NFP Retirement, Inc.
Q4 2024 13F Holdings
- Locationaliso viejo, CA
- Num holdings
292
- Value ($000)
$1,266,543
- Date Filed02/13/2025
- Form type13F-HR
- CIK0002040084
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $223.70 M | 18 % | 380,009 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $131.12 M | 10 % | 1,190,784 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $61.08 M | 5 % | 630,290 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $48.02 M | 4 % | 744,870 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $34.44 M | 3 % | 452,736 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $34.06 M | 3 % | 1,246,583 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $32.38 M | 3 % | 469,636 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $31.36 M | 3 % | 303,568 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $29.95 M | 2 % | 593,405 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $29.08 M | 2 % | 56,885 |
Rows Per Page
10
- 10
- 50
- 100