account_balance

Investment manager · 13F filer · SEC CIK 1957886

Retirement Investment Advisors, Inc.

Reported value$1.43Bas of Sep 30, 2026

Positions66 3 new, 3 sold out

Top 10 weight93.3%VUG alone is 21%

FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VUGVanguard Index FDS

21.4%

VTVVanguard Index FDS

21.3%

IEFAiShares Tr

14.8%

BIVVanguard Bd Index FDS

10.1%Added +9%

IEMGiShares Inc

7.9%

VBRVanguard Index FDS

6.4%

MUBiShares Tr

3.9%

BNDXVanguard Charlotte FDS

3.6%Added +4%

EMBBlackRock ETF Trust

2.0%+3%

VBKVanguard Index FDS

1.8%+7%

HYLB

HYD0.6%

VUGVanguard Index FDS

21.4%

VTVVanguard Index FDS

21.3%

IEFAiShares Tr

14.8%

BIVVanguard Bd Index FDS

10.1%Added +9%

IEMGiShares Inc

7.9%

VBR6.4%

MUB3.9%

BNDX3.6%

EMB

VBK

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VUG Vanguard Index FDS 21.4% Held

VTV Vanguard Index FDS 21.3% Held

IEFA iShares Tr 14.8% Held

BIV Vanguard Bd Index FDS 10.1% Added +9%

IEMG iShares Inc 7.9% Held

VBR Vanguard Index FDS 6.4% Held

MUB iShares Tr 3.9% Held

BNDX Vanguard Charlotte FDS 3.6% Added +4%

EMB BlackRock ETF Trust 2.0% Added +3%

VBK Vanguard Index FDS 1.8% Added +7%

HYLB DBX ETF Tr 1.4% Added +4%

HYD Vaneck ETF Trust 0.6% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 15, 2026 filing

add_circleNew

XOM $6M
V $276K
SLI $263K

arrow_upwardAdded

BIV +9%
VBK +7%
HYD +5%
BNDX +4%

arrow_downwardTrimmed

IVV −2%

remove_circleSold out

RCL $231K
DGRW $224K
WMB $215K

Retirement Investment Advisors, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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