Retirement Group, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
San Diego, CA
CIK
0001740491
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 847 279,271 BRK-B, XLG, XOM, SHY 13F-HR 4/30/2024 000174049124000002
Q4 2023 837 247,811 BRK-B, XLG, SHY, XOM 13F-HR 2/14/2024 000174049124000001
Q3 2023 801 240,073 BRK-B, XLG, XOM, SHY 13F-HR 11/6/2023 000174049123000004
Q2 2023 815 240,357 BRK-B, XLG, XOM, TLT 13F-HR 8/15/2023 000174049123000003
Q1 2023 780 219,211 BRK-B, XLG, XOM, SCHD 13F-HR 5/12/2023 000174049123000002
Q4 2022 731 206,264 BRK-B, XLG, XOM, TLT 13F-HR 2/15/2023 000174049123000001
Q3 2022 535 124,876 BRK-B, XLG, XOM, TLT 13F-HR 11/14/2022 000174049122000005
Q2 2022 849 241,340 BRK-B, XLG, SPY, SLYV 13F-HR 8/4/2022 000174049122000004
Q1 2022 851 258,987 BRK-B, XLG, MDYV, SLYV 13F-HR 5/6/2022 000174049122000003
Q4 2021 781 229,079 BRK-B, XLG, MDYV, SLYV 13F-HR 2/9/2022 000174049122000001
Q3 2021 693 217,462 BRK-B, XLG, SLYV, MDYV 13F-HR 11/15/2021 000174049121000010
Q2 2021 695 207,806 BRK-B, XLG, SLYV, MDYV 13F-HR 8/17/2021 000174049121000005
Q1 2021 769 220,316 BRK-B, XLG, SLYV, MDYV 13F-HR 5/3/2021 000174049121000003
Q4 2020 718 217,763 BRK-B, XLG, OIH, SLYV 13F-HR 2/22/2021 000174049121000002
Q3 2020 695 178,222 BRK-B, XLG, QQQ, IVV RESTATEMENT 11/15/2021 000174049121000009
Q2 2020 678 161,226 BRK-B, XLG, MDYV, CVX 13F-HR 9/8/2021 000174049121000007
Q4 2019 668 153,771 BRK-B, XLG, SLYV, MDYV 13F-HR 8/30/2021 000174049121000006
Additional filings from Retirement Group, LLC that have since been restated