Main Line Retirement Advisors, LLC
Q1 2025 13F Holdings
- Locationwhitefish, MT
- Num holdings
42
- Value ($000)
$153,935
- Date Filed05/21/2025
- Form type13F-HR
- CIK0001809416
- 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 |
|---|---|---|---|---|---|---|---|
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $18.32M | 12 % | 816,249 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $17.22M | 11 % | 233,618 | ||
CGCV CAPITAL GROUP CONSERVATIVE E | SHS | 14020U100 | $14.12M | 9 % | 520,663 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $14.05M | 9 % | 574,078 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $13.44M | 9 % | 392,406 | ||
FYX FIRST TR SML CP CORE ALPHA F | COM SHS | 33734Y109 | $10.24M | 7 % | 113,690 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.06M | 6 % | 24,427 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $8.78M | 6 % | 119,538 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.32M | 5 % | 48,159 | ||
CGMS CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $8.16M | 5 % | 298,896 |
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