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FFG RETIREMENT ADVISORS LLC13F | |
| FFG RETIREMENT ADVISORS LLC | |
| Last update 2025-04-14 | 43 Stocks (5 new) |
| Value $147.00 Mil | Turnover 14 % |
FFG RETIREMENT ADVISORS LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 592,946 | 13,732.6 | +1.07% | 9.350 | +0.10% | 0.160 | +2.14% | +3.65% | 8,588.4 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 270,256 | 12,453.4 | -11.96% | 8.480 | -1.08% | 0.040 | +2.38% | +3.67% | 32,805.6 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 168,542 | 11,083.3 | -15.44% | 7.550 | -1.39% | 0.020 | +22.69% | +7.95% | 77,110.7 | ||
JHMB |
John Hancock Mortgage-Backed Securities ETF
John Hancock Mortgage-Backed Securities ETF
| 332,283 | 7,273.7 | +44.11% | 4.950 | +1.52% | 6.010 | +1.87% | +2.87% | 145.9 | ||
DTD | WisdomTree U.S. Total Dividend Fund | 84,728 | 6,519.8 | +38.97% | 4.440 | +1.24% | 0.490 | +13.89% | +7.27% | 1,393.5 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 43,971 | 5,670.5 | +10.55% | 3.860 | +0.37% | 0.010 | +14.16% | +6.90% | 58,772.5 | ||
XTEN |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
| 121,358 | 5,651.6 | New Holding | 3.850 | +3.85% | 1.000 | +1.62% | +3.38% | 675.5 | ||
TUSI | Touchstone Ultra Short Income ETF | 207,100 | 5,243.8 | +69.20% | 3.570 | +1.46% | 3.980 | +1.49% | +2.74% | 183.0 | ||
BINC | iShares Flexible Income Active ETF | 99,372 | 5,205.1 | -2.99% | 3.540 | -0.10% | 0.060 | +3.51% | +3.94% | 10,185.0 | ||
IVW | iShares S&P 500 Growth ETF | 54,423 | 5,052.1 | -5.85% | 3.440 | -0.22% | 0.010 | +31.30% | +11.20% | 61,965.2 |
FFG RETIREMENT ADVISORS LLC's Historical Top Holdings Breakdowns
FFG RETIREMENT ADVISORS LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MBB | iShares MBS ETF | 2025-03-31 | Sold Out Sold Out | -4.70% | 90.37 ($92.49) 94.08 | $93.06 | 0.62% | Sold Out | 0 | -78,530 | |
XTEN |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
| 2025-03-31 | New Buy New Buy | +3.85% | 43.99 ($45.54) 46.79 | $45.46 | -0.18% | New holding | 121,358 | 121,358 | |
GIGB |
Goldman Sachs Access Investment Grade Corporate Bond ETF
Goldman Sachs Access Investment Grade Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -2.32% | 44.5 ($45.41) 46.06 | $45.70 | 0.65% | Sold Out | 0 | -78,853 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.98% | 85.29 ($89.02) 92.57 | $86.00 | -3.39% | Reduce -85.05% | 6,108 | -34,760 | |
ICVT | iShares Convertible Bond ETF | 2025-03-31 | Add Add | +1.67% | 83.18 ($86.27) 89.27 | $92.67 | 7.42% | Add 1106.83% | 31,993 | 29,342 | |
JHMB |
John Hancock Mortgage-Backed Securities ETF
John Hancock Mortgage-Backed Securities ETF
| 2025-03-31 | Add Add | +1.52% | 21.17 ($21.66) 22.05 | $21.70 | 0.19% | Add 44.11% | 332,283 | 101,704 | |
TUSI | Touchstone Ultra Short Income ETF | 2025-03-31 | Add Add | +1.46% | 25.31 ($25.37) 25.44 | $25.40 | 0.12% | Add 69.2% | 207,100 | 84,699 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.39% | 64.88 ($69.16) 72.1 | $73.96 | 6.94% | Reduce -15.44% | 168,542 | -30,773 | |
DTD | WisdomTree U.S. Total Dividend Fund | 2025-03-31 | Add Add | +1.24% | 74.87 ($77.65) 79.99 | $80.55 | 3.73% | Add 38.97% | 84,728 | 23,758 | |
PHYL | PGIM Active High Yield Bond ETF | 2025-03-31 | New Buy New Buy | +1.12% | 34.67 ($35.07) 35.44 | $35.37 | 0.84% | New holding | 47,399 | 47,399 |
FFG RETIREMENT ADVISORS LLC Total Holding History ($B)
FFG RETIREMENT ADVISORS LLC's Asset Allocation
FFG RETIREMENT ADVISORS LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FFG RETIREMENT ADVISORS LLC's Hypothetical Growth since 2025-03-31
FFG RETIREMENT ADVISORS LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FFG RETIREMENT ADVISORS LLC's Holdings Heat Map
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FFG RETIREMENT ADVISORS LLC's Holdings Bubble Chart
FFG RETIREMENT ADVISORS LLC News
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