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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, TLT, SCHD, and represent 41.57% of Retirement Group's stock portfolio.
Added to shares of these 10 stocks: BRK.B (+$8.7M), SHY (+$6.9M), TLT, XLG, SCHD, VTV, VUG, VIG, BN, MDYV.
Started 223 new stock positions in IMTM, AGNC, IYT, SPHY, AMC, VHT, STWD, SOFI, BLV, RYLG.
Reduced shares in these 10 stocks: Brookfield Asset Management, PFE, SCHV, VLUE, FNDA, XYLD, CAT, General Electric Company, JULT, IVLU.
Sold out of its positions in OGIG, Amtd Intl, ATNM, YOLO, AVAV, JULT, BMO, Barclays Bk Plc barc etn+shill, BDXB, BNGO.
Retirement Group was a net buyer of stock by $66M.
Retirement Group has $202M in assets under management (AUM), dropping by 62.10%.
Central Index Key (CIK): 0001740491

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Portfolio Holdings for Retirement Group

Retirement Group holds 710 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Retirement Group has 710 total positions. Only the first 250 positions are shown.

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Download the Retirement Group December 2022 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Class B Cl B New (BRK.B)	17.7	$36M	+32%	116k	308.90	View chart
Invsc S P 500 Top 50 Etf S&p 500 Top 50 (XLG)	7.1	$15M	+39%	52k	275.98	View chart
Exxon Mobil Corporation (XOM)	6.4	$13M	+11%	117k	110.30	View chart
Ishares 20 Pls Year Treasury Bnd Etf 20 Yr Tr Bd Etf (TLT)	5.4	$11M	+77%	110k	99.56	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	5.0	$10M	+54%	134k	75.54	View chart
Spdr S&p 400 Mid Cap Value Etf S&p 400 Mdcp Val (MDYV)	4.3	$8.7M	+24%	135k	64.72	View chart
Spdr S&p 600 Small Cap Value Etf S&p 600 Smcp Val (SLYV)	4.1	$8.2M	+25%	111k	74.22	View chart
Ishares 1-3 Year Treasry Bond Etf 1 3 Yr Treas Bd (SHY)	3.5	$7.1M	+3261%	88k	81.17	View chart
Chevron Corporation (CVX)	2.8	$5.7M	+36%	32k	179.48	View chart
Vanguard Value Etf Value Etf (VTV)	2.6	$5.4M	+137%	38k	140.38	View chart
Caterpillar (CAT)	2.3	$4.7M	-2%	20k	239.57	View chart
Jefferies Finl Group (JEF)	1.8	$3.6M	+27%	106k	34.28	View chart
Vanguard Growth Etf Growth Etf (VUG)	1.3	$2.5M	+506%	12k	213.10	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	1.3	$2.5M		6.6k	382.42	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	1.2	$2.5M	+61%	6.4k	384.21	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	1.2	$2.4M	+496%	16k	151.86	View chart
At&t (T)	1.0	$2.1M	+9%	115k	18.41	View chart
Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ)	1.0	$2.1M	+10%	46k	45.64	View chart
Brookfield Corp F Class A Cl A Ltd Vt Sh (BN)	1.0	$2.0M	NEW	62k	31.46	View chart
Pimco Dynamic Income Cf SHS (PDI)	0.9	$1.9M	+248%	102k	18.48	View chart
Schwab Us Tips Etf Us Tips Etf (SCHP)	0.9	$1.8M	+20%	35k	51.79	View chart
ConocoPhillips (COP)	0.9	$1.8M	+20%	15k	118.00	View chart
Schwab Short Term Us Treasury Etf Sht Tm Us Tres (SCHO)	0.7	$1.5M	+23%	31k	48.23	View chart
Alibaba Group Hldg Ltd F Sponsored Adr 1 Adr Reps 8 Ord Sponsored Ads (BABA)	0.7	$1.4M	+12%	16k	88.11	View chart
Schwab Intermediate Term Us Trs Etf Intrm Trm Tres (SCHR)	0.7	$1.3M	+28%	27k	49.22	View chart
Abrdn Physical Gold Shares Etf Physcl Gold Shs (SGOL)	0.6	$1.3M	+10%	74k	17.47	View chart
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)	0.6	$1.3M	+26%	26k	50.02	View chart
First Trust Preferred Sec Etf Iv Pfd Secs Inc Etf (FPE)	0.6	$1.2M	+91%	73k	16.80	View chart
Spdr Blackstone Senior Loan Etf Blkstn Gsosrln (SRLN)	0.6	$1.2M	+55%	30k	40.90	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.6	$1.2M	-6%	27k	44.81	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.5	$1.1M	+1218%	10k	108.17	View chart
Amazon (AMZN)	0.5	$1.1M	+43%	13k	83.97	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.5	$994k	+5677%	5.2k	191.15	View chart
First Trust Senior Loan Etf Senior Ln Fd (FTSL)	0.5	$975k	+69%	22k	44.59	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.5	$963k	+30%	30k	32.20	View chart
Apple (AAPL)	0.5	$922k	+113%	7.1k	129.90	View chart
Vanguard Energy Etf Energy Etf (VDE)	0.5	$914k	+27%	7.5k	121.30	View chart
Phillips 66 (PSX)	0.4	$891k	+2%	8.6k	104.10	View chart
Charles Schwab Us Reit Etf Us Reit Etf (SCHH)	0.4	$889k	+26%	46k	19.29	View chart
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)	0.4	$866k	+348%	21k	41.97	View chart
Realty Income (O)	0.4	$852k	+346%	13k	63.43	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.4	$802k	+363%	4.6k	174.42	View chart
Invsc Actvly Mng Optm Yd Dvrs Etf Optimum Yield (PDBC)	0.4	$794k	+42%	54k	14.78	View chart
Ishares Msci Intl Value Factor Etf Msci Intl Vlu Ft (IVLU)	0.4	$789k	-13%	34k	23.16	View chart
Spdr S&p Dividend Etf S&p Divid Etf (SDY)	0.4	$781k	+259%	6.2k	125.06	View chart
Microsoft Corporation (MSFT)	0.4	$761k	+114%	4.0k	190.48	View chart
NVIDIA Corporation (NVDA)	0.4	$755k	+13%	5.2k	146.15	View chart
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)	0.4	$747k	-34%	11k	66.00	View chart
Blackstone Com Cl A (BX)	0.3	$685k	+37%	9.2k	74.17	View chart
Abrdn Blmbrg All Cm Sg K 1 Fr Etf Bbrg All Comd K1 (BCI)	0.3	$662k	+51%	30k	22.06	View chart
Adobe Systems Incorporated (ADBE)	0.3	$622k	+23%	1.8k	336.40	View chart
Energy Select Sector Spdr Etf Energy (XLE)	0.3	$605k	+867%	6.9k	87.49	View chart
Altria (MO)	0.3	$600k	+387%	5.6k	107.14	View chart
Ishares Msci Usa Momntum Fct Etf Msci Usa Mmentm (MTUM)	0.3	$599k	+78%	4.1k	145.99	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	0.3	$563k	+280%	2.3k	241.94	View chart
Abrdn Physical Silver Shares Etf Physcl Silvr Shs (SIVR)	0.3	$563k		25k	22.98	View chart
Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE)	0.2	$504k	+16%	21k	23.66	View chart
Brookfield Asset Manag F Class A Cl A Ltd Vt Sh	0.2	$438k	-66%	15k	28.68	View chart
Invesco S P Ultra Dividend Rev Etf S&p Ultra Divide (RDIV)	0.2	$434k	+5139%	10k	43.60	View chart
Alps O Shares U S Qlty Divid Etf Oshares Us Qualt (OUSA)	0.2	$401k	NEW	9.7k	41.45	View chart
Ishares Iboxx Invt Grade Bond Etf Iboxx Inv Cp Etf (LQD)	0.2	$337k	+1716%	3.2k	105.41	View chart
Ishares Msci Eaf Min Vol Fct Etf Msci Eafe Min Vl (EFAV)	0.2	$332k	+5122%	5.2k	63.58	View chart
The Necessity Retail Rei Class A Com Class A (RTL)	0.2	$322k	+3215%	54k	5.92	View chart
Invesco S&p Midcap Quality Etf S&p Mdcp Quality (XMHQ)	0.1	$287k	+67%	4.2k	68.97	View chart
Ishrs 0-5 Year Inv Grd Crprat Etf 0-5yr Invt Gr Cp (SLQD)	0.1	$284k	+418%	5.9k	47.81	View chart
Alps Sector Dividend Dogs Etf Sectr Div Dogs (SDOG)	0.1	$283k	NEW	5.5k	51.45	View chart
Abbvie (ABBV)	0.1	$257k	+332%	1.6k	161.84	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Ishs 1-5yr Invs (IGSB)	0.1	$256k	+37%	5.1k	49.79	View chart
Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB)	0.1	$247k	+101%	8.4k	29.39	View chart
Warner Brothers Discover Com Ser A (WBD)	0.1	$242k	+51%	26k	9.46	View chart
Proshares S&p 500 Div Aristocrat Etf S&p 500 Dv Arist (NOBL)	0.1	$233k	-31%	2.6k	89.93	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.1	$232k	+60%	1.9k	120.83	View chart
Invsc Glbl Shrt Trm Hgh Yld Bnd Etf Gbl Srt Trm Hy (PGHY)	0.1	$222k	NEW	12k	19.22	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	0.1	$221k	+34%	2.5k	88.58	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	0.1	$221k	+140%	2.5k	88.19	View chart
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)	0.1	$217k	+908%	2.5k	86.11	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$215k	+2226%	9.1k	23.63	View chart
Technology Select Sector Spdr Etf Technology (XLK)	0.1	$208k	+8%	1.7k	124.48	View chart
Ishares Silver Trust Etf Ishares (SLV)	0.1	$205k	+8%	9.3k	22.04	View chart
Sprott Physical Silver E Tr Unit (PSLV)	0.1	$202k		25k	8.25	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	0.1	$201k	+74%	3.6k	55.54	View chart
Analog Devices (ADI)	0.1	$199k		1.2k	164.33	View chart
Invesco Variable Rate Preferred Etf Var Rate Pfd (VRP)	0.1	$196k	+8%	8.8k	22.35	View chart
Pacer Us Cash Cows 100 Etf Cash Cows Etf (HERD)	0.1	$193k	NEW	4.2k	46.21	View chart
Barings Bdc (BBDC)	0.1	$191k	+46%	24k	8.13	View chart
Alerian Mlp Etf Alerian Mlp (AMLP)	0.1	$189k	+114%	5.0k	38.07	View chart
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE)	0.1	$188k	-65%	2.1k	90.95	View chart
Waste Management (WM)	0.1	$185k	NEW	1.2k	156.51	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$184k		4.7k	39.15	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.1	$182k	+15%	1.9k	96.81	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	0.1	$175k	+58%	1.9k	94.54	View chart
Spdr Bloomberg Convrtbl Secrs Etf Iv BLMBRG BRC CNVRT (CWB)	0.1	$173k	+52%	2.7k	64.29	View chart
Pfizer (PFE)	0.1	$172k	-76%	3.4k	51.11	View chart
Invesco S&p 500 High Dividend Low Volatility Etf S&p500 Hdl Vol (SPHD)	0.1	$169k	+459%	3.9k	43.74	View chart
Verizon Communications (VZ)	0.1	$169k	+176%	4.3k	39.51	View chart
Select Sector Uti Select Spdr Etf Sbi Int-utils (XLU)	0.1	$158k	+293%	2.2k	70.41	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$150k	NEW	20k	7.54	View chart
Amplify Cwp Enhanced Div Inm Etf Tr Cwp Enhanced Div (DIVO)	0.1	$148k	NEW	4.1k	35.88	View chart
Ishares Esg Aware Msci Usa Etf Iv Xtrck Jp Mrg Esg (ESHY)	0.1	$146k	+151%	1.7k	84.64	View chart
Allianzim Us Large Cap Buff10 Etf Allianzim U S La (SIXJ)	0.1	$140k	NEW	5.1k	27.71	View chart
Northrop Grumman Corporation (NOC)	0.1	$139k	NEW	254.00	547.24	View chart
Invesco Cef Income Composite Etf Cef Inm Compsi (PCEF)	0.1	$138k	+40%	7.6k	18.07	View chart
Bank of America Corporation (BAC)	0.1	$138k	+161%	4.2k	33.09	View chart
Ishares Us Medical Devices Etf U.s. Med Dvc Etf (IHI)	0.1	$135k	+16%	2.6k	52.43	View chart
Spdr Fund Consumer Staples Etf Sbi Cons Stpls (XLP)	0.1	$134k	+138%	1.8k	74.53	View chart
Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY)	0.1	$133k	NEW	6.0k	22.35	View chart
Ishares High Yield Corporat Bond Etf 0-5yr Hi Yl Cp (SHYG)	0.1	$129k	+538%	3.2k	40.73	View chart
Vaneck Gold Miners Etf Gold Miners Etf (GDX)	0.1	$127k		4.4k	28.64	View chart
Philip Morris International (PM)	0.1	$122k	+620%	1.2k	101.41	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.1	$121k	+155%	1.5k	82.31	View chart
Xenia Hotels & Resorts (XHR)	0.1	$118k	+1735%	9.0k	13.18	View chart
Spdr Gold Shares Etf Gold Shs (GLD)	0.1	$116k		682.00	170.09	View chart
Amgen (AMGN)	0.1	$116k	+975%	441.00	263.04	View chart
Kite Realty Grp Tr Reit Com New (KRG)	0.1	$116k	+237%	5.5k	21.13	View chart
Spdr Bloomberg Int Grd Flt Rt Etf Blomberg Brc Inv (FLRN)	0.1	$112k	+186%	3.7k	30.50	View chart
Charles Schwab Us Mc Etf Us Mid-cap Etf (SCHM)	0.1	$109k	+22%	1.7k	65.54	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	0.1	$107k	-26%	674.00	158.75	View chart
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)	0.1	$105k	-14%	920.00	114.13	View chart
Academy Sports & Outdoor (ASO)	0.1	$103k	NEW	2.0k	52.66	View chart
Ishares Msci Usa Min Vol Fctr Etf Msci Usa Min Vol (USMV)	0.1	$103k	+72%	1.4k	72.43	View chart
Meta Platforms Inc Class A Cl A (META)	0.0	$100k	-9%	830.00	120.48	View chart
Invsc Sp 500 Eql Wght Cnsmr Stpl Etf S&p500 Eql Wgt (RSP)	0.0	$99k	+683%	580.00	170.00	View chart
Ishares Msci Usa Esg Select Etf Msci Usa Esg Slc (SUSA)	0.0	$98k	+15%	1.2k	82.63	View chart
Global X Superdividend Us Etf Globx Supdv Us (DIV)	0.0	$96k	NEW	5.1k	18.82	View chart
Pacer Industrial Real Estate Etf Bnchmrk Indstr (INDS)	0.0	$93k	NEW	2.5k	36.88	View chart
Spdr Ssga Us Lg Cp Lw Vlt Inx Etf Ssga Us Lrg Etf (LGLV)	0.0	$93k	+18%	686.00	135.57	View chart
Invesco S&p Smallcap Low Volatility Etf S&p Smlcp Low (XSLV)	0.0	$92k	+93%	2.1k	44.88	View chart
Invesco Total Return Bond Etf Total Return (GTO)	0.0	$91k	+33%	2.0k	46.43	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.0	$90k	-54%	619.00	145.40	View chart
Ishares Russell Mid Cap Growth Etf Rus Md Cp Gr Etf (IWP)	0.0	$89k	+3976%	1.1k	83.96	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.0	$88k	+206%	1.5k	58.39	View chart
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)	0.0	$85k	+169%	1.9k	44.93	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$85k	+60%	11k	7.48	View chart
Iron Mountain (IRM)	0.0	$84k	+2%	1.7k	49.91	View chart
Schwab Fundamental Us Small Com Etf Schwab Fdt Us Sc (FNDA)	0.0	$83k	-78%	1.8k	46.97	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.0	$83k	+1384%	1.4k	61.44	View chart
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)	0.0	$79k	NEW	587.00	134.58	View chart
UnitedHealth (UNH)	0.0	$77k		146.00	527.40	View chart
Ishares Global Tech Etf Global Tech Etf (IXN)	0.0	$77k	+56%	1.7k	44.61	View chart
Aam S&p 500 High Dividend Value Etf Aam S&p 500 (SPDV)	0.0	$76k	NEW	2.6k	29.23	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	0.0	$76k	+48%	373.00	203.75	View chart
Invsc Ultra Short Duration Etf Ultra Shrt Dur (GSY)	0.0	$76k		1.5k	49.58	View chart
Ishares Global Reit Etf Global Reit Etf (REET)	0.0	$75k	NEW	3.3k	22.63	View chart
Invsc S P Midcap Low Volatility Etf S&p Midcp Low (XMLV)	0.0	$75k	+29%	1.4k	53.46	View chart
Viper Energy Partners Com Unt Rp Int (VNOM)	0.0	$75k	-28%	2.4k	31.67	View chart
Costco Wholesale Corporation (COST)	0.0	$75k	+25%	164.00	457.32	View chart
Ishares Semiconductor Etf Iv Phlx Semicnd Etf (SOXX)	0.0	$75k	+127%	216.00	347.22	View chart
Advanced Micro Devices (AMD)	0.0	$74k		1.1k	64.40	View chart
Pimco Active Bond Etf Active Bd Etf (BOND)	0.0	$72k	+100%	800.00	90.00	View chart
Enterprise Products Partners (EPD)	0.0	$72k		3.0k	23.99	View chart
Kinder Morgan (KMI)	0.0	$72k	+3%	4.0k	18.05	View chart
Key (KEY)	0.0	$71k	NEW	4.1k	17.53	View chart
Spdr S&p Global Dividend Etf S&p Glbdiv Etf (WDIV)	0.0	$71k	-6%	1.2k	59.02	View chart
Vaneck Morningstar Wide Moat Etf Morningstar Wide (MOAT)	0.0	$67k	+12%	1.0k	65.37	View chart
Ishares Core Conservative Allocation Conser Alloc Etf (AOK)	0.0	$67k	NEW	2.0k	33.50	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.0	$67k	+96%	191.00	350.79	View chart
Invsc Variable Rt Invstmnt Etf Iv Var Rate Invt (VRIG)	0.0	$67k	+109%	2.7k	24.69	View chart
Pacer Us Small Cap Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.0	$67k	+340%	1.9k	36.22	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$67k		5.4k	12.32	View chart
Cisco Systems (CSCO)	0.0	$63k	+301%	631.00	100.00	View chart
Johnson & Johnson (JNJ)	0.0	$63k		358.00	175.98	View chart
Dow (DOW)	0.0	$60k	+479%	1.2k	50.51	View chart
Enbridge (ENB)	0.0	$60k		1.5k	39.09	View chart
Ishares Msci Eafe Growth Etf Eafe Value Etf (EFV)	0.0	$60k	+17%	683.00	87.72	View chart
Global X Superdividend Etf Glb X Superdiv	0.0	$57k	NEW	2.4k	24.10	View chart
Tesla Motors (TSLA)	0.0	$57k	+63%	461.00	123.64	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.0	$57k	+5%	791.00	72.06	View chart
Invesco Dow Jones Industrial Average Dividend Etf Dj Indl Avg Dv (DJD)	0.0	$56k	NEW	1.3k	43.85	View chart
Fidelity High Dividend Etf High Divid Etf (FDVV)	0.0	$56k		1.5k	37.33	View chart
Ameren Corporation (AEE)	0.0	$55k	NEW	624.00	88.14	View chart
Emerson Electric (EMR)	0.0	$54k	NEW	558.00	96.77	View chart
Ishares S&p Smll Cap 600 Grth Etf S&P SML 600 GWT (IJT)	0.0	$54k	NEW	500.00	108.00	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.0	$53k		4.0k	13.21	View chart
Liberty All Star Equity Com New (USB)	0.0	$53k	+5041%	9.3k	5.70	View chart
Invesco Financial Preferred Etf Finl Pfd Etf (PGF)	0.0	$50k		3.5k	14.31	View chart
Vanguard Health Care Etf Health Car Etf (VHT)	0.0	$50k	NEW	200.00	250.00	View chart
Vaneck Preferred Securt Ex Fncl Etf Pfd Secs Ex Finl (PFXF)	0.0	$50k	+58%	3.0k	16.73	View chart
Fidelity Limited Term Bond Etf Msci Matls Index (FMAT)	0.0	$49k		1.0k	47.57	View chart
Ishares Msci Kld 400 Social Indx Etf Msci Kld400 Soc (DSI)	0.0	$49k	+654%	679.00	72.16	View chart
Vanguard Total International Stock E Vg Tl Intl Stk F (VXUS)	0.0	$48k		926.00	51.84	View chart
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)	0.0	$48k	+104%	687.00	69.87	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.0	$48k		150.00	320.00	View chart
Fuelcell Energy (FCEL)	0.0	$47k	-25%	1.0k	45.17	View chart
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.0	$47k	+38%	729.00	64.47	View chart
Amplify High Income Etf High Income (YYY)	0.0	$47k	NEW	4.1k	11.53	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$46k	+200%	600.00	76.67	View chart
Oneok (OKE)	0.0	$46k	+133%	700.00	65.71	View chart
Home Depot (HD)	0.0	$46k	-71%	147.00	312.93	View chart
Nuveen Esg Small Cap Etf Nuveen Esg Smlcp (NUSC)	0.0	$45k	+356%	1.3k	33.91	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.0	$44k	+232%	802.00	54.86	View chart
Ishares Gold Etf Ishares	0.0	$44k	+128%	1.3k	34.24	View chart
Invsc Zacks Mid Cap Etf Zacks Mid Cap (CZA)	0.0	$43k	-3%	488.00	88.11	View chart
Wisdomtree Emrg Mrkt Hg Div Etf Emer Mkt High Fd (DEM)	0.0	$43k	+62%	1.2k	35.36	View chart
Mastercard Inc Class A Cl A (MA)	0.0	$42k	NEW	120.00	350.00	View chart
Vanguard Intermediate Term Cor Etf Int-term Corp (VCIT)	0.0	$42k	+12%	541.00	77.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$41k		3.5k	11.88	View chart
Ishares Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.0	$41k	+291%	478.00	85.77	View chart
Stratgy Shars Nasdaq 7handl Indx Etf Ns 7handl Idx (HNDL)	0.0	$41k	+59%	2.1k	19.76	View chart
New York Community Ban (NYCB)	0.0	$40k	NEW	4.7k	8.54	View chart
NetApp (NTAP)	0.0	$40k	+15%	660.00	60.61	View chart
Nextera Energy (NEE)	0.0	$40k		479.00	83.51	View chart
Ishares Iboxx High Yield Bond Etf Iboxx Hi Yd Etf (HYG)	0.0	$39k	+926%	534.00	73.03	View chart
Fs Kkr Capital Corp (FSK)	0.0	$39k	NEW	2.2k	17.72	View chart
McDonald's Corporation (MCD)	0.0	$37k	NEW	140.00	264.29	View chart
Blackrock Science Techno SHS (BST)	0.0	$35k	NEW	1.2k	28.52	View chart
Coca-Cola Company (KO)	0.0	$35k	+51%	550.00	63.64	View chart
Cardinal Health (CAH)	0.0	$35k	+1539%	459.00	76.25	View chart
Spdr S&p Homebuilders Etf S&p Homebuild (XHB)	0.0	$35k	+35%	573.00	61.08	View chart
Ishares Global Comm Services Etf Gbl Comm Svc Etf (IXP)	0.0	$35k	NEW	642.00	54.52	View chart
Vanguard Long Term Cor Bd Etf Lg-term Cor Bd (VCLT)	0.0	$34k	NEW	455.00	74.73	View chart
Invesco Senior Loan Etf Sr Ln Etf (BKLN)	0.0	$34k		1.7k	20.58	View chart
Vanguard Short Inflation Prot Etf Iv Strm Infproidx (VTIP)	0.0	$33k	+69%	705.00	46.81	View chart
Indexiq Merger Arbitrage Etf Iq Mrgr Arb Etf (MNA)	0.0	$32k	NEW	1.0k	32.00	View chart
Ford Motor Company (F)	0.0	$31k	+82%	2.7k	11.52	View chart
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA)	0.0	$31k	+49%	766.00	40.47	View chart
Las Vegas Sands (LVS)	0.0	$31k	NEW	655.00	47.33	View chart
Select Str Financial Select Spdr Etf Sbi Int-finl (XLF)	0.0	$30k	+122%	878.00	34.17	View chart
Sprott Physical Gold Etv Unit (PHYS)	0.0	$30k		2.1k	14.02	View chart
Ishares Global Energy Etf Iv Global Energ Etf (IXC)	0.0	$30k	NEW	775.00	38.71	View chart
Fortinet (FTNT)	0.0	$30k	NEW	615.00	48.78	View chart
Procter & Gamble Company (PG)	0.0	$30k	+50%	200.00	150.00	View chart
Gilead Sciences (GILD)	0.0	$30k	+3%	345.00	86.96	View chart
Ocugen Oshs Gbl Inter	0.0	$29k	NEW	23k	1.28	View chart
Vanguard Mortgage Backed Sec Etf Mortg-back Sec (VMBS)	0.0	$28k	+792%	625.00	44.80	View chart
W.W. Grainger (GWW)	0.0	$28k	+2450%	51.00	549.02	View chart
Spdr S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	0.0	$27k	NEW	535.00	50.47	View chart
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)	0.0	$27k	+52%	581.00	46.47	View chart
Spdr S&p 600 Small Cap Growth Etf S&P 600 SMCP GRW (SLYG)	0.0	$27k	NEW	376.00	71.81	View chart
Ishares Tips Bond Etf Tips Bd Etf (TIP)	0.0	$27k		249.00	108.43	View chart
Southern Company (SO)	0.0	$27k	+130%	184.00	145.63	View chart
Consolidated Edison (ED)	0.0	$26k	+74%	271.00	95.94	View chart
Select Sector Health Care Spdr Etf Sbi Healthcare (XLV)	0.0	$26k	NEW	192.00	135.42	View chart
Ishrs Us And Intl High Yield Bd Etf Us Intl Hgh Yld (GHYG)	0.0	$26k	NEW	640.00	40.62	View chart
Wisdomtree Us Qlt Div Grw Etf Us Qtly Div Grt (DGRW)	0.0	$26k		435.00	59.77	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.0	$26k	NEW	662.00	39.27	View chart
Jpmorgan Ultra Short Income Etf Ultra Shrt Inc (JPST)	0.0	$26k		519.00	50.10	View chart
Xtrackers Msci Al Cha Eqy Etf Xtrack Msci Chna (CN)	0.0	$26k	NEW	918.00	28.32	View chart
Mondelez Intl Class A Cl A (MDLZ)	0.0	$25k	NEW	378.00	66.14	View chart
Wal-Mart Stores (WMT)	0.0	$25k	+47%	174.00	143.68	View chart
Target Corporation (TGT)	0.0	$25k	+6%	170.00	147.06	View chart
Merck & Co (MRK)	0.0	$25k	+80%	735.00	33.74	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.0	$24k	+1130%	160.00	150.00	View chart
Spectrum Brands Holding (SPB)	0.0	$24k	+64%	400.00	60.00	View chart
Ishares Msci Usa Size Factor Etf Msci Usa Sze Ft (SIZE)	0.0	$24k	NEW	210.00	114.29	View chart
salesforce (CRM)	0.0	$24k	+628%	182.00	131.87	View chart
Comcast Corp New Class A Cl A (CMCSA)	0.0	$24k	+183%	680.00	35.29	View chart
Wisdomtree Yld Enhn U S Shrt Trm Etf Yield Enhanced (SHAG)	0.0	$24k		518.00	46.33	View chart
Vaneck Rare Earth Str Mtl Etf Rare Earth/strtg (REMX)	0.0	$23k	NEW	300.00	76.67	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.0	$23k	+103%	167.00	137.72	View chart
Spdr Dow Jone Global Real Estate Etf Dj Glb Rl Es Etf (RWO)	0.0	$23k		573.00	40.14	View chart

Past Filings by Retirement Group

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

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
Retirement Group 2021 Q1 filed May 4, 2021
Retirement Group 2020 Q4 filed Feb. 22, 2021

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