RI
| |
Retirement Investment Advisors, Inc.13F | |
| Retirement Investment Advisors, Inc. | |
| Last update 2025-05-13 | 59 Stocks (1 new) |
| Value $988.00 Mil | Turnover 5 % |
Retirement Investment Advisors... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 1,246,964 | 215,400.6 | +4.59% | 21.810 | +0.96% | 0.160 | +10.95% | +7.67% | 135,277.4 | ||
VUG | Vanguard Growth ETF | 504,337 | 187,018.3 | +1.24% | 18.930 | +0.23% | 0.140 | +24.57% | +9.54% | 164,692.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,943,762 | 147,045.6 | +6.73% | 14.890 | +0.94% | 0.110 | +13.14% | +23.63% | 147,250.9 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 1,561,229 | 119,543.3 | +8.51% | 12.100 | +0.95% | 0.530 | +2.34% | +4.80% | 23,148.5 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 1,292,379 | 69,749.7 | +6.92% | 7.060 | +0.46% | 0.080 | +17.59% | +19.96% | 100,507.3 | ||
VBR | Vanguard Small Cap Value ETF | 354,102 | 65,965.7 | +5.74% | 6.680 | +0.36% | 0.230 | +16.63% | +4.37% | 29,176.7 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 866,556 | 42,305.3 | +8.24% | 4.280 | +0.33% | 0.070 | +0.62% | +1.64% | 66,186.2 | ||
MUB | iShares National Muni Bond ETF | 317,807 | 33,509.6 | +7.67% | 3.390 | +0.24% | 0.090 | +0.74% | -1.39% | 37,797.3 | ||
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 257,527 | 23,329.4 | +6.15% | 2.360 | +0.14% | 0.180 | +5.10% | +6.56% | 13,571.4 | ||
HYLB |
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
| 482,249 | 17,433.3 | +5.87% | 1.760 | +0.10% | 0.510 | +4.77% | +5.35% | 3,934.9 |
Retirement Investment Advisors, Inc.'s Historical Top Holdings Breakdowns
Retirement Investment Advisors, Inc.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.96% | 167.73 ($174.39) 179.21 | $180.25 | 3.36% | Add 4.59% | 1,246,964 | 54,669 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.95% | 73.78 ($75.44) 76.59 | $76.77 | 1.76% | Add 8.51% | 1,561,229 | 122,412 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.94% | 69.57 ($74.78) 78.65 | $85.36 | 14.14% | Add 6.73% | 1,943,762 | 122,508 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +0.46% | 50.83 ($53.83) 55.94 | $61.88 | 14.96% | Add 6.92% | 1,292,379 | 83,678 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Add Add | +0.36% | 182.99 ($197.54) 207.75 | $204.54 | 3.54% | Add 5.74% | 354,102 | 19,208 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Add Add | +0.33% | 48.33 ($48.9) 49.5 | $49.23 | 0.67% | Add 8.24% | 866,556 | 66,005 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Add Add | +0.24% | 104.71 ($106.35) 107.68 | $103.41 | -2.76% | Add 7.67% | 317,807 | 22,644 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.23% | 369.1 ($404.54) 427.61 | $448.49 | 10.86% | Add 1.24% | 504,337 | 6,171 | |
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 2025-03-31 | Add Add | +0.14% | 88.64 ($90.53) 92.03 | $92.40 | 2.06% | Add 6.15% | 257,527 | 14,918 | |
HYLB |
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
| 2025-03-31 | Add Add | +0.10% | 35.96 ($36.39) 36.72 | $36.85 | 1.26% | Add 5.87% | 482,249 | 26,744 |
Retirement Investment Advisors, Inc. Total Holding History ($B)
Retirement Investment Advisors, Inc.'s Asset Allocation
Retirement Investment Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Retirement Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Retirement Investment Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Retirement Investment Advisors, Inc.'s Holdings Heat Map
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Retirement Investment Advisors, Inc.'s Holdings Bubble Chart
Retirement Investment Advisors, Inc. News
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