account_balance
Investment manager · 13F filer · SEC CIK 2106948
Approach Retirement Advisors, LLC
Reported value$135Mas of Sep 30, 2026
Positions80 3 new, 5 sold out
Top 10 weight57.7%DFAC alone is 17%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
17.1%
AFLAflac Inc
8.8%
DFCFDimensional ETF Trust
6.7%Added +6%
AVUSAmerican Centy ETF Tr
5.9%Added +4%
DFSDDimensional ETF Trust
5.5%Added +6%
DFICDimensional ETF Trust
3.1%Trimmed −2%
DFAIDimensional ETF Trust
2.9%
AVDEAmerican Centy ETF Tr
2.7%Added +8%
STIPiShares Tr
2.7%Added +10%
VUSBVanguard Bd Index FDS
2.3%
AVIGAmerican Centy ETF Tr
2.0%
DUHPDfa Invt Dimensions Group In
1.9%
DFACDimensional ETF Trust
17.1%
AFLAflac Inc
8.8%
DFCFDimensional ETF Trust
6.7%+6%
AVUSAmerican Centy ETF Tr
5.9%+4%
DFSDDimensional ETF Trust
5.5%Added +6%
DFIC3.1%
DFAIDimensional ETF Trust
2.9%
AVDE2.7%
STIP2.7%
VUSB
AVIG
DUHP
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
DFAC Dimensional ETF Trust 17.1% Held
AFL Aflac Inc 8.8% HeldDFCF Dimensional ETF Trust 6.7% Added +6%
AVUS American Centy ETF Tr 5.9% Added +4%
DFSD Dimensional ETF Trust 5.5% Added +6%
DFIC Dimensional ETF Trust 3.1% Trimmed −2%
DFAI Dimensional ETF Trust 2.9% Held
AVDE American Centy ETF Tr 2.7% Added +8%
STIP iShares Tr 2.7% Added +10%
VUSB Vanguard Bd Index FDS 2.3% Added +7%
AVIG American Centy ETF Tr 2.0% Held
DUHP Dfa Invt Dimensions Group In 1.9% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.