NFP Retirement, Inc.
Q3 2025 13F Holdings
- Locationaliso viejo, CA
- Num holdings
301
- Value ($000)
$2,178,421
- Date Filed11/14/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $513.19 M | 24 % | 795,829 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $276.13 M | 13 % | 2,499,911 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $102.74 M | 5 % | 1,030,954 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $93.40 M | 4 % | 1,201,622 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $76.82 M | 4 % | 908,165 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $53.01 M | 2 % | 1,047,196 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $42.92 M | 2 % | 674,736 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $34.94 M | 2 % | 1,318,503 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $34.74 M | 2 % | 318,089 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $34.56 M | 2 % | 246,348 |
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