NR

NFP Retirement, Inc.

13F
NFP Retirement, Inc.
Last update 2025-05-13 277 Stocks (10 new)
Value $1.26 Bil Turnover 7 %
Countries:
Top Holdings: IVV(20.13%)SHV(7.51%)AGG(5.20%)IDEV(4.39%)SCHD(2.95%)
Summary Stock Picks Current Portfolio
NFP Retirement, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
452,042
254,002.3
+18.96%
20.130
+3.21%
0.050
+19.67%
+7.80%
634,518.9
 
SHV
iShares Short Treasury Bond ETF
857,426
94,711.3
-27.99%
7.510
-2.90%
0.450
+1.00%
+2.27%
20,772.7
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
662,686
65,552.9
+5.14%
5.200
+0.25%
0.050
+1.23%
+3.24%
127,979.5
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
804,445
55,418.2
+8.00%
4.390
+0.33%
0.300
+11.90%
+19.06%
20,205.4
 
SCHD
Schwab US Dividend Equity ETF
1,331,808
37,237.4
+6.84%
2.950
+0.19%
0.050
+7.34%
+0.77%
70,469.5
 
SPLG
SPDR Portfolio S&P 500 ETF
530,211
34,866.7
+12.90%
2.760
+0.32%
0.060
+19.60%
+7.78%
76,985.6
 
ONEQ
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
456,696
31,085.0
+0.87%
2.460
+0.02%
0.470
+28.68%
+8.49%
8,200.5
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
317,419
29,453.3
+4.56%
2.330
+0.10%
0.130
+27.30%
+8.47%
27,907.3
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
561,451
28,443.1
-5.38%
2.250
-0.13%
0.400
+1.11%
+2.38%
6,743.2
 
FBND
Fidelity Total Bond ETF
589,752
26,922.2
+6.93%
2.130
+0.14%
0.150
+1.98%
+3.60%
19,309.9
 

NFP Retirement, Inc.'s Historical Top Holdings Breakdowns

NFP Retirement, 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
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+3.21%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 18.96%
452,042
72,033
SHV
iShares Short Treasury Bond ETF
2025-03-31
Reduce
Reduce
-2.90%
●
110.11 ($110.29) 110.51
$110.30
0.01%
Reduce -27.99%
857,426
-333,358
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.34%
●
57.21 ($62.1) 65.8
$63.46
2.19%
Add 24.76%
365,071
72,451
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
2025-03-31
Add
Add
+0.33%
●
63.77 ($68.2) 71.36
$75.46
10.65%
Add 8%
804,445
59,575
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.32%
●
64.88 ($69.16) 72.1
$73.84
6.77%
Add 12.9%
530,211
60,575
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.28%
●
102.49 ($112.84) 119.96
$111.87
-0.86%
Add 27.61%
154,060
33,333
IEI
iShares 3-7 Year Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-0.27%
●
114.57 ($116.45) 118.14
$118.13
1.44%
Sold Out
0
-29,350
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.25%
●
95.85 ($97.76) 99.25
$98.11
0.36%
Add 5.14%
662,686
32,396
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Sold Out
Sold Out
-0.22%
●
50.82 ($51.94) 52.7
$52.88
1.81%
Sold Out
0
-54,045
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.19%
●
27.01 ($27.88) 28.54
$27.02
-3.08%
Add 6.84%
1,331,808
85,225

NFP Retirement, Inc. Total Holding History ($B)

To

NFP Retirement, Inc.'s Asset Allocation

To

NFP Retirement, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

NFP Retirement, Inc.'s Hypothetical Growth since 2025-03-31

NFP Retirement, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

NFP Retirement, Inc.'s Holdings Heat Map

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NFP Retirement, Inc.'s Holdings Bubble Chart

NFP Retirement, Inc. News

  • 1

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