Retirement Group

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

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Portfolio Holdings for Retirement Group

Companies in the Retirement Group portfolio as of the September 2021 quarterly 13F filing

Retirement Group has 663 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) 12.4 $27M +2% 99k 272.94
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 8.1 $18M +2% 53k 330.00
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 4.6 $9.9M +3% 121k 81.96
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 4.4 $9.5M +3% 144k 66.23
Chevron Corporation (CVX) 3.9 $8.5M +16% 84k 101.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $8.0M +4% 107k 74.24
Exxon Mobil Corporation (XOM) 3.4 $7.4M -6% 125k 58.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $5.9M +29% 17k 357.92
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.7 $5.8M +5646% 40k 144.32
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.1 $4.6M 226k 20.54
Ishares Tr Core S&p500 Etf (IVV) 1.9 $4.1M 9.6k 430.79
Vanguard Index Fds Growth Etf (VUG) 1.9 $4.1M -3% 14k 290.16
Caterpillar (CAT) 1.7 $3.8M 20k 192.00
Vanguard Index Fds Value Etf (VTV) 1.6 $3.4M +6% 25k 135.36

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Jefferies Finl Group (JEF) 1.5 $3.2M +8% 85k 37.13
At&t (T) 1.4 $3.0M 113k 27.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.0M 6.9k 429.17
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 1.2 $2.7M +6% 51k 53.51
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $2.5M 52k 47.85
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.1 $2.4M +4% 81k 29.47
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $2.3M 15k 153.60
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $2.3M -3% 42k 54.27
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.9 $1.9M +4% 41k 46.03
Amazon (AMZN) 0.8 $1.8M 533.00 3285.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $1.8M 17k 103.89
Global X Fds Us Pfd Etf (PFFD) 0.7 $1.6M +14% 63k 25.76
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $1.6M +5601% 11k 148.03
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.6M +3% 9.6k 164.19
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.7 $1.6M -9% 105k 15.03
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.6M 31k 50.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $1.6M -8% 29k 54.63
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $1.2M 24k 50.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.2M 5.3k 222.10
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $1.2M 22k 51.70
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.5 $1.1M -3% 61k 18.95
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.5 $1.1M +12% 43k 26.22
Ishares Tr Msci Usa Value (VLUE) 0.5 $1.1M -2% 11k 100.67
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.1M 4.9k 218.69
Invesco Actively Managed Etf Total Return (GTO) 0.5 $1.1M -4% 19k 56.78
Microsoft Corporation (MSFT) 0.5 $1.1M 3.8k 282.05
ConocoPhillips (COP) 0.5 $1.0M +12% 15k 67.79
Intel Corporation (INTC) 0.5 $1.0M +205% 19k 53.27
Adobe Systems Incorporated (ADBE) 0.5 $1.0M 1.7k 575.60
NVIDIA Corporation (NVDA) 0.4 $977k +301% 4.7k 207.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $933k -4% 14k 67.50
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $930k 15k 62.61
Apple (AAPL) 0.4 $911k 6.4k 141.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $902k +29% 8.7k 103.38
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $882k +2% 5.0k 175.59
Pimco Dynamic Cr Income Com Shs 0.4 $878k +5% 42k 21.12
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.4 $861k 51k 16.84
Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) 0.4 $854k +8% 40k 21.23
Wal-Mart Stores (WMT) 0.4 $785k +540% 5.6k 139.38
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $776k -2% 15k 52.67
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) 0.3 $705k 33k 21.38
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $678k -17% 22k 31.26
Lockheed Martin Corporation (LMT) 0.3 $676k +3739% 2.0k 345.25
Realty Income (O) 0.3 $663k +19% 10k 64.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $648k 2.5k 262.99
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $628k +25% 16k 38.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $616k +122% 3.6k 169.37
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $601k 38k 16.00
FedEx Corporation (FDX) 0.3 $579k NEW 2.6k 219.32
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $573k -8% 15k 38.67
Babcock & Wilcox Enterpr (BW) 0.3 $565k +2% 22k 26.17
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $524k -3% 3.9k 132.96
Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $512k +676% 12k 44.00
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $507k +12% 20k 25.73
Docusign Us Midcap Divid (DON) 0.2 $504k +5% 1.9k 260.00
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $489k 9.4k 51.91
American Fin Tr Com Class A (AFIN) 0.2 $489k -6% 61k 8.05
Honeywell International (HON) 0.2 $482k 2.3k 212.24
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $480k -3% 6.4k 75.41
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $468k +32% 5.3k 88.50
Tesla Motors (TSLA) 0.2 $458k 590.00 776.27
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) 0.2 $456k -21% 21k 21.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $439k -3% 5.1k 86.08
Phillips 66 (PSX) 0.2 $426k +3% 6.1k 70.10
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $421k -3% 8.2k 51.23
Ishares Tr Eafe Value Etf (EFV) 0.2 $419k -11% 4.0k 105.97
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $417k +2% 9.1k 45.67
Blackstone Group Com Cl A (BX) 0.2 $415k +8% 3.6k 116.31
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.2 $404k +741% 4.3k 93.39
Waste Management (WM) 0.2 $385k 2.6k 149.17
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $353k -17% 7.7k 45.67
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $349k +1064% 1.3k 277.78
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.2 $340k 11k 30.63
Bank of America Corporation (BAC) 0.2 $332k +2% 7.8k 42.40
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $322k -2% 8.3k 38.98
Northrop Grumman Corporation (NOC) 0.1 $315k +240% 876.00 359.59
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $308k 3.6k 85.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $298k 9.8k 30.44
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $285k 2.5k 114.83
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $281k -4% 5.0k 56.69
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $277k -2% 3.6k 76.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $272k 2.7k 100.11
Alphabet Cap Stk Cl C (GOOG) 0.1 $264k 99.00 2666.67
PG&E Corporation (PCG) 0.1 $263k 27k 9.58
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $262k +7% 2.6k 101.95
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $252k -14% 11k 23.97
Altria (MO) 0.1 $251k +11% 5.5k 45.55
Alphabet Cap Stk Cl A (GOOGL) 0.1 $249k +5% 93.00 2677.42
Ishares Tr Xtrck Jp Mrg Esg (ESHY) 0.1 $246k +399% 2.5k 98.52
Select Sector Spdr Tr Technology (XLK) 0.1 $244k +2% 1.6k 149.24
Wheaton Precious Metals Corp (WPM) 0.1 $242k 6.4k 37.54
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $241k -18% 9.0k 26.82
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $237k +16% 2.5k 96.03
Ishares Tr Mrngstr Inc Etf (IYLD) 0.1 $230k +269% 9.6k 23.96
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $220k 1.5k 145.60
Ishares Tr Select Divid Etf (DVY) 0.1 $217k 1.9k 114.75
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $217k +7% 3.3k 65.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $210k -15% 2.4k 87.57
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $210k +15% 2.8k 75.92
Verizon Communications (VZ) 0.1 $209k +3% 3.9k 54.10
Analog Devices (ADI) 0.1 $203k +5% 1.2k 167.91
Facebook Cl A (FB) 0.1 $201k +2% 593.00 338.95
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $200k 26k 7.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $193k 2.3k 85.59
Vereit 0.1 $192k -3% 4.2k 45.25
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $191k 12k 16.00
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.1 $190k -10% 7.6k 25.09
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $189k 18k 10.68
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $188k -5% 3.7k 50.35
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $188k -8% 2.6k 73.32
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $177k +479% 2.8k 62.68
Ishares Silver Tr Ishares (SLV) 0.1 $174k 8.5k 20.54
Abbvie (ABBV) 0.1 $169k 1.6k 107.71
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.1 $166k 6.6k 25.11
Advanced Micro Devices (AMD) 0.1 $165k 1.6k 102.80
Proshares Tr Invt Int Rt Hg (IGHG) 0.1 $156k -9% 2.1k 75.40
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $156k -17% 2.3k 68.94
Preferred Apartment Communitie (APTS) 0.1 $155k +373% 13k 12.25
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $152k -3% 3.6k 42.42
Ocugen Oshs Gbl Inter (OGIG) 0.1 $149k +80% 21k 7.17
Select Sector Spdr Tr Energy (XLE) 0.1 $148k 2.8k 52.08
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $147k 3.1k 47.01
General Electric Company 0.1 $147k -87% 1.4k 102.87
Southern Company (SO) 0.1 $143k +26% 477.00 300.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $138k +19% 932.00 148.07
Pfizer (PFE) 0.1 $137k +7% 3.2k 42.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $137k -3% 1.3k 102.09
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $137k 1.9k 73.46
Ishares Tr U.s. Fixed Incme (FIBR) 0.1 $136k -4% 1.4k 100.22
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $135k 1.2k 111.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $131k 1.3k 104.13
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $126k 1.5k 83.22
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $125k 3.2k 39.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $120k 913.00 131.43
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $120k -6% 1.1k 108.99
Amplify Etf Tr High Income (YYY) 0.1 $119k -30% 7.1k 16.88
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $114k 852.00 133.80
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $112k 2.0k 57.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $110k 1.5k 74.17
Philip Morris International (PM) 0.1 $110k 1.2k 94.58
Columbia Etf Tr I Sustnble Intl (ESGN) 0.1 $110k +77% 4.1k 27.09
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $108k -4% 350.00 308.57
Iovance Biotherapeutics (IOVA) 0.0 $107k +2% 4.4k 24.60
Ishares Tr Global Reit Etf (REET) 0.0 $104k +26% 3.8k 27.28
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $104k -21% 883.00 117.78
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $104k 3.1k 33.47
Ishares Tr Global Tech Etf (IXN) 0.0 $101k +499% 1.8k 56.55
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $100k -3% 2.3k 43.57
Vanguard World Fds Energy Etf (VDE) 0.0 $99k 1.3k 74.05
Bionano Genomics Sponsored Adr (BP) 0.0 $98k +103% 18k 5.56
Fuelcell Energy (FCEL) 0.0 $97k +83% 1.8k 53.01
Ishares Tr Core Msci Eafe (IEFA) 0.0 $95k +4% 1.3k 74.05
Paypal Holdings (PYPL) 0.0 $94k +38% 363.00 258.95
John Hancock Exchange Traded Multifactor Co (JHMC) 0.0 $94k 1.8k 52.22
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $92k 965.00 95.34
Key (KEY) 0.0 $88k 4.1k 21.73
Pacer Fds Tr Bnchmrk Indstr (INDS) 0.0 $88k +3% 2.0k 43.76
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $87k 2.4k 36.39
Amgen (AMGN) 0.0 $86k 404.00 212.87
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $86k 255.00 337.25
Ishares Us Intl Hgh Yld (GHYG) 0.0 $85k -33% 1.7k 50.30
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $83k +8% 1.2k 71.86
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $82k 587.00 139.69
Ameren Corporation (AEE) 0.0 $81k 994.00 81.49
Liberty All Star Equity Com New (USB) 0.0 $81k +733% 9.4k 8.61
Ishares Tr Phlx Semicnd Etf (SOXX) 0.0 $80k 179.00 446.93
Ishares Tr Conser Alloc Etf (AOK) 0.0 $79k NEW 2.0k 39.50
Academy Sports & Outdoor (ASO) 0.0 $79k 2.0k 39.88
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $77k 1.8k 43.60
Global Net Lease Com New (GNL) 0.0 $76k 4.7k 16.01
Amplify Etf Tr Blackrock Ultra (ICSH) 0.0 $74k +938% 675.00 109.63
Dbx Etf Tr Xtrck Blombrg Ba (ESCR) 0.0 $74k -6% 3.4k 21.93
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $73k 2.0k 36.21
Viper Energy Partners Com Unt Rp Int (VNOM) 0.0 $72k 3.3k 21.82
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $72k 304.00 236.84
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $71k 1.1k 65.38
Wisdomtree Tr Yield Enhanced (SHAG) 0.0 $70k 1.4k 50.95
Iron Mountain (IRM) 0.0 $70k 1.6k 43.29
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $69k 6.9k 10.03
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) 0.0 $68k +7% 754.00 90.19
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $67k 4.8k 13.91
Northern Trust Corporation (NTRS) 0.0 $67k NEW 500.00 134.00
Ark Etf Tr Innovation Etf (ARKK) 0.0 $66k 599.00 110.18
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $65k 6.0k 10.86
Cassava Sciences (SAVA) 0.0 $65k NEW 1.1k 61.90
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $65k +3% 767.00 84.75
Lithium Amers Corp Com New (LAC) 0.0 $65k +222% 2.9k 22.41
Ishares Tr Msci Usa Sze Ft (SIZE) 0.0 $65k 506.00 128.46
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $65k 500.00 130.00
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $65k 1.2k 52.33
Emerson Electric (EMR) 0.0 $64k 678.00 94.40
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $63k 1.3k 49.80
Global X Fds Glb X Superdiv (SDIV) 0.0 $61k +9% 4.6k 13.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $61k 622.00 98.07
Johnson & Johnson (JNJ) 0.0 $60k -4% 371.00 161.73
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $60k -69% 150.00 400.00
United States Steel Corporation (X) 0.0 $59k -20% 2.7k 21.85
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $59k +3% 674.00 87.54
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $59k 1.8k 32.91
Ford Motor Company (F) 0.0 $58k +3% 4.1k 14.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $56k 885.00 63.28
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $55k 1.5k 37.21
Enbridge (ENB) 0.0 $53k -42% 1.3k 39.70
Spire (SR) 0.0 $53k 860.00 61.63
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $52k 463.00 112.31
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.0 $52k 1.2k 42.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $52k +5% 1.0k 50.14
Global X Fds Globx Supdv Us (DIV) 0.0 $51k +5% 2.6k 19.62
NetApp (NTAP) 0.0 $51k 567.00 89.95
Applied Materials (AMAT) 0.0 $51k 400.00 127.50
Ishares Core Msci Emkt (IEMG) 0.0 $49k -6% 799.00 61.33
Vanguard World Fds Health Car Etf (VHT) 0.0 $49k 200.00 245.00
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $48k -27% 455.00 105.49
Spectrum Brands Holding (SPB) 0.0 $46k 479.00 96.03
Merck & Co (MRK) 0.0 $45k +116% 608.00 74.47
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $45k 479.00 93.95
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) 0.0 $45k 1.9k 23.26
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $45k 712.00 63.20
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $44k 715.00 61.54
Ingersoll Rand (IR) 0.0 $42k NEW 1.1k 38.25
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $42k -59% 1.1k 37.77
Mastercard Incorporated Cl A (MA) 0.0 $42k -41% 121.00 347.11
Etf Ser Solutions Aam S&p 500 (SPDV) 0.0 $41k +7% 1.4k 29.29
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $40k 1.2k 33.06
Barclays Bank Ipath Shilr Cape (CAPE) 0.0 $40k 1.9k 21.28
Target Corporation (TGT) 0.0 $40k 175.00 228.57
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $40k -20% 710.00 56.34
Las Vegas Sands (LVS) 0.0 $40k 1.1k 37.04
Highland Global mf closed and mf open (HGLB) 0.0 $40k +18% 4.3k 9.09
Sprott Physical Gold Tr Unit (PHYS) 0.0 $39k -19% 2.8k 13.79
Dbx Etf Tr Xtrack Msci Chna (CN) 0.0 $38k +12% 929.00 40.90
Shopify Cl A (SHOP) 0.0 $38k 28.00 1357.14
Kinder Morgan (KMI) 0.0 $38k -24% 2.3k 16.54
Cisco Systems (CSCO) 0.0 $38k +5% 690.00 54.71
Maxlinear Com New (NAK) 0.0 $37k -79% 756.00 48.94
Ishares Gold Trust Ishares 0.0 $37k 1.1k 33.39

Past Filings by Retirement Group

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