Global Retirement Partners

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

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Positions held by Global Retirement Partners, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Global Retirement Partners

Companies in the Global Retirement Partners portfolio as of the December 2020 quarterly 13F filing

Global Retirement Partners has 1765 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arthur J. Gallagher & Co. (AJG) 8.2 $64M -5% 519k 123.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $30M +101% 81k 373.88
Apple (AAPL) 2.6 $21M +6% 156k 132.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $17M -2% 55k 313.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $16M +18% 185k 88.19
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.0 $16M +11818% 353k 43.96
Microsoft Corporation (MSFT) 1.8 $14M -6% 62k 222.42
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $13M +13% 69k 194.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $13M -3% 38k 343.68
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.6 $12M +3% 376k 33.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.6 $12M -10% 126k 97.14
Amazon (AMZN) 1.3 $11M +8% 3.2k 3256.80
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $10M +9% 110k 91.90
Ishares Tr Core S&p500 Etf (IVV) 1.3 $10M +25% 27k 375.38

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Vanguard Index Fds Growth Etf (VUG) 1.2 $9.6M -7% 38k 253.35
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $8.8M +23% 36k 241.13
Ishares Tr Core Msci Eafe (IEFA) 1.1 $8.7M +23% 126k 69.09
Ishares Core Msci Emkt (IEMG) 1.0 $7.7M +8% 124k 62.04
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.9 $6.9M +4% 154k 44.97
Vanguard Index Fds Value Etf (VTV) 0.9 $6.7M -5% 56k 118.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $6.6M -5% 29k 229.84
Ishares Tr Mbs Etf (MBB) 0.8 $6.6M +13% 60k 110.13
Pimco Etf Tr Active Bd Etf (BOND) 0.8 $6.6M +13% 58k 113.10
Ishares Tr Select Divid Etf (DVY) 0.8 $6.4M +58% 66k 96.18
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $6.1M -6% 61k 100.11
Vanguard Index Fds Small Cp Etf (VB) 0.7 $5.6M 29k 194.70
Spdr Gold Tr Gold Shs (GLD) 0.7 $5.4M -35% 30k 178.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $5.3M +6% 157k 33.75
Walt Disney Company (DIS) 0.7 $5.2M +10% 29k 181.18
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.6 $5.0M +23% 329k 15.26
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $5.0M 54k 91.51
Servicenow (NOW) 0.6 $4.9M +12% 8.9k 550.47
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $4.9M -9% 41k 118.19
Ishares Tr Core S&p Us Gwt (IUSG) 0.6 $4.8M -11% 55k 88.69
Alphabet Cap Stk Cl A (GOOGL) 0.6 $4.7M +4% 2.7k 1752.68
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $4.7M -12% 41k 116.22
Blackstone Group Com Cl A (BX) 0.6 $4.7M +8% 73k 64.82
Ishares Silver Tr Ishares (SLV) 0.6 $4.7M +4% 191k 24.57
Home Depot (HD) 0.6 $4.7M +5% 18k 265.62
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $4.6M +3% 33k 141.18
JPMorgan Chase & Co. (JPM) 0.5 $4.2M +9% 33k 127.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $4.0M +8% 36k 109.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $3.8M -22% 46k 83.25
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $3.7M +57% 78k 47.21
Ishares Tr Broad Usd High (USHY) 0.5 $3.6M -2% 87k 41.26
Adobe Systems Incorporated (ADBE) 0.4 $3.4M +11% 6.8k 500.15
UnitedHealth (UNH) 0.4 $3.4M -3% 9.7k 350.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $3.3M -3% 67k 50.11
Advanced Micro Devices (AMD) 0.4 $3.3M +12% 36k 91.70
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $3.2M +36% 43k 75.70
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $3.2M +19% 32k 102.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $3.1M +310% 49k 63.82
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $3.0M +15% 25k 119.95
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.0M 15k 206.75
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $3.0M -30% 44k 67.88
Costco Wholesale Corporation (COST) 0.4 $2.9M +5% 7.7k 376.79
Thermo Fisher Scientific (TMO) 0.3 $2.7M +11% 5.8k 465.74
Ishares Tr Core Div Grwth (DGRO) 0.3 $2.7M 60k 44.81
Wal-Mart Stores (WMT) 0.3 $2.6M +22% 18k 144.16
Ishares Tr National Mun Etf (MUB) 0.3 $2.5M +3% 22k 117.20
Procter & Gamble Company (PG) 0.3 $2.5M +11% 18k 139.11
General Electric Company (GE) 0.3 $2.5M +21% 229k 10.80
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $2.4M +15% 33k 73.40
Boeing Company (BA) 0.3 $2.4M +7% 11k 214.11
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $2.4M -37% 38k 62.20
Coca-Cola Company (KO) 0.3 $2.3M +5% 42k 54.84
Johnson & Johnson (JNJ) 0.3 $2.3M -22% 14k 157.39
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $2.2M +22% 19k 115.89
Visa Com Cl A (V) 0.3 $2.2M -40% 10k 218.74
Select Sector Spdr Tr Technology (XLK) 0.3 $2.2M -13% 17k 130.03
McDonald's Corporation (MCD) 0.3 $2.1M +4% 10k 214.56
Verizon Communications (VZ) 0.3 $2.1M +3% 36k 58.76
Pfizer (PFE) 0.3 $2.1M -8% 56k 36.80
Ishares Tr Mrgstr Md Cp Etf (JKG) 0.3 $2.0M +6% 8.7k 234.21
Paypal Holdings (PYPL) 0.3 $2.0M +173% 8.7k 234.22
Cisco Systems (CSCO) 0.3 $2.0M 45k 44.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $2.0M +6% 15k 136.72
Abbvie (ABBV) 0.3 $2.0M +23% 19k 107.17
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $2.0M +14% 31k 62.70
Ishares Tr MRGSTR SM CP GR (JKK) 0.2 $1.9M +2% 6.4k 303.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.9M 22k 86.21
Zoetis Cl A (ZTS) 0.2 $1.9M +12% 12k 165.53
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.9M -4% 28k 68.33
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.9M -11% 1.1k 1752.10
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.9M 4.5k 420.04
Equinix (EQIX) 0.2 $1.9M +20% 2.6k 714.40
Prologis (PLD) 0.2 $1.8M +15% 19k 99.67
Honeywell International (HON) 0.2 $1.8M 8.4k 212.74
Facebook Cl A (FB) 0.2 $1.8M -5% 6.5k 273.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.7M -7% 7.5k 231.83
Pepsi (PEP) 0.2 $1.7M +9% 12k 148.30
American Tower Reit (AMT) 0.2 $1.7M -5% 7.7k 224.47
Intuitive Surgical Com New (ISRG) 0.2 $1.7M +17% 2.1k 817.88
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $1.7M 17k 96.98
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.7M +2% 7.9k 212.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.7M +2% 15k 113.47
Lululemon Athletica (LULU) 0.2 $1.6M +20% 4.7k 348.13
Broadcom (AVGO) 0.2 $1.6M +50% 3.7k 437.80
Nike CL B (NKE) 0.2 $1.6M 12k 141.46
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.2 $1.6M -6% 32k 51.04
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $1.6M -9% 28k 58.55
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $1.6M 4.6k 353.80
Eli Lilly & Co. (LLY) 0.2 $1.6M 9.5k 168.81
Rockwell Automation (ROK) 0.2 $1.6M +14% 6.4k 250.78
NVIDIA Corporation (NVDA) 0.2 $1.6M +10% 3.0k 522.09
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.6M -3% 32k 49.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.6M -4% 18k 84.92
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $1.5M -5% 27k 55.30
Oracle Corporation (ORCL) 0.2 $1.5M -3% 23k 64.70
Chevron Corporation (CVX) 0.2 $1.5M +5% 17k 84.44
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $1.5M -15% 11k 138.06
Iqvia Holdings (IQV) 0.2 $1.5M -2% 8.1k 179.22
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.2 $1.4M +12% 32k 45.66
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.4M -8% 20k 72.97
First Tr Value Line Divid In SHS (FVD) 0.2 $1.4M 41k 35.07
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.4M -2% 10k 138.12
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.4M +24% 17k 82.91
Principal Financial (PFG) 0.2 $1.4M 28k 49.60
Raytheon Technologies Corp (RTX) 0.2 $1.4M +17% 19k 71.50
Texas Instruments Incorporated (TXN) 0.2 $1.3M +12% 8.2k 164.08
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.2 $1.3M -5% 62k 21.20
Comcast Corp Cl A (CMCSA) 0.2 $1.3M +6% 25k 52.40
Altria (MO) 0.2 $1.3M -18% 32k 41.01
Bank of America Corporation (BAC) 0.2 $1.3M -74% 43k 30.31
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $1.3M 38k 34.40
At&t (T) 0.2 $1.3M +11% 45k 28.76
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $1.3M +10% 15k 88.53
Roper Industries (ROP) 0.2 $1.3M +21% 3.0k 430.96
Edwards Lifesciences (EW) 0.2 $1.3M 14k 91.20
Exxon Mobil Corporation (XOM) 0.2 $1.3M +57% 31k 41.22
Cintas Corporation (CTAS) 0.2 $1.3M +17% 3.6k 353.40
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $1.3M +11% 19k 67.51
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.2M +30% 5.4k 232.68
United Parcel Service CL B (UPS) 0.2 $1.2M +3% 7.3k 168.39
Target Corporation (TGT) 0.2 $1.2M +4% 7.0k 176.45
Lowe's Companies (LOW) 0.2 $1.2M -3% 7.5k 160.55
Starbucks Corporation (SBUX) 0.1 $1.2M 11k 107.02
Chubb (CB) 0.1 $1.2M 7.5k 153.91
Dominion Resources (D) 0.1 $1.2M +2% 15k 75.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.1M +21% 8.6k 133.04
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.1 $1.1M -6% 52k 21.75
Merck & Co (MRK) 0.1 $1.1M +4% 14k 81.78
Duke Energy Corp Com New (DUK) 0.1 $1.1M -2% 12k 91.59
CVS Caremark Corporation (CVS) 0.1 $1.1M 16k 68.32
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.1M 36k 30.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.1M +24% 8.4k 128.47
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $1.1M -16% 21k 50.79
Nextera Energy (NEE) 0.1 $1.1M +353% 14k 77.12
Truist Financial Corp equities (TFC) 0.1 $1.0M -40% 22k 47.95
Danaher Corporation (DHR) 0.1 $1.0M +12% 4.7k 222.22
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.0M -4% 7.7k 131.73
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.0M +8% 20k 51.47
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.1 $1.0M +5% 4.6k 218.42
Mastercard Incorporated Cl A (MA) 0.1 $1.0M 2.8k 356.99
Ishares Tr Tips Bd Etf (TIP) 0.1 $999k -62% 7.8k 127.70
Caterpillar (CAT) 0.1 $998k 5.5k 182.05
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $986k +20% 18k 54.07
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) 0.1 $960k -7% 40k 23.90
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.1 $953k +4% 71k 13.47
Automatic Data Processing (ADP) 0.1 $952k +9% 5.4k 176.26
Medtronic SHS (MDT) 0.1 $925k +8% 7.9k 117.10
First Solar (FSLR) 0.1 $925k 9.3k 98.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $924k 15k 61.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $914k -5% 18k 51.67
Stitch Fix Com Cl A (SFIX) 0.1 $906k +15000% 15k 60.00
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $891k +14% 24k 37.18
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $890k +3% 3.6k 245.99
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $885k 12k 76.44
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $882k 9.6k 91.57
Ishares Tr Mrngstr Lg-cp Et (JKD) 0.1 $882k 4.1k 216.76
American Express Company (AXP) 0.1 $879k +2% 7.3k 120.92
Targa Res Corp (TRGP) 0.1 $869k -14% 33k 26.38
Philip Morris International (PM) 0.1 $860k 10k 82.80
Uber Technologies (UBER) 0.1 $851k -15% 17k 51.01
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $847k +21% 16k 54.74
Union Pacific Corporation (UNP) 0.1 $837k 4.0k 208.26
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $818k +26% 30k 27.25
Ishares Tr MRNGSTR LG-CP GR (JKE) 0.1 $817k -23% 2.8k 289.72
PNC Financial Services (PNC) 0.1 $816k -4% 5.5k 148.99
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $797k -8% 9.1k 87.30
Transamerica Etf Tr Deltashs S&p 500 (DMRL) 0.1 $787k -13% 12k 64.06
Wells Fargo & Company (WFC) 0.1 $783k -71% 26k 30.19
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $777k +458% 13k 60.00
Alpha Architect Etf Tr Us Quan Momentum (QMOM) 0.1 $775k 15k 52.38
Netflix (NFLX) 0.1 $774k +99% 1.4k 540.50
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $770k NEW 24k 32.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $756k +38% 14k 55.20
West Bancorporation Cap Stk (WTBA) 0.1 $746k +19027% 39k 19.31
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $740k +13% 7.0k 105.87
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $728k 9.1k 79.91
salesforce (CRM) 0.1 $725k +22% 3.3k 222.39
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $708k -10% 14k 50.75
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.1 $700k NEW 6.2k 113.47
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $694k 4.3k 160.69
BlackRock (BLK) 0.1 $687k 953.00 720.88
Shopify Cl A (SHOP) 0.1 $680k -5% 601.00 1131.45
Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) 0.1 $679k NEW 77k 8.85
BP Sponsored Adr (BP) 0.1 $679k +16% 33k 20.53
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $674k +3% 2.1k 327.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $667k +3% 7.7k 86.37
Select Sector Spdr Tr Communication (XLC) 0.1 $663k +3% 9.8k 67.44
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $662k +7% 11k 59.52
Enbridge (ENB) 0.1 $660k -5% 21k 32.01
Qualcomm (QCOM) 0.1 $654k +45% 4.3k 152.23
Te Connectivity Reg Shs (TEL) 0.1 $645k +93% 5.3k 121.08
Stryker Corporation (SYK) 0.1 $639k +4% 2.6k 245.20
Amgen (AMGN) 0.1 $634k -32% 2.8k 229.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $632k 6.9k 90.99
Lockheed Martin Corporation (LMT) 0.1 $629k +23% 1.8k 354.77
Vanguard World Mega Grwth Ind (MGK) 0.1 $628k 3.1k 203.90
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $624k 12k 53.00
Deere & Company (DE) 0.1 $616k -10% 2.3k 268.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $608k -7% 6.7k 90.94
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $604k -3% 35k 17.33
Vanguard World Fds Utilities Etf (VPU) 0.1 $601k -4% 4.4k 137.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $597k +82% 9.3k 64.15
York Water Company (YORW) 0.1 $586k 13k 46.63
Select Sector Spdr Tr Energy (XLE) 0.1 $585k -37% 15k 37.89
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $582k -2% 12k 50.19
Crown Castle Intl (CCI) 0.1 $578k +3% 3.6k 159.10
Domino's Pizza (DPZ) 0.1 $578k -22% 1.5k 383.29
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $561k -11% 3.5k 161.30
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $558k 15k 36.55
Mondelez Intl Cl A (MDLZ) 0.1 $555k +5% 9.5k 58.45
Anthem (ANTM) 0.1 $555k 1.7k 321.37
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $552k 8.2k 67.42
Realty Income (O) 0.1 $550k +4% 8.8k 62.21
Brookfield Real Assets Incom Shs Ben Int (RA) 0.1 $548k NEW 31k 17.84
Us Bancorp Del Com New (USB) 0.1 $536k -47% 12k 46.61
Ishares Msci Switzerland (EWL) 0.1 $535k -7% 12k 44.67
Applied Materials (AMAT) 0.1 $533k 6.2k 86.36
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $530k +2% 9.5k 56.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $528k 3.7k 142.28
Intel Corporation (INTC) 0.1 $528k -8% 11k 49.85
Ishares Tr Core Msci Total (IXUS) 0.1 $520k +2% 7.7k 67.16
Abbott Laboratories (ABT) 0.1 $516k 4.7k 109.48
Booking Holdings (BKNG) 0.1 $506k 227.00 2229.07
Ishares Tr U.s. Tech Etf (IYW) 0.1 $506k +320% 5.9k 85.06
Bristol Myers Squibb (BMY) 0.1 $504k -40% 8.1k 62.03
Ishares Tr Rus 1000 Etf (IWB) 0.1 $501k +4% 2.4k 212.02
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $497k +7% 13k 39.71
Ishares Tr Core Intl Aggr (IAGG) 0.1 $495k 8.8k 56.17
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $492k +2% 5.5k 89.52
Fs Kkr Capital Corp. Ii (FSKR) 0.1 $488k 30k 16.41
Ishares Msci Sth Kor Etf (EWY) 0.1 $482k -8% 5.6k 86.06
Oneok (OKE) 0.1 $468k +2% 12k 38.37
Chipotle Mexican Grill (CMG) 0.1 $465k 335.00 1388.06
Ishares Tr China Lg-cap Etf (FXI) 0.1 $465k -7% 10k 46.43
Lyft Cl A Com (LYFT) 0.1 $463k -5% 9.4k 49.14
Public Storage (PSA) 0.1 $463k 2.0k 231.04

Past Filings by Global Retirement Partners

SEC 13F filings are viewable for Global Retirement Partners going back to 2018