NFP Retirement, Inc.
Q2 2025 13F Holdings
- Locationaliso viejo, CA
- Num holdings
298
- Value ($000)
$1,513,664
- Date Filed08/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $249.46M | 17 % | 401,775 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $137.53M | 9 % | 1,245,522 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $58.31M | 4 % | 587,756 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $54.03M | 4 % | 710,612 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $36.53M | 2 % | 456,020 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $34.91M | 2 % | 1,317,410 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $34.72M | 2 % | 317,943 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $32.41M | 2 % | 608,097 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $30.76M | 2 % | 55,766 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $29.88M | 2 % | 411,098 |
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