Main Line Retirement Advisors, LLC
Q2 2025 13F Holdings
- Locationwhitefish, MT
- Num holdings
42
- Value ($000)
$175,589
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $20.02M | 11 % | 249,878 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $19.84M | 11 % | 502,516 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $17.99M | 10 % | 799,723 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $17.31M | 10 % | 425,787 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $17.13M | 10 % | 631,499 | ||
CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | 14022A102 | $13.14M | 8 % | 488,907 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $11.22M | 6 % | 25,599 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.40M | 5 % | 53,201 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $8.91M | 5 % | 120,966 | ||
CGMS CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $8.63M | 5 % | 312,403 |
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