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Ffg Retirement Advisors

Latest statistics and disclosures from Ffg Retirement Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, BIV, IUSB, GNMA, DTD, and represent 37.34% of Ffg Retirement Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV (+$11M), GNMA (+$6.7M), IQDG, SPLG, VNLA, SCHI, OEF, DON, AMLP, HYDB.
Started 9 new stock positions in GNMA, IQDG, DON, HYDB, OEF, EMXC, IXC, BIV, AMLP.
Reduced shares in these 10 stocks: SCHZ (-$12M), MBB (-$7.0M), GOVT, , EFG, IUSB, DLS, DEM, DTD, IJH.
Sold out of its positions in IJH, MBB, SCHZ, DNL.
Ffg Retirement Advisors was a net buyer of stock by $904k.
Ffg Retirement Advisors has $130M in assets under management (AUM), dropping by 7.37%.
Central Index Key (CIK): 0001966438

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Portfolio Holdings for Ffg Retirement Advisors

Ffg Retirement Advisors holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	13.9	$18M	+13%	322k	55.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	8.5	$11M	NEW	144k	76.38	View chart
Ishares Tr Core Total Usd (IUSB)	5.5	$7.1M	-12%	154k	46.07	View chart
Ishares Tr Gnma Bond Etf (GNMA)	5.2	$6.7M	NEW	153k	44.25	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	4.3	$5.5M	-12%	85k	65.38	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.9	$5.1M	-10%	100k	50.47	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.7	$4.7M		67k	70.28	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.6	$4.6M	+49%	96k	48.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.5	$4.5M		40k	111.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.4	$4.4M		30k	147.14	View chart
Ishares Tr Eafe Value Etf (EFV)	3.2	$4.2M	-5%	80k	52.10	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	3.0	$3.8M	+64%	86k	44.94	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	2.8	$3.7M		114k	32.18	View chart
Vanguard World Fds Utilities Etf (VPU)	2.7	$3.6M	-4%	26k	137.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.5	$3.3M	-6%	33k	98.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	2.4	$3.1M		30k	104.92	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	2.3	$2.9M	NEW	81k	36.27	View chart
Wisdomtree Tr Us High Dividend (DHS)	2.1	$2.8M		34k	82.18	View chart
Vanguard World Fds Consum Stp Etf (VDC)	1.9	$2.5M	-14%	13k	190.96	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.9	$2.4M	-36%	25k	96.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$2.0M	-57%	89k	23.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.4	$1.8M	+39%	14k	122.75	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$1.7M	-2%	33k	50.58	View chart
Ishares Tr Tips Bd Etf (TIP)	1.3	$1.6M	-10%	15k	107.49	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.2	$1.6M	-36%	24k	63.85	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.2	$1.5M		30k	49.92	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.1	$1.5M	-36%	37k	40.68	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$1.5M	NEW	6.6k	223.39	View chart
Graham Corporation (GHM)	1.1	$1.5M		77k	18.97	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.1	$1.5M	NEW	32k	45.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$1.2M		16k	75.10	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.9	$1.1M	NEW	27k	42.52	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.8	$1.0M		32k	32.17	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.8	$1.0M		2.1k	484.00	View chart
Ishares Tr High Yld Bd Fctr (HYDB)	0.7	$870k	NEW	19k	46.20	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$848k	-11%	9.5k	89.06	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$832k	NEW	15k	55.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$824k	-33%	11k	78.03	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$574k	+3%	14k	40.27	View chart
Peakstone Realty Trust Common Shares (PKST)	0.4	$471k		24k	19.93	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$407k	-9%	5.2k	78.59	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$365k	NEW	9.3k	39.11	View chart
Loop Media Com New (LPTV)	0.0	$13k		13k	1.00	View chart

Past Filings by Ffg Retirement Advisors

SEC 13F filings are viewable for Ffg Retirement Advisors going back to 2023

Ffg Retirement Advisors 2023 Q4 filed Jan. 12, 2024
Ffg Retirement Advisors 2023 Q3 filed Oct. 12, 2023
Ffg Retirement Advisors 2023 Q2 filed July 20, 2023
Ffg Retirement Advisors 2022 Q4 filed May 11, 2023
Ffg Retirement Advisors 2023 Q1 filed May 11, 2023

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