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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, IEMG, and represent 76.24% of Retirement Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VTV (+$22M), BIV (+$16M), IEFA (+$16M), VUG (+$13M), IEMG (+$8.3M), VBR (+$7.5M), BNDX (+$5.3M), EMB, MUB, VBK.
Started 6 new stock positions in SHEL, OWCP, MJNA, MSFT, HEMP, CannaSys.
Reduced shares in these 10 stocks: HYLB (-$13M), VXUS, QQQ, SDY, AAPL, OKE, IJR, WMT, SCHG, IAGG.
Sold out of its positions in HYLB, SCHG, WMT.
Retirement Investment Advisors was a net buyer of stock by $80M.
Retirement Investment Advisors has $824M in assets under management (AUM), dropping by 17.90%.
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 54 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth ETF Etf (VUG)	22.1	$182M	+7%	486k	374.01	View chart
Vanguard Value ETF Etf (VTV)	21.4	$176M	+14%	1.1M	160.41	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	14.2	$117M	+15%	1.6M	72.64	View chart
Vanguard Intermediate-Term Bond ETF Etf (BIV)	11.6	$96M	+20%	1.3M	74.89	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	7.0	$58M	+16%	1.1M	53.53	View chart
Vanguard Small-Cap Value ETF Etf (VBR)	6.9	$57M	+15%	313k	182.52	View chart
Vanguard Total International Bond ETF Etf (BNDX)	4.2	$34M	+18%	704k	48.67	View chart
iShares National Muni Bond ETF Etf (MUB)	3.1	$26M	+9%	243k	106.55	View chart
iShares J.P. Morgan USD Emerging Markets Bond ETF Etf (EMB)	2.4	$19M	+14%	219k	88.48	View chart
Vanguard Small-Cap Growth ETF Etf (VBK)	1.5	$12M	+14%	48k	250.13	View chart
VanEck High Yield Muni ETF Etf (HYD)	0.5	$4.4M	+13%	86k	51.65	View chart
Vanguard Tax-Exempt Bond Index ETF Etf (VTEB)	0.5	$4.2M	+6%	84k	50.11	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$4.1M		36k	115.12	View chart
Invesco QQQ Trust Series 1 Stock (QQQ)	0.4	$3.6M	-18%	7.6k	479.11	View chart
Schwab U.S. Large-Cap Value ETF Etf (SCHV)	0.4	$3.3M		45k	74.08	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.3	$2.2M	-21%	17k	127.18	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.8M	+7%	36k	49.42	View chart
Vanguard Total International Stock ETF Etf (VXUS)	0.2	$1.7M	-32%	28k	60.30	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.2	$1.7M	-18%	16k	106.66	View chart
Texas Instruments Stock (TXN)	0.2	$1.4M	-6%	7.3k	194.53	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	0.2	$1.4M	-9%	18k	77.28	View chart
Apple Stock (AAPL)	0.2	$1.3M	-29%	6.4k	210.62	View chart
NVIDIA Corp Stock (NVDA)	0.2	$1.3M	+909%	11k	123.54	View chart
Oneok Stock (OKE)	0.2	$1.3M	-24%	16k	81.55	View chart
Berkshire Hathaway Stock (BRK.B)	0.2	$1.2M		3.0k	406.80	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.1	$1.2M		28k	43.76	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.1	$1.1M		2.0k	544.22	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$1.1M		6.5k	164.28	View chart
Phillips 66 Stock (PSX)	0.1	$944k		6.7k	141.17	View chart
ConocoPhillips Stock (COP)	0.1	$730k		6.4k	114.38	View chart
Invesco Large Cap Value ETF Etf (PWV)	0.1	$726k		13k	55.04	View chart
Tesla Stock (TSLA)	0.1	$566k		2.9k	197.88	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$543k		3.6k	152.30	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$516k		1.9k	267.51	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$484k	+3%	2.4k	202.89	View chart
OGE Energy Corp Stock (OGE)	0.1	$450k	-18%	13k	35.70	View chart
iShares Core International Aggregate Bond ETF Etf (IAGG)	0.0	$392k	-34%	7.9k	49.92	View chart
International Business Machines Corp Stock (IBM)	0.0	$365k		2.1k	172.95	View chart
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)	0.0	$363k		3.6k	100.71	View chart
Simmons First National Corp Stock (SFNC)	0.0	$352k		20k	17.58	View chart
Energy Transfer Stock (ET)	0.0	$277k	+61%	17k	16.22	View chart
SPDR Portfolio Developed World ex-US ETF Etf (SPDW)	0.0	$273k	-26%	7.8k	35.08	View chart
SPDR Nuveen S&P High Yield Municipal Bond ETF Etf (HYMB)	0.0	$270k	-42%	11k	25.44	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$265k		1.6k	168.57	View chart
Microsoft Corp Stock (MSFT)	0.0	$251k	NEW	562.00	446.95	View chart
Ford Motor Stock (F)	0.0	$251k		20k	12.54	View chart
McDonald's Corp Stock (MCD)	0.0	$248k	+40%	974.00	254.84	View chart
Shell Stock (SHEL)	0.0	$226k	NEW	3.1k	72.18	View chart
Johnson & Johnson Stock (JNJ)	0.0	$208k		1.4k	146.16	View chart
Suncoke Energy Stock (SXC)	0.0	$110k		11k	9.80	View chart
Medical Marijuana Stock (MJNA)	0.0	$34.000000	NEW	20k	0.00	View chart
CannaSys Stock	0.0	$8.000000	NEW	20k	0.00	View chart
Hemp Stock (HEMP)	0.0	$0	NEW	10k	0.00	View chart
OWC Pharmaceutical Research Corp Stock (OWCP)	0.0	$0	NEW	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 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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