$217 Million is the total value of Retirement Group, LLC's 694 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 45.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Sell | SPDR SER TR | $7,411,000 | -11.8% | 125,170 | -6.1% | 3.41% | -15.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,114,000 | +0.1% | 9,550 | -0.1% | 1.89% | -4.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,050,000 | -1.9% | 13,958 | -3.0% | 1.86% | -6.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,969,000 | -0.9% | 6,918 | -1.2% | 1.36% | -5.3% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $2,499,000 | -1.3% | 52,231 | -1.0% | 1.15% | -5.7% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $2,278,000 | -4.4% | 41,979 | -3.8% | 1.05% | -8.6% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $1,577,000 | -11.4% | 104,941 | -9.7% | 0.72% | -15.3% |
| IGSB | Sell | ISHARES TR | $1,555,000 | -9.1% | 28,464 | -8.8% | 0.72% | -13.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,189,000 | -2.1% | 23,556 | -0.1% | 0.55% | -6.5% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $1,153,000 | -2.2% | 22,303 | -1.9% | 0.53% | -6.5% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,146,000 | -4.9% | 60,474 | -3.2% | 0.53% | -9.1% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,128,000 | -6.2% | 11,205 | -2.1% | 0.52% | -10.2% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $1,062,000 | -4.6% | 18,705 | -4.1% | 0.49% | -9.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $933,000 | -5.9% | 13,822 | -4.7% | 0.43% | -10.1% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $776,000 | -5.6% | 14,733 | -2.6% | 0.36% | -9.8% |
| SIVR | Sell | ABERDEEN STD SILVER ETF TR | $705,000 | -15.9% | 32,981 | -0.9% | 0.32% | -19.6% |
| SPSB | Sell | SPDR SER TRportfolio short | $678,000 | -17.2% | 21,687 | -17.1% | 0.31% | -20.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $648,000 | -3.7% | 2,464 | -1.6% | 0.30% | -8.0% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $573,000 | -10.5% | 14,818 | -8.6% | 0.26% | -14.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $524,000 | -4.0% | 3,941 | -3.0% | 0.24% | -8.4% |
| AFIN | Sell | AMERICAN FIN TR INC | $489,000 | -10.9% | 60,780 | -6.2% | 0.22% | -14.8% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $489,000 | -2.6% | 9,421 | -1.9% | 0.22% | -7.0% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $480,000 | -3.8% | 6,365 | -3.7% | 0.22% | -7.9% |
| PGHY | Sell | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $456,000 | -22.8% | 20,990 | -21.6% | 0.21% | -26.1% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $439,000 | -3.5% | 5,100 | -3.5% | 0.20% | -7.8% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $421,000 | -3.7% | 8,218 | -3.7% | 0.19% | -7.6% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $353,000 | -18.1% | 7,730 | -17.5% | 0.16% | -21.7% |
| RDIV | Sell | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $322,000 | -8.3% | 8,260 | -2.9% | 0.15% | -12.4% |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $281,000 | -4.7% | 4,957 | -4.5% | 0.13% | -9.2% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $277,000 | -4.5% | 3,614 | -2.6% | 0.13% | -9.3% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $272,000 | -5.9% | 2,717 | -2.0% | 0.12% | -10.1% |
| PCG | Sell | PG&E CORP | $263,000 | -5.7% | 27,440 | -0.1% | 0.12% | -9.7% |
| PCEF | Sell | INVESCO EXCH TRADED FD TR II | $252,000 | -16.3% | 10,515 | -14.3% | 0.12% | -20.0% |
| SPHY | Sell | SPDR SER TRportfli high yld | $241,000 | -18.9% | 8,986 | -18.6% | 0.11% | -22.4% |
| EFV | Sell | ISHARES TReafe value etf | $238,000 | +3.0% | 3,951 | -11.4% | 0.11% | -1.8% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $210,000 | -15.7% | 2,398 | -15.3% | 0.10% | -19.2% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $193,000 | -1.5% | 2,255 | -1.3% | 0.09% | -5.3% |
| VER | Sell | VEREIT INC | $192,000 | -5.0% | 4,243 | -3.4% | 0.09% | -9.3% |
| VRIG | Sell | INVESCO ACTIVELY MANAGED ETFvar rate invt | $190,000 | -10.4% | 7,574 | -10.5% | 0.09% | -14.7% |
| USMV | Sell | ISHARES TRmsci usa min vol | $188,000 | -8.7% | 2,564 | -8.2% | 0.09% | -13.1% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $188,000 | -5.1% | 3,734 | -5.0% | 0.09% | -9.5% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $156,000 | -18.3% | 2,263 | -17.1% | 0.07% | -21.7% |
| IGHG | Sell | PROSHARES TRinvt int rt hg | $156,000 | -10.9% | 2,069 | -9.5% | 0.07% | -14.3% |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $152,000 | -6.7% | 3,583 | -3.3% | 0.07% | -10.3% |
| GE | Sell | GENERAL ELECTRIC CO | $147,000 | -4.5% | 1,429 | -87.5% | 0.07% | -8.1% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $137,000 | -3.5% | 1,342 | -3.5% | 0.06% | -7.4% |
| FIBR | Sell | ISHARES TRu.s. fixed incme | $136,000 | -5.6% | 1,357 | -4.9% | 0.06% | -8.7% |
| YYY | Sell | AMPLIFY ETF TR | $119,000 | -33.9% | 7,050 | -30.8% | 0.06% | -36.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $120,000 | -9.8% | 1,101 | -6.2% | 0.06% | -14.1% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $108,000 | -6.9% | 350 | -4.9% | 0.05% | -10.7% |
| SDY | Sell | SPDR SER TRs&p divid etf | $104,000 | -24.1% | 883 | -21.4% | 0.05% | -27.3% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $100,000 | -7.4% | 2,295 | -3.2% | 0.05% | -11.5% |
| GHYG | Sell | ISHARES INCus intl hgh yld | $85,000 | -34.1% | 1,690 | -33.6% | 0.04% | -37.1% |
| PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $73,000 | -2.7% | 2,016 | -2.0% | 0.03% | -5.6% |
| ESCR | Sell | DBX ETF TRxtrck blombrg ba | $74,000 | -8.6% | 3,375 | -6.8% | 0.03% | -12.8% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $60,000 | -69.2% | 150 | -69.3% | 0.03% | -70.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $60,000 | -6.2% | 371 | -4.1% | 0.03% | -9.7% |
| X | Sell | UNITED STATES STL CORP NEW | $59,000 | -28.0% | 2,700 | -20.6% | 0.03% | -30.8% |
| ENB | Sell | ENBRIDGE INC | $53,000 | -43.0% | 1,335 | -42.8% | 0.02% | -46.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $49,000 | -14.0% | 799 | -6.1% | 0.02% | -14.8% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $48,000 | -28.4% | 455 | -27.8% | 0.02% | -31.2% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $45,000 | -2.2% | 712 | -1.1% | 0.02% | -4.5% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $42,000 | -58.8% | 1,112 | -59.8% | 0.02% | -61.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $42,000 | -44.0% | 121 | -41.3% | 0.02% | -47.2% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $39,000 | -20.4% | 2,829 | -19.4% | 0.02% | -25.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $40,000 | -21.6% | 710 | -20.1% | 0.02% | -28.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $38,000 | -30.9% | 2,297 | -24.1% | 0.02% | -34.6% |
| NAK | Sell | MAXLINEAR INC | $37,000 | +1750.0% | 756 | -79.8% | 0.02% | +1600.0% |
| DIS | Sell | WALT DISNEY CO | $35,000 | -10.3% | 208 | -6.3% | 0.02% | -15.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $27,000 | -44.9% | 368 | -44.1% | 0.01% | -50.0% |
| HYHG | Sell | PROSHARES TRhgh yld int rate | $24,000 | -52.0% | 375 | -52.2% | 0.01% | -54.2% |
| HYZD | Sell | WISDOMTREE TRhedged hi yld bd | $24,000 | -54.7% | 1,075 | -54.7% | 0.01% | -57.7% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $19,000 | -91.1% | 880 | -90.1% | 0.01% | -91.3% |
| OKE | Sell | ONEOK INC NEW | $17,000 | -39.3% | 300 | -40.0% | 0.01% | -38.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $18,000 | -10.0% | 130 | -14.5% | 0.01% | -20.0% |
| BAMR | Sell | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $12,000 | -7.7% | 221 | -8.7% | 0.01% | 0.0% |
| EMHY | Sell | ISHARES INCjp mrgn em hi bd | $14,000 | -56.2% | 310 | -55.4% | 0.01% | -60.0% |
| GILD | Sell | GILEAD SCIENCES INC | $13,000 | -45.8% | 192 | -43.9% | 0.01% | -50.0% |
| AA | Sell | ALCOA CORP | $12,000 | -67.6% | 250 | -75.0% | 0.01% | -66.7% |
| GM | Sell | GENERAL MTRS CO | $10,000 | -16.7% | 199 | -1.0% | 0.01% | -16.7% |
| PLUG | Sell | PLUG POWER INC | $8,000 | -89.3% | 300 | -86.4% | 0.00% | -88.9% |
| COIN | Sell | COINBASE GLOBAL INC | $6,000 | -40.0% | 25 | -34.2% | 0.00% | -40.0% |
| IAGG | Sell | ISHARES TRcore intl aggr | $4,000 | -63.6% | 76 | -60.4% | 0.00% | -60.0% |
| ACAD | Sell | ARBUTUS BIOPHARMA CORP | $2,000 | -84.6% | 500 | -7.2% | 0.00% | -83.3% |
| LUMN | Sell | LULULEMON ATHLETICA INC | $3,000 | -82.4% | 8 | -99.4% | 0.00% | -87.5% |
| SNLN | Sell | HIGHLAND FDS Ihi ld iboxx srln | $3,000 | -70.0% | 198 | -68.7% | 0.00% | -80.0% |
| GOVT | Sell | ISHARES TRus treas bd etf | $2,000 | -50.0% | 76 | -45.7% | 0.00% | -50.0% |
| SPWR | Sell | SUNPOWER CORP | $2,000 | -81.8% | 84 | -78.1% | 0.00% | -80.0% |
| BBU | Sell | BROOKFIELD BUSINESS PARTNERSunit ltd lp | $3,000 | 0.0% | 70 | -4.1% | 0.00% | 0.0% |
| VTRS | Sell | VIATRIS INC | $1,000 | -80.0% | 45 | -85.8% | 0.00% | -100.0% |
| WRK | Sell | WESTROCK CO | $1,000 | -98.1% | 13 | -98.7% | 0.00% | -100.0% |
| BLNK | Sell | BLINK CHARGING CO | $1,000 | -95.2% | 25 | -95.0% | 0.00% | -100.0% |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -13 | -100.0% | 0.00% | – |
| ALB | Sell | AKAMAI TECHNOLOGIES INC | $1,000 | -90.0% | 11 | -81.7% | 0.00% | -100.0% |
| MAXN | Exit | MAXEON SOLAR TECHNOLOGIES LT | $0 | – | -1 | -100.0% | 0.00% | – |
| SIG | Exit | SIGNET JEWELERS LIMITED | $0 | – | -3 | -100.0% | 0.00% | – |
| IHY | Exit | VANECK VECTORS ETF TRintl high yield | $0 | – | -1 | -100.0% | 0.00% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -5 | -100.0% | 0.00% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -11 | -100.0% | 0.00% | – |
| AZPN | Exit | ASPEN TECHNOLOGY INC | $0 | – | -4 | -100.0% | 0.00% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -4 | -100.0% | 0.00% | – |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $1,000 | -90.0% | 15 | -93.0% | 0.00% | -100.0% |
| LILAK | Exit | LIBERTY LATIN AMERICA LTD | $0 | – | -8 | -100.0% | 0.00% | – |
| CODX | Exit | CO-DIAGNOSTICS INC | $0 | – | -35 | -100.0% | 0.00% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -4 | -100.0% | -0.00% | – |
| ABUS | Exit | ARBUTUS BIOPHARMA CORP | $0 | – | -500 | -100.0% | -0.00% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -7 | -100.0% | -0.00% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -8 | -100.0% | -0.00% | – |
| LBTYK | Exit | LIBERTY GLOBAL PLC | $0 | – | -114 | -100.0% | -0.00% | – |
| HOL | Exit | HOLICITY INC | $0 | – | -150 | -100.0% | -0.00% | – |
| BBAX | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuilders dev | $0 | – | -55 | -100.0% | -0.00% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -60 | -100.0% | -0.00% | – |
| TARA | Exit | PROTARA THERAPEUTICS INC | $0 | – | -500 | -100.0% | -0.00% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -30 | -100.0% | -0.00% | – |
| BBEU | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuilders eur | $0 | – | -85 | -100.0% | -0.00% | – |
| CHIX | Exit | GLOBAL X FDSmsci china fincl | $0 | – | -300 | -100.0% | -0.00% | – |
| FLXN | Exit | FLEXION THERAPEUTICS INC | $0 | – | -500 | -100.0% | -0.00% | – |
| QLGN | Exit | QUALIGEN THERAPEUTICS INC | $0 | – | -2,500 | -100.0% | -0.00% | – |
| BBCA | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuilders cda | $0 | – | -80 | -100.0% | -0.00% | – |
| CCIV | Exit | CHURCHILL CAPITAL CORP IVcl a | $0 | – | -170 | -100.0% | -0.00% | – |
| FSD | Exit | FIRST TR HIGH INCOME L/S FD | $0 | – | -374 | -100.0% | -0.00% | – |
| BBJP | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuldrs japan | $0 | – | -111 | -100.0% | -0.00% | – |
| IDEX | Exit | IDEANOMICS INC | $0 | – | -2,500 | -100.0% | -0.00% | – |
| GTTN | Exit | GTT COMMUNICATIONS INC | $0 | – | -3,000 | -100.0% | -0.00% | – |
| SPCE | Exit | VIRGIN GALACTIC HOLDINGS INC | $0 | – | -133 | -100.0% | -0.00% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -42 | -100.0% | -0.00% | – |
| VBIV | Exit | VBI VACCINES INC | $0 | – | -2,450 | -100.0% | -0.00% | – |
| MXIM | Exit | MAXIM INTEGRATED PRODS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| AVAV | Exit | AEROVIRONMENT INC | $0 | – | -100 | -100.0% | -0.01% | – |
| OIH | Exit | VANECK VECTORS ETF TRoil svcs etf | $0 | – | -50 | -100.0% | -0.01% | – |
| MPLX | Exit | MPLX LP | $0 | – | -326 | -100.0% | -0.01% | – |
| IMAX | Exit | IMAX CORP | $0 | – | -500 | -100.0% | -0.01% | – |
| IBIO | Exit | IBIO INC | $0 | – | -7,135 | -100.0% | -0.01% | – |
| ATEN | Exit | A10 NETWORKS INC | $0 | – | -1,050 | -100.0% | -0.01% | – |
| SPH | Exit | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $0 | – | -1,000 | -100.0% | -0.01% | – |
| TMDV | Exit | PROSHARES TRrussell us div | $0 | – | -325 | -100.0% | -0.01% | – |
| SLGG | Exit | SUPER LEAGUE GAMING INC | $0 | – | -3,000 | -100.0% | -0.01% | – |
| STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -500 | -100.0% | -0.01% | – |
| EDIT | Exit | EDITAS MEDICINE INC | $0 | – | -325 | -100.0% | -0.01% | – |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -678 | -100.0% | -0.01% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -4,000 | -100.0% | -0.01% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -605 | -100.0% | -0.01% | – |
| RDWR | Exit | RADWARE LTDord | $0 | – | -662 | -100.0% | -0.01% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -100 | -100.0% | -0.01% | – |
| GRWG | Exit | GROWGENERATION CORP | $0 | – | -500 | -100.0% | -0.01% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -56 | -100.0% | -0.01% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -100 | -100.0% | -0.01% | – |
| IEP | Exit | ICAHN ENTERPRISES LPdepositary unit | $0 | – | -500 | -100.0% | -0.01% | – |
| MXL | Exit | MAXLINEAR INC | $0 | – | -756 | -100.0% | -0.02% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -973 | -100.0% | -0.02% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -826 | -100.0% | -0.02% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -2,000 | -100.0% | -0.02% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -276 | -100.0% | -0.02% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -323 | -100.0% | -0.02% | – |
| BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -9,000 | -100.0% | -0.03% | – |
| OCGN | Exit | OCUGEN INC | $0 | – | -8,505 | -100.0% | -0.03% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -670 | -100.0% | -0.04% | – |
| RYTM | Exit | RHYTHM PHARMACEUTICALS INC | $0 | – | -3,812 | -100.0% | -0.04% | – |
| USA | Exit | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | -8,250 | -100.0% | -0.04% | – |
| XNTK | Exit | SPDR SER TRnyse tech etf | $0 | – | -500 | -100.0% | -0.04% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -1,772 | -100.0% | -0.04% | – |
| NTLA | Exit | INTELLIA THERAPEUTICS INC | $0 | – | -500 | -100.0% | -0.04% | – |
| IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -705 | -100.0% | -0.04% | – |
| HNDL | Exit | STRATEGY SHSns 7handl idx | $0 | – | -9,000 | -100.0% | -0.11% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -2,497 | -100.0% | -0.12% | – |
| FLTB | Exit | FIDELITY MERRIMACK STR TRltd trm bd etf | $0 | – | -11,045 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 18.7% |
| INVSC S P 500 TOP 50 ETF | 15 | Q3 2023 | 9.5% |
| SPDR S&P 400 MID CAP VALUE ETF | 15 | Q3 2023 | 5.0% |
| SPDR S&P 600 SMALL CAP VALUE ETF | 15 | Q3 2023 | 4.8% |
| SPDR SER TR | 15 | Q3 2023 | 7.3% |
| SCHWAB US DIVIDEND EQUITY ETF | 15 | Q3 2023 | 4.9% |
| CHEVRON CORP NEW | 15 | Q3 2023 | 4.1% |
| ISHARES TREASURY BOND ETF | 15 | Q3 2023 | 5.3% |
| QUALIGEN THERAPEUTICS INC | 15 | Q3 2023 | 3.1% |
| CATERPILLAR INC DEL | 15 | Q3 2023 | 2.6% |
View Retirement Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View Retirement Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.