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Retirement Investment Advisors

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

Top 5 stock holdings are VUG, VTV, IEFA, BIV, VBR, and represent 74.68% of Retirement Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: HYLB (+$16M), IEFA (+$7.9M), VTV (+$7.2M), BIV, MUB, IEMG, SCHV, BNDX, VUG, VBR.
Started 6 new stock positions in RCL, DGRW, BX, WMB, HYLB, AMZN.
Reduced shares in these 10 stocks: SPY, PWV, TXN, SDY, QQQ, OGE, IJR, VXUS, VWO, VCSH.
Retirement Investment Advisors was a net buyer of stock by $56M.
Retirement Investment Advisors has $948M in assets under management (AUM), dropping by 3.59%.
Central Index Key (CIK): 0001957886

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Positions held by Retirement Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Retirement Investment Advisors

Retirement Investment Advisors holds 62 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth ETF Etf (VUG)	21.6	$205M		498k	410.44	View chart
Vanguard Value ETF Etf (VTV)	21.3	$202M	+3%	1.2M	169.30	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	13.5	$128M	+6%	1.8M	70.28	View chart
Vanguard Intermediate-Term Bond ETF Etf (BIV)	11.3	$108M	+4%	1.4M	74.73	View chart
Vanguard Small-Cap Value ETF Etf (VBR)	7.0	$66M	+2%	335k	198.18	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	6.7	$63M	+5%	1.2M	52.22	View chart
Vanguard Total International Bond ETF Etf (BNDX)	4.1	$39M	+6%	801k	49.05	View chart
iShares National Muni Bond ETF Etf (MUB)	3.3	$31M	+15%	295k	106.55	View chart
iShares J.P. Morgan USD Emerging Markets Bond ETF Etf (EMB)	2.3	$22M	+4%	243k	89.04	View chart
Xtrackers USD High Yield Corporate Bond ETF Etf (HYLB)	1.7	$16M	NEW	456k	36.08	View chart
Vanguard Small-Cap Growth ETF Etf (VBK)	1.7	$16M	+7%	57k	280.06	View chart
VanEck High Yield Muni ETF Etf (HYD)	0.6	$5.3M	+12%	102k	51.91	View chart
Vanguard Tax-Exempt Bond Index ETF Etf (VTEB)	0.5	$4.8M	+2%	95k	50.13	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$3.8M		36k	107.57	View chart
Schwab U.S. Large-Cap Value ETF Etf (SCHV)	0.4	$3.7M	+202%	142k	26.07	View chart
Invesco QQQ Trust Series 1 Etf (QQQ)	0.4	$3.6M	-2%	7.1k	511.23	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.2	$2.2M	-3%	16k	132.10	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.2	$1.7M	-3%	15k	115.22	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.7M		36k	47.82	View chart
Vanguard Total International Stock ETF Etf (VXUS)	0.2	$1.6M	-2%	28k	58.93	View chart
Apple Stock (AAPL)	0.2	$1.6M		6.4k	250.42	View chart
Oneok Stock (OKE)	0.2	$1.4M		14k	100.40	View chart
NVIDIA Corp Stock (NVDA)	0.1	$1.4M		11k	134.29	View chart
Berkshire Hathaway Stock (BRK.B)	0.1	$1.4M		3.0k	453.28	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	0.1	$1.3M	-2%	17k	78.01	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.1	$1.3M	-15%	2.2k	586.08	View chart
Texas Instruments Stock (TXN)	0.1	$1.3M	-7%	6.7k	187.51	View chart
Tesla Stock (TSLA)	0.1	$1.2M	+3%	3.0k	403.84	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.1	$1.2M	-2%	27k	44.04	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$1.2M		6.6k	175.23	View chart
International Business Machines Corp Stock (IBM)	0.1	$824k	+42%	3.8k	219.83	View chart
Phillips 66 Stock (PSX)	0.1	$763k		6.7k	113.93	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$635k		3.9k	164.17	View chart
ConocoPhillips Stock (COP)	0.1	$633k		6.4k	99.17	View chart
Invesco Large Cap Value ETF Etf (PWV)	0.1	$597k	-16%	11k	56.88	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$559k		1.9k	289.81	View chart
OGE Energy Corp Stock (OGE)	0.1	$558k	-9%	14k	41.25	View chart
Walmart Stock (WMT)	0.1	$535k		5.9k	90.35	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$527k		2.4k	220.96	View chart
iShares Core International Aggregate Bond ETF Etf (IAGG)	0.0	$392k		7.9k	49.92	View chart
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)	0.0	$361k		3.6k	100.32	View chart
WisdomTree U.S. Quality Dividend Growth Fund Etf (DGRW)	0.0	$360k	NEW	4.5k	80.93	View chart
Energy Transfer Stock (ET)	0.0	$334k		17k	19.59	View chart
Simmons First National Corp Stock (SFNC)	0.0	$333k	+97%	15k	22.18	View chart
McDonald's CORP Stock (MCD)	0.0	$282k		974.00	289.89	View chart
Williams Cos Inc/The Stock (WMB)	0.0	$269k	NEW	5.0k	54.12	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$252k		1.6k	160.38	View chart
Vanguard Information Technology ETF Etf (VGT)	0.0	$251k	+2%	404.00	621.80	View chart
Microsoft CORP Stock (MSFT)	0.0	$238k		565.00	421.50	View chart
SPDR Portfolio Developed World ex-US ETF Etf (SPDW)	0.0	$236k	-6%	6.9k	34.13	View chart
Royal Caribbean Cruises Stock (RCL)	0.0	$231k	NEW	1.0k	230.69	View chart
BancFirst Corp Stock (BANF)	0.0	$223k		1.9k	117.18	View chart
SPDR Nuveen S&P High Yield Municipal Bond ETF Etf (HYMB)	0.0	$221k		8.7k	25.58	View chart
Amazon.com Stock (AMZN)	0.0	$213k	NEW	971.00	219.39	View chart
United Therapeutics Corp Stock (UTHR)	0.0	$212k		600.00	352.84	View chart
Johnson & Johnson Stock (JNJ)	0.0	$206k		1.4k	144.62	View chart
Blackstone Stock (BX)	0.0	$202k	NEW	1.2k	172.42	View chart
Ford Motor Stock (F)	0.0	$198k		20k	9.90	View chart
CannaSys Stock	0.0	$8.000000		20k	0.00	View chart
Medical Marijuana Stock (MJNA)	0.0	$8.000000		20k	0.00	View chart
Hemp Stock (HEMP)	0.0	$0		10k	0.00	View chart
OWC Pharmaceutical Research Corp Stock (OWCP)	0.0	$0		25k	0.00	View chart

Past Filings by Retirement Investment Advisors

SEC 13F filings are viewable for Retirement Investment Advisors going back to 2022

Retirement Investment Advisors 2024 Q4 filed Feb. 12, 2025
Retirement Investment Advisors 2024 Q3 filed Nov. 14, 2024
Retirement Investment Advisors 2024 Q2 filed Aug. 12, 2024
Retirement Investment Advisors 2023 Q4 filed Feb. 8, 2024
Retirement Investment Advisors 2023 Q3 filed Nov. 13, 2023
Retirement Investment Advisors 2023 Q2 filed Aug. 14, 2023
Retirement Investment Advisors 2023 Q1 filed May 15, 2023
Retirement Investment Advisors 2022 Q4 filed Feb. 15, 2023

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