Retirement Group, LLC
13F Portfolio Filings
- Most recent 13FQ1 2024
- Locationsan diego, CA
- CIK0001740491
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
847 | $279.27M | BRK.B, XLG, XOM, SHY | 13F-HR | Apr 30, 2024 | 000174049124000002 | ||
837 | $247.81M | BRK.B, XLG, SHY, XOM | 13F-HR | Feb 14, 2024 | 000174049124000001 | ||
801 | $240.07M | BRK.B, XLG, XOM, SHY | 13F-HR | Nov 6, 2023 | 000174049123000004 | ||
815 | $240.36M | BRK.B, XLG, XOM, TLT | 13F-HR | Aug 15, 2023 | 000174049123000003 | ||
780 | $220.00K | BRK.B, XLG, XOM, SCHD | 13F-HR | May 12, 2023 | 000174049123000002 | ||
731 | $207.00K | BRK.B, XLG, XOM, TLT | 13F-HR | Feb 15, 2023 | 000174049123000001 | ||
535 | $124.88M | BRK.B, XLG, XOM, TLT | 13F-HR | Nov 14, 2022 | 000174049122000005 | ||
849 | $241.34M | BRK.B, XLG, SPY, SPDR SER TR | 13F-HR | Aug 4, 2022 | 000174049122000004 | ||
851 | $258.99M | BRK.B, XLG, MDYV, SPDR SER TR | 13F-HR | May 6, 2022 | 000174049122000003 | ||
781 | $229.08M | BRK.B, XLG, MDYV, SPDR SER TR | 13F-HR | Feb 9, 2022 | 000174049122000001 | ||
693 | $217.46M | BRK.B, XLG, SPDR SER TR, MDYV | 13F-HR | Nov 16, 2021 | 000174049121000010 | ||
695 | $207.81M | BRK.B, XLG, SPDR SER TR, MDYV | 13F-HR | Aug 17, 2021 | 000174049121000005 | ||
769 | $220.32M | BRK.B, XLG, SPDR SER TR, MDYV | 13F-HR | May 4, 2021 | 000174049121000003 | ||
718 | $217.76M | BRK.B, XLG, OIH, SPDR SER TR | 13F-HR | Feb 22, 2021 | 000174049121000002 | ||
695 | $178.22M | BRK.B, XLG, NDQ, IVV | RESTATEMENT | Nov 16, 2021 | 000174049121000009 | ||
678 | $161.23M | BRK.B, XLG, MDYV, CHV | 13F-HR | Sep 8, 2021 | 000174049121000007 | ||
668 | $153.77M | BRK.B, XLG, SPDR SER TR, MDYV | 13F-HR | Aug 30, 2021 | 000174049121000006 |