13F filer

Phillip James Consulting

As of Jun 30, 2026 Filed Jul 28, 2026 CIK 2111830 SEC filings ↗

13F Value

$149.6M

Positions

332

Top Position

EWA10.2%

Top 5

36.6%

Latest filing changes

vs Mar 31, 2026

1 BSV Vanguard Short-Term Bond Index Fund — ETF Shares +733.2%+$5.4M

2 MDT Medtronic +22.1%+$137K

3 MSFT Microsoft +5.0%+$21K

4 SSYS Stratasys +227.5%+$12K

5 GIS General Mills +18.2%+$10K

Holdings332

#
1	EWA iShares MSCI Australia ETF	10.2%	$15.3M	NEW	170.5K	—	ETF
2	SCHO Schwab Short-Term U.S. Treasury ETF	7.9%	$11.8M	NEW	488.5K	—	ETF
3	VTV Vanguard Morningstar Value Index Fund — ETF Shares	7.0%	$10.5M	NEW	50.8K	—	ETF
4	SCHB Schwab U.S. Broad Market ETF	6.9%	$10.4M	NEW	357.9K	—	ETF
5	SCHV Schwab U.S. Large-Cap Value ETF	4.6%	$7.0M	NEW	199.8K	—	ETF
6	WT Wisdomtree	4.5%	$6.7M	NEW	89.6K	—	Common Stock
7	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	4.4%	$6.5M	NEW	21.5K	—	ETF
8	VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund — ETF Shares	4.3%	$6.4M	NEW	41.8K	—	ETF
9	BSV Vanguard Short-Term Bond Index Fund — ETF Shares	4.1%	$6.1M	+733.2%	78.8K	0.6%	ETF
10	EPIN Harbor International Equity ETF	3.9%	$5.9M	NEW	212.9K	—	ETF
11	SCHA Schwab U.S. Small-Cap ETF	3.5%	$5.3M	NEW	145.6K	—	ETF
12	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.9%	$4.4M	NEW	49.9K	—	ETF
13	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.9%	$4.4M	-18.7%	11.8K	3.5%	ETF
14	VGT Vanguard Information Technology Index Fund — ETF Shares	2.1%	$3.1M	NEW	26.1K	—	ETF
15	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	1.9%	$2.9M	NEW	55.3K	—	ETF
16	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.8%	$2.7M	NEW	37.3K	—	ETF
17	AVDV Avantis International Small Cap Value ETF	1.8%	$2.6M	NEW	25.5K	—	ETF
18	IVZ Invesco	1.6%	$2.4M	NEW	88.1K	—	Common Stock
19	VOO Vanguard 500 Index Fund — ETF Shares	1.6%	$2.4M	NEW	5.7K	—	ETF
20	SCHC Schwab International Small-Cap Equity ETF	1.4%	$2.1M	NEW	43.2K	—	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing156

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.