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 778 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Retirement Group has 778 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Class B Cl B New (BRK.B) 19.3 $45M 128k 350.30
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Invsc S P 500 Top 50 Etf S&p 500 Top 50 (XLG) 8.4 $20M +947% 576k 33.96
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Exxon Mobil Corporation (XOM) 5.2 $12M -15% 102k 117.58
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Ishares 1-3 Year Treasrybond Etf 1 3 Yr Treas Bd (SHY) 4.3 $10M +7% 124k 80.97
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Ishares 20 Pls Year Treasury Bnd Etf 20 Yr Tr Bd Etf (TLT) 4.1 $9.5M +13% 107k 88.69
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Spdr S&p 400 Mid Cap Value Etf S&p 400 Mdcp Val (MDYV) 3.9 $9.1M +2% 141k 64.86
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Spdr S&p 600 Small Cap Value Etf S&p 600 Smcp Val (SLYV) 3.7 $8.5M +2% 117k 72.37
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Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 3.5 $8.2M -11% 116k 70.76
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Chevron Corporation (CVX) 2.8 $6.5M +15% 39k 168.62
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Vanguard Value Etf Value Etf (VTV) 2.2 $5.2M 38k 137.93
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Caterpillar (CAT) 2.2 $5.2M 19k 273.00
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Jefferies Finl Group (JEF) 2.1 $4.8M +2% 132k 36.63
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Apple (AAPL) 1.7 $4.0M 23k 171.21
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Vanguard Growth Etf Growth Etf (VUG) 1.4 $3.2M 12k 272.31
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Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 1.3 $2.9M 6.8k 429.43
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Spdr S&p 500 Etf Tr Unit (SPY) 1.1 $2.6M +16% 6.2k 427.48
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Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN) 1.1 $2.6M +2% 83k 31.27
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NVIDIA Corporation (NVDA) 1.1 $2.6M +14% 5.9k 435.02
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Vanguard Dividend Appreciation Etf Div App Etf (VIG) 1.0 $2.4M 15k 155.38
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Schwab Us Aggregate Bondetf Us Aggregate B (SCHZ) 0.9 $2.0M 46k 44.23
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Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Sponsored Ads (BABA) 0.8 $1.8M +18% 21k 86.74
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Amazon (AMZN) 0.8 $1.8M +4% 14k 127.12
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At&t (T) 0.7 $1.7M 112k 15.02
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Schwab Us Tips Etf Us Tips Etf (SCHP) 0.7 $1.7M -2% 33k 50.49
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ConocoPhillips (COP) 0.7 $1.5M 13k 119.80
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Vanguard High Dividend Yield Etf High Div Yld (VYM) 0.7 $1.5M +49% 15k 103.32
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Abrdn Physical Gold Shares Etf Physcl Gold Shs (SGOL) 0.6 $1.5M 82k 17.69
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Spdr Blackstone Senior Loan Etf Blkstn Gsosrln (SRLN) 0.5 $1.2M -4% 28k 41.93
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Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.5 $1.2M 5.6k 212.40
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Vanguard Energy Etf Energy Etf (VDE) 0.5 $1.1M 8.8k 126.74
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Alps O Shares U S Qlty Divid Etf Oshares Us Qualt (OUSA) 0.4 $1.0M +4% 25k 41.93
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First Trust Preferred Sec Income Etf Pfd Secs Inc Etf (FPE) 0.4 $988k -4% 62k 15.97
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Spdr Gold Shares Etf Gold Shs (GLD) 0.4 $985k -49% 5.7k 171.45
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First Trust Senior Loan Etf Senior Ln Fd (FTSL) 0.4 $982k 22k 45.74
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Adobe Systems Incorporated (ADBE) 0.4 $948k 1.9k 509.90
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Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.4 $884k 20k 43.72
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Blackstone Com Cl A (BX) 0.4 $864k 8.1k 107.14
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Schwab Short Term Us Treasury Etf Sht Tm Us Tres (SCHO) 0.4 $854k -7% 18k 47.89
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Schwab International Equity Etf Intl Eqty Etf (SCHF) 0.4 $849k -3% 25k 33.96
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Amplify Cwp Enhanced Divinm Etf Tr Cwp Enhanced Div (DIVO) 0.4 $848k +6% 24k 34.73
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Charles Schwab Us Reit Etf Us Reit Etf (SCHH) 0.4 $825k -2% 47k 17.75
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Energy Select Sector Spdr Etf Energy (XLE) 0.4 $817k +8% 9.0k 90.39
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Brookfield Asset Manag Fclass A Cl A Ltd Vt Sh 0.3 $812k +6% 24k 33.34
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Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 0.3 $802k 4.5k 176.74
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Abrdn Blmbrg All Cm Sg K1 Fr Etf Bbrg All Comd K1 (BCI) 0.3 $777k +2% 37k 21.11
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Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) 0.3 $767k 15k 49.85
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Ishares Silver Trust Etf Ishares (SLV) 0.3 $746k +294% 37k 20.34
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Schwab Intermediate Termus Trs Etf Intrm Trm Tres (SCHR) 0.3 $740k -6% 15k 47.94
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Capital Group Dividend Value Etf Shs Creation Uni (CGDV) 0.3 $711k NEW 27k 26.47
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Phillips 66 (PSX) 0.3 $698k 5.8k 120.16
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Realty Income (O) 0.3 $694k 14k 49.94
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Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.3 $640k +260% 4.5k 141.69
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Ishares Msci Intl Value Factor Etf Msci Intl Vlu Ft (IVLU) 0.3 $614k 24k 25.36
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Select Sector Industrialspdr Etf Sbi Int-inds (XLI) 0.3 $597k +16725% 5.9k 101.38
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Invesco Preferred Etf Pfd Etf (PGX) 0.2 $579k -2% 53k 10.95
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Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE) 0.2 $564k +2% 24k 23.94
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Imgp Dbi Managed Futuresstrtgy Etf Imgp Dbi Managed (DBMF) 0.2 $561k +16% 19k 28.90
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Invsc Actvly Mng Optm Yddvrs Etf Iv Optimum Yield (PDBC) 0.2 $546k 37k 14.95
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Ishares Core S&p Mid-capetf Core S&p Mcp Etf (IJH) 0.2 $532k -3% 2.1k 249.35
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Abrdn Physical Silver Shares Etf Physcl Silvr Shs (SIVR) 0.2 $517k 24k 21.26
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Invesco S And P Midcap Qualty Etf S&p Mdcp Quality (XMHQ) 0.2 $511k +28% 6.3k 80.54
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Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV) 0.2 $491k -2% 7.6k 64.46
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Barings Bdc (BBDC) 0.2 $468k +24% 53k 8.91
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Microsoft Corporation (MSFT) 0.2 $452k +6% 4.4k 103.29
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Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.2 $421k -63% 3.7k 115.02
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Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.2 $407k +14% 3.1k 130.86
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Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.2 $382k +16% 2.9k 131.85
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Invesco S P Ultra Dividend Rev Etf S&p Ultra Divide (RDIV) 0.2 $362k 9.7k 37.20
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Global Net Lease Incorpo Com New (GNL) 0.2 $352k +8776% 37k 9.61
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Fidelity High Dividend Etf High Divid Etf (FDVV) 0.2 $352k +329% 9.1k 38.59
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Altria (MO) 0.1 $348k 6.6k 52.95
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Ishares Semiconductor Etf Iv Phlx Semicnd Etf (SOXX) 0.1 $343k 724.00 473.87
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Ishares Msci Eaf Min Volfct Etf Msci Eafe Min Vl (EFAV) 0.1 $329k 5.0k 65.22
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Ishares Iboxx Invt Gradebond Etf Iboxx Inv Cp Etf (LQD) 0.1 $322k -27% 3.2k 102.02
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Ishares Msci Usa Momntumfct Etf Msci Usa Mmentm (MTUM) 0.1 $321k +2% 2.3k 139.69
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Meta Platforms Inc Class A Cl A (META) 0.1 $319k +23% 1.1k 300.21
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Technology Select Sectorspdr Etf Technology (XLK) 0.1 $315k 1.9k 163.95
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Wells Fargo & Company (WFC) 0.1 $307k 7.5k 40.86
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Cambria Shareholder Yield Etf Shshld Yield Etf (SYLD) 0.1 $303k +184% 13k 23.98
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First Trust Morningstar Div Ldrs Etf SHS (FDL) 0.1 $301k -19% 9.0k 33.44
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Spdr S&p 500 Value Etf Prtflo S&p500 Vl (SPYV) 0.1 $300k +340% 7.3k 41.26
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Vitesse Energy Common Stock (VTS) 0.1 $288k -4% 13k 22.89
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Proshares S&p 500 Div Aristocrat Etf S&p 500 Dv Arist (NOBL) 0.1 $278k 3.1k 88.55
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Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG) 0.1 $276k 3.8k 72.73
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Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 0.1 $265k -12% 5.4k 49.53
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Allianzim Us Large Cap Buff10 Etf Allianzim U S La (SIXJ) 0.1 $264k 8.5k 30.86
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Alps Alerian Mlp Etf Alerian Mlp (AMLP) 0.1 $258k 6.1k 42.20
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Pacer Us Cash Cows 100 Etf Cash Cows Etf (HERD) 0.1 $234k +13% 4.7k 49.43
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Abbvie (ABBV) 0.1 $233k 1.6k 149.01
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Pfizer (PFE) 0.1 $230k +92% 6.9k 33.17
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Inventrust Pptys Corp Com New (IVT) 0.1 $228k +5% 9.6k 23.81
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Ishare Robot Artif Intelmultsec Etf Robotics Artif (IRBO) 0.1 $227k +11% 7.4k 30.54
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PG&E Corporation (PCG) 0.1 $226k 14k 16.13
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Alps Sector Dividend Dogs Etf Sectr Div Dogs (SDOG) 0.1 $222k -38% 4.7k 47.03
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Warner Brothers Discover Com Ser A (WBD) 0.1 $217k -11% 20k 10.86
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Glbl X Fnd Glb X Nsdq 100 Cvd Etf Iv Nasdaq 100 Cover (QYLD) 0.1 $211k NEW 13k 16.77
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Tesla Motors (TSLA) 0.1 $210k +32% 839.00 250.34
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Ingersoll Rand (IR) 0.1 $210k 6.2k 33.61
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Vanguard Total World Stock Etf Tt Wrld St Etf (VT) 0.1 $206k 2.2k 93.18
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Invesco Global Ex Us Crpt Bd Etf Gbl Srt Trm Hy (PGHY) 0.1 $204k -2% 11k 18.89
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Invsc Variable Rate Preferred Etf Iv Var Rate Pfd (VRP) 0.1 $202k +9% 9.0k 22.37
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Vanguard Intrmdiat Trm Trsry Etf Inter Term Treas (VGIT) 0.1 $198k 3.5k 57.15
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Costco Wholesale Corporation (COST) 0.1 $191k +13% 337.00 565.60
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Wheaton Precious Metals Corp (WPM) 0.1 $191k 4.7k 40.55
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Fs Kkr Capital Corp (FSK) 0.1 $188k +333% 9.6k 19.69
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Highland Global mf closed and mf open (HGLB) 0.1 $187k +10% 6.2k 30.10
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Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Ishs 1-5yr Invs (IGSB) 0.1 $183k 3.7k 49.82
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Ishares Esg Aware Msci Usa Etf Xtrck Jp Mrg Esg (ESHY) 0.1 $183k +15% 1.9k 93.90
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Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 0.1 $180k 2.0k 90.70
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Sprott Physical Silver E Tr Unit (PSLV) 0.1 $178k -4% 24k 7.58
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Ishares Select Dividend Etf Select Divid Etf (DVY) 0.1 $172k +5% 1.6k 107.64
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Spdr Bloomberg Convrtbl Secrs Etf BLMBRG BRC CNVRT (CWB) 0.1 $171k 2.5k 67.81
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Global X Superdividend Us Etf Globx Supdv Us (DIV) 0.1 $166k +40% 10k 16.20
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Kinder Morgan (KMI) 0.1 $166k 10k 16.58
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Invesco S&p 500 High Dividend Low Volatility Etf S&p500 Hdl Vol (SPHD) 0.1 $155k +2% 4.0k 39.19
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Spdr Fund Consumer Staples Etf Sbi Cons Stpls (XLP) 0.1 $155k -45% 2.3k 68.81
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Ishares High Yield Corporat Bond Etf 0-5yr Hi Yl Cp (SHYG) 0.1 $154k 3.7k 41.03
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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI) 0.1 $153k +27% 2.9k 53.55
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Ishrs 0-5 Year Inv Grd Crprat Etf 0-5yr Invt Gr Cp (SLQD) 0.1 $151k 3.2k 47.99
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Verizon Communications (VZ) 0.1 $151k -7% 4.7k 32.41
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Pimco Dynamic Income Cf SHS (PDI) 0.1 $148k -88% 8.6k 17.28
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Advanced Micro Devices (AMD) 0.1 $148k +6% 1.4k 102.82
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Waste Management (WM) 0.1 $147k 962.00 152.44
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $147k 20k 7.37
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Ishares Us Medical Devices Etf U.s. Med Dvc Etf (IHI) 0.1 $141k +15% 2.9k 48.50
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Spdr Portfolio High Yield Bnd Etf Portfli High Yld (SPHY) 0.1 $133k 6.0k 22.42
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Select Sector Uti Selectspdr Etf Sbi Int-utils (XLU) 0.1 $129k -93% 2.2k 58.93
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Amgen (AMGN) 0.1 $123k 459.00 268.76
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Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB) 0.1 $123k 4.2k 29.32
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Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.1 $120k +3% 1.6k 75.68
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Vaneck Gold Miners Etf Gold Miners Etf (GDX) 0.1 $119k 4.4k 26.91
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Bank of America Corporation (BAC) 0.1 $118k 4.3k 27.38
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Kite Realty Grp Tr Reit Com New (KRG) 0.1 $118k 5.5k 21.42
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Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL) 0.0 $113k 855.00 131.84
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Xenia Hotels & Resorts (XHR) 0.0 $112k +6% 9.5k 11.78
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Invesco Cef Income Composite Etf Cef Inm Compsi (PCEF) 0.0 $110k -11% 6.5k 17.10
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Vanguard Short Term Treasury Etf Short Term Treas (VGSH) 0.0 $110k NEW 1.9k 57.59
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Philip Morris International (PM) 0.0 $110k 1.2k 92.58
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Enterprise Products Partners (EPD) 0.0 $106k +9% 3.9k 27.37
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Schwab Fundamental Us Large Co Etf Schwab Fdt Us Lg (FNDX) 0.0 $106k 1.9k 55.97
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Ishares Us Oil Gas Exl Prod Etf Int Rt Hd Long (IGBH) 0.0 $105k +90% 1.1k 97.53
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Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.0 $105k 1.5k 68.42
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Iron Mountain (IRM) 0.0 $102k 1.7k 59.44
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Ishares Global Tech Etf Global Tech Etf (IXN) 0.0 $100k 1.7k 57.83
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Ishares Russell Mid Cap Growth Etf Rus Md Cp Gr Etf (IWP) 0.0 $97k 1.1k 91.31
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Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) 0.0 $96k 1.9k 50.60
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Vanguard Small Cap Valueetf Sm Cp Val Etf (VBR) 0.0 $94k -10% 589.00 159.54
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Ishares Msci Usa Esg Select Etf Msci Usa Esg Slc (SUSA) 0.0 $94k 1.0k 89.94
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Analog Devices (ADI) 0.0 $93k -29% 534.00 174.98
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Vaneck Morningstar Wide Moat Etf Morningstar Wide (MOAT) 0.0 $93k +19% 1.2k 75.82
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Spdr Bloomberg Int Grd Flt Rt Etf Blomberg Brc Inv (FLRN) 0.0 $93k -4% 3.0k 30.72
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Ishares Msci Usa Min Volfctr Etf Msci Usa Min Vol (USMV) 0.0 $92k 1.3k 72.40
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Pacer Industrial Real Estate Etf Bnchmrk Indstr (INDS) 0.0 $87k 2.5k 35.10
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Cisco Systems (CSCO) 0.0 $86k +11% 513.00 167.37
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Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.0 $84k 1.3k 64.35
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Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.0 $81k -13% 529.00 153.84
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Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.0 $78k 375.00 208.21
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Docusign Us Midcap Divid (DON) 0.0 $78k 1.8k 42.00
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Activision Blizzard (ATVI) 0.0 $77k 825.00 93.63
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Pacer Us Small Cap Cash Cows 100 Etf Us Cash Cows 100 (COWZ) 0.0 $77k 1.9k 41.70
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Schwab Fundamental Us Small Com Etf Schwab Fdt Us Sc (FNDA) 0.0 $77k -2% 1.6k 48.49
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Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE) 0.0 $77k 587.00 130.96
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Global X Superdividend Etf Glb X Superdiv 0.0 $76k +45% 3.4k 21.91
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Spectrum Brands Holding (SPB) 0.0 $75k -3% 955.00 78.35
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $74k +13% 5.3k 14.03
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UnitedHealth (UNH) 0.0 $74k 146.00 504.19
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Wisdomtree Europe Hedgedeqty Etf Europe Hedged Eq (HEDJ) 0.0 $71k +148% 1.8k 39.50
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Occidental Petroleum Corporation (OXY) 0.0 $71k NEW 1.1k 64.91
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Ishares Global Reit Etf Global Reit Etf (REET) 0.0 $70k 3.3k 21.17
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Ishares Gold Etf Ishares 0.0 $70k 2.0k 34.99
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Invsc Variable Rt Invstmnt Etf Iv Var Rate Invt (VRIG) 0.0 $69k 2.8k 24.94
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Invesco S&p Smallcap Lowvolatility Etf S&p Smlcp Low (XSLV) 0.0 $69k 1.7k 39.43
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Ishares Core Conservative Alloc Etf Conser Alloc Etf (AOK) 0.0 $68k 2.0k 33.96
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Viper Energy Partners Com Unt Rp Int (VNOM) 0.0 $66k 2.4k 27.88
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Fuelcell Energy (FCEL) 0.0 $65k +275% 1.5k 43.56
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Palantir Technologies Inclass A Cl A (PLTR) 0.0 $64k 4.0k 16.00
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Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $62k 150.00 414.90
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Charles Schwab Us Mc Etf Us Mid-cap Etf (SCHM) 0.0 $62k -41% 915.00 67.68
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Dow (DOW) 0.0 $61k 1.2k 51.56
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Vaneck Semiconductor Etf Semiconductr Etf (SMH) 0.0 $59k +277% 408.00 144.98
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Eaton Vance Risk Managed Diversified (ETJ) 0.0 $59k -32% 7.7k 7.68
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Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.0 $58k 619.00 94.11
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Merck & Co (MRK) 0.0 $58k +15% 1.6k 35.58
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Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 0.0 $57k 817.00 69.82
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United States 12 Month Oil Etf Unit Ben Int (USL) 0.0 $57k 1.4k 40.10
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Invesco Total Return Bond Etf Total Return (GTO) 0.0 $56k 1.3k 44.62
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Charles Schwab Corporation (SCHW) 0.0 $56k -26% 1.0k 54.90
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Ishares Msci Kld 400 Social Indx Etf Msci Kld400 Soc (DSI) 0.0 $55k 679.00 81.41
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3M Company (MMM) 0.0 $55k +60% 589.00 93.62
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Ishares S&p Smll Cap 600grth Etf S&P SML 600 GWT (IJT) 0.0 $55k 500.00 109.68
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Liberty All Star Equity Com New (USB) 0.0 $55k +820% 9.3k 5.92
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Invsc Dow Jones Indstrl Avg Div Etf Dj Indl Avg Dv (DJD) 0.0 $54k 1.3k 41.34
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $54k 4.5k 11.97
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Emerson Electric (EMR) 0.0 $54k 558.00 96.57
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New York Community Ban (NYCB) 0.0 $54k 4.8k 11.34
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Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM) 0.0 $54k +5% 1.0k 52.49
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Ishares Msci Eafe Growthetf Eafe Value Etf (EFV) 0.0 $53k +2% 605.00 86.86
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Jpmorgan Ultra Short Income Etf Ultra Shrt Inc (JPST) 0.0 $52k -5% 1.0k 50.18
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Vaneck Oil Services Etf Oil Svcs Etf (OIH) 0.0 $52k NEW 150.00 345.04
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Enbridge (ENB) 0.0 $52k 1.5k 33.54
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Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $51k 4.0k 12.61
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Ishares Tips Bond Etf Tips Bd Etf (TIP) 0.0 $50k 480.00 103.72
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Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI) 0.0 $49k 687.00 71.33
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Lennar Corp Class A Cl A (LEN) 0.0 $49k NEW 432.00 112.23
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Brit Amer Tobacco Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (BTI) 0.0 $48k +132% 1.5k 31.41
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Home Depot (HD) 0.0 $48k -20% 159.00 302.16
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Mastercard Inc Class A Cl A (MA) 0.0 $47k -9% 120.00 394.27
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Automatic Data Processing (ADP) 0.0 $47k +105% 197.00 240.06
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Frkln Intl Lw Vlty Hg Div Indx Etf Franklin Intl Lw (LVHI) 0.0 $47k +13% 1.7k 27.26
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Vanguard Health Care Etf Health Car Etf (VHT) 0.0 $47k -8% 200.00 235.10
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Wisdomtree Emrg Mrkt Hg Div Etf Emer Mkt High Fd (DEM) 0.0 $47k +2% 1.2k 37.48
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Ameren Corporation (AEE) 0.0 $46k 619.00 74.83
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Nuveen Esg Small Cap Etf Nuveen Esg Smlcp (NUSC) 0.0 $46k 1.3k 34.82
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Deere & Company (DE) 0.0 $45k +93% 120.00 377.64
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Amplify High Income Etf High Income (YYY) 0.0 $45k 4.1k 11.11
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Ishares Core S&p Total Us Stock Mark Core S&p Ttl Stk (ITOT) 0.0 $45k 478.00 94.19
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National Health Investors (NHI) 0.0 $44k 850.00 51.36
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Key (KEY) 0.0 $44k 4.1k 10.76
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Devon Energy Corporation (DVN) 0.0 $44k +720% 911.00 47.70
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Ishares Iboxx High Yieldbond Etf Iboxx Hi Yd Etf (HYG) 0.0 $43k +10% 589.00 73.72
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First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $43k +20% 585.00 73.63
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Johnson & Johnson (JNJ) 0.0 $43k -14% 275.00 155.86
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Spdr Dow Jones Industrial Avrg Etf Ut Ser 1 (DIA) 0.0 $42k 125.00 335.78
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Vgrd Itc Etf Dv Int-term Corp (VCIT) 0.0 $42k 551.00 76.04
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Spdr S&p Homebuilders Etf S&p Homebuild (XHB) 0.0 $42k 545.00 76.57
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Capital Group Global Grwt Eqy Etf Shs Creation Uni (CGGO) 0.0 $42k 1.8k 22.92
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Invsc Zacks Mid Cap Etf Zacks Mid Cap (CZA) 0.0 $42k 488.00 85.22
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Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 0.0 $41k +326% 452.00 90.94
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Spdr S&p Global Dividendetf S&p Glbdiv Etf (WDIV) 0.0 $41k 744.00 54.58
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Stratgy Shars Nasdaq 7handl Indx Etf Ns 7handl Idx (HNDL) 0.0 $40k 2.1k 19.11
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Select Str Financial Select Spdr Etf Sbi Int-finl (XLF) 0.0 $39k +32% 1.2k 33.16
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Cornerstone Strategic Value (CLM) 0.0 $38k NEW 4.8k 8.05
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Vanguard Total Interntl Stock Etf Iv Vg Tl Intl Stk F (VXUS) 0.0 $38k -25% 704.00 53.51
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Cardinal Health (CAH) 0.0 $37k -6% 431.00 86.82
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Invesco Financial Preferred Etf Finl Pfd Etf (PGF) 0.0 $37k -9% 2.7k 14.06
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Ishares Global Comm Services Etf Gbl Comm Svc Etf (IXP) 0.0 $37k 538.00 68.31
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Fortinet (FTNT) 0.0 $36k 615.00 58.68
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W.W. Grainger (GWW) 0.0 $36k 52.00 685.62
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Coca-Cola Company (KO) 0.0 $36k +15% 636.00 55.95
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Pimco Active Bond Etf Active Bd Etf (BOND) 0.0 $35k 400.00 87.90
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Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.0 $35k 510.00 68.92
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salesforce (CRM) 0.0 $35k -31% 172.00 202.78
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Comcast Corp Class A Cl A (CMCSA) 0.0 $35k 784.00 44.34
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Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT) 0.0 $35k 682.00 50.89
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Vanguard Shrt Inf Prot Sec Index Etf Strm Infproidx (VTIP) 0.0 $33k 705.00 47.28
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McDonald's Corporation (MCD) 0.0 $33k -5% 126.00 263.44
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Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM) 0.0 $33k +13% 380.00 86.90
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Invsc S P Midcap Low Volatility Etf S&p Midcp Low (XMLV) 0.0 $33k 670.00 49.17
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Vgrd Ltc Etf Dv Lg-term Cor Bd (VCLT) 0.0 $33k 455.00 71.62
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Oneok (OKE) 0.0 $33k +28% 513.00 63.43
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Past Filings by Retirement Group

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