Retirement Group

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

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Portfolio Holdings for Retirement Group

Retirement Group holds 822 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Retirement Group has 822 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 15.4 $37M +7% 137k 273.02
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 8.2 $20M +3% 69k 286.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $14M +245% 36k 377.24
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 4.7 $12M +5% 158k 72.41
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 4.7 $11M +4% 189k 60.50
Exxon Mobil Corporation (XOM) 4.3 $11M -12% 122k 85.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $10M 140k 71.63
Chevron Corporation (CVX) 3.9 $9.4M 65k 144.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $7.5M +56% 27k 280.26
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.7 $6.6M +28% 58k 114.87
Vanguard Index Fds Value Etf (VTV) 2.0 $4.9M -2% 38k 131.87
Jefferies Finl Group (JEF) 1.5 $3.6M +9% 132k 27.62
Caterpillar (CAT) 1.5 $3.6M 20k 178.75
Vanguard Index Fds Growth Etf (VUG) 1.4 $3.4M 15k 222.90

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Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 1.3 $3.2M +9% 73k 44.47
At&t (T) 1.2 $2.9M +6% 140k 20.96
Alibaba Group Hldg Sponsored Ads (BABA) 1.2 $2.9M 25k 113.67
Ishares Tr Core S&p500 Etf (IVV) 1.1 $2.6M +3% 6.9k 379.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $2.6M +22% 54k 47.87
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.3M +3% 16k 143.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $1.9M +88% 30k 62.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $1.7M +82% 30k 55.82
Ishares Tr Msci Usa Value (VLUE) 0.7 $1.6M +37% 18k 90.50
ConocoPhillips (COP) 0.7 $1.6M +19% 18k 89.83
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.6 $1.5M -30% 89k 17.23
Amazon (AMZN) 0.6 $1.5M +2091% 14k 106.19
Ishares Tr Core Div Grwth (DGRO) 0.6 $1.5M -4% 31k 47.65
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.4M -4% 31k 44.20
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.5 $1.3M +32% 32k 41.65
Microsoft Corporation (MSFT) 0.5 $1.2M +3% 4.8k 256.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $1.2M +182% 24k 49.18
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $1.2M +16% 14k 85.36
Apple (AAPL) 0.5 $1.2M +4% 8.5k 136.72
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.5 $1.2M +25% 67k 17.32
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.5 $1.1M +49% 25k 45.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.1M +33% 7.3k 149.83
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.5 $1.1M +139% 49k 22.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.0M +90% 33k 31.45
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.4 $1.0M +283% 20k 51.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $981k 5.2k 188.65
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $970k +6% 24k 40.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $950k 9.3k 101.66
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $943k +6% 21k 44.12
Realty Income (O) 0.4 $936k 14k 68.26
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.4 $921k -18% 68k 13.51
Ishares Tr Eafe Value Etf (EFV) 0.3 $833k +108% 10k 81.40
Ishares Tr Russell 2000 Etf (IWM) 0.3 $826k +3% 4.9k 169.44
Vanguard World Fds Energy Etf (VDE) 0.3 $816k +12% 8.2k 99.51
Pimco Dynamic Income Cf SHS (PDI) 0.3 $770k -3% 37k 20.87
NVIDIA Corporation (NVDA) 0.3 $751k +3% 5.0k 151.69
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $749k +92% 36k 21.09
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $721k +5% 18k 40.12
Adobe Systems Incorporated (ADBE) 0.3 $678k +4% 1.9k 365.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $674k +183% 27k 25.36
Phillips 66 (PSX) 0.3 $655k +9% 8.0k 81.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $567k +5% 2.5k 226.35
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.2 $567k +376% 32k 18.02
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $563k -5% 4.1k 136.35
Blackstone Group Com Cl A (BX) 0.2 $562k +77% 6.2k 91.25
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) 0.2 $538k -14% 28k 19.48
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $532k NEW 20k 27.18
Tesla Motors (TSLA) 0.2 $486k +5% 722.00 673.13
Boeing Company (BA) 0.2 $468k +9% 1.9k 250.00
Warner Bros Discovery Com Ser A (WBD) 0.2 $465k NEW 35k 13.43
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $456k +12% 4.1k 110.07
Alphabet Cap Stk Cl A (GOOGL) 0.2 $453k +49% 208.00 2177.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $432k -88% 5.2k 82.79
Abbvie (ABBV) 0.2 $428k +76% 2.8k 153.19
The Necessity Retail Rei Class A Com Class A (RTL) 0.2 $406k -8% 56k 7.28
Intel Corporation (INTC) 0.2 $404k +78% 11k 37.43
Honeywell International (HON) 0.2 $403k 2.3k 173.86
Northrop Grumman Corporation (NOC) 0.2 $402k 841.00 478.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $377k +177% 8.5k 44.60
Waste Management (WM) 0.1 $362k +100% 2.4k 153.13
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.1 $352k -12% 4.2k 83.33
Verizon Communications (VZ) 0.1 $344k +17% 6.8k 50.72
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $342k -2% 5.4k 63.38
Select Sector Spdr Tr Energy (XLE) 0.1 $335k +24% 4.7k 71.47
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $330k +4% 2.4k 137.44
Altria (MO) 0.1 $325k +40% 7.8k 41.71
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $321k -40% 6.6k 48.40
PG&E Corporation (PCG) 0.1 $318k +3% 32k 9.99
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $316k 7.7k 41.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $316k -24% 6.2k 50.58
Alphabet Cap Stk Cl C (GOOG) 0.1 $315k +7% 144.00 2187.50
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $294k +18% 4.8k 61.64
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) 0.1 $283k -11% 15k 19.26
Allianzim Us Large Cap Buffer10 Etf Us Lrg Cp Bufr10 (AZAJ) 0.1 $270k 11k 24.55
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $265k -38% 8.9k 29.73
Home Depot (HD) 0.1 $256k +697% 933.00 274.38
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $251k -10% 4.0k 63.46
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $238k 5.9k 40.55
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $231k -73% 10k 22.21
Wheaton Precious Metals Corp (WPM) 0.1 $231k 6.4k 36.00
Amgen (AMGN) 0.1 $230k +70% 944.00 243.64
Ishares Tr Select Divid Etf (DVY) 0.1 $223k 1.9k 117.62
Select Sector Spdr Tr Technology (XLK) 0.1 $218k +4% 1.7k 127.11
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $215k 2.5k 85.32
General Electric Company 0.1 $214k 3.4k 63.77
Meta Platforms Cl A (META) 0.1 $212k +14% 1.3k 161.09
Bank of America Corporation (BAC) 0.1 $211k 6.8k 31.17
Docusign Us Midcap Divid (DON) 0.1 $205k -4% 1.8k 111.11
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $201k 3.1k 64.69
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $197k -51% 1.9k 101.81
Pacer Fds Tr Bnchmrk Indstr (INDS) 0.1 $190k +84% 4.6k 40.91
Analog Devices (ADI) 0.1 $187k 1.3k 146.32
Ishares Silver Tr Ishares (SLV) 0.1 $186k +4% 10k 18.59
Global X S&p 500 Covered Call Etf S&p 500 Covered (XYLD) 0.1 $185k +69% 4.3k 42.77
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $181k +6% 4.1k 44.16
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $178k 26k 6.89
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $177k -3% 1.9k 92.43
Ishares Tr Global Reit Etf (REET) 0.1 $176k +83% 7.3k 24.14
Pfizer (PFE) 0.1 $175k 3.3k 52.40
Barings Bdc (BBDC) 0.1 $171k +88% 18k 9.30
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $170k -3% 7.6k 22.41
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $169k -5% 11k 15.01
UnitedHealth (UNH) 0.1 $166k -2% 323.00 513.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $156k +592% 450.00 346.67
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $154k +66% 2.6k 60.27
Key (KEY) 0.1 $154k +82% 9.0k 17.18
Ishares Tr Core Msci Eafe (IEFA) 0.1 $151k +84% 2.6k 58.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $151k -10% 2.0k 75.50
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $143k 2.8k 50.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $142k -14% 2.4k 58.10
Ishares Tr Xtrck Jp Mrg Esg (ESHY) 0.1 $138k -19% 1.7k 83.64
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $136k -33% 1.9k 72.23
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $135k 1.9k 71.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $133k 1.5k 90.91
Invesco Actively Managed Etf Total Return (GTO) 0.1 $128k -76% 2.7k 48.27
Spire (SR) 0.1 $128k 1.7k 74.42
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $127k 6.7k 18.98
Ameren Corporation (AEE) 0.1 $125k +39% 1.4k 90.06
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $124k -30% 15k 8.41
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $119k 4.4k 27.27
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $117k +67% 1.7k 68.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $115k +3% 2.2k 52.95
Spdr Gold Tr Gold Shs (GLD) 0.0 $115k +7% 682.00 168.62
Wal-Mart Stores (WMT) 0.0 $115k +2% 950.00 121.05
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $114k -47% 1.8k 62.53
Johnson & Johnson (JNJ) 0.0 $114k -3% 640.00 178.12
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $113k -5% 1.4k 80.48
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.0 $110k -47% 3.7k 30.14
Philip Morris International (PM) 0.0 $108k -5% 1.1k 98.72
Dow (DOW) 0.0 $108k +78% 2.1k 51.75
Ishares Tr Mrngstr Inc Etf (IYLD) 0.0 $107k -63% 5.4k 19.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $106k +4% 953.00 111.23
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $106k -7% 1.5k 70.01
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $104k 3.0k 34.35
Allianzim Us Lrg Cap Bufer20 Apr Etf Us Lrg Cp Buf20 (AZBA) 0.0 $101k 4.0k 25.25
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $100k 846.00 118.20
Global X Fds Globx Supdv Us (DIV) 0.0 $99k 5.1k 19.41
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $99k +100% 1.6k 61.34
Allianzim Us Lrg Cap Bufer10 Apr Etf Us Lrg Cp Buf10 (AZAA) 0.0 $99k 3.8k 26.40
Advanced Micro Devices (AMD) 0.0 $98k 1.3k 76.15
Emerson Electric (EMR) 0.0 $97k +83% 1.2k 79.31
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $97k +27% 751.00 129.16
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $94k +57% 479.00 196.24
Fuelcell Energy (FCEL) 0.0 $93k -25% 2.0k 45.89
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $93k 2.8k 32.90
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $90k 2.0k 44.34
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $89k 681.00 130.69
Viper Energy Partners Com Unt Rp Int (VNOM) 0.0 $88k 3.3k 26.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $88k -7% 1.1k 78.78
New York Community Ban (NYCB) 0.0 $83k +100% 9.1k 9.11
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $83k +115% 1.2k 69.92
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $83k 2.7k 30.64
Highland Global mf closed and mf open (HGLB) 0.0 $81k 8.4k 9.65
Iron Mountain (IRM) 0.0 $80k 1.6k 48.72
Ishares Tr Global Tech Etf (IXN) 0.0 $79k -3% 1.7k 45.96
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $78k -7% 1.5k 51.35
Columbia Etf Tr I Sustnble Intl (ESGN) 0.0 $78k -20% 3.3k 23.59
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.0 $76k -27% 3.1k 24.61
Pimco Active Bond Etf Active Bd Etf (BOND) 0.0 $76k 800.00 95.00
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.0 $75k -30% 1.5k 49.31
Ishares Tr Phlx Semicnd Etf (SOXX) 0.0 $75k 215.00 348.84
Dbx Etf Tr Xtrack Msci Chna (CN) 0.0 $74k +100% 2.2k 34.23
Etf Ser Solutions Aam S&p 500 (SPDV) 0.0 $74k 2.6k 28.46
Inventrust Pptys Corp Com New (IVT) 0.0 $73k +625% 2.8k 25.75
Enterprise Products Partners (EPD) 0.0 $73k +11% 3.0k 24.41
Academy Sports & Outdoor (ASO) 0.0 $72k +2% 2.0k 35.79
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.0 $71k -34% 1.1k 63.39
Fortinet (FTNT) 0.0 $70k +900% 1.2k 56.91
Ishares Tr Conser Alloc Etf (AOK) 0.0 $69k 2.0k 34.50
Global X Fds Glb X Superdiv (SDIV) 0.0 $66k 7.1k 9.30
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $65k 1.2k 54.95
Blackrock Science Techno SHS (BST) 0.0 $65k +57% 2.0k 32.70
Enbridge (ENB) 0.0 $65k 1.5k 42.35
Ocugen Oshs Gbl Inter 0.0 $63k +23% 28k 2.24
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $62k -50% 2.2k 28.17
Liberty All Star Equity Com New (USB) 0.0 $60k 9.6k 6.30
Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) 0.0 $59k -75% 3.3k 18.03
Kinder Morgan (KMI) 0.0 $59k +4% 3.5k 16.71
Netflix (NFLX) 0.0 $59k +491% 337.00 175.07
Micron Technology (MU) 0.0 $58k +78% 1.0k 55.40
McDonald's Corporation (MCD) 0.0 $56k 228.00 245.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $56k +101% 1.3k 41.88
Ishares Tr Msci Usa Sze Ft (SIZE) 0.0 $56k 509.00 110.02
Kite Realty Grp Tr Reit Com New (KRG) 0.0 $56k 3.2k 17.31
Merck & Co (MRK) 0.0 $56k 612.00 90.91
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $55k 4.8k 11.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $55k 1.1k 51.59
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal S&p500 Eql Fin (RYF) 0.0 $54k 1.0k 53.57
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $53k -68% 3.4k 15.40
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $53k 500.00 106.00
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.0 $53k 1.2k 42.54
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $53k -4% 6.9k 7.70
Amplify Etf Tr High Income (YYY) 0.0 $52k 4.1k 12.76
Walt Disney Company (DIS) 0.0 $51k 543.00 93.92
Pepsi (PEP) 0.0 $51k -4% 308.00 165.58
Fidelity Merrimack Str Tr Msci Matls Index (FMAT) 0.0 $50k -74% 1.0k 48.97
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $50k 6.0k 8.35
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $49k -57% 663.00 73.91
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $49k 150.00 326.67
NetApp (NTAP) 0.0 $49k +13% 747.00 65.60
Nextera Energy (NEE) 0.0 $48k +47% 622.00 77.17
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $47k 463.00 101.51
Kroger (KR) 0.0 $47k 1.0k 47.00
Vanguard World Fds Health Car Etf (VHT) 0.0 $47k 200.00 235.00
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $46k -32% 1.3k 36.71
Ishares Gold Trust Ishares 0.0 $45k +3% 1.3k 33.96
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $45k 723.00 62.24
Cardinal Health (CAH) 0.0 $45k +100% 862.00 52.20
salesforce (CRM) 0.0 $45k +50% 274.00 164.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $44k 547.00 80.44
Las Vegas Sands (LVS) 0.0 $44k +100% 1.3k 33.59
Ishares Core Msci Emkt (IEMG) 0.0 $44k -46% 895.00 49.16
Pinnacle West Capital Corporation (PNW) 0.0 $44k +50% 600.00 73.33
Strategy Ns 7handl Idx (HNDL) 0.0 $43k 2.1k 20.72
Target Corporation (TGT) 0.0 $42k +4% 296.00 141.89
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) 0.0 $42k -33% 505.00 83.17
Cisco Systems (CSCO) 0.0 $41k 972.00 42.48
Comcast Corp Cl A (CMCSA) 0.0 $41k -3% 1.0k 39.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $40k -82% 1.0k 39.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $40k -11% 478.00 83.68
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ) 0.0 $40k -24% 939.00 42.60
Oneok (OKE) 0.0 $39k 700.00 55.71
Procter & Gamble Company (PG) 0.0 $39k -3% 273.00 142.86
Blackrock Science And Te Shs Ben Int (BSTZ) 0.0 $39k +102% 2.0k 19.74
Mastercard Incorporated Cl A (MA) 0.0 $38k 120.00 316.67
Costco Wholesale Corporation (COST) 0.0 $38k -3% 79.00 481.01
Sprott Physical Gold Tr Unit (PHYS) 0.0 $38k 2.7k 14.13
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $37k +5% 1.2k 31.54
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $37k 455.00 81.32
Lockheed Martin Corporation (LMT) 0.0 $37k -4% 85.00 435.29
Ford Motor Company (F) 0.0 $37k -31% 3.3k 11.27
Applied Materials (AMAT) 0.0 $36k 400.00 90.00
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.0 $36k +100% 914.00 39.39
Spectrum Brands Holding (SPB) 0.0 $35k -2% 422.00 82.94
Glaxosmithkline Sponsored Adr (GSK) 0.0 $34k 804.00 42.76
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $34k 3.5k 9.86

Past Filings by Retirement Group

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