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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 VTV, VUG, IEFA, BIV, IEMG, and represent 75.11% of Retirement Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO, EPD, IEFA, MUB, HYD, IEMG, OKE, VBR, VEA, VBK.
Started 2 new stock positions in EPD, VOO.
Retirement Investment Advisors was a net buyer of stock by $1.4M.
Retirement Investment Advisors has $1.2B in assets under management (AUM), dropping by 0.12%.
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 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	21.2	$263M		1.4M	190.99	View chart
Vanguard Index Fds Growth Etf (VUG)	20.7	$257M		527k	487.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	15.0	$187M		2.1M	89.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	10.8	$134M		1.7M	77.88	View chart
Ishares Core Msci Emkt (IEMG)	7.5	$93M		1.4M	67.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	6.7	$83M		394k	211.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.9	$48M		996k	48.32	View chart
Ishares Tr National Mun Etf (MUB)	3.7	$45M		424k	107.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.3	$28M		291k	96.28	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	1.6	$20M		529k	36.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.5	$19M		63k	302.11	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$7.5M		147k	51.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$5.6M		112k	50.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$4.6M		156k	29.61	View chart
Exxon Mobil Corporation (XOM)	0.4	$4.4M		37k	120.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.2M		6.8k	614.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.0M		4.4k	684.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.7M		43k	62.47	View chart
Blackrock Etf Trust I Shares (SDY)	0.2	$2.2M		16k	139.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.0M		26k	75.44	View chart
Apple (AAPL)	0.1	$1.8M		6.5k	271.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.7M		14k	120.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.7M		2.5k	681.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.6M		3.3k	502.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.4M		26k	53.76	View chart
NVIDIA Corporation (NVDA)	0.1	$1.4M		7.3k	186.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M		16k	79.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M		6.0k	191.56	View chart
International Business Machines (IBM)	0.1	$1.1M		3.8k	296.21	View chart
Tesla Motors (TSLA)	0.1	$1.1M		2.4k	449.72	View chart
Oneok (OKE)	0.1	$993k	+10%	13k	75.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$898k		6.0k	148.69	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$894k		4.9k	181.21	View chart
Wal-Mart Stores (WMT)	0.1	$887k		8.0k	111.41	View chart
Phillips 66 (PSX)	0.1	$863k		6.7k	129.04	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$690k		10k	66.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$647k		1.9k	335.27	View chart
Oge Energy Corp (OGE)	0.0	$578k		14k	42.70	View chart
Texas Instruments Incorporated (TXN)	0.0	$576k		3.3k	173.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$536k		2.2k	246.16	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$515k		28k	18.25	View chart
ConocoPhillips (COP)	0.0	$511k		5.5k	93.61	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$434k		8.7k	50.01	View chart
Microsoft Corporation (MSFT)	0.0	$366k		757.00	483.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$354k		469.00	753.78	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$347k		3.5k	100.38	View chart
Johnson & Johnson (JNJ)	0.0	$333k		1.6k	206.95	View chart
McDonald's Corporation (MCD)	0.0	$307k		1.0k	305.63	View chart
Williams Companies (WMB)	0.0	$298k		5.0k	60.11	View chart
United Therapeutics Corporation (UTHR)	0.0	$292k		600.00	487.25	View chart
Simmons 1st Natl Corp Cl A $1 Par (SFNC)	0.0	$283k		15k	18.85	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$282k		6.3k	44.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$266k	NEW	434.00	613.77	View chart
Raytheon Technologies Corp (RTX)	0.0	$266k		1.5k	183.40	View chart
Ford Motor Company (F)	0.0	$262k		20k	13.12	View chart
Enterprise Products Partners (EPD)	0.0	$255k	NEW	6.8k	37.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$246k		784.00	313.80	View chart
Shell Spon Ads (SHEL)	0.0	$234k	+6%	3.1k	74.65	View chart
Royal Caribbean Cruises (RCL)	0.0	$223k		800.00	278.92	View chart
Amazon (AMZN)	0.0	$222k		960.00	230.82	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$221k		8.9k	24.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$220k		704.00	313.00	View chart
Rockwell Automation (ROK)	0.0	$213k		548.00	389.07	View chart
Merck & Co (MRK)	0.0	$213k		2.0k	105.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$208k		2.3k	89.43	View chart
Thomson Reuters Corp. (TRI)	0.0	$208k		1.6k	131.89	View chart
Coherent Corp (COHR)	0.0	$207k		1.1k	184.57	View chart

Past Filings by Retirement Investment Advisors

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

Retirement Investment Advisors 2026 Q1 filed April 15, 2026
Retirement Investment Advisors 2025 Q4 filed Jan. 21, 2026
Retirement Investment Advisors 2025 Q3 filed Oct. 28, 2025
Retirement Investment Advisors 2025 Q2 filed Aug. 7, 2025
Retirement Investment Advisors 2025 Q1 filed May 13, 2025
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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