Pachira Investments Inc

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Assets, Funds, Holdings

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CAFR Data
Pachira Investments Inc
CRD #164405
SEC #801-77136
CIK #
AUM $211.8 MM (82% Disc, 100% US, 2020-02-05)
Employees5 (60% Investors, 0% Brokers)
Phone949-558-3898
Address24941 Dana Point Harbor Drive
Dana Point, CA 92629
Source [IAPD] [Website] [Instagram]
Total AUM ($MM)
215172129864302010201320172021
Sector Issuer Cap ($MM) Value ($MM)
VOO 25.6
IJR 24.2
IJH 24.2
LMT 104,380.0 0.8
VTI 0.7
JNJ 381,110.0 0.6
SCHB 0.5
MDY 0.3
MSFT 1,376,930.0 0.2
SCHM 0.2
View All
Holdings by Sector ($)
0.20.20.10.10.00.02017201820192020
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