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 $1.24B across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($262.8M, 21.15%), VUG ($257.0M, 20.69%), IEFA ($186.6M, 15.02%), BIV ($133.7M, 10.76%), IEMG ($93.1M, 7.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $262.8M | 21.15% | 1.4M | Hold |
| 2 | VUG | VANGUARD INDEX FDS | $257.0M | 20.69% | 526,893 | Added |
| 3 | IEFA | ISHARES TR | $186.6M | 15.02% | 2.1M | Added |
| 4 | BIV | VANGUARD BD INDEX FDS | $133.7M | 10.76% | 1.7M | Hold |
| 5 | IEMG | ISHARES INC | $93.1M | 7.49% | 1.4M | Added |
| 6 | VBR | VANGUARD INDEX FDS | $83.4M | 6.72% | 393,959 | Added |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $48.1M | 3.87% | 995,929 | Hold |
| 8 | MUB | ISHARES TR | $45.4M | 3.66% | 424,104 | Added |
| 9 | EMB | ISHARES TR | $28.1M | 2.26% | 291,422 | Added |
| 10 | HYLB | DBX ETF TR | $19.5M | 1.57% | 529,159 | Hold |
| 11 | VBK | VANGUARD INDEX FDS | $18.9M | 1.52% | 62,612 | Added |
| 12 | HYD | VANECK ETF TRUST | $7.5M | 0.61% | 147,397 | Added |
| 13 | VTEB | VANGUARD MUN BD FDS | $5.6M | 0.45% | 111,552 | Hold |
| 14 | SCHV | SCHWAB STRATEGIC TR | $4.6M | 0.37% | 155,871 | Hold |
| 15 | XOM | EXXON MOBIL CORP | $4.4M | 0.36% | 36,842 | Hold |
| 16 | QQQ | INVESCO QQQ TR | $4.2M | 0.34% | 6,792 | Added |
| 17 | IVV | ISHARES TR | $3.0M | 0.24% | 4,395 | Hold |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 0.21% | 42,489 | Added |
| 19 | SDY | BLACKROCK ETF TRUST | $2.2M | 0.17% | 15,499 | Added |
| 20 | VXUS | VANGUARD STAR FDS | $2.0M | 0.16% | 26,243 | Added |
| 21 | SPY | SPDR S&P 500 ETF TR | $1.7M | 0.14% | 2,477 | Hold |
| 22 | AAPL | APPLE INC | $1.8M | 0.14% | 6,466 | Hold |
| 23 | IJR | ISHARES TR | $1.7M | 0.14% | 14,162 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.13% | 3,278 | Hold |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.11% | 26,427 | Added |
Source: SEC Form 13F filings · as of 2026-03-31