Main Line Retirement Advisors, LLC
Q4 2024 13F Holdings
- Locationwhitefish, MT
- Num holdings
40
- Value ($000)
$151,791
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001809416
- 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 |
|---|---|---|---|---|---|---|---|
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $17.66M | 12 % | 795,640 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $15.18M | 10 % | 223,600 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $14.20M | 9 % | 382,010 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $13.93M | 9 % | 564,490 | ||
CGCV CAPITAL GROUP CONSERVATIVE E | SHS | 14020U100 | $13.48M | 9 % | 507,767 | ||
FYX FIRST TR SML CP CORE ALPHA F | COM SHS | 33734Y109 | $11.43M | 8 % | 113,053 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.89M | 7 % | 24,098 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $8.45M | 6 % | 117,468 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.92M | 5 % | 46,787 | ||
CGMS CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $7.66M | 5 % | 280,955 |
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