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CIK: 0001957886
Total reported value
$1.4B
$1.4B
62 檔
50.5%
According to the latest 13F quarterly dataset, Retirement Investment Advisors, Inc. managed an equity portfolio of $1.4B at the end of Q4 2024, spanning 62 distinct U.S. exchange-listed positions.
In Q4 2024, Retirement Investment Advisors, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 21.56% | -0.25% | +0.98% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 21.29% | +1.09% | +3.70% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.50% | -0.31% | +6.55% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 11.34% | -0.91% | +4.58% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.00% | +0.15% | +2.92% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.66% | +0.25% | +5.35% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.14% | -0.24% | +6.20% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.32% | +0.48% | +15.37% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.28% | -0.16% | +4.90% | |
| 10 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.73% | -0.15% | — | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.67% | +0.28% | +7.98% | |
| 12 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.56% | +0.01% | +12.02% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.50% | -0.07% | +2.93% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.36% | EXIT | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.39% | +0.09% | +202.71% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | -0.01% | -2.16% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.23% | — | -3.59% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | +0.01% | -3.04% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | +0.06% | +1.00% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.17% | — | -2.83% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.01% | +0.61% | |
| 22 | OKE | Oneok Inc | Stock-Energy | 0.15% | +0.01% | -1.05% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.01% | -0.13% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.02% | -0.65% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.14% | -0.01% | -2.07% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | -0.01% | -15.43% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.13% | -0.05% | EXIT | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | -0.02% | +3.50% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | +0.03% | -2.43% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | — | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.09% | -0.01% | +42.05% | |
| 32 | PSX | Phillips 66 | Stock-Energy | 0.08% | +0.01% | +0.10% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.07% | +0.01% | +1.02% | |
| 34 | COP | Conocophillips | Stock-Energy | 0.07% | — | — | |
| 35 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.06% | — | -16.64% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | — | |
| 37 | OGE | Oge Energy CORP | Stock-Utilities | 0.06% | -0.01% | -9.18% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.06% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.06% | +0.01% | — | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.04% | +0.02% | — | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.04% | -0.01% | — | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.04% | — | — | |
| 43 | ET | Energy Transfer LP | Stock-Energy | 0.04% | — | — | |
| 44 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.04% | — | +97.16% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.03% | — | — | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.03% | — | — | |
| 47 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.03% | -0.02% | EXIT | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.03% | — | +2.54% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.03% | — | +0.53% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.02% | — | -6.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYLB | Xtrackers Usd High Yield Cor | +1.7% | NEW | New buy |
| 2 | VUG | Vanguard Growth ETF | +0.9% | +0.98% | Add |
| 3 | MUB | Ishares National Muni Bond E | +0.3% | +15.37% | Add |
| 4 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +7.98% | Add |
| 5 | TSLA | Tesla Inc | +0.1% | +3.50% | Add |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | 0% | NEW | New buy |
| 7 | HYD | Vaneck High Yield Muni ETF | 0% | +12.02% | Add |
| 8 | WMB | Williams Cos Inc | 0% | NEW | New buy |
| 9 | IBM | Intl Business Machines CORP | 0% | +42.05% | Add |
| 10 | RCL | Royal Caribbean Cruises Ltd. | 0% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | 0% | NEW | New buy |
| 12 | BX | Blackstone Inc | 0% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | 0% | -0.13% | Trim |
| 14 | AAPL | Apple Inc | 0% | +0.61% | Add |
| 15 | OKE | Oneok Inc | 0% | -1.05% | Trim |
| 16 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 17 | WMT | Walmart Inc | 0% | — | Unchanged |
| 18 | BNDX | Vanguard Total Intl Bond ETF | — | +6.20% | Add |
| 19 | COP | Conocophillips | — | — | Unchanged |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | -0.65% | Trim |
| 21 | BANF | Bancfirst CORP | — | — | Unchanged |
| 22 | VGT | Vanguard Info Tech ETF | — | +2.54% | Add |
| 23 | TRI4EUR | Thomson Reuters CORP | — | — | Unchanged |
| 24 | IAGG | Ishares Intl Aggregate Bond | — | — | Unchanged |
| 25 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 26 | F | Ford Motor Co | — | — | Unchanged |
| 27 | VWO | Vanguard Ftse Emerging Marke | 0% | -2.43% | Trim |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.16% | Trim |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -2.07% | Trim |
| 30 | OGE | Oge Energy CORP | 0% | -9.18% | Trim |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -6.22% | Trim |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 33 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -15.43% | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | +1.00% | Add |
| 36 | PWV | Invesco Large Cap Value ETF | 0% | -16.64% | Trim |
| 37 | PSX | Phillips 66 | 0% | +0.10% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | -3.04% | Trim |
| 39 | SCHV | Schwab US Large-cap Value | 0% | +202.71% | Add |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +2.93% | Add |
| 41 | SDY | Ss Spdr S&p Dividend ETF | 0% | -3.59% | Trim |
| 42 | TXN | Texas Instruments Inc | 0% | -7.55% | Trim |
| 43 | VXUS | Vanguard Total Intl Stock | 0% | -2.83% | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | +4.90% | Add |
| 46 | VBR | Vanguard Small-cap Value ETF | -0.1% | +2.92% | Add |
| 47 | BIV | Vanguard Intermediate-term B | -0.4% | +4.58% | Add |
| 48 | IEMG | Ishares Core Msci Emerging | -0.5% | +5.35% | Add |
| 49 | VTV | Vanguard Value ETF | -0.6% | +3.70% | Add |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -1.1% | +6.55% | Add |
According to official SEC Form 13F filings, Retirement Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.4B across 62 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IEFA) accounted for 50.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
HYLB
市值: $16.4M
Top Position Liquidated / Trimmed
QQQ
前期市值: $3.5M
During Q4 2024, Retirement Investment Advisors, Inc.'s top holdings by market value included VUG (21.6%)、VTV (21.3%)、IEFA (13.5%). The largest single position, VUG, represented 21.6% of total portfolio value.
In Q4 2024, Retirement Investment Advisors, Inc. made 39 total portfolio adjustments, initiating 6 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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