Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Retirement Investment Advisors, Inc. (CIK 1957886) reported $1.40B across 66 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($312.0M, 22.24%), VUG ($286.6M, 20.44%), IEFA ($206.3M, 14.71%), BIV ($138.2M, 9.85%), IEMG ($108.6M, 7.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $312.0M | 22.24% | 1.4M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $286.6M | 20.44% | 3.3M | Added |
| 3 | IEFA | ISHARES TR | $206.3M | 14.71% | 2.1M | Added |
| 4 | BIV | VANGUARD BD INDEX FDS | $138.2M | 9.85% | 1.8M | Added |
| 5 | IEMG | ISHARES INC | $108.6M | 7.74% | 1.4M | Trimmed |
| 6 | VBR | VANGUARD INDEX FDS | $96.3M | 6.87% | 398,418 | Added |
| 7 | MUB | ISHARES TR | $58.0M | 4.14% | 543,022 | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $51.0M | 3.63% | 1.1M | Added |
| 9 | EMB | BLACKROCK ETF TRUST | $29.4M | 2.10% | 308,517 | Added |
| 10 | VBK | VANGUARD INDEX FDS | $25.2M | 1.80% | 72,220 | Added |
| 11 | HYLB | DBX ETF TR | $20.0M | 1.42% | 550,451 | Added |
| 12 | HYD | VANECK ETF TRUST | $8.7M | 0.62% | 169,817 | Added |
| 13 | SCHV | SCHWAB STRATEGIC TR | $6.4M | 0.46% | 187,435 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $5.4M | 0.38% | 106,540 | Trimmed |
| 15 | QQQ | INVESCO QQQ TR | $4.7M | 0.33% | 6,547 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $3.8M | 0.27% | 55,065 | Added |
| 17 | IVV | ISHARES TR | $3.4M | 0.24% | 4,516 | Added |
| 18 | SDY | SPDR SER TR | $2.4M | 0.17% | 15,253 | Trimmed |
| 19 | VXUS | VANGUARD STAR FDS | $2.2M | 0.16% | 26,101 | Trimmed |
| 20 | IJR | ISHARES TR | $2.1M | 0.15% | 14,161 | Trimmed |
| 21 | AAPL | APPLE INC | $2.1M | 0.15% | 6,698 | Added |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 0.14% | 32,946 | Added |
| 23 | SPY | SPDR S&P 500 ETF TR | $1.8M | 0.13% | 2,390 | Trimmed |
| 24 | LEND | SEI EXCHANGE TRADED FUNDS | $1.5M | 0.11% | 59,533 | New |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.11% | 3,183 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30