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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, VBR, and represent 73.22% of Retirement Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VTEB, SCHV, AAPL, TXN, BRK.B, VEA, IAGG, IWN, IWM, SGOV.
Started 9 new stock positions in IAGG, SGOV, TXN, MCD, IWN, SCHV, BRK.B, AAPL, IWM.
Reduced shares in these 10 stocks: VUG (-$113M), VTV (-$104M), IEFA (-$69M), BIV (-$58M), IEMG (-$33M), VBR (-$31M), BNDX (-$20M), MUB (-$17M), EMLC (-$11M), HYLB (-$9.2M).
Sold out of its positions in BANF, BX, Apple Inc equity, IVE, EFA, MRK, MSFT, NOC, SHEL, SCHX. Berkshire Hathaway Inc Del, TTE, UTHR, EMLC, VGT, WMB.
Retirement Investment Advisors was a net seller of stock by $-496M.
Retirement Investment Advisors has $699M in assets under management (AUM), dropping by -36.39%.
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 51 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value ETF Etf (VTV)	20.5	$143M	-41%	959k	149.50	View chart
Vanguard Growth Etf Etf (VUG)	20.0	$140M	-44%	450k	310.88	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	14.0	$98M	-41%	1.4M	70.35	View chart
Vanguard Intermediate-Term Bond ETF Etf (BIV)	11.7	$81M	-41%	1.1M	76.38	View chart
Vanguard Small-Cap Value ETF Etf (VBR)	7.0	$49M	-38%	272k	179.97	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	6.7	$47M	-41%	923k	50.58	View chart
Vanguard Total International Bond ETF Etf (BNDX)	4.2	$29M	-40%	595k	49.37	View chart
iShares National Muni Bond ETF Etf (MUB)	3.4	$24M	-41%	221k	108.41	View chart
iShares J.P. Morgan USD Emerging Markets Bond ETF Etf (EMB)	2.4	$17M		191k	89.06	View chart
Xtrackers USD High Yield Corporate Bond ETF Etf (HYLB)	1.8	$13M	-42%	356k	35.55	View chart
Vanguard Small-Cap Growth ETF Etf (VBK)	1.4	$10M	-43%	42k	241.77	View chart
Vanguard Tax-Exempt Bond Index ETF Etf (VTEB)	0.6	$4.0M	+390%	79k	51.05	View chart
VanEck High Yield Muni ETF Etf (HYD)	0.6	$3.9M	-37%	76k	51.63	View chart
Invesco QQQ Trust Series 1 Etf (QQQ)	0.5	$3.8M	-48%	9.3k	409.52	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$3.5M	-61%	35k	99.98	View chart
Schwab U.S. Large-Cap Value ETF Etf (SCHV)	0.4	$3.1M	NEW	45k	70.10	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.4	$2.7M	-48%	22k	124.97	View chart
Vanguard Total International Stock ETF Etf (VXUS)	0.3	$2.4M	-39%	42k	57.96	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.3	$2.1M	-48%	19k	108.25	View chart
Apple Stock (AAPL)	0.3	$1.8M	NEW	9.1k	192.53	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.6M	+162%	33k	47.90	View chart
Vanguard Short-term Corp Bd Idx Etf Etf (VCSH)	0.2	$1.5M	-63%	20k	77.37	View chart
Oneok Stock (OKE)	0.2	$1.4M	-52%	21k	70.22	View chart
Texas Instruments Stock (TXN)	0.2	$1.3M	NEW	7.8k	170.46	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.2	$1.1M	+25%	28k	41.10	View chart
Berkshire Hathaway Stock (BRK.B)	0.2	$1.1M	NEW	3.1k	356.66	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$1.0M	-50%	6.6k	157.80	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.1	$943k	-50%	2.0k	475.31	View chart
Phillips 66 Stock (PSX)	0.1	$894k	-50%	6.7k	133.14	View chart
ConocoPhillips Stock (COP)	0.1	$747k	-50%	6.4k	116.07	View chart
Tesla Stock (TSLA)	0.1	$710k	-50%	2.9k	248.48	View chart
Invesco Large Cap Value ETF Etf (PWV)	0.1	$681k	-32%	13k	50.74	View chart
iShares Core International Aggregate Bond ETF Etf (IAGG)	0.1	$601k	NEW	12k	49.80	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$544k	NEW	3.5k	155.33	View chart
OGE Energy Corp Stock (OGE)	0.1	$541k	-42%	16k	34.93	View chart
NVIDIA Corp Stock (NVDA)	0.1	$518k	-50%	1.0k	495.22	View chart
SPDR Nuveen S&P High Yield Municipal Bond ETF Etf (HYMB)	0.1	$465k	+63%	18k	25.30	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$464k	NEW	2.3k	200.71	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$450k	-50%	1.9k	237.22	View chart
Simmons First National Corp Stock (SFNC)	0.1	$397k	-50%	20k	19.84	View chart
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)	0.1	$361k	NEW	3.6k	100.27	View chart
SPDR Portfolio Developed World ex-US ETF Etf (SPDW)	0.1	$361k	-40%	11k	34.01	View chart
International Business Machines Corp Stock (IBM)	0.0	$345k	-49%	2.1k	163.55	View chart
Walmart Stock (WMT)	0.0	$265k	-50%	1.7k	157.65	View chart
Ford Motor Stock (F)	0.0	$244k	-55%	20k	12.19	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$230k	-50%	1.6k	146.22	View chart
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)	0.0	$225k	-30%	2.7k	82.96	View chart
Johnson & Johnson Stock (JNJ)	0.0	$223k	-48%	1.4k	156.74	View chart
McDonald's Corp Stock (MCD)	0.0	$206k	NEW	693.00	296.51	View chart
Energy Transfer Stock (ET)	0.0	$145k	-56%	11k	13.80	View chart
Suncoke Energy Stock (SXC)	0.0	$121k		11k	10.74	View chart

Past Filings by Retirement Investment Advisors

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

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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