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Vision Retirement

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

Top 5 stock holdings are QQQ, AAPL, AMZN, DIA, COST, and represent 37.76% of Vision Retirement's stock portfolio.
Added to shares of these 10 stocks: SYK, VUG, MU, GEV, XLG, NVMI, KLAC, QQQM, BLD, FIX.
Started 99 new stock positions in AXIA, TDV, IDEF, ABT, UI, HEZU, XLY, DHR, VFLO, XLB.
Reduced shares in these 10 stocks: SIVR, TCAF, GLD, FICO, IVV, INTU, HIMU, MUB, PGR, QUAL.
Sold out of its positions in LOWV, HYFI, ILOW, SYFI, Akanda Corp, AA, AMT, AstraZeneca, BMNR, ETHW.
Vision Retirement was a net seller of stock by $-2.6M.
Vision Retirement has $352M in assets under management (AUM), dropping by -5.77%.
Central Index Key (CIK): 0002069023

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Portfolio Holdings for Vision Retirement

Vision Retirement holds 649 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Vision Retirement has 649 total positions. Only the first 250 positions are shown.

Sign up to view all of the Vision Retirement March 31, 2026 positions
Download the Vision Retirement March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq MF Closed and MF Open (QQQ)	14.1	$50M		86k	577.18	View chart
Apple Common Stock (AAPL)	9.7	$34M		135k	253.79	View chart
Amazon Common Stock (AMZN)	6.0	$21M		102k	208.27	View chart
State Street MF Closed and MF Open (DIA)	4.3	$15M	+2%	33k	463.19	View chart
Costco Wholesale Common Stock (COST)	3.6	$13M		13k	996.41	View chart
Tesla Common Stock (TSLA)	3.5	$12M		33k	371.75	View chart
Vanguard S&p MF Closed and MF Open (VOO)	2.9	$10M	+5%	17k	597.54	View chart
Invesco S&p MF Closed and MF Open (XLG)	2.6	$9.3M	+9%	171k	54.55	View chart
Vanguard High MF Closed and MF Open (VYM)	2.5	$8.9M		60k	148.10	View chart
Visa Common Stock (V)	2.2	$7.6M		25k	302.23	View chart
Nvidia Corp Common Stock (NVDA)	2.0	$7.2M		41k	174.40	View chart
Broadcom Common Stock (AVGO)	1.6	$5.8M		19k	309.51	View chart
State Street MF Closed and MF Open (SPY)	1.6	$5.7M	-2%	8.7k	650.37	View chart
Alphabet Common Stock (GOOG)	1.6	$5.5M		19k	286.86	View chart
Mastercard Common Stock (MA)	1.5	$5.1M		10k	499.64	View chart
Meta Platforms Common Stock (META)	1.4	$5.0M		8.7k	572.14	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$4.3M		12k	370.17	View chart
Ishares Core MF Closed and MF Open (IVV)	1.2	$4.3M	-20%	6.6k	653.26	View chart
First Trust MF Closed and MF Open (RDVY)	1.2	$4.1M	+5%	60k	68.28	View chart
Vanguard Information MF Closed and MF Open (VGT)	1.2	$4.1M	+9%	5.8k	697.67	View chart
Lockheed Martin Common Stock (LMT)	1.0	$3.6M		6.0k	604.43	View chart
Stryker Corp Common Stock (SYK)	1.0	$3.6M	+1321%	11k	328.59	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	1.0	$3.5M	+6%	11k	328.66	View chart
Caterpillar Common Stock (CAT)	0.9	$3.2M	+2%	4.5k	708.47	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.9	$3.2M	-10%	45k	70.18	View chart
Waste Management Common Stock (WM)	0.8	$2.8M		12k	229.78	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.8	$2.8M	+16%	7.2k	383.40	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.7	$2.6M		12k	215.05	View chart
Alphabet Common Stock (GOOGL)	0.7	$2.6M		9.1k	287.57	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.7	$2.3M	-15%	51k	46.19	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.6	$2.3M		7.9k	287.18	View chart
Autozone Common Stock (AZO)	0.6	$2.0M		602.00	3377.82	View chart
Intuitive Surgical Common Stock (ISRG)	0.6	$2.0M		4.3k	460.99	View chart
Goldman Sachs Common Stock (GS)	0.6	$2.0M	+8%	2.3k	846.14	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.5	$1.8M		8.4k	218.76	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.5	$1.8M	+689%	4.2k	436.81	View chart
T Rowe MF Closed and MF Open (TCAF)	0.5	$1.8M	-41%	51k	35.59	View chart
Taiwan Semiconductor Common Stock (TSM)	0.5	$1.7M	+2%	4.9k	337.97	View chart
Palantir Technologies Common Stock (PLTR)	0.5	$1.6M		11k	146.28	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.5	$1.6M	-22%	22k	74.35	View chart
Ishares U S MF Closed and MF Open (DYNF)	0.4	$1.5M	-12%	27k	58.18	View chart
Netflix Common Stock (NFLX)	0.4	$1.5M	-5%	16k	96.15	View chart
Trane Technologies Common Stock (TT)	0.4	$1.5M		3.6k	416.68	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.4	$1.5M	-4%	7.0k	211.16	View chart
Ishares National MF Closed and MF Open (MUB)	0.4	$1.5M	-29%	14k	106.15	View chart
Public Service Common Stock (PEG)	0.4	$1.5M		18k	80.95	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.4	$1.4M	-6%	20k	69.75	View chart
Pimco Corporate MF Closed and MF Open (PTY)	0.4	$1.4M	+3%	116k	12.06	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.4	$1.4M	-12%	12k	113.11	View chart
Ishares U S MF Closed and MF Open (IHI)	0.4	$1.3M	-25%	25k	53.35	View chart
Transdigm Group Common Stock (TDG)	0.4	$1.3M		1.1k	1158.46	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.4	$1.3M	+17%	4.0k	320.79	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.4	$1.2M	-29%	6.5k	191.81	View chart
Axon Enterprise Common Stock (AXON)	0.4	$1.2M	-2%	2.9k	424.70	View chart
Ge Vernova Common Stock (GEV)	0.3	$1.2M	+301%	1.4k	872.99	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$1.2M	-9%	3.9k	310.77	View chart
Pimco Corporate MF Closed and MF Open (PCN)	0.3	$1.2M		99k	11.90	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.3	$1.1M	+112%	4.8k	237.60	View chart
Micron Technology Common Stock (MU)	0.3	$1.1M	+1264%	3.2k	337.89	View chart
Quanta Services Common Stock (PWR)	0.3	$1.1M		1.9k	549.02	View chart
Ishares Select MF Closed and MF Open (DVY)	0.3	$1.1M		7.0k	151.40	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.3	$1.0M	-16%	11k	94.95	View chart
Defiance Quantum MF Closed and MF Open (QTUM)	0.3	$964k	+97%	9.0k	107.30	View chart
Blackstone Common Stock (BX)	0.3	$884k		7.7k	114.99	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.2	$874k	-9%	8.7k	100.72	View chart
Ishares High MF Closed and MF Open (HIMU)	0.2	$869k	-43%	18k	47.98	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.2	$852k	-6%	2.7k	318.12	View chart
Asml Holding Common Stock (ASML)	0.2	$805k	+7%	609.00	1321.45	View chart
Nova Common Stock (NVMI)	0.2	$773k	NEW	1.8k	434.27	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$755k		2.6k	294.15	View chart
Topbuild Corp Common Stock (BLD)	0.2	$743k	+252%	2.1k	351.30	View chart
Ishares Flexible MF Closed and MF Open (BINC)	0.2	$710k	-4%	14k	51.93	View chart
Cintas Corp Common Stock (CTAS)	0.2	$698k		4.1k	169.15	View chart
Kla Corp Common Stock (KLAC)	0.2	$685k	+3783%	466.00	1470.73	View chart
Home Depot Common Stock (HD)	0.2	$653k	-25%	2.0k	328.88	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.2	$640k	-11%	28k	22.91	View chart
Ge Aerospace Common Stock (GE)	0.2	$626k	+62%	2.2k	283.82	View chart
Monolithic Power Common Stock (MPWR)	0.2	$590k		540.00	1092.40	View chart
Ishares U S MF Closed and MF Open (THRO)	0.2	$589k	-4%	16k	36.22	View chart
Republic Services Common Stock (RSG)	0.2	$564k	-7%	2.6k	219.03	View chart
Sherwin Williams Common Stock (SHW)	0.2	$537k		1.7k	320.59	View chart
Comfort Systems Usa Common Stock (FIX)	0.2	$530k	NEW	384.00	1379.46	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.1	$469k	-36%	4.2k	111.38	View chart
Apollo Global Common Stock (APO)	0.1	$469k	-6%	4.2k	111.42	View chart
Ishares A I MF Closed and MF Open (BAI)	0.1	$450k	+20%	14k	32.95	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$440k	+3%	1.8k	239.94	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$432k	-10%	3.1k	141.42	View chart
Intl Business Common Stock (IBM)	0.1	$419k	-5%	1.7k	242.34	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.1	$395k	-7%	7.9k	50.04	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$393k	-39%	2.2k	181.46	View chart
Ishares Gold Common Stock (IAU)	0.1	$381k	-17%	4.3k	88.16	View chart
Ishares Aaa MF Closed and MF Open (QLTA)	0.1	$379k	-35%	8.0k	47.59	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.1	$375k	-25%	4.3k	86.65	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$373k	-7%	1.5k	244.43	View chart
Kkr & Co Common Stock (KKR)	0.1	$367k	+3%	4.0k	92.51	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.1	$357k	-17%	7.3k	48.93	View chart
Chevron Corp Common Stock (CVX)	0.1	$345k	+9%	1.7k	206.96	View chart
Constellation Energy Common Stock (CEG)	0.1	$343k	-4%	1.2k	279.34	View chart
State Street MF Closed and MF Open (SPYM)	0.1	$338k	-35%	4.4k	76.54	View chart
Ishares Investment MF Closed and MF Open (IGEB)	0.1	$334k	-26%	7.4k	45.06	View chart
Ishares U S MF Closed and MF Open (BALI)	0.1	$321k	-21%	10k	30.81	View chart
Lpl Financial Common Stock (LPLA)	0.1	$314k	-3%	1.0k	300.83	View chart
Pepsico Common Stock (PEP)	0.1	$289k	+480%	1.9k	155.28	View chart
Hubbell Common Stock (HUBB)	0.1	$287k	NEW	585.00	490.73	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.1	$287k	-4%	3.1k	92.74	View chart
Ishares Short MF Closed and MF Open (SHYM)	0.1	$282k	-29%	13k	22.02	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$280k	-4%	3.1k	90.53	View chart
Walmart Common Stock (WMT)	0.1	$271k	-28%	2.2k	124.30	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.1	$269k		436.00	616.07	View chart
Ishares Aaa MF Closed and MF Open (CLOA)	0.1	$267k		5.2k	51.84	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$256k	+3%	1.0k	248.01	View chart
Progressive Corp Common Stock (PGR)	0.1	$252k	-69%	1.3k	198.21	View chart
Goldman Sachs MF Closed and MF Open (GSST)	0.1	$250k	+5%	4.9k	50.55	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.1	$248k	+16%	696.00	356.56	View chart
Ishares High MF Closed and MF Open (HYGW)	0.1	$237k	-14%	8.0k	29.50	View chart
Credo Technology Common Stock (CRDO)	0.1	$232k	+316%	2.5k	93.87	View chart
Spdr Gold Common Stock (GLD)	0.1	$229k	-84%	532.00	430.29	View chart
Brookfield Infrastructre Oil & Gas, Real Estate and REIT (BIP)	0.1	$223k		6.2k	36.12	View chart
Ishares Intl MF Closed and MF Open (IGRO)	0.1	$219k	-50%	2.6k	83.78	View chart
Merck & Company Common Stock (MRK)	0.1	$213k		1.8k	120.29	View chart
Thermo Fisher Common Stock (TMO)	0.1	$212k		431.00	491.53	View chart
Procter & Gamble Common Stock (PG)	0.1	$208k	+138%	1.4k	144.44	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$199k	+10%	416.00	479.20	View chart
Advanced Micro Common Stock (AMD)	0.1	$196k	+15%	963.00	203.43	View chart
Ares Management Common Stock (ARES)	0.1	$193k	+23%	1.8k	109.11	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.1	$188k		243.00	772.77	View chart
Professionally Managed MF Closed and MF Open (AKRE)	0.1	$184k		3.5k	52.85	View chart
Fidelity High MF Closed and MF Open (FDVV)	0.1	$177k	NEW	3.2k	55.24	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.0	$172k	-14%	1.8k	93.95	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.0	$171k	-50%	3.4k	49.99	View chart
State Street MF Closed and MF Open (XLK)	0.0	$165k	+27%	1.2k	132.90	View chart
Ishares Intl MF Closed and MF Open (BIDD)	0.0	$165k	-55%	5.8k	28.43	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$165k	+2%	8.6k	19.15	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.0	$164k		445.00	367.44	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$148k	-5%	2.2k	67.54	View chart
American Express Common Stock (AXP)	0.0	$148k	+3%	488.00	302.42	View chart
Abbvie Common Stock (ABBV)	0.0	$145k		668.00	217.54	View chart
Arista Networks Common Stock (ANET)	0.0	$145k	-5%	1.2k	122.78	View chart
Ciena Corp Common Stock (CIEN)	0.0	$143k		367.00	388.23	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$141k	+25%	331.00	426.40	View chart
Rtx Corp Common Stock (RTX)	0.0	$140k	+50%	725.00	192.89	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$135k	+85%	688.00	196.10	View chart
American Electric Common Stock (AEP)	0.0	$133k		1.0k	131.03	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$132k	-4%	544.00	242.79	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.0	$131k		841.00	155.13	View chart
Booking Holdings Common Stock (BKNG)	0.0	$129k	+3%	31.00	4149.74	View chart
Vertiv Holdings Common Stock (VRT)	0.0	$128k	+24%	511.00	250.63	View chart
Cisco Systems Common Stock (CSCO)	0.0	$127k	-8%	1.6k	77.61	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.0	$122k	-8%	1.1k	108.99	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.0	$119k		6.2k	19.30	View chart
Tjx Cos Common Stock (TJX)	0.0	$119k	+14%	742.00	159.75	View chart
Vaneck Jpm MF Closed and MF Open (EMLC)	0.0	$119k	+101%	4.7k	25.11	View chart
Becton Dickinson Common Stock (BDX)	0.0	$116k		737.00	157.33	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$113k	NEW	1.8k	64.08	View chart
Vanguard Industrials MF Closed and MF Open (VIS)	0.0	$112k		360.00	312.22	View chart
Bank New York Common Stock (BK)	0.0	$108k	-8%	911.00	118.66	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$106k	-47%	850.00	124.35	View chart
Pimco Dynamic MF Closed and MF Open (PDI)	0.0	$102k	-3%	6.0k	17.11	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.0	$100k	-34%	1.1k	95.44	View chart
Prudential Financial Common Stock (PRU)	0.0	$97k		996.00	97.70	View chart
State Street MF Closed and MF Open (XLI)	0.0	$96k	+12%	593.00	161.73	View chart
Ross Stores Common Stock (ROST)	0.0	$93k		427.00	216.71	View chart
Intel Corp Common Stock (INTC)	0.0	$91k	-4%	2.1k	44.13	View chart
Ishares Core MF Closed and MF Open (HDV)	0.0	$90k	-33%	666.00	135.72	View chart
Automatic Data Common Stock (ADP)	0.0	$90k	-18%	441.00	203.27	View chart
State Street MF Closed and MF Open (XLF)	0.0	$89k	+10%	1.8k	49.37	View chart
Coreweave Common Stock (CRWV)	0.0	$89k	-10%	1.2k	77.47	View chart
Walt Disney Common Stock (DIS)	0.0	$89k		920.00	96.38	View chart
Ugi Corp Common Stock (UGI)	0.0	$88k	NEW	2.4k	36.42	View chart
Eastman Kodak Common Stock (KODK)	0.0	$86k		9.5k	9.05	View chart
Ishares 0-5 MF Closed and MF Open (STIP)	0.0	$86k	-39%	830.00	103.43	View chart
Philip Morris Common Stock (PM)	0.0	$85k	-5%	516.00	165.28	View chart
Corteva Common Stock (CTVA)	0.0	$85k	+20%	1.0k	83.68	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.0	$84k	-46%	972.00	86.66	View chart
Simon Property Common Stock (SPG)	0.0	$84k		450.00	186.41	View chart
Ishares U S MF Closed and MF Open (IAK)	0.0	$83k		645.00	128.25	View chart
Ishares Short MF Closed and MF Open (SUB)	0.0	$81k	-56%	762.00	106.50	View chart
Invesco Energy MF Closed and MF Open (PXE)	0.0	$80k		2.1k	39.20	View chart
Gamestop Corp Common Stock (GME)	0.0	$80k		3.5k	23.04	View chart
GSK Common Stock (GSK)	0.0	$80k		1.4k	55.20	View chart
Northrop Grumman Common Stock (NOC)	0.0	$79k		115.00	683.13	View chart
Exxon Mobil Common Stock (XOM)	0.0	$78k	-62%	461.00	169.64	View chart
Honeywell Intl Common Stock (HON)	0.0	$77k		340.00	226.00	View chart
Applied Materials Common Stock (AMAT)	0.0	$76k	+3%	223.00	341.79	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.0	$75k		1.4k	52.76	View chart
Aberdeen Physical MF Closed and MF Open (SIVR)	0.0	$72k	-95%	1.0k	71.61	View chart
Howmet Aerospace Common Stock (HWM)	0.0	$71k	+27%	308.00	230.56	View chart
Nuveen Dynamic MF Closed and MF Open (NDMO)	0.0	$71k		6.9k	10.29	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	0.0	$70k	-53%	1.4k	50.64	View chart
Vanguard Utilities MF Closed and MF Open (VPU)	0.0	$68k		345.00	198.14	View chart
Eaton Vance MF Closed and MF Open (ETV)	0.0	$68k		5.0k	13.67	View chart
Target Corp Common Stock (TGT)	0.0	$67k		553.00	121.20	View chart
Lam Research Common Stock (LRCX)	0.0	$67k		312.00	213.89	View chart
Ishares Systematic MF Closed and MF Open (SYSB)	0.0	$66k	+325%	741.00	89.00	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.0	$66k	-55%	838.00	78.66	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$65k	+70%	304.00	213.67	View chart
Altria Group Common Stock (MO)	0.0	$65k	-9%	978.00	66.01	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$62k	NEW	627.00	99.27	View chart
Waste Connections Common Stock (WCN)	0.0	$60k		372.00	162.27	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$60k	+511%	813.00	73.64	View chart
At&t Common Stock (T)	0.0	$60k		2.1k	28.99	View chart
Invesco Buyback MF Closed and MF Open (PKW)	0.0	$60k		453.00	131.25	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$58k		4.1k	14.04	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$58k	-23%	595.00	97.19	View chart
Realty Income Common Stock (O)	0.0	$57k		933.00	61.17	View chart
Sysco Corp Common Stock (SYY)	0.0	$57k		800.00	71.33	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.0	$57k	+20%	689.00	82.70	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$57k		998.00	57.09	View chart
Sphere Entertainment Common Stock (SPHR)	0.0	$57k	+38%	483.00	117.40	View chart
Ford Motor Common Stock (F)	0.0	$57k		4.9k	11.54	View chart
Steel Dynamics Common Stock (STLD)	0.0	$54k		300.00	180.00	View chart
HP Common Stock (HPQ)	0.0	$52k		2.7k	19.21	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.0	$51k	+32%	406.00	125.22	View chart
Intercontinental Exch Common Stock (ICE)	0.0	$51k		322.00	157.28	View chart
Yum Brands Common Stock (YUM)	0.0	$50k	-3%	321.00	155.48	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.0	$49k		335.00	144.95	View chart
Texas Instruments Common Stock (TXN)	0.0	$49k		250.00	194.14	View chart
Restaurant Brands Common Stock (QSR)	0.0	$48k		655.00	73.90	View chart
Ionq Common Stock (IONQ)	0.0	$48k		1.7k	28.83	View chart
Ishares Conv MF Closed and MF Open (ICVT)	0.0	$47k	-44%	466.00	101.79	View chart
Ishares U S MF Closed and MF Open (IYF)	0.0	$47k		400.00	117.66	View chart
Ishares Global MF Closed and MF Open (IGF)	0.0	$47k	-27%	694.00	67.00	View chart
Bank America Common Stock (BAC)	0.0	$46k		945.00	48.76	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$45k	+46%	173.00	261.77	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$45k		1.2k	37.82	View chart
Sempra Common Stock (SRE)	0.0	$45k		461.00	97.16	View chart
General Motors Common Stock (GM)	0.0	$44k		594.00	74.50	View chart
Uber Technologies Common Stock (UBER)	0.0	$44k	-9%	614.00	71.93	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.0	$44k	-10%	583.00	75.74	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$44k	NEW	914.00	48.05	View chart
3m Company Common Stock (MMM)	0.0	$44k		300.00	145.23	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$44k	+13%	1.1k	38.42	View chart
Dominos Pizza Common Stock (DPZ)	0.0	$43k	-50%	121.00	357.47	View chart
State Street MF Closed and MF Open (XLU)	0.0	$43k	-18%	938.00	45.89	View chart
Boeing Company Common Stock (BA)	0.0	$43k	-41%	214.00	199.29	View chart
Tenet Healthcare Common Stock (THC)	0.0	$42k		222.00	188.71	View chart
Oklo Common Stock (OKLO)	0.0	$42k		841.00	49.59	View chart
Mercadolibre Common Stock (MELI)	0.0	$42k	-22%	24.00	1729.00	View chart
Csx Corp Common Stock (CSX)	0.0	$42k		1.0k	41.07	View chart
Wells Fargo Common Stock (WFC)	0.0	$41k	+2%	513.00	79.61	View chart
Allstate Corp Common Stock (ALL)	0.0	$41k		196.00	207.06	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.0	$41k		396.00	102.21	View chart
Universal Health Rlty Common Stock (UHT)	0.0	$41k		1.0k	40.47	View chart
Cava Group Common Stock (CAVA)	0.0	$41k	-6%	500.00	80.90	View chart
State Street MF Closed and MF Open (SPIB)	0.0	$40k		1.2k	33.53	View chart
Ishares Msci MF Closed and MF Open (EEMV)	0.0	$40k	-41%	610.00	64.73	View chart
Carrier Global Common Stock (CARR)	0.0	$39k	-8%	697.00	56.29	View chart
State Street MF Closed and MF Open (SDY)	0.0	$39k		266.00	146.18	View chart
Boston Scientific Common Stock (BSX)	0.0	$38k		604.00	62.75	View chart
Brookfield Infrastructur Common Stock (BIPC)	0.0	$37k		935.00	39.51	View chart

Past Filings by Vision Retirement

SEC 13F filings are viewable for Vision Retirement going back to 2025

Vision Retirement 2026 Q1 filed May 7, 2026
Vision Retirement 2025 Q4 filed May 7, 2026

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