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Kevin Zemann

Phillip James Consulting Co.

Assets Managed
$131.859M
Holdings
378
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
2227.2%(2Q avg: 1113.6%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Phillip James Consulting Co.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 378 positions.

Assets under management

The assets under management (AUM) of Phillip James Consulting Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 131.859M in assets, with a quarterly growth rate of 2227.2% and a 2-quarter average growth rate of 1113.6%. The portfolio is managed by Kevin Zemann, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-1⤦
Schwab Short-term Us Treasury Etf
Recent Activity
New Position
8.11%
$10.693M
543,605 shares@ $19.68 avg price
BND
Vanguard Total Bond Market
Recent Activity
New Position
6.38%
$8.41M
113,554 shares@ $74.07 avg price
ur-1⤦
Schwab Us Broad Market Etf
Recent Activity
New Position
6.27%
$8.26M
329,111 shares@ $25.1 avg price
ur-1⤦
Ishares Msci Eafe Value Etf
Recent Activity
New Position
5.32%
$7.008M
94,262 shares@ $74.35 avg price
ur-1⤦
Schwab Us Large-cap Value Etf
Recent Activity
New Position
4.47%
$5.884M
192,937 shares@ $30.5 avg price
ur-1⤦
Vanguard Ftse All-world Ex-us Small-cap Etf
Recent Activity
New Position
4.44%
$5.843M
40,084 shares@ $145.77 avg price
ur-1⤦
Vanguard Small-cap Etf
Recent Activity
New Position
4.33%
$5.7M
21,764 shares@ $261.91 avg price
ur-1⤦
Schwab Intl Equity Etf
Recent Activity
New Position
3.89%
$5.122M
206,988 shares@ $24.75 avg price
ur-1⤦
Vanguard Small-cap Value Etf
Recent Activity
New Position
3.89%
$5.12M
23,570 shares@ $217.23 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
New Position
3.55%
$4.676M
14,577 shares@ $320.78 avg price

1-10 of 378