$559 Million is the total value of Retirement Investment Advisors, Inc.'s 67 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 116.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OWCP | Exit | OWC Pharmaceutical Research Corpstock | $0 | – | -25,000 | -100.0% | 0.00% | – |
| NUSMF | Exit | Nautilus Minerals Incstock | $0 | – | -17,789 | -100.0% | 0.00% | – |
| MJNA | Exit | Medical Marijuana Incstock | $0 | – | -20,000 | -100.0% | 0.00% | – |
| SXC | Exit | SUNCOKE ENERGY INCstock | $0 | – | -11,245 | -100.0% | -0.06% | – |
| Exit | Vanguard 500 Index Fundetf | $0 | – | -733 | -100.0% | -0.17% | – | |
| SCHX | Exit | Schwab US Large-Cap ETFetf | $0 | – | -13,202 | -100.0% | -0.39% | – |
| BRKB | Exit | Berkshire Hathaway Incstock | $0 | – | -2,500 | -100.0% | -0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD GROWTH ETF MKT | 4 | Q3 2023 | 21.0% |
| Vanguard Value ETF | 4 | Q3 2023 | 20.7% |
| iShares Core MSCI EAFE ETF | 4 | Q3 2023 | 13.9% |
| Vanguard Intermediate-Term Bond ETF | 4 | Q3 2023 | 12.0% |
| iShares Core MSCI Emerging Markets ETF | 4 | Q3 2023 | 6.8% |
| Vanguard Small-Cap Value ETF | 4 | Q3 2023 | 6.4% |
| iShares National Muni Bond ETF | 4 | Q3 2023 | 7.3% |
| Vanguard Total International Bond ETF | 4 | Q3 2023 | 4.3% |
| SPDR SP DIVIDEND ETF MKT | 4 | Q3 2023 | 5.0% |
| Xtrackers USD High Yield Corporate Bond ETF | 4 | Q3 2023 | 1.9% |
View Retirement Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
View Retirement Investment Advisors, Inc.'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.