§ 13F · FUND PROFILE
Retirement Investment Advisors, Inc..
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $1.2B (13F)Positions · 65Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$521K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 1.38M | $263M | 21.2% | ±0% |
| 2 | VUG | VANGUARD INDEX FDS | 527K | $257M | 20.7% | ±0% |
| 3 | IEFA | ISHARES TR | 2.09M | $187M | 15.0% | ±0% |
| 4 | BIV | VANGUARD BD INDEX FDS | 1.72M | $134M | 10.8% | ±0% |
| 5 | IEMG | ISHARES INC | 1.38M | $93M | 7.5% | ±0% |
| 6 | VBR | VANGUARD INDEX FDS | 394K | $83M | 6.7% | ±0% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 996K | $48M | 3.9% | ±0% |
| 8 | MUB | ISHARES TR | 424K | $45M | 3.7% | ±0% |
| 9 | EMB | ISHARES TR | 291K | $28M | 2.3% | ±0% |
| 10 | HYLB | DBX ETF TR | 529K | $19M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
Retirement Investment Advisors, Inc. is a Income / Defensive fund managing $1.2 billion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed