13F 机构持仓

Retirement Investment Advisors, Inc.

OKLAHOMA CITY OK · SEC CIK 0001957886

2026Q22026Q1 更早 9 个季度 🔒
$12.42亿2026Q1 申报市值
67持仓数
93.2%前十大占比 · 第一大 21.2%
2 / 0新建仓 / 清仓
申报市值走势$14.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 21.2%
VUG 20.7%
IEFA 15.0%
BIV 10.8%
IEMG 7.5%
VBR 6.7%
BNDX 3.9%
MUB 3.7%
EMB 2.3%
HYLB 1.6%

2026Q1 买入最多 按季末市值估算

VOO 新建仓+$26.64万
EPD 新建仓+$25.49万
IEFA 加仓+$19.77万
MUB 加仓+$13.41万
HYD 加仓+$13.25万

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
VTV VANGUARD INDEX FDS $2.63亿21.15%1,375,849 00.0% — 不变
VUG VANGUARD INDEX FDS $2.57亿20.69%526,893 320.0% $1.56万 加仓
IEFA ISHARES TR $1.87亿15.02%2,085,563 2,2100.1% $19.77万 加仓
BIV VANGUARD BD INDEX FDS $1.34亿10.76%1,716,738 00.0% — 不变
IEMG ISHARES INC $9,306.94万7.49%1,384,549 1,8630.1% $12.52万 加仓
VBR VANGUARD INDEX FDS $8,343.66万6.72%393,959 2440.1% $5.17万 加仓
BNDX VANGUARD CHARLOTTE FDS $4,812.33万3.87%995,929 00.0% — 不变
MUB ISHARES TR $4,542.58万3.66%424,104 1,2520.3% $13.41万 加仓
EMB ISHARES TR $2,805.81万2.26%291,422 640.0% $6,162 加仓
HYLB DBX ETF TR $1,948.89万1.57%529,159 00.0% — 不变
VBK VANGUARD INDEX FDS $1,891.57万1.52%62,612 1330.2% $4.02万 加仓
HYD VANECK ETF TRUST $753.49万0.61%147,397 2,5921.8% $13.25万 加仓
VTEB VANGUARD MUN BD FDS $561.00万0.45%111,552 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $461.53万0.37%155,871 00.0% — 不变
— EXXON MOBIL CORP $443.36万0.36%36,842 00.0% — 不变
QQQ INVESCO QQQ TR $417.11万0.34%6,792 350.5% $2.15万 加仓
IVV ISHARES TR $301.03万0.24%4,395 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $265.43万0.21%42,489 8262.0% $5.16万 加仓
SDY BLACKROCK ETF TRUST $215.71万0.17%15,499 390.3% $5,428 加仓
VXUS VANGUARD STAR FDS $197.99万0.16%26,243 500.2% $3,772 加仓
AAPL APPLE INC $175.78万0.14%6,466 00.0% — 不变
IJR ISHARES TR $170.23万0.14%14,162 640.5% $7,693 加仓
SPY SPDR S&P 500 ETF TR $168.91万0.14%2,477 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $164.77万0.13%3,278 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $142.07万0.11%26,427 280.1% $1,505 加仓
NVDA NVIDIA CORPORATION $136.97万0.11%7,344 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $127.84万0.10%16,034 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $114.55万0.09%5,980 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $111.08万0.09%3,750 00.0% — 不变
TSLA TESLA INC $110.14万0.09%2,449 00.0% — 不变
OKE ONEOK INC NEW $99.27万0.08%13,226 1,22110.2% $9.16万 加仓
ITOT ISHARES TR $89.75万0.07%6,036 00.0% — 不变
IWN ISHARES TR $89.41万0.07%4,934 00.0% — 不变
WMT WALMART INC $88.69万0.07%7,961 00.0% — 不变
PSX PHILLIPS 66 $86.29万0.07%6,687 00.0% — 不变
PWV INVESCO EXCHANGE TRADED FD T $69.02万0.06%10,371 1041.0% $6,921 加仓
VTI VANGUARD INDEX FDS $64.67万0.05%1,929 00.0% — 不变
OGE OGE ENERGY CORP $57.78万0.05%13,531 00.0% — 不变
TXN TEXAS INSTRS INC $57.55万0.05%3,317 00.0% — 不变
IWM ISHARES TR $53.59万0.04%2,177 00.0% — 不变
ET ENERGY TRANSFER L P $51.49万0.04%28,213 00.0% — 不变
COP CONOCOPHILLIPS $51.10万0.04%5,459 00.0% — 不变
IAGG ISHARES TR $43.37万0.03%8,672 00.0% — 不变
MSFT MICROSOFT CORP $36.61万0.03%757 00.0% — 不变
VGT VANGUARD WORLD FD $35.35万0.03%469 00.0% — 不变
SGOV ISHARES TR $34.66万0.03%3,453 00.0% — 不变
JNJ JOHNSON & JOHNSON $33.34万0.03%1,611 00.0% — 不变
MCD MCDONALDS CORP $30.65万0.02%1,003 00.0% — 不变
WMB WILLIAMS COS INC $29.84万0.02%4,964 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $29.23万0.02%600 00.0% — 不变
SFNC SIMMONS 1ST NATL CORP $28.27万0.02%15,000 00.0% — 不变
SPDW SPDR INDEX SHS FDS $28.15万0.02%6,337 510.8% $2,265 加仓
VOO VANGUARD INDEX FDS $26.64万0.02%434 434— $26.64万 新建仓
RTX RTX CORPORATION $26.63万0.02%1,452 00.0% — 不变
F FORD MTR CO DEL $26.20万0.02%19,973 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $25.49万0.02%6,771 6,771— $25.49万 新建仓
GOOG ALPHABET INC $24.60万0.02%784 00.0% — 不变
SHEL SHELL PLC $23.36万0.02%3,130 1876.4% $1.40万 加仓
RCL ROYAL CARIBBEAN GROUP $22.31万0.02%800 00.0% — 不变
AMZN AMAZON COM INC $22.16万0.02%960 00.0% — 不变
HYMB SPDR SER TR $22.08万0.02%8,853 1351.5% $3,367 加仓
GOOGL ALPHABET INC $22.04万0.02%704 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $21.32万0.02%548 00.0% — 不变
MRK MERCK & CO INC $21.29万0.02%2,023 00.0% — 不变
DGRW WISDOMTREE TR $20.76万0.02%2,321 00.0% — 不变
— THOMSON REUTERS CORP. $20.75万0.02%1,573 00.0% — 不变
COHR COHERENT CORP $20.69万0.02%1,121 00.0% — 不变