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Ffg Retirement Advisors

Latest statistics and disclosures from Ffg Retirement Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SCHZ, IUSB, MBB, TFLO, and represent 37.09% of Ffg Retirement Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHZ (+$11M), MBB (+$6.9M), IUSB, IVE, DYNF, DES, BINC, TLT, TIP, TFLO.
Started 5 new stock positions in IVE, DYNF, MBB, SCHZ, BINC.
Reduced shares in these 10 stocks: BIV (-$9.5M), GNMA (-$5.8M), OEF, DTD, SPLG, IVW, SCHI, ESGU, , EFV.
Sold out of its positions in OEF, IVW, USMV.
Ffg Retirement Advisors was a net buyer of stock by $6.7M.
Ffg Retirement Advisors has $142M in assets under management (AUM), dropping by 9.68%.
Central Index Key (CIK): 0001966438

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Portfolio Holdings for Ffg Retirement Advisors

Ffg Retirement Advisors holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	13.1	$19M	-6%	301k	61.53	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.9	$11M	NEW	244k	46.00	View chart
Ishares Tr Core Total Usd (IUSB)	7.5	$11M	+51%	234k	45.59	View chart
Ishares Tr Mbs Etf (MBB)	4.8	$6.9M	NEW	74k	92.42	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.8	$5.4M	+5%	106k	50.69	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.7	$5.2M		69k	76.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.5	$5.0M	+2%	41k	120.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.4	$4.8M	-2%	29k	164.35	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	3.2	$4.6M	-23%	65k	70.72	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.2	$4.5M	-2%	93k	48.50	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	2.8	$4.0M	+2%	117k	34.20	View chart
Ishares Tr Eafe Value Etf (EFV)	2.7	$3.8M	-12%	70k	54.40	View chart
Vanguard World Utilities Etf (VPU)	2.7	$3.8M	+2%	27k	142.58	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.4	$3.4M	+10%	36k	94.62	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	2.2	$3.1M		82k	38.06	View chart
Wisdomtree Tr Us High Dividend (DHS)	2.2	$3.1M	+6%	36k	86.66	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.0	$2.8M	-26%	62k	44.49	View chart
Vanguard World Consum Stp Etf (VDC)	1.9	$2.7M	+2%	13k	204.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.9	$2.6M	+2%	26k	103.79	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.8	$2.6M	+148%	79k	32.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.7	$2.5M	-28%	21k	114.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$2.4M	NEW	13k	186.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$2.3M	+11%	99k	22.77	View chart
Graham Corporation (GHM)	1.4	$2.0M	-3%	75k	27.28	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.4	$2.0M	NEW	45k	44.40	View chart
Ishares Tr Tips Bd Etf (TIP)	1.4	$1.9M	+19%	18k	107.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$1.8M	-8%	13k	135.06	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.1	$1.6M	+2%	25k	65.21	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.1	$1.6M	+2%	33k	48.77	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.1	$1.6M	+3%	31k	50.86	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.1	$1.6M	+2%	37k	41.84	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.9	$1.3M	+4%	28k	47.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$1.3M	-87%	18k	75.40	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.9	$1.3M	NEW	25k	52.46	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.3M	-24%	25k	51.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$1.1M		2.1k	524.34	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.8	$1.1M	+26%	12k	89.67	View chart
Ishares Tr High Yld Systm B (HYDB)	0.7	$978k	+11%	21k	46.72	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$865k		15k	57.57	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.6	$807k	-87%	19k	43.39	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$625k		14k	43.36	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$560k	+35%	7.0k	79.83	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$416k	+3%	9.7k	42.95	View chart
Peakstone Realty Trust Common Shares (PKST)	0.3	$381k		24k	16.13	View chart
Loop Media Com New (LPTV)	0.0	$4.6k		13k	0.37	View chart

Past Filings by Ffg Retirement Advisors

SEC 13F filings are viewable for Ffg Retirement Advisors going back to 2023

Ffg Retirement Advisors 2024 Q1 filed April 29, 2024
Ffg Retirement Advisors 2023 Q4 filed Jan. 12, 2024
Ffg Retirement Advisors 2023 Q3 filed Oct. 12, 2023
Ffg Retirement Advisors 2023 Q2 filed July 20, 2023
Ffg Retirement Advisors 2022 Q4 filed May 11, 2023
Ffg Retirement Advisors 2023 Q1 filed May 11, 2023

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