Retirement Group, LLC ETFs

Retirement Group, LLC

$268 Million
Q1 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MGV Vanguard Mega Cap Value	$0	$7,000 0.0% of portfolio	65	Q3 2023 Added 1.56%
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$7,000 0.0% of portfolio	49	Q4 2023 New
IWF Ishares Russell 1000 Gr ETF	$0	$7,000 0.0% of portfolio	21	Q4 2022 Reduced 27.59%
JETS ETF Ser Solutions U S Global J	$0	$6,000 0.0% of portfolio	302	Q2 2023 Reduced 66.52%
JHMM John Hancock Multifactor Mid C	$0	$6,000 0.0% of portfolio	106	Q4 2020 Reduced 99.65%
SCHC Schwab Strategic Tr Intl Small	$0	$6,000 0.0% of portfolio	176	Q1 2022 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$6,000 0.0% of portfolio	117	Q4 2022 New
MORT Vaneck ETF Tr Mtg Reit Income	$0	$6,000 0.0% of portfolio	520	Q4 2021 New
PSCT Invesco S&P Smallcap Informati	$0	$6,000 0.0% of portfolio	138	Q3 2023 Added 200.0%
EFG Msci Eafe Growth ETF	$0	$6,000 0.0% of portfolio	58	Q4 2023 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$6,000 0.0% of portfolio	137	Q3 2023 Reduced 78.08%
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$5,000 0.0% of portfolio	242	Q4 2022 New
IUSG Ishares Core S&P U.S Growth Et	$0	$5,000 0.0% of portfolio	45	Q4 2022 New
EWZS Ishares Msci Brazil Small Cap	$0	$5,000 0.0% of portfolio	400	Q1 2024 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$5,000 0.0% of portfolio	135	Q4 2023 New
KRE Spdr S&P Regional Banking ETF	$0	$5,000 0.0% of portfolio	109	Q1 2024 Added 0.93%
XME Spdr Ser Tr Spdr S&P Metals &	$0	$5,000 0.0% of portfolio	85	Q1 2024 Reduced 97.76%
XLY Select Sector Spdr Consumer Di	$0	$5,000 0.0% of portfolio	29	Q1 2024 Reduced 99.11%
LIT Global X Fds Global X Lithium	$0	$5,000 0.0% of portfolio	116	Q4 2023 Reduced 4.13%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$4,000 0.0% of portfolio	92	Q4 2022 Reduced 55.34%
IDU Ishares Tr U S Utils ETF	$0	$4,000 0.0% of portfolio	49	Q4 2023 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$4,000 0.0% of portfolio	132	Q4 2023 Added 1.54%
MUB Ishares National Muni Bond ETF	$0	$4,000 0.0% of portfolio	42	Q3 2023 New
EPI Wisdomtree Tr India Earnings F	$0	$4,000 0.0% of portfolio	101	Q4 2023 Added 34.67%
VGK Vanguard Ftse Europe ETF Ftse	$0	$4,000 0.0% of portfolio	67	Q4 2022 Reduced 93.42%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$4,000 0.0% of portfolio	152	Q4 2023 New
ARGT Global X Msci Argentina ETF	$0	$4,000 0.0% of portfolio	89	Q3 2020 Added 709.09%
IYT Ishares Tr U.S. Transportation	$0	$4,000 0.0% of portfolio	60	Q1 2024 Added 300.0%
PAVE Global X Fds Us Infrastructure	$0	$4,000 0.0% of portfolio	105	Q4 2022 Added 5.0%
HYEM Vaneck ETF Tr Emerging Markets	$0	$4,000 0.0% of portfolio	250	Q3 2023 Reduced 61.54%
PSCC Invesco S&P Smallcap Consumer	$0	$3,000 0.0% of portfolio	99	Q3 2023 Added 200.0%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$3,000 0.0% of portfolio	74	Q2 2022 Reduced 98.38%
SCHK Schwab Strategic Tr 1000 Index	$0	$3,000 0.0% of portfolio	64	Q1 2024 Added 1.59%
IYF Ishares Tr	$0	$3,000 0.0% of portfolio	32	Q4 2022 New
KSTR Kraneshares Tr Sse Star Mkt 50	$0	$3,000 0.0% of portfolio	300	Q1 2021 New
ICSH Blackrock Ultra Short Term Bon	$0	$3,000 0.0% of portfolio	75	Q1 2022 Reduced 88.89%
IAGG Ishares Tr Core Intl Aggregate	$0	$3,000 0.0% of portfolio	76	Q3 2021 Reduced 60.42%
EWA Ishares Msci Australia ETF	$0	$3,000 0.0% of portfolio	151	Q3 2020 Added 344.12%
EMB Ishares Tr	$0	$3,000 0.0% of portfolio	43	Q1 2023 Reduced 33.85%
EWZ Ishares Inc Msci Brazil ETF	$0	$3,000 0.0% of portfolio	108	Q3 2020 Reduced 40.98%
THD Ishares Inc Msci Thailand ETF	$0	$2,000 0.0% of portfolio	43	Q3 2020 Reduced 76.88%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$2,000 0.0% of portfolio	45	Q4 2023 Reduced 93.28%
VNQI Vanguard Global Ex U.S. Real	$0	$2,000 0.0% of portfolio	65	Q3 2022 Reduced 63.69%
DRIV Global X Fds Global X Autonomo	$0	$2,000 0.0% of portfolio	100	Q4 2022 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$2,000 0.0% of portfolio	50	Q1 2024 New
MGC Vanguard Mega Cap ETF	$0	$2,000 0.0% of portfolio	16	Q4 2022 New
IGLB Ishares 10+ Year Investment Gr	$0	$2,000 0.0% of portfolio	53	Q4 2022 New
ENZL Ishares Tr Msci New Zealand Et	$0	$2,000 0.0% of portfolio	52	Q3 2020 Reduced 93.77%
IUSV Ishares Core S&P U.S. Value Et	$0	$2,000 0.0% of portfolio	28	Q4 2022 New
BLV Vanguard Bd Index Fd Inc Long	$0	$2,000 0.0% of portfolio	35	Q4 2022 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.