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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, SHY, XOM, MDYV, and represent 40.10% of Retirement Group's stock portfolio.
Added to shares of these 10 stocks: PFIX, TDVI, CVX, XLE, SHY, FDVV, XLY, OGIG, SYLD, TLTW.
Started 85 new stock positions in FDX, LUMN, DXCM, RMD, JNPR, NOC, AVAV, GLW, TKO, DOCU.
Reduced shares in these 10 stocks: TLT (-$5.5M), QQQ, SPY, , CGDV, RSP, SCHD, GLD, SDY, XLI.
Sold out of its positions in Activision Blizzard, CVM, CHPT, DAR, Etf Managers Tr tierra xp latin, FTCS, FKU, FPE, GCI, Global X Fds reit etf.
Retirement Group was a net seller of stock by $-8.3M.
Retirement Group has $248M in assets under management (AUM), dropping by 6.79%.
Central Index Key (CIK): 0001740491

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Portfolio Holdings for Retirement Group

Retirement Group holds 837 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Retirement Group has 837 total positions. Only the first 250 positions are shown.

Sign up to view all of the Retirement Group Dec. 31, 2023 positions
Download the Retirement Group December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	18.5	$46M		128k	356.66	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	8.9	$22M		584k	37.72	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	4.4	$11M	+7%	133k	82.04	View chart
Exxon Mobil Corporation (XOM)	4.2	$10M		104k	99.98	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	4.2	$10M		140k	73.38	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.9	$9.7M		116k	83.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$8.3M	-6%	109k	76.13	View chart
Chevron Corporation (CVX)	2.6	$6.5M	+13%	44k	149.16	View chart
Caterpillar (CAT)	2.3	$5.6M		19k	295.67	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$5.5M		37k	149.50	View chart
Jefferies Finl Group (JEF)	2.2	$5.4M		134k	40.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$5.3M	-31%	13k	409.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.0	$5.1M	-51%	51k	98.88	View chart
Apple (AAPL)	1.8	$4.5M		23k	192.53	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$3.7M		12k	310.87	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.3	$3.3M		83k	40.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$3.0M	-6%	6.3k	477.64	View chart
NVIDIA Corporation (NVDA)	1.2	$2.9M		5.9k	495.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$2.6M		15k	170.40	View chart
Amazon (AMZN)	0.9	$2.1M		14k	151.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$2.1M	-3%	45k	46.62	View chart
At&t (T)	0.7	$1.7M	-8%	103k	16.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.7M		15k	111.63	View chart
Microsoft Corporation (MSFT)	0.7	$1.7M		4.4k	376.06	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$1.6M	-4%	31k	52.20	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.6	$1.5M	-6%	20k	77.51	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$1.5M	+98%	18k	83.84	View chart
ConocoPhillips (COP)	0.6	$1.5M		13k	116.07	View chart
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL)	0.6	$1.4M	-15%	69k	19.74	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.5	$1.3M	+55%	20k	67.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.3M		5.6k	237.22	View chart
Ssga Active Etf Tr Blkstn Gsosrln (SRLN)	0.5	$1.2M		28k	41.93	View chart
Adobe Systems Incorporated (ADBE)	0.4	$1.1M		1.9k	596.60	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.4	$1.1M	NEW	27k	40.00	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (TDVI)	0.4	$1.0M	NEW	61k	16.86	View chart
Vanguard World Fds Energy Etf (VDE)	0.4	$1.0M		8.7k	117.28	View chart
Brookfield Asset Mgmt Cl A Ltd Vt Sh	0.4	$1.0M	+4%	25k	40.17	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$998k		22k	46.07	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$987k	+155%	23k	42.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$927k	-3%	45k	20.71	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	0.4	$918k	-5%	19k	47.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$911k		4.5k	200.71	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.4	$897k	-21%	20k	46.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$895k	-3%	24k	36.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$880k	+2%	16k	55.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$844k	-2%	17k	48.45	View chart
Realty Income (O)	0.3	$841k	+5%	15k	57.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$790k	-73%	1.7k	475.42	View chart
Blackstone Group Com Cl A (BX)	0.3	$786k	-25%	6.0k	130.92	View chart
Phillips 66 (PSX)	0.3	$774k		5.8k	133.15	View chart
Schwab Strategic Tr Intrm Trm Tres (SCHR)	0.3	$759k		15k	49.72	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$737k	-17%	20k	36.55	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.3	$706k		37k	19.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$687k	-37%	3.6k	191.17	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$639k	-20%	29k	21.78	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$593k	-2%	52k	11.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$592k		2.1k	277.20	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$580k	+11082%	3.2k	178.81	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$580k		23k	24.79	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$576k	+2%	6.5k	88.71	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$563k	-12%	21k	26.51	View chart
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR)	0.2	$554k		24k	22.77	View chart
Barings Bdc (BBDC)	0.2	$540k	+19%	63k	8.58	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$531k	+6%	21k	25.76	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$531k		7.6k	70.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$498k	+14%	3.6k	139.69	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.2	$488k	NEW	13k	36.51	View chart
Invesco Activly Mangd Etc Optimum Yield (PDBC)	0.2	$486k		37k	13.30	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.2	$462k	NEW	17k	27.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.2	$422k		9.7k	43.70	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$402k	+18%	8.6k	46.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$379k	+5%	2.4k	156.91	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$370k		1.9k	192.44	View chart
Wells Fargo & Company (WFC)	0.1	$370k		7.5k	49.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$352k	-13%	2.5k	140.93	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$350k		5.0k	69.33	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$349k	-48%	3.1k	113.99	View chart
Global Net Lease Com New (GNL)	0.1	$349k	-4%	35k	9.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$339k	-3%	3.1k	110.66	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$330k	+36%	13k	25.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$315k		3.8k	82.96	View chart
General Electric Company	0.1	$309k	+10000%	2.4k	127.64	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$299k		3.1k	95.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$290k		5.4k	53.82	View chart
Aim Etf Products Trust Allianzim U S La (SIXJ)	0.1	$287k		8.5k	33.60	View chart
Nike CL B (NKE)	0.1	$280k	+3426%	2.6k	108.57	View chart
Vitesse Energy Common Stock (VTS)	0.1	$264k	-3%	12k	21.89	View chart
PG&E Corporation (PCG)	0.1	$252k		14k	18.03	View chart
Pfizer (PFE)	0.1	$247k	+23%	8.6k	28.79	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$245k	+54%	5.8k	42.22	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$242k		4.7k	51.26	View chart
Abbvie (ABBV)	0.1	$242k		1.6k	154.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$242k	+28%	4.7k	51.27	View chart
Ingersoll Rand (IR)	0.1	$234k		6.2k	37.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$232k	+2%	2.3k	102.88	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$232k		4.7k	49.34	View chart
Altria (MO)	0.1	$230k	-13%	5.7k	40.34	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.1	$227k	+524%	3.8k	59.83	View chart
Costco Wholesale Corporation (COST)	0.1	$223k		337.00	660.96	View chart
Advanced Micro Devices (AMD)	0.1	$212k		1.4k	147.41	View chart
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY)	0.1	$211k		11k	19.53	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$208k		3.5k	59.32	View chart
Ishares Tr Xtrck Jp Mrg Esg	0.1	$205k		2.0k	104.91	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$203k		2.0k	101.16	View chart
Tesla Motors (TSLA)	0.1	$203k	-2%	815.00	248.61	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$200k	-12%	18k	11.38	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$197k	-24%	4.6k	42.52	View chart
Highland Global mf closed and mf open (HGLB)	0.1	$196k		6.2k	31.51	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$196k	-10%	11k	17.34	View chart
Meta Platforms Cl A (META)	0.1	$192k	-48%	543.00	353.96	View chart
Fs Kkr Capital Corp (FSK)	0.1	$191k		9.6k	19.97	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$190k		24k	8.08	View chart
Ishares Tr Phlx Semicnd Etf (SOXX)	0.1	$187k	-55%	324.00	576.69	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$185k	-11%	8.0k	23.08	View chart
Spdr Ser Tr BLMBRG BRC CNVRT (CWB)	0.1	$183k		2.5k	72.15	View chart
J P Morgan Exchange-traded F Equity Premium (JEPI)	0.1	$176k	+12%	3.2k	54.99	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$176k		10k	17.18	View chart
Verizon Communications (VZ)	0.1	$171k	-2%	4.5k	37.70	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$162k		2.3k	72.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$162k	NEW	3.0k	54.08	View chart
International Business Machines (IBM)	0.1	$156k	-22%	957.00	163.47	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$155k		3.2k	49.20	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$154k		20k	7.72	View chart
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)	0.1	$152k	+193%	3.0k	50.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$151k	-9%	3.6k	42.41	View chart
Kinder Morgan (KMI)	0.1	$151k	-14%	8.6k	17.64	View chart
Xenia Hotels & Resorts (XHR)	0.1	$148k	+13%	11k	13.62	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$145k	-5%	8.1k	17.95	View chart
Bank of America Corporation (BAC)	0.1	$145k		4.3k	33.67	View chart
Waste Management (WM)	0.1	$144k	-16%	802.00	179.10	View chart
Us Bancorp Del Com New (USB)	0.1	$143k	-64%	3.3k	43.28	View chart
BP Sponsored Adr (BP)	0.1	$142k	-13%	4.0k	35.40	View chart
Vaneck Vectors Etf Tr Gold Miners Etf (GDX)	0.1	$140k		4.5k	31.01	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$139k		6.0k	23.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$138k	+130%	1.9k	73.54	View chart
Kite Rlty Group Tr Com New (KRG)	0.1	$136k	+7%	5.9k	22.86	View chart
Amgen (AMGN)	0.1	$132k		459.00	288.02	View chart
Enterprise Products Partners (EPD)	0.1	$130k	+26%	4.9k	26.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$126k		858.00	147.06	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$125k		4.2k	29.78	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$123k	-10%	1.9k	63.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$121k	-13%	1.4k	88.33	View chart
Iron Mountain (IRM)	0.0	$120k		1.7k	69.96	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$118k		1.9k	61.94	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$117k		6.5k	17.96	View chart
Philip Morris International (PM)	0.0	$116k	+4%	1.2k	94.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$116k	+16%	1.5k	78.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$115k	NEW	3.7k	31.40	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$111k		1.1k	104.47	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$108k	-8%	1.6k	68.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$107k	-6%	1.4k	75.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$107k		1.9k	56.40	View chart
Analog Devices (ADI)	0.0	$106k		534.00	198.53	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$105k		1.0k	100.53	View chart
Vaneck Vectors Etf Tr Morningstar Wide (MOAT)	0.0	$104k		1.2k	84.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$104k		579.00	180.12	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$102k	-8%	1.8k	58.34	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$100k	+189%	2.0k	50.62	View chart
Broadcom (AVGO)	0.0	$98k	-42%	88.00	1116.25	View chart
Ishares Tr Robotics Artif (IRBO)	0.0	$94k	-63%	2.7k	34.50	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	0.0	$93k		3.0k	30.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$92k		529.00	173.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$92k		1.3k	70.35	View chart
Charles Schwab Corporation (SCHW)	0.0	$91k	+30%	1.3k	68.80	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.0	$90k	-63%	1.7k	51.99	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$90k	+23%	6.5k	13.80	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.0	$88k		1.6k	55.35	View chart
Pacer Fds Tr Bnchmrk Indstr (INDS)	0.0	$87k	-16%	2.1k	41.84	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$85k		1.9k	45.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$83k	-2%	571.00	145.01	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$80k	NEW	2.2k	36.72	View chart
Ishares Gold Trust Ishares	0.0	$80k	+2%	2.0k	39.03	View chart
McDonald's Corporation (MCD)	0.0	$79k	+111%	266.00	296.51	View chart
Global X Fds Glb X Superdiv	0.0	$78k		3.4k	22.55	View chart
New York Community Ban (NYCB)	0.0	$78k	+59%	7.6k	10.23	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.0	$77k		1.8k	42.85	View chart
Spectrum Brands Holding (SPB)	0.0	$76k		950.00	79.77	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$76k	-51%	1.4k	53.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$75k	-14%	321.00	232.45	View chart
Viper Energy Partners Com Unt Rp Int	0.0	$74k		2.4k	31.38	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$73k		150.00	484.00	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$72k		2.0k	36.15	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$72k	-84%	577.00	125.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$71k		408.00	174.87	View chart
UnitedHealth (UNH)	0.0	$71k	-8%	134.00	526.47	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.0	$70k		2.8k	24.99	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$69k		918.00	75.29	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$68k	-11%	1.5k	44.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$68k	+71%	650.00	104.00	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$67k	+43%	2.6k	25.73	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$67k	-16%	2.8k	24.18	View chart
Occidental Petroleum Corporation (OXY)	0.0	$65k		1.1k	59.70	View chart
Dow (DOW)	0.0	$65k		1.2k	54.84	View chart
3M Company (MMM)	0.0	$64k		589.00	109.32	View chart
Lennar Corp Cl A (LEN)	0.0	$64k		432.00	149.04	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$63k	-92%	2.1k	29.84	View chart
Coinbase Global Com Cl A (COIN)	0.0	$63k	NEW	360.00	173.92	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$63k		500.00	125.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$62k		621.00	99.21	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$61k		1.3k	46.01	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$60k		7.7k	7.84	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$60k		1.0k	58.45	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$59k	-68%	507.00	117.20	View chart
Key (KEY)	0.0	$58k		4.1k	14.40	View chart
Enbridge (ENB)	0.0	$58k	+4%	1.6k	36.02	View chart
Home Depot (HD)	0.0	$58k	+4%	166.00	346.63	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$57k	+116%	416.00	136.38	View chart
Merck & Co (MRK)	0.0	$57k	-68%	520.00	109.09	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$56k		4.5k	12.33	View chart
Wp Carey (WPC)	0.0	$55k	+49%	842.00	64.81	View chart
Emerson Electric (EMR)	0.0	$54k		558.00	97.33	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	0.0	$53k	+187%	550.00	96.43	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$53k	NEW	8.3k	6.38	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$52k	-4%	658.00	79.34	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$52k		545.00	95.66	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.0	$52k		4.0k	12.98	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$52k		482.00	107.52	View chart
Mastercard Incorporated Cl A (MA)	0.0	$51k		120.00	425.14	View chart
PhenixFin Corporation (PFX)	0.0	$51k	NEW	1.2k	42.25	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$51k		1.2k	40.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$50k		478.00	105.23	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$50k		200.00	250.70	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.0	$50k	+24%	669.00	74.62	View chart
United Sts 12 Month Oil Fd L Unit Ben Int (USL)	0.0	$50k		1.4k	35.11	View chart
Ameren Corporation (AEE)	0.0	$49k	+8%	670.00	72.34	View chart
Deere & Company (DE)	0.0	$48k		120.00	401.06	View chart
Annaly Capital Management	0.0	$48k	+1038%	2.5k	19.37	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$48k		1.7k	27.66	View chart
National Health Investors (NHI)	0.0	$48k		850.00	55.85	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$47k		126.00	375.85	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$47k	NEW	4.8k	9.81	View chart
Novo-nordisk A S Adr (NVO)	0.0	$47k		452.00	103.45	View chart
Automatic Data Processing (ADP)	0.0	$46k		197.00	233.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$46k		589.00	77.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$45k		558.00	81.21	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$45k		1.5k	29.29	View chart
Select Sector Spdr Tr Sbi Int-finl (XLF)	0.0	$44k		1.2k	37.59	View chart
Johnson & Johnson (JNJ)	0.0	$43k		277.00	156.47	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$43k	+345%	432.00	99.79	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$43k	-86%	1.2k	35.88	View chart
Evergy (EVRG)	0.0	$43k	+2323%	824.00	52.20	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.0	$43k	-27%	909.00	47.22	View chart
Strategy Ns 7handl Idx (HNDL)	0.0	$43k		2.1k	20.68	View chart
W.W. Grainger (GWW)	0.0	$43k		52.00	823.06	View chart
Amplify Etf Tr High Income (YYY)	0.0	$42k	-12%	3.6k	11.62	View chart
Boeing Company (BA)	0.0	$41k		159.00	260.66	View chart
Devon Energy Corporation (DVN)	0.0	$41k		911.00	45.30	View chart
Coca-Cola Company (KO)	0.0	$40k	+6%	680.00	58.95	View chart
Starwood Property Trust (STWD)	0.0	$40k	+215%	1.9k	21.02	View chart
Oneok (OKE)	0.0	$39k	+6%	548.00	70.22	View chart

Past Filings by Retirement Group

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

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
Retirement Group 2021 Q1 filed May 4, 2021

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