Retirement Investment Advisors

Retirement Investment Advisors as of Dec. 31, 2024

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