Retirement Investment Advisors
Latest statistics and disclosures from Retirement Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, IEFA, BIV, VBR, and represent 73.22% of Retirement Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTEB, SCHV, AAPL, TXN, BRK.B, VEA, IAGG, IWN, IWM, SGOV.
- Started 9 new stock positions in SCHV, IAGG, AAPL, IWN, MCD, TXN, IWM, BRK.B, SGOV.
- Reduced shares in these 10 stocks: VUG (-$113M), VTV (-$104M), IEFA (-$69M), BIV (-$58M), IEMG (-$33M), VBR (-$31M), BNDX (-$20M), MUB (-$17M), EMLC (-$11M), HYLB (-$9.2M).
- Sold out of its positions in BANF, BX, Apple Inc equity, IVE, EFA, MRK, MSFT, NOC, SHEL, SCHX. Berkshire Hathaway Inc Del, TTE, UTHR, EMLC, VGT, WMB.
- Retirement Investment Advisors was a net seller of stock by $-496M.
- Retirement Investment Advisors has $699M in assets under management (AUM), dropping by -36.39%.
- Central Index Key (CIK): 0001957886
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Retirement Investment Advisors holds 51 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Retirement Investment Advisors
SEC 13F filings are viewable for Retirement Investment Advisors going back to 2022
- Retirement Investment Advisors 2023 Q4 filed Feb. 8, 2024
- Retirement Investment Advisors 2023 Q3 filed Nov. 13, 2023
- Retirement Investment Advisors 2023 Q2 filed Aug. 14, 2023
- Retirement Investment Advisors 2023 Q1 filed May 15, 2023
- Retirement Investment Advisors 2022 Q4 filed Feb. 15, 2023