Retirement Investment Advisors, Inc. Q4 2023 Filing

Filed February 8, 2024

Portfolio Value

$698.6B

Holdings

51

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (51 positions)

StockValue
VTVVanguard Value ETF
$143.4M
VUGVANGUARD GROWTH ETF (MKT)
$139.8M
AQLTiShares Core MSCI EAFE ETF
$98.0M
BIVVanguard Intermediate-Term Bond ETF
$81.4M
VBRVanguard Small-Cap Value ETF
$48.9M
IEMGiShares Core MSCI Emerging Markets ETF
$46.7M
BNDXVanguard Total International Bond ETF
$29.4M
MUBiShares National Muni Bond ETF
$24.0M
EMBiShares J.P. Morgan USD Emerging Markets Bond ETF
$17.0M
HYLBXtrackers USD High Yield Corporate Bond ETF
$12.6M
VBKVanguard Small-Cap Growth ETF
$10.1M
VTEBVanguard Tax-Exempt Bond Index ETF
$4.0M
HYDVanEck High Yield Muni ETF
$3.9M
NDQInvesco QQQ Trust Series 1
$3.8M
XOMExxon Mobil Corp
$3.5M
SCHVSchwab U.S. Large-Cap Value ETF
$3.1M
SDYSPDR S&P Dividend ETF
$2.7M
VXUSVanguard Total International Stock ETF
$2.4M
IJRiShares Core S&P Small-Cap ETF
$2.1M
AAPLApple Inc
$1.8M
VEAVanguard FTSE Developed Markets ETF
$1.6M
VCSHVANGUARD SHORT-TERM CORP BD IDX ETF (MKT)
$1.5M
OKEONEOK Inc
$1.4M
TXNTexas Instruments Inc
$1.3M
VWOVanguard FTSE Emerging Markets ETF
$1.1M
BRK/BBerkshire Hathaway Inc
$1.1M
RSPInvesco S&P 500 Equal Weight ETF
$1.0M
SPYSPDR S&P 500 ETF Trust
$942K
PSXPhillips 66
$893K
COPConocoPhillips
$746K
TSLATesla Inc
$710K
PWVInvesco Large Cap Value ETF
$680K
IAGGiShares Core International Aggregate Bond ETF
$601K
IWNiShares Russell 2000 Value ETF
$543K
OGEOGE Energy Corp
$540K
NVDANVIDIA Corp
$518K
HYMBSPDR Nuveen S&P High Yield Municipal Bond ETF
$465K
IWMiShares Russell 2000 ETF
$463K
VTIVanguard Total Stock Market ETF
$450K
SFNCSimmons First National Corp
$396K
SGOViShares 0-3 Month Treasury Bond ETF
$361K
SPDWSPDR Portfolio Developed World ex-US ETF
$360K
IBMInternational Business Machines Corp
$345K
WMTWalmart Inc
$265K
FFord Motor Co
$244K
TRIThomson Reuters Corp
$230K
SCHGSchwab U.S. Large-Cap Growth ETF
$224K
JNJJohnson & Johnson
$222K
MCDMcDonald's Corp
$205K
ETEnergy Transfer LP
$145K
SXCSUNCOKE ENERGY INC
$120K