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Retirement Group

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

Top 5 stock holdings are BRK.B, XLG, XOM, SHY, MDYV, and represent 40.10% of Retirement Group's stock portfolio.
Added to shares of these 10 stocks: CGCP (+$9.5M), TLTW, SCHG, FLOT, CGGR, IBDP, XSVM, EWJ, CGIE, IJH.
Started 50 new stock positions in Ferguson Plc F, VOO, XAR, FBTC, BUFR, EFR, LIN, ARM, GDEC, ACRE.
Reduced shares in these 10 stocks: CAT (-$6.8M), PFIX, XLE, TLT, NVDA, XLY, XOM, SCHP, General Electric Company, XLI.
Sold out of its positions in AVAV, ABNB, Alexion Pharmaceuticals, ITAN, BC, CTRA, CZR, CTLT, NET, Dbx Etf Tr invt gd bd int.
Retirement Group was a net buyer of stock by $8.8M.
Retirement Group has $279M in assets under management (AUM), dropping by 12.73%.
Central Index Key (CIK): 0001740491

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Portfolio Holdings for Retirement Group

Retirement Group holds 846 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Retirement Group has 846 total positions. Only the first 250 positions are shown.

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Download the Retirement Group March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	19.4	$54M		129k	420.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	8.8	$25M		585k	42.13	View chart
Exxon Mobil Corporation (XOM)	4.1	$12M	-4%	99k	116.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	4.0	$11M	+2%	136k	81.78	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	3.8	$11M		140k	76.00	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.5	$9.7M		117k	82.97	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.4	$9.5M	NEW	424k	22.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.2	$9.0M	+2%	112k	80.63	View chart
Chevron Corporation (CVX)	2.5	$6.9M		44k	157.74	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$6.1M		37k	162.86	View chart
Jefferies Finl Group (JEF)	2.1	$5.9M		134k	44.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$5.7M		13k	443.99	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	1.7	$4.9M	+988%	183k	26.70	View chart
NVIDIA Corporation (NVDA)	1.6	$4.6M	-13%	5.1k	903.63	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$4.2M		12k	344.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$4.0M	-16%	43k	94.62	View chart
Apple (AAPL)	1.4	$3.9M		23k	171.48	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.2	$3.5M		83k	41.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$3.3M		6.3k	525.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$2.7M		15k	182.61	View chart
Amazon (AMZN)	0.9	$2.5M		14k	180.38	View chart
Microsoft Corporation (MSFT)	0.7	$2.0M	+6%	4.7k	420.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$1.9M	+437%	20k	92.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.8M		15k	120.99	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$1.8M	-14%	38k	46.00	View chart
ConocoPhillips (COP)	0.6	$1.6M		13k	127.28	View chart
At&t (T)	0.6	$1.6M	-12%	90k	17.60	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.5	$1.5M	+5%	21k	72.36	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.5	$1.5M	+3%	20k	73.27	View chart
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL)	0.5	$1.5M		70k	21.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.4M		5.5k	259.92	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$1.2M	+15%	27k	45.31	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$1.2M	-27%	23k	52.16	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$1.2M	+1051%	23k	51.06	View chart
Ssga Active Etf Tr Blkstn Gsosrln (SRLN)	0.4	$1.1M	-3%	27k	42.11	View chart
Vanguard World Fds Energy Etf (VDE)	0.4	$1.1M		8.6k	131.70	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.4	$1.1M	+16%	23k	49.41	View chart
Brookfield Asset Mgmt Cl A Ltd Vt Sh	0.4	$1.1M	+2%	26k	42.02	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$1.1M	NEW	33k	31.99	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (TDVI)	0.4	$1.0M	-2%	60k	17.32	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$1.0M		22k	46.21	View chart
Phillips 66 (PSX)	0.3	$949k		5.8k	163.35	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$945k		24k	39.02	View chart
Adobe Systems Incorporated (ADBE)	0.3	$940k		1.9k	504.60	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	0.3	$930k	-3%	19k	50.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$926k	-3%	15k	61.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$919k	+5%	1.8k	523.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$910k	-4%	4.3k	210.32	View chart
Blackstone Group Com Cl A (BX)	0.3	$877k	+11%	6.7k	131.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$804k	+12%	7.3k	110.04	View chart
Realty Income (O)	0.3	$804k		15k	54.10	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$803k	+2%	21k	38.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$767k	-8%	16k	48.21	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$745k	-56%	7.9k	94.42	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$732k	-19%	36k	20.30	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$730k	+69%	15k	50.10	View chart
Schwab Strategic Tr Intrm Trm Tres (SCHR)	0.3	$719k	-4%	15k	49.05	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$674k		30k	22.75	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$614k		52k	11.88	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$607k	+2%	24k	25.25	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$593k		21k	28.23	View chart
Barings Bdc (BBDC)	0.2	$586k		63k	9.30	View chart
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR)	0.2	$574k		24k	23.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$568k		7.5k	75.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$549k	+323%	9.0k	60.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$543k	-26%	2.6k	205.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$533k		3.5k	150.93	View chart
Pfizer (PFE)	0.2	$511k	+114%	18k	27.75	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.2	$507k	-29%	26k	19.77	View chart
Osi Etf Tr Oshs Gbl Inter (OGIG)	0.2	$505k		13k	38.33	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$505k	-14%	18k	28.68	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$501k	NEW	20k	25.05	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$455k		2.4k	187.38	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.2	$447k	NEW	7.8k	56.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.2	$443k		9.7k	45.83	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$436k	NEW	6.1k	71.35	View chart
Wells Fargo & Company (WFC)	0.2	$435k		7.5k	57.96	View chart
Capital Group International SHS (CGIE)	0.2	$432k	NEW	15k	29.01	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$399k		1.9k	208.31	View chart
Ishares Tr Phlx Semicnd Etf (SOXX)	0.1	$390k	+432%	1.7k	225.96	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$390k	+468%	12k	32.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$374k		2.5k	152.26	View chart
Invesco Activly Mangd Etc Optimum Yield (PDBC)	0.1	$343k	-32%	25k	13.87	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$330k		13k	25.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$323k	+3%	5.6k	58.06	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$319k	-10%	4.5k	70.87	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$317k	-4%	2.9k	108.92	View chart
Meta Platforms Cl A (META)	0.1	$314k	+19%	647.00	485.58	View chart
Advanced Micro Devices (AMD)	0.1	$310k	+19%	1.7k	180.49	View chart
Abbvie (ABBV)	0.1	$308k	+8%	1.7k	182.05	View chart
Aim Etf Products Trust Allianzim U S La (SIXJ)	0.1	$306k		8.5k	35.86	View chart
Ishares Tr Robotics Artif (ARTY)	0.1	$285k	+204%	8.3k	34.35	View chart
Global Net Lease Com New (GNL)	0.1	$277k		36k	7.77	View chart
Vitesse Energy Common Stock (VTS)	0.1	$275k	-4%	12k	23.73	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$269k	+22%	5.7k	47.46	View chart
Costco Wholesale Corporation (COST)	0.1	$251k		343.00	731.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$250k		2.3k	110.50	View chart
Altria (MO)	0.1	$249k		5.7k	43.62	View chart
J P Morgan Exchange-traded F Equity Premium (JEPI)	0.1	$239k	+29%	4.1k	57.86	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$238k	-3%	5.6k	42.55	View chart
PG&E Corporation (PCG)	0.1	$235k		14k	16.76	View chart
Ingersoll Rand (IR)	0.1	$234k	-5%	5.9k	39.66	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$227k	+10%	3.9k	58.55	View chart
Ishares Tr Xtrck Jp Mrg Esg	0.1	$226k		2.0k	114.94	View chart
Highland Global mf closed and mf open (HGLB)	0.1	$223k	+2%	6.4k	34.88	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$222k		4.7k	47.13	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$218k	+14%	9.2k	23.77	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$213k	-11%	4.2k	51.29	View chart
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY)	0.1	$213k		11k	19.72	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$202k		11k	17.91	View chart
Caterpillar (CAT)	0.1	$199k	-97%	544.00	366.36	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$195k		24k	8.29	View chart
International Business Machines (IBM)	0.1	$192k	+5%	1.0k	190.89	View chart
Enterprise Products Partners (EPD)	0.1	$192k	+33%	6.6k	29.18	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$187k	+8%	2.5k	76.36	View chart
Coinbase Global Com Cl A (COIN)	0.1	$187k	+95%	705.00	265.12	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$186k	+2%	3.1k	60.42	View chart
Verizon Communications (VZ)	0.1	$186k	-2%	4.4k	41.96	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$185k	+103%	4.5k	41.56	View chart
Fs Kkr Capital Corp (FSK)	0.1	$182k		9.6k	19.07	View chart
Spdr Ser Tr BLMBRG BRC CNVRT (CWB)	0.1	$182k		2.5k	73.04	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$178k		10k	17.39	View chart
Tesla Motors (TSLA)	0.1	$172k	+19%	976.00	175.86	View chart
Waste Management (WM)	0.1	$171k		802.00	213.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.1	$171k	NEW	6.1k	27.96	View chart
Kinder Morgan (KMI)	0.1	$170k	+8%	9.3k	18.34	View chart
Bank of America Corporation (BAC)	0.1	$166k		4.4k	37.92	View chart
Xenia Hotels & Resorts (XHR)	0.1	$163k		11k	15.01	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$162k		20k	8.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$159k		3.6k	44.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)	0.1	$157k	NEW	5.6k	28.33	View chart
Us Bancorp Del Com New (USB)	0.1	$157k	+5%	3.5k	44.70	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$155k		3.2k	49.22	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$154k	+49%	9.8k	15.73	View chart
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)	0.1	$153k		3.0k	50.45	View chart
BP Sponsored Adr (BP)	0.1	$151k		4.0k	37.68	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$140k		6.0k	23.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$139k		848.00	164.44	View chart
Iron Mountain (IRM)	0.0	$138k		1.7k	80.23	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$135k	-11%	16k	8.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$131k	-58%	1.3k	101.41	View chart
Amgen (AMGN)	0.0	$131k		459.00	284.32	View chart
Kite Rlty Group Tr Com New (KRG)	0.0	$129k		5.9k	21.68	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$128k		1.9k	67.39	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$126k		4.2k	29.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$124k		1.5k	83.58	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$121k		1.1k	114.17	View chart
Analog Devices (ADI)	0.0	$121k	+14%	612.00	197.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$121k		1.4k	84.44	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$119k		1.6k	74.79	View chart
Otis Worldwide Corp (OTIS)	0.0	$119k	+483%	105.00	1128.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$119k	-13%	1.6k	72.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$117k		1.9k	62.06	View chart
Vaneck Vectors Etf Tr Morningstar Wide (MOAT)	0.0	$117k	+5%	1.3k	89.91	View chart
Broadcom (AVGO)	0.0	$117k		88.00	1325.41	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$115k		1.0k	109.21	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.0	$110k	+696%	5.0k	22.03	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$106k	-14%	5.6k	18.85	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$104k	-59%	1.9k	53.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$103k		1.8k	58.07	View chart
Home Depot (HD)	0.0	$102k	+59%	265.00	383.70	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.0	$101k		1.7k	58.11	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$101k	+13%	740.00	136.05	View chart
Philip Morris International (PM)	0.0	$100k	-12%	1.1k	91.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$98k	-11%	513.00	191.77	View chart
Merck & Co (MRK)	0.0	$98k	+43%	744.00	131.99	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$97k	-55%	896.00	108.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$97k		1.3k	74.22	View chart
Charles Schwab Corporation (SCHW)	0.0	$95k		1.3k	72.34	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	0.0	$94k		3.1k	30.82	View chart
McDonald's Corporation (MCD)	0.0	$94k	+24%	332.00	281.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$92k	-6%	494.00	186.81	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$92k		408.00	224.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$92k	-22%	1.1k	86.52	View chart
Viper Energy Partners Com Unt Rp Int	0.0	$91k		2.4k	38.46	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.0	$91k		1.6k	57.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$91k		1.9k	48.76	View chart
Vaneck Vectors Etf Tr Gold Miners Etf (GDX)	0.0	$90k	-36%	2.8k	31.62	View chart
Ishares Gold Trust Ishares	0.0	$90k	+4%	2.1k	42.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$89k		571.00	155.91	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.0	$87k		1.8k	48.30	View chart
Spectrum Brands Holding (SPB)	0.0	$85k		950.00	89.01	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$84k	+194%	4.0k	21.15	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$84k	-34%	1.3k	65.65	View chart
Pacer Fds Tr Bnchmrk Indstr (INDS)	0.0	$82k		2.1k	39.75	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$82k		1.4k	58.60	View chart
UnitedHealth (UNH)	0.0	$81k	+21%	163.00	494.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$80k		321.00	249.97	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$79k		150.00	524.34	View chart
Dow (DOW)	0.0	$77k	+11%	1.3k	57.93	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$77k	+239%	1.4k	54.24	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$75k	+57%	7.6k	9.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$75k		920.00	81.39	View chart
Lennar Corp Cl A (LEN)	0.0	$74k		432.00	171.98	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$74k		2.0k	36.83	View chart
Netflix (NFLX)	0.0	$73k	+135%	120.00	607.33	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$73k	-2%	2.5k	28.80	View chart
Occidental Petroleum Corporation (OXY)	0.0	$72k		1.1k	64.96	View chart
Automatic Data Processing (ADP)	0.0	$71k	+44%	285.00	249.48	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$68k		1.5k	44.20	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$67k	-11%	509.00	131.27	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$66k		1.0k	64.15	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$65k		500.00	130.73	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$65k		2.8k	23.68	View chart
Key (KEY)	0.0	$64k		4.1k	15.81	View chart
Comcast Corp Cl A (CMCSA)	0.0	$64k	+87%	1.5k	43.35	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$64k		1.3k	48.04	View chart
Ares Capital Corporation (ARCC)	0.0	$63k	+216%	3.0k	20.82	View chart
Emerson Electric (EMR)	0.0	$63k		558.00	113.42	View chart
Global X Fds Glb X Superdiv	0.0	$63k	-15%	2.9k	21.65	View chart
3M Company (MMM)	0.0	$63k		589.00	106.07	View chart
Annaly Capital Management	0.0	$62k	+27%	3.2k	19.69	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$62k		502.00	123.21	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$61k		545.00	111.59	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.0	$61k	-13%	2.4k	25.09	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$59k		8.3k	7.15	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$59k	+14%	2.0k	29.78	View chart
Novo-nordisk A S Adr (NVO)	0.0	$58k		455.00	128.40	View chart
Enbridge (ENB)	0.0	$58k		1.6k	36.18	View chart
Mastercard Incorporated Cl A (MA)	0.0	$58k		120.00	480.46	View chart
Evergy (EVRG)	0.0	$57k	+30%	1.1k	53.38	View chart
United Sts 12 Month Oil Fd L Unit Ben Int (USL)	0.0	$57k		1.4k	39.86	View chart
Super Micro Computer (SMCI)	0.0	$57k	+75%	56.00	1010.04	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$57k	+40%	1.6k	35.55	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.0	$56k		669.00	84.14	View chart
Devon Energy Corporation (DVN)	0.0	$56k	+21%	1.1k	50.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$55k		478.00	115.30	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$54k		200.00	270.52	View chart
National Health Investors (NHI)	0.0	$53k		850.00	62.83	View chart
Procter & Gamble Company (PG)	0.0	$53k	+57%	326.00	162.08	View chart
W.W. Grainger (GWW)	0.0	$53k		52.00	1012.19	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	0.0	$52k		553.00	94.64	View chart
Starwood Property Trust (STWD)	0.0	$51k	+33%	2.5k	20.33	View chart
PhenixFin Corporation (PFX)	0.0	$51k	-4%	1.2k	44.10	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$51k	-5%	619.00	81.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$50k	-17%	512.00	97.94	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$50k		126.00	397.61	View chart
Ameren Corporation (AEE)	0.0	$50k		670.00	73.98	View chart
Deere & Company (DE)	0.0	$50k		121.00	409.54	View chart
Select Sector Spdr Tr Sbi Int-finl (XLF)	0.0	$48k	-2%	1.1k	42.14	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$48k	+216%	3.1k	15.38	View chart
Wp Carey (WPC)	0.0	$48k		842.00	56.44	View chart
United Rentals (URI)	0.0	$47k		65.00	721.11	View chart
Eli Lilly & Co. (LLY)	0.0	$47k		60.00	780.58	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$47k		1.5k	30.50	View chart
Palantir Technologies Cl A (PLTR)	0.0	$46k		2.0k	23.01	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$46k		585.00	77.73	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.0	$45k	+33%	2.0k	22.36	View chart
Fortinet (FTNT)	0.0	$45k	+4%	652.00	68.31	View chart
Strategy Ns 7handl Idx (HNDL)	0.0	$44k		2.1k	21.21	View chart

Past Filings by Retirement Group

SEC 13F filings are viewable for Retirement Group going back to 2020

Retirement Group 2024 Q1 filed April 30, 2024
Retirement Group 2023 Q4 filed Feb. 14, 2024
Retirement Group 2023 Q3 filed Nov. 6, 2023
Retirement Group 2023 Q2 filed Aug. 15, 2023
Retirement Group 2023 Q1 filed May 12, 2023
Retirement Group 2022 Q4 filed Feb. 15, 2023
Retirement Group 2022 Q3 filed Nov. 14, 2022
Retirement Group 2022 Q2 filed Aug. 4, 2022
Retirement Group 2022 Q1 filed May 6, 2022
Retirement Group 2021 Q4 filed Feb. 9, 2022
Retirement Group 2020 Q3 restated filed Nov. 16, 2021
Retirement Group 2021 Q3 filed Nov. 16, 2021
Retirement Group 2020 Q2 filed Sept. 8, 2021
Retirement Group 2020 Q3 filed Sept. 8, 2021
Retirement Group 2019 Q4 filed Aug. 30, 2021
Retirement Group 2021 Q2 filed Aug. 17, 2021

View all past filings

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