RI

Retirement Investment Advisors, Inc.

13F
Retirement Investment Advisors, Inc.
Last update 2024-08-12 53 Stocks (5 new)
Value $824.00 Mil Turnover 12 %
Countries:
Top Holdings: VUG(22.05%)VTV(21.35%)IEFA(14.19%)BIV(11.63%)IEMG(7.01%)
Portfolio Report
Summary Stock Picks Current Portfolio
Retirement Investment Advisors... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
485,607
181621.870
+7.98%
22.050
+1.63%
-
+14.71%
+31.48%
132870.526
 
VTV 		Vanguard Value ETF
1,096,463
175883.630
+14.28%
21.350
+2.67%
-
+9.19%
+18.84%
121385.464
 
IEFA 		iShares Core MSCI EAFE ETF
1,609,352
116903.330
+15.55%
14.190
+1.91%
-
+0.72%
+3.01%
119187.736
 
BIV 		Vanguard Intermediate-Term Bond ETF
1,279,259
95803.710
+20.03%
11.630
+1.94%
-
-2.39%
-1.44%
18566.819
 
IEMG 		iShares Core MSCI Emerging Markets ETF
1,078,350
57724.080
+16.81%
7.010
+1.01%
-
+2.89%
+7.63%
80825.206
 
VBR 		Vanguard Small Cap Value ETF
312,693
57072.730
+15.08%
6.930
+0.91%
-
+13.93%
+17.38%
29948.962
 
BNDX 		Vanguard Total International Bond ETF
703,935
34260.520
+18.33%
4.160
+0.64%
-
+0.05%
+0.90%
58199.999
 
MUB 		iShares National Muni Bond ETF
242,552
25843.920
+9.55%
3.140
+0.27%
-
-0.69%
-1.25%
39818.831
 
EMB 		iShares J.P. Morgan USD Emerging Markets Bond ETF
218,921
19370.130
+14.77%
2.350
+0.30%
-
+0.41%
+2.04%
14901.271
 
VBK 		Vanguard Small Cap Growth ETF
48,025
12012.490
+14.68%
1.460
+0.19%
-
+18.48%
+20.24%
17748.822
 

Retirement Investment Advisors, Inc.'s Historical Top Holdings Breakdowns

Retirement Investment Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTV 		Vanguard Value ETF2024-06-30Add
+2.67%
●
154.57 ($159.83) 163.65
$177.77
11.22%
Add 14.28%
1,096,463
137,045
BIV 		Vanguard Intermediate-Term Bond ETF2024-06-30Add
+1.94%
●
73.13 ($74.31) 75.43
$75.28
1.31%
Add 20.03%
1,279,259
213,494
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Add
+1.91%
●
70.77 ($73.59) 76.19
$72.48
-1.51%
Add 15.55%
1,609,352
216,598
HYLB 		Xtrackers USD High Yield Corporate Bond ETF2024-06-30Sold Out
-1.81%
●
34.76 ($35.31) 35.57
$36.47
3.29%
Sold Out
0
-355,740
VUG 		Vanguard Growth ETF2024-06-30Add
+1.63%
●
322.46 ($349.89) 377.11
$408.80
16.84%
Add 7.98%
485,607
35,907
IEMG 		iShares Core MSCI Emerging Markets ETF2024-06-30Add
+1.01%
●
50.02 ($52.73) 54.95
$54.43
3.22%
Add 16.81%
1,078,350
155,156
VBR 		Vanguard Small Cap Value ETF2024-06-30Add
+0.91%
●
177.65 ($184.73) 191.11
$211.24
14.35%
Add 15.08%
312,693
40,969
BNDX 		Vanguard Total International Bond ETF2024-06-30Add
+0.64%
●
48.24 ($48.69) 49.07
$49.82
2.32%
Add 18.33%
703,935
109,056
EMB 		iShares J.P. Morgan USD Emerging Markets Bond ETF2024-06-30Add
+0.30%
●
86.66 ($88.66) 89.88
$90.86
2.48%
Add 14.77%
218,921
28,181
MUB 		iShares National Muni Bond ETF2024-06-30Add
+0.27%
●
105.37 ($106.5) 107.16
$107.07
0.54%
Add 9.55%
242,552
21,143

Retirement Investment Advisors, Inc. Total Holding History ($B)

To

Retirement Investment Advisors, Inc.'s Asset Allocation

To

Retirement Investment Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Retirement Investment Advisors, Inc.'s Hypothetical Growth since 2024-06-30

Retirement Investment Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Retirement Investment Advisors, Inc.'s Holdings Heat Map

Size field:

Retirement Investment Advisors, Inc.'s Holdings Bubble Chart

Retirement Investment Advisors, Inc. News

  • 1

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