Services 88,120.0 $2.4M 1.62% NEW $27.56 +19.2%
19 VOO VANGUARD INDEX FDS 5,659.0 $2.4M 1.58% NEW $418.67 +68.9%
20 SCHC SCHWAB STRATEGIC TR 43,205.0 $2.1M 1.39% NEW $48.12 +7.0%
Page 1 of 17  ·  332 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%