Retirement Investment Advisors, Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Retirement Investment Advisors, Inc. opened 4 positions, added to 20, reduced 11, sold out of 2 and left 3 unchanged. The largest increase in value was VTV (+$49,210,043); the largest decrease was EMB (-$28,058,110).
- EMB: Country of operation —; Class I Shares; Shares 2026-03-31 0; Shares 2026-06-30 308,517.
- SDY: Country of operation —; Class S&P DIVID ETF; Shares 2026-03-31 0; Shares 2026-06-30 15,253.
- LEND: Country of operation —; Class HY BND Alt; Shares 2026-03-31 0; Shares 2026-06-30 59,533.
- EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2026-03-31 0; Shares 2026-06-30 2,342.
Two Form 13F-HR filings compared (SEC CIK 1957886): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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