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 June 2021 quarterly 13F filing

Retirement Group has 695 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) 12.9 $27M 96k 277.92
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 8.2 $17M +4% 52k 325.39
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 4.8 $10M +3% 117k 85.71
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 4.5 $9.4M +3% 139k 67.52
Exxon Mobil Corporation (XOM) 4.0 $8.4M +55% 133k 63.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $7.8M +7% 103k 75.62
Chevron Corporation (CVX) 3.6 $7.5M 72k 104.74
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.2 $4.6M +12% 222k 20.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $4.5M -22% 13k 354.45
Caterpillar (CAT) 2.0 $4.2M -12% 20k 217.61
Vanguard Index Fds Growth Etf (VUG) 2.0 $4.1M -6% 14k 286.84
Ishares Tr Core S&p500 Etf (IVV) 2.0 $4.1M -3% 9.6k 429.95
Vanguard Index Fds Value Etf (VTV) 1.6 $3.3M +9% 24k 137.45
At&t (T) 1.6 $3.2M +6% 112k 28.78

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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.0M -48% 7.0k 428.02
Jefferies Finl Group (JEF) 1.3 $2.7M +14% 79k 34.21
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.3 $2.6M +221% 78k 33.98
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.2 $2.5M +22% 53k 48.02
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 1.2 $2.4M +8% 48k 50.99
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $2.4M +16% 44k 54.61
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $2.3M 15k 154.80
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.9 $1.8M +29% 39k 46.29
Amazon (AMZN) 0.9 $1.8M -67% 523.00 3439.77
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.9 $1.8M -10% 116k 15.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $1.7M 17k 104.28
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $1.7M -3% 31k 54.81
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.5M +79% 9.3k 165.61
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.5M +8% 31k 50.36
Global X Fds Us Pfd Etf (PFFD) 0.7 $1.4M +117% 55k 26.17
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $1.2M 24k 51.53
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.6 $1.2M -3% 63k 19.29
Ishares Tr Msci Usa Value (VLUE) 0.6 $1.2M +30% 11k 105.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M -14% 5.3k 222.85
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.6 $1.2M +15% 23k 51.84
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.1M -5% 4.9k 229.28
Invesco Actively Managed Etf Total Return (GTO) 0.5 $1.1M -10% 20k 57.08
Adobe Systems Incorporated (ADBE) 0.5 $1.0M 1.7k 585.44
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.5 $1.0M +52% 39k 26.31
Microsoft Corporation (MSFT) 0.5 $1.0M -68% 3.7k 270.83
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $991k +28% 15k 68.35
NVIDIA Corporation (NVDA) 0.5 $939k -83% 1.2k 799.83
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $924k +23% 15k 62.50
Pimco Dynamic Cr Income Com Shs (PCI) 0.4 $883k +9% 40k 22.37
Apple (AAPL) 0.4 $875k -75% 6.4k 136.95
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.4 $869k +6% 51k 17.00
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $849k 4.9k 173.44
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) 0.4 $838k 33k 25.18
ConocoPhillips (COP) 0.4 $832k 14k 60.93
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $822k +37% 15k 54.36
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $819k -23% 26k 31.32
Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) 0.4 $792k +49% 37k 21.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $705k 6.7k 104.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $673k 2.5k 268.77
Osi Etf Tr Oshs Gbl Inter (OGIG) 0.3 $654k 12k 57.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $640k 16k 39.48
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $612k 38k 16.29
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) 0.3 $591k -14% 27k 22.07
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.3 $578k -28% 11k 52.33
Realty Income (O) 0.3 $571k -2% 8.5k 66.80
American Fin Tr Com Class A (AFIN) 0.3 $549k +2% 65k 8.47
Babcock & Wilcox Enterpr (BW) 0.3 $547k +12% 21k 25.89
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $546k -9% 4.1k 134.35
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $506k +8% 13k 39.33
Phillips 66 (PSX) 0.2 $503k 5.9k 85.82
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $502k -6% 9.6k 52.25
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $499k +2% 6.6k 75.48
Honeywell International (HON) 0.2 $498k -4% 2.3k 219.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $455k 5.3k 86.11
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $454k 18k 25.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $437k +14% 8.5k 51.18
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $431k +3% 9.4k 46.02
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $409k +12% 8.9k 45.82
Tesla Motors (TSLA) 0.2 $400k -34% 589.00 679.12
International Business Machines (IBM) 0.2 $390k 2.7k 146.40
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $362k +268% 4.0k 90.75
Waste Management (WM) 0.2 $362k 2.6k 140.26
Intel Corporation (INTC) 0.2 $355k 6.3k 56.18
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.2 $351k 8.5k 41.27
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.2 $340k -2% 11k 30.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $318k +19% 9.7k 32.84
Blackstone Group Com Cl A (BX) 0.2 $318k -24% 3.3k 97.01
Bank of America Corporation (BAC) 0.2 $314k 7.6k 41.22
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.2 $312k 3.6k 86.59
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $301k 12k 24.53
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $297k -3% 11k 26.91
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $295k +12% 5.2k 56.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $290k -6% 3.7k 78.15
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $289k 2.8k 104.26
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $286k -14% 2.5k 115.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $284k +274% 1.6k 173.81
Wheaton Precious Metals Corp (WPM) 0.1 $283k 6.4k 44.10
PG&E Corporation (PCG) 0.1 $279k 28k 10.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $249k 2.4k 103.75
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $249k -8% 2.8k 87.92
Alphabet Cap Stk Cl C (GOOG) 0.1 $248k -47% 99.00 2505.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $246k 2.5k 98.52
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $242k 26k 9.28
Altria (MO) 0.1 $236k 4.9k 47.70
Select Sector Spdr Tr Technology (XLK) 0.1 $235k 1.6k 147.52
Strategy Ns 7handl Idx (HNDL) 0.1 $231k 9.0k 25.67
Ishares Tr Eafe Value Etf (EFV) 0.1 $231k +405% 4.5k 51.81
BP Sponsored Adr (BP) 0.1 $229k 8.7k 26.37
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $223k 1.5k 147.58
Ishares Tr Select Divid Etf (DVY) 0.1 $221k 1.9k 116.87
Alphabet Cap Stk Cl A (GOOGL) 0.1 $215k -44% 88.00 2443.18
Enterprise Products Partners (EPD) 0.1 $214k +2% 8.9k 24.10
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.1 $212k 8.5k 25.05
Verizon Communications (VZ) 0.1 $209k -25% 3.7k 56.06
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $208k +8% 3.1k 68.02
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $206k -18% 2.8k 73.73
Ishares Silver Tr Ishares (SLV) 0.1 $205k 8.5k 24.19
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $204k +22% 18k 11.52
Vereit (VER) 0.1 $202k 4.4k 45.97
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $202k +13% 2.1k 95.37
Facebook Cl A (FB) 0.1 $202k -67% 581.00 347.68
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $200k -28% 12k 16.75
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $198k -37% 3.9k 50.36
Analog Devices (ADI) 0.1 $197k 1.1k 171.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $196k +105% 2.3k 85.81
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $195k 488.00 399.59
Boeing Company (BA) 0.1 $194k 810.00 239.51
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $191k -3% 2.7k 69.96
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $184k +29% 2.4k 77.12
Amplify Etf Tr High Income (YYY) 0.1 $180k -10% 10k 17.66
Abbvie (ABBV) 0.1 $177k -8% 1.6k 112.81
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $176k -6% 487.00 361.40
Proshares Tr Invt Int Rt Hg (IGHG) 0.1 $175k 2.3k 76.52
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.1 $167k 6.6k 25.31
Medley Capital Corporation 0.1 $164k 4.0k 40.79
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $163k -15% 3.7k 44.01
General Electric Company (GE) 0.1 $154k -17% 11k 13.46
Select Sector Spdr Tr Energy (XLE) 0.1 $153k -94% 2.8k 53.89
Advanced Micro Devices (AMD) 0.1 $151k -89% 1.6k 94.20
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $147k 3.1k 47.04
Ishares Tr U.s. Fixed Incme (FIBR) 0.1 $144k -21% 1.4k 100.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $142k +2% 1.4k 102.16
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $138k +7% 1.9k 73.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $137k -8% 1.2k 113.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $137k +41% 1.1k 121.89
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $133k +9% 1.2k 113.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $131k 1.3k 104.13
Ishares Us Intl Hgh Yld (GHYG) 0.1 $129k 2.5k 50.71
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $126k +3% 3.1k 40.14
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $125k +5% 1.5k 82.56
Wal-Mart Stores (WMT) 0.1 $124k -31% 879.00 141.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $121k +3% 913.00 132.53
Pfizer (PFE) 0.1 $117k -7% 3.0k 39.31
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $116k 368.00 315.22
Philip Morris International (PM) 0.1 $115k 1.2k 98.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $114k 782.00 145.78
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $113k 850.00 132.94
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $112k 3.1k 36.53
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $112k 2.0k 57.26
Iovance Biotherapeutics (IOVA) 0.1 $111k +6% 4.3k 26.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $108k -2% 1.5k 72.83
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $108k 2.4k 45.53
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $102k -98% 703.00 145.09
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $102k +31% 2.8k 36.84
Vanguard World Fds Energy Etf (VDE) 0.0 $101k +96% 1.3k 75.54
Ishares Tr Global Tech Etf (IXN) 0.0 $100k -20% 298.00 335.57
Amgen (AMGN) 0.0 $98k 404.00 242.57
John Hancock Exchange Traded Multifactor Co (JHMC) 0.0 $95k 1.8k 52.78
Enbridge (ENB) 0.0 $93k -7% 2.3k 39.83
Northrop Grumman Corporation (NOC) 0.0 $93k -3% 257.00 361.87
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $93k 964.00 96.47
Ishares Tr Core Msci Eafe (IEFA) 0.0 $91k +4% 1.2k 74.47
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.0 $91k 705.00 129.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $88k 255.00 345.10
Global Net Lease Com New (GNL) 0.0 $88k 4.7k 18.54
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $87k +16% 2.4k 36.39
Pacer Fds Tr Bnchmrk Indstr (INDS) 0.0 $84k 2.0k 43.05
Ishares Tr Global Reit Etf (REET) 0.0 $84k 3.0k 27.87
Key (KEY) 0.0 $84k 4.1k 20.74
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $82k 587.00 139.69
Academy Sports & Outdoor (ASO) 0.0 $82k +2% 2.0k 41.39
United States Steel Corporation (X) 0.0 $82k NEW 3.4k 24.12
Dbx Etf Tr Xtrck Blombrg Ba (ESCR) 0.0 $81k -20% 3.6k 22.36
Ishares Tr Phlx Semicnd Etf (SOXX) 0.0 $81k -24% 179.00 452.51
Intellia Therapeutics (NTLA) 0.0 $81k 500.00 162.00
Ameren Corporation (AEE) 0.0 $80k 994.00 80.48
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $80k 500.00 160.00
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $80k +23% 1.8k 45.30
Ishares Esg Awr Msci Em (ESGE) 0.0 $80k +4% 1.8k 45.15
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $78k 1.1k 73.58
Ark Etf Tr Innovation Etf (ARKK) 0.0 $78k -74% 599.00 130.22
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $77k 1.8k 41.85
Paypal Holdings (PYPL) 0.0 $76k -84% 262.00 290.08
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $75k 2.1k 36.46
Mastercard Incorporated Cl A (MA) 0.0 $75k -64% 206.00 364.08
Plug Power Com New (PLUG) 0.0 $75k +46% 2.2k 34.09
Rhythm Pharmaceuticals (RYTM) 0.0 $75k 3.8k 19.67
Liberty All Star Equity Sh Ben Int (USA) 0.0 $75k 8.3k 9.09
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $73k 1.1k 67.22
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $72k 670.00 107.46
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $72k 304.00 236.84
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $70k 6.9k 10.17
Wisdomtree Tr Yield Enhanced (SHAG) 0.0 $70k -63% 1.4k 51.02
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $69k 1.5k 46.00
Iron Mountain (IRM) 0.0 $68k 1.6k 42.29
Ocugen (OCGN) 0.0 $68k +41% 8.5k 8.00
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $68k -24% 4.8k 14.12
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $67k 630.00 106.35
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $66k -14% 500.00 132.00
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $66k +8% 1.2k 53.23
Bionano Genomics (BNGO) 0.0 $66k -5% 9.0k 7.33
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $65k 6.0k 10.86
Emerson Electric (EMR) 0.0 $65k -12% 675.00 96.30
Ishares Tr Msci Usa Sze Ft (SIZE) 0.0 $65k 506.00 128.46
Johnson & Johnson (JNJ) 0.0 $64k -58% 387.00 165.37
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $64k 744.00 86.02
Us Bancorp Del Com New (USB) 0.0 $64k 1.1k 56.79
Ishares Tr Mrngstr Inc Etf (IYLD) 0.0 $63k 2.6k 24.23
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $63k 1.3k 49.84
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) 0.0 $63k 704.00 89.49
Columbia Etf Tr I Sustnble Intl (ESGN) 0.0 $63k +34% 2.3k 27.52
Viper Energy Partners Com Unt Rp Int (VNOM) 0.0 $62k 3.3k 18.79
Spire (SR) 0.0 $62k 860.00 72.09
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $62k -27% 1.5k 42.01
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $61k 622.00 98.07
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $60k 1.8k 33.46
Ford Motor Company (F) 0.0 $59k 4.0k 14.88
Global X Fds Glb X Superdiv (SDIV) 0.0 $59k NEW 4.2k 14.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $58k 880.00 65.91
Las Vegas Sands (LVS) 0.0 $57k 1.1k 52.78
Applied Materials (AMAT) 0.0 $57k -49% 400.00 142.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $57k 650.00 87.69
Ishares Core Msci Emkt (IEMG) 0.0 $57k +17% 851.00 66.98
Kinder Morgan (KMI) 0.0 $55k +3% 3.0k 18.17
Westrock (WRK) 0.0 $54k 1.0k 53.31
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.0 $53k 1.2k 43.80
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.0 $53k -32% 2.4k 22.32
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $53k 463.00 114.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $53k +2% 980.00 54.08
Crispr Therapeutics Namen Akt (CRSP) 0.0 $52k -62% 323.00 160.99
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $51k +55% 889.00 57.37
Proshares Tr Hgh Yld Int Rate (HYHG) 0.0 $50k 785.00 63.69
Global X Fds Globx Supdv Us (DIV) 0.0 $49k NEW 2.5k 19.80
Sprott Physical Gold Tr Unit (PHYS) 0.0 $49k +24% 3.5k 13.96
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $49k 658.00 74.47
Vanguard World Fds Health Car Etf (VHT) 0.0 $49k 200.00 245.00
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.0 $49k 514.00 95.33
Renalytix Ai Ads (RNLX) 0.0 $48k 3.2k 15.24
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $46k -12% 720.00 63.89
Halliburton Company (HAL) 0.0 $46k 2.0k 23.00
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) 0.0 $46k -29% 1.9k 23.77
NetApp (NTAP) 0.0 $46k 567.00 81.13
Pioneer Natural Resources (PXD) 0.0 $45k +34% 276.00 163.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $45k +13% 476.00 94.54
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $44k 826.00 53.27
Pitney Bowes (PBI) 0.0 $44k 5.0k 8.80

Past Filings by Retirement Group

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