Global Retirement Partners, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
San Rafael, CA
CIK
0001749744
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 3,550 3,193,578 SPLG, AJG, AAPL, IVV 13F-HR 7/23/2024 000158064224003768
Q1 2024 3,384 2,681,645 AJG, SPLG, SPY, IVV 13F-HR 4/23/2024 000158064224002242
Q4 2023 3,356 2,389,496 AJG, SPLG, AAPL, SPY 13F-HR 1/18/2024 000158064224000285
Q3 2023 3,247 1,984,906 AJG, SPLG, AAPL, BIL 13F-HR 10/13/2023 000158064223005505
Q2 2023 3,192 2,047,475 AJG, AAPL, SPLG, SPY 13F-HR 7/20/2023 000158064223003730
Q1 2023 3,188 1,882,565 AJG, SPLG, AAPL, SPY 13F-HR 5/8/2023 000158064223002588
Q4 2022 3,022 1,455,723 AJG, SPY, AAPL, AGG 13F-HR 2/13/2023 000158064223000836
Q3 2022 2,932 1,321,180 AJG, AAPL, SPY, USFR 13F-HR 11/3/2022 000158064222005514
Q2 2022 2,881 1,245,094 AJG, SPY, AAPL, USFR 13F-HR 7/15/2022 000158064222003556
Q1 2022 2,843 1,272,250 AJG, SPY, AAPL, USFR 13F-HR 7/14/2022 000158064222003521
Q4 2021 262 129,198 SPY, DIS, BOND, COST 13F-HR 1/21/2022 000158064222000358
Q3 2021 2,034 1,011,198 AJG, SPY, AAPL, SPLG 13F-HR 10/22/2021 000158064221004966
Q2 2021 1,926 976,111 AJG, SPY, AAPL, SPLG 13F-HR 7/15/2021 000158064221003145
Q1 2021 1,815 854,281 AJG, SPY, SPLG, AAPL 13F-HR 4/14/2021 000158064221001730
Q4 2020 1,770 798,186 AJG, SPY, AAPL, QQQ 13F-HR 1/13/2021 000158064221000117
Q3 2020 1,671 683,142 AJG, AAPL, QQQ, MSFT 13F-HR 10/9/2020 000158064220003704
Q2 2020 1,651 626,806 AJG, IEFA, QQQ, MSFT 13F-HR 7/13/2020 000158064220002628
Q1 2020 1,664 528,656 AJG, IEFA, BND, QQQ 13F-HR 4/28/2020 000158064220001787
Q4 2019 1,658 652,871 AJG, IEFA, VTI, SPY 13F-HR 1/23/2020 000158064220000297
Q3 2019 1,650 608,319 AJG, IEFA, VTI, SPY 13F-HR 11/19/2019 000158064219005201
Q2 2019 1,632 522,227 AJG, IEFA, VTI, IJH 13F-HR 11/19/2019 000158064219005199
Q1 2019 1,549 413,469 AJG, IEFA, IJH, SPY 13F-HR 5/7/2019 000158064219002356
Q4 2018 1,486 391,301 AJG, SPY, IJH, IEFA 13F-HR 2/22/2019 000158064219000914
Q3 2018 1,552 442,381 AJG, IEFA, SPY, IJR 13F-HR 10/17/2018 000158064218004919
Q2 2018 1,542 395,489 AJG, IEFA, SPY, VTI 13F-HR 8/13/2018 000158064218003841
Q1 2018 1,504 362,828 AJG, IEFA, SPY, VTI 13F-HR 8/10/2018 000158064218003821
Q4 2017 1,437 363,891 AJG, SPY, EFA, VTI 13F-HR 8/13/2018 000158064218003840
Q3 2017 1,221 241,882 SPY, EFA, MDY, VTI 13F-HR 8/10/2018 000158064218003820
Q2 2017 1,151 212,655 SPY, EFA, MDY, VTI 13F-HR 8/10/2018 000158064218003817
Q1 2017 1,106 178,893 SPY, EFA, MDY, IJR 13F-HR 8/10/2018 000158064218003815
Q4 2016 1,062 148,843 SPY, EFA, MDY, VTI 13F-HR 8/10/2018 000158064218003814