Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (SPLG) | 301,329 | -20,298 | $18,541 |
SPLG | 301,329 | -20,298 | $18,541 |
SCHWAB STRATEGIC TR | 244,129 | +244,129 | $11,230 |
SCHZ | 244,129 | +244,129 | $11,230 |
ISHARES TR (IUSB) | 234,366 | +80,174 | $10,685 |
IUSB | 234,366 | +80,174 | $10,685 |
ISHARES TR (MBB) | 74,242 | +74,242 | $6,861 |
MBB | 74,242 | +74,242 | $6,861 |
ISHARES TR (TFLO) | 105,658 | +5,484 | $5,356 |
TFLO | 105,658 | +5,484 | $5,356 |
WISDOMTREE TR | 68,511 | +1,089 | $5,220 |
DGRW | 68,511 | +1,089 | $5,220 |
VANGUARD WHITEHALL FDS (VYM) | 41,201 | +843 | $4,985 |
VYM | 41,201 | +843 | $4,985 |
ISHARES TR (QUAL) | 29,130 | -871 | $4,788 |
QUAL | 29,130 | -871 | $4,788 |
WISDOMTREE TR | 65,142 | -19,670 | $4,607 |
DTD | 65,142 | -19,670 | $4,607 |
JANUS DETROIT STR TR | 92,969 | -2,542 | $4,509 |
VNLA | 92,969 | -2,542 | $4,509 |
WISDOMTREE TR | 116,698 | +2,425 | $3,991 |
DDWM | 116,698 | +2,425 | $3,991 |
ISHARES TR (EFV) | 69,696 | -9,977 | $3,791 |
EFV | 69,696 | -9,977 | $3,791 |
VANGUARD WORLD FD (VPU) | 26,580 | +658 | $3,790 |
VPU | 26,580 | +658 | $3,790 |
ISHARES TR (TLT) | 36,400 | +3,487 | $3,444 |
TLT | 36,400 | +3,487 | $3,444 |
WISDOMTREE TR | 82,420 | +1,613 | $3,137 |
IQDG | 82,420 | +1,613 | $3,137 |
WISDOMTREE TR | 36,056 | +2,199 | $3,125 |
DHS | 36,056 | +2,199 | $3,125 |
SCHWAB STRATEGIC TR | 62,416 | -23,057 | $2,777 |
SCHI | 62,416 | -23,057 | $2,777 |
VANGUARD WORLD FD (VDC) | 13,388 | +290 | $2,733 |
VDC | 13,388 | +290 | $2,733 |
ISHARES TR (EFG) | 25,520 | +514 | $2,649 |
EFG | 25,520 | +514 | $2,649 |
WISDOMTREE TR | 78,985 | +47,261 | $2,581 |
DES | 78,985 | +47,261 | $2,581 |
ISHARES TR (ESGU) | 21,393 | -8,422 | $2,459 |
ESGU | 21,393 | -8,422 | $2,459 |
ISHARES TR (IVE) | 12,604 | +12,604 | $2,355 |
IVE | 12,604 | +12,604 | $2,355 |
ISHARES TR (GOVT) | 99,318 | +10,633 | $2,261 |
GOVT | 99,318 | +10,633 | $2,261 |
GRAHAM CORP | 74,926 | -2,500 | $2,044 |
GHM | 74,926 | -2,500 | $2,044 |
BLACKROCK ETF TRUST (DYNF) | 45,046 | +45,046 | $2,000 |
DYNF | 45,046 | +45,046 | $2,000 |
ISHARES TR (TIP) | 17,968 | +2,893 | $1,930 |
TIP | 17,968 | +2,893 | $1,930 |
ISHARES TR (IYW) | 12,980 | -1,279 | $1,753 |
IYW | 12,980 | -1,279 | $1,753 |
WISDOMTREE TR | 24,802 | +502 | $1,617 |
DLS | 24,802 | +502 | $1,617 |
WISDOMTREE TR | 32,750 | +758 | $1,597 |
DON | 32,750 | +758 | $1,597 |
WISDOMTREE TR | 31,093 | +910 | $1,581 |
DGS | 31,093 | +910 | $1,581 |
WISDOMTREE TR | 37,359 | +874 | $1,563 |
DEM | 37,359 | +874 | $1,563 |
ALPS ETF TR (AMLP) | 28,050 | +1,268 | $1,331 |
AMLP | 28,050 | +1,268 | $1,331 |
VANGUARD BD INDEX FDS (BIV) | 17,464 | -126,146 | $1,317 |
BIV | 17,464 | -126,146 | $1,317 |
BLACKROCK ETF TRUST II (BINC) | 25,091 | +25,091 | $1,316 |
BINC | 25,091 | +25,091 | $1,316 |
ISHARES INC (IEMG) | 24,654 | -8,011 | $1,272 |
IEMG | 24,654 | -8,011 | $1,272 |
VANGUARD WORLD FD (VGT) | 2,095 | +21 | $1,098 |
VGT | 2,095 | +21 | $1,098 |
ISHARES TR (EMB) | 12,014 | +2,488 | $1,077 |
EMB | 12,014 | +2,488 | $1,077 |
ISHARES TR (HYDB) | 20,925 | +2,096 | $978 |
HYDB | 20,925 | +2,096 | $978 |
ISHARES INC (EMXC) | 15,029 | +8 | $865 |
EMXC | 15,029 | +8 | $865 |
ISHARES TR (GNMA) | 18,599 | -133,895 | $807 |
GNMA | 18,599 | -133,895 | $807 |
ISHARES TR (IFRA) | 14,409 | +168 | $625 |
IFRA | 14,409 | +168 | $625 |
ISHARES TR (ICVT) | 7,014 | +1,833 | $560 |
ICVT | 7,014 | +1,833 | $560 |
ISHARES TR (IXC) | 9,673 | +335 | $415 |
IXC | 9,673 | +335 | $415 |
PEAKSTONE REALTY TRUST | 23,619 | UNCH | $381 |
PKST | 23,619 | UNCH | $381 |
See Full List: All Stocks Held By FFG Retirement Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By FFG Retirement Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $142,007 At 12/31/2023: $129,468 FFG Retirement Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FFG Retirement Advisors LLC 13F filings. Link to 13F filings: SEC filings |