Retirement Investment Advisors, Inc. 13F 持仓 · 2026年Q2
Retirement Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 14.03 亿美元。前几大持仓：VTV（22.24%）、VUG（20.44%）、IEFA（14.71%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $312.0M | 22.24% | 1.4M | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $286.6M | 20.44% | 3.3M | 增持 |
| 3 | IEFA | ISHARES TR | $206.3M | 14.71% | 2.1M | 增持 |
| 4 | BIV | VANGUARD BD INDEX FDS | $138.2M | 9.85% | 1.8M | 增持 |
| 5 | IEMG | ISHARES INC | $108.6M | 7.74% | 1.4M | 减持 |
| 6 | VBR | VANGUARD INDEX FDS | $96.3M | 6.87% | 398,418 | 增持 |
| 7 | MUB | ISHARES TR | $58.0M | 4.14% | 543,022 | 增持 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $51.0M | 3.63% | 1.1M | 增持 |
| 9 | EMB | BLACKROCK ETF TRUST | $29.4M | 2.10% | 308,517 | 增持 |
| 10 | VBK | VANGUARD INDEX FDS | $25.2M | 1.80% | 72,220 | 增持 |
| 11 | HYLB | DBX ETF TR | $20.0M | 1.42% | 550,451 | 增持 |
| 12 | HYD | VANECK ETF TRUST | $8.7M | 0.62% | 169,817 | 增持 |
| 13 | SCHV | SCHWAB STRATEGIC TR | $6.4M | 0.46% | 187,435 | 增持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $5.4M | 0.38% | 106,540 | 减持 |
| 15 | QQQ | INVESCO QQQ TR | $4.7M | 0.33% | 6,547 | 减持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $3.8M | 0.27% | 55,065 | 增持 |
| 17 | IVV | ISHARES TR | $3.4M | 0.24% | 4,516 | 增持 |
| 18 | SDY | SPDR SER TR | $2.4M | 0.17% | 15,253 | 减持 |
| 19 | VXUS | VANGUARD STAR FDS | $2.2M | 0.16% | 26,101 | 减持 |
| 20 | AAPL | APPLE INC | $2.1M | 0.15% | 6,698 | 增持 |
| 21 | IJR | ISHARES TR | $2.1M | 0.15% | 14,161 | 减持 |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 0.14% | 32,946 | 增持 |
| 23 | SPY | SPDR S&P 500 ETF TR | $1.8M | 0.13% | 2,390 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.11% | 3,183 | 减持 |
| 25 | LEND | SEI EXCHANGE TRADED FUNDS | $1.5M | 0.11% | 59,533 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR