NFP Retirement, Inc.
Q1 2025 13F Holdings
- Locationaliso viejo, CA
- Num holdings
277
- Value ($000)
$1,261,539
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002040084
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $254.00M | 20 % | 452,042 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $94.71M | 8 % | 857,426 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $65.55M | 5 % | 662,686 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $55.42M | 4 % | 804,445 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $37.24M | 3 % | 1,331,808 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $34.87M | 3 % | 530,211 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $31.09M | 3 % | 456,696 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $29.45M | 2 % | 317,419 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $28.44M | 2 % | 561,451 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $26.92M | 2 % | 589,752 |
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