account_balance
Investment manager · 13F filer · SEC CIK 1964810
B.o.s.s. Retirement Advisors, LLC
Reported value$347Mas of Sep 30, 2026
Positions146 15 new, 26 sold out
Top 10 weight54.7%SPTM alone is 22%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
22.2%Added +5%
SPYMSPDR Series Trust
7.1%Trimmed −5%
VXUSVanguard Star FDS
5.6%Added +5%
VOOVanguard Index FDS
5.2%Trimmed −23%
COSTCostco Wholesale Corp
3.6%
DYNFBlackRock ETF Trust
2.5%−3%
COROBlackRock ETF Trust
2.4%
IVWiShares Tr
2.3%−2%
BNDVanguard Bd Index FDS
2.0%+18%
MAYWAim ETF Products Trust
1.9%Trimmed −7%
SIXDAim ETF Products Trust
1.7%−8%
SPTMSPDR Series Trust
22.2%Added +5%
SPYMSPDR Series Trust
7.1%−5%
VXUSVanguard Star FDS
5.6%+5%
VOOVanguard Index FDS
5.2%−23%
COSTCostco Wholesale Corp
3.6%
DYNF2.5%
CORO2.4%
IVW2.3%
BND2.0%
MAYW
SIXD1.7%
MSFT1.7%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
SPTM SPDR Series Trust 22.2% Added +5%
SPYM SPDR Series Trust 7.1% Trimmed −5%
VXUS Vanguard Star FDS 5.6% Added +5%
VOO Vanguard Index FDS 5.2% Trimmed −23%
COST Costco Wholesale Corp 3.6% HeldDYNF BlackRock ETF Trust 2.5% Trimmed −3%
CORO BlackRock ETF Trust 2.4% Held
IVW iShares Tr 2.3% Trimmed −2%
BND Vanguard Bd Index FDS 2.0% Added +18%
MAYW Aim ETF Products Trust 1.9% Trimmed −7%
SIXD Aim ETF Products Trust 1.7% Trimmed −8%
MSFT Microsoft Corp 1.7% Trimmed −18%What changed
Biggest moves since Jun 30, 2026
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