NFP Retirement, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    aliso viejo, CA
  • CIK
    0002040084
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

277

$1.26 B
IVV, SHV, AGG, IDEV
13F-HR
May 13, 2025
000108514625003012

292

$1.27 B
IVV, SHV, AGG, IDEV
13F-HR
Feb 13, 2025
000108514625001289

284

$1.24 B
IVV, SHV, AGG, IDEV
13F-HR
Feb 13, 2025
000108514625001288

277

$1.19 B
IVV, SHV, AGG, IDEV
13F-HR
Feb 13, 2025
000108514625001287

279

$1.16 B
IVV, SHV, AGG, IDEV
13F-HR
Feb 13, 2025
000108514625001286

244

$590.76 M
KRE, SCHD, VONG, AGG
13F-HR
Feb 13, 2025
000108514625001285

226

$523.53 M
KRE, VONG, SCHD, AGG
13F-HR
Feb 13, 2025
000108514625001284

230

$536.19 M
KRE, IDEV, AGG, VONG
13F-HR
Feb 13, 2025
000108514625001283

243

$502.50 M
KRE, IDEV, AGG, SCHD
13F-HR
Feb 13, 2025
000108514625001281

240

$455.33 M
KRE, IDEV, AGG, SCHD
13F-HR
Feb 13, 2025
000108514625001280

219

$405.99 M
SCHX, SCHZ, SCHD, FBND
13F-HR
Feb 13, 2025
000108514625001279

231

$394.57 M
SCHX, SCHZ, SCHD, SCHF
13F-HR
Feb 13, 2025
000108514625001278

223

$422.43 M
SCHX, SCHZ, SCHF, VOO
13F-HR
Feb 13, 2025
000108514625001277

148

$279.50 M
SCHX, SCHZ, SCHF, VOO
13F-HR
Feb 13, 2025
000108514625001276

138

$245.51 M
SCHX, SCHZ, SCHF, VOO
13F-HR
Feb 13, 2025
000108514625001275

135

$259.11 M
SCHX, SCHZ, SCHF, VOO
13F-HR
Feb 13, 2025
000108514625001274

124

$230.12 M
SCHX, SCHZ, SCHG, VOO
13F-HR
Feb 13, 2025
000108514625001273

115

$161.80 M
SCHX, VOO, SCHF, SCHZ
13F-HR
Feb 13, 2025
000108514625001272

111

$151.70 M
SCHX, BSJL, SCHZ, SPDR SER TR
13F-HR
Feb 13, 2025
000108514625001271

101

$136.72 M
SCHX, BSJL, AGG, SCHZ
13F-HR
Feb 13, 2025
000108514625001270

83

$102.21 M
SCHX, BSJL, AGG, SCHZ
13F-HR
Feb 13, 2025
000108514625001269

87

$107.52 M
SCHX, AGG, SCHZ, SCHF
13F-HR
Feb 13, 2025
000108514625001268