Mga Batayang Estadistika
Nilai Portofolio $ 167,799,056
Posisi Saat Ini 115
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Secured Retirement Advisors, Llc telah mengungkapkan total kepemilikan 115 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 167,799,056 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Secured Retirement Advisors, Llc adalah EA Series Trust - Strive 500 ETF (US:STRV) , Microsoft Corporation (US:MSFT) , NVIDIA Corporation (US:NVDA) , PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund (US:BOND) , and Apple Inc. (US:AAPL) . Posisi baru Secured Retirement Advisors, Llc meliputi: iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) , RTX Corporation (US:RTX) , AT&T Inc. (US:T) , Palantir Technologies Inc. (US:PLTR) , and Zimmer Biomet Holdings, Inc. (US:ZBH) . Industri unggulan Secured Retirement Advisors, Llc adalah "Miscellaneous Retail " (sic 59) , "Oil And Gas Extraction" (sic 13) , and "Holding And Other Investment Offices" (sic 67) .

Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.03 2.44 1.4556 1.4556
0.07 2.21 1.3155 0.8387
0.01 7.03 4.1881 0.6616
0.00 1.10 0.6574 0.6574
0.01 1.02 0.6058 0.6058
0.01 0.99 0.5899 0.5899
0.01 2.37 1.4114 0.5294
0.02 0.66 0.3913 0.3913
0.00 3.34 1.9891 0.3757
0.02 2.33 1.3887 0.3415
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 0.22 0.1341 -1.5152
0.03 1.86 1.1099 -0.8516
0.02 5.00 2.9784 -0.3954
0.01 0.41 0.2470 -0.2861
0.08 0.81 0.4822 -0.1543
0.03 2.06 1.2259 -0.1531
0.02 0.62 0.3707 -0.1499
0.02 0.93 0.5569 -0.1389
0.00 1.30 0.7747 -0.1297
0.02 1.10 0.6563 -0.1187
Pengajuan 13D/G

Ini adalah daftar pengajuan 13D dan 13G yang dibuat dalam setahun terakhir (jika ada). Klik ikon tautan untuk melihat riwayat transaksi lengkap. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup.

Tanggal File Formulir Keamanan Sebelumnya
Saham 		Saat ini
Saham 		ΔPersentase Saham % Kepemilikan
 % ΔKepemilikan
2025-02-05 13G RSSE / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - September 62,103 5.90
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-23 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
STRV / EA Series Trust - Strive 500 ETF 0.24 -1.12 9.44 9.85 5.6272 0.0870
MSFT / Microsoft Corporation 0.01 -3.07 7.03 28.44 4.1881 0.6616
NVDA / NVIDIA Corporation 0.04 -23.83 6.17 11.04 3.6754 0.0956
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 0.06 10.13 5.53 9.79 3.2953 0.0488
AAPL / Apple Inc. 0.02 3.37 5.00 -4.53 2.9784 -0.3954
AMZN / Amazon.com, Inc. 0.02 1.22 3.70 16.72 2.2050 0.1617
META / Meta Platforms, Inc. 0.00 4.12 3.34 33.32 1.9891 0.3757
GLW / Corning Incorporated 0.06 0.70 3.33 15.68 1.9831 0.1290
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.05 1.73 2.84 4.26 1.6934 -0.0633
GOOGL / Alphabet Inc. 0.02 7.27 2.68 22.26 1.5974 0.1842
MA / Mastercard Incorporated 0.00 12.79 2.62 15.64 1.5596 0.1009
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.03 2.44 1.4556 1.4556
IBM / International Business Machines Corporation 0.01 45.99 2.37 73.10 1.4114 0.5294
ED / Consolidated Edison, Inc. 0.02 58.05 2.33 43.47 1.3887 0.3415
UNH / UnitedHealth Group Incorporated 0.01 139.91 2.22 42.88 1.3211 0.3214
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 0.07 178.59 2.21 198.65 1.3155 0.8387
BRK.B / Berkshire Hathaway Inc. 0.00 56.06 2.20 42.34 1.3129 0.3153
JPM / JPMorgan Chase & Co. 0.01 -3.27 2.19 14.31 1.3051 0.0704
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 -2.37 2.16 7.93 1.2896 -0.0023
ITW / Illinois Tool Works Inc. 0.01 2.47 2.14 2.14 1.2774 -0.0750
AVGO / Broadcom Inc. 0.01 -17.63 2.08 35.57 1.2383 0.2508
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.03 -4.37 2.06 -3.88 1.2259 -0.1531
CL / Colgate-Palmolive Company 0.02 4.47 1.94 1.31 1.1548 -0.0776
NFLX / Netflix, Inc. 0.00 0.93 1.89 44.97 1.1245 0.2854
CSCO / Cisco Systems, Inc. 0.03 -3.17 1.88 8.84 1.1226 0.0073
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 0.03 -41.64 1.86 -38.81 1.1099 -0.8516
ORCL / Oracle Corporation 0.01 -0.97 1.82 54.80 1.0863 0.3276
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.03 -2.17 1.79 2.81 1.0682 -0.0558
CVX / Chevron Corporation 0.01 16.61 1.78 -0.17 1.0597 -0.0886
QCOM / QUALCOMM Incorporated 0.01 -2.90 1.73 0.70 1.0294 -0.0766
V / Visa Inc. 0.00 8.39 1.67 9.80 0.9954 0.0148
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0.05 -3.00 1.60 2.17 0.9533 -0.0559
BPOP / Popular, Inc. 0.01 -2.82 1.59 15.93 0.9502 0.0639
SONY / Sony Group Corporation - Depositary Receipt (Common Stock) 0.06 -0.68 1.59 1.86 0.9470 -0.0588
STXE / EA Series Trust - Strive Emerging Markets Ex-China ETF 0.05 -4.74 1.57 8.14 0.9345 -0.0002
CAT / Caterpillar Inc. 0.00 -7.33 1.56 9.12 0.9270 0.0079
BK / The Bank of New York Mellon Corporation 0.02 2.39 1.55 11.21 0.9223 0.0255
WMT / Walmart Inc. 0.02 2.58 1.54 14.28 0.9161 0.0489
YUM / Yum! Brands, Inc. 0.01 8.32 1.47 2.01 0.8772 -0.0529
XOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October 0.04 2.36 1.45 8.13 0.8640 -0.0002
TSLA / Tesla, Inc. 0.00 -13.55 1.43 6.00 0.8530 -0.0176
ABT / Abbott Laboratories 0.01 -1.16 1.43 1.35 0.8526 -0.0573
BWXT / BWX Technologies, Inc. 0.01 -0.26 1.37 45.69 0.8154 0.2099
PH / Parker-Hannifin Corporation 0.00 -0.86 1.36 13.89 0.8113 0.0410
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly 0.04 7.71 1.36 11.38 0.8109 0.0239
SAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August 0.06 3.66 1.33 7.62 0.7912 -0.0036
NEM / Newmont Corporation 0.02 -17.14 1.31 0.00 0.7819 -0.0638
C / Citigroup Inc. 0.02 -0.23 1.30 19.63 0.7773 0.0745
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.03 8.28 1.30 8.31 0.7770 0.0015
TT / Trane Technologies plc 0.00 -28.64 1.30 -7.41 0.7747 -0.1297
GNOV / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - November 0.04 3.89 1.29 10.56 0.7679 0.0164
CMCSA / Comcast Corporation 0.04 3.76 1.29 0.31 0.7669 -0.0595
UPS / United Parcel Service, Inc. 0.01 21.51 1.26 11.57 0.7527 0.0227
BA / The Boeing Company 0.01 54.51 1.24 89.72 0.7376 0.3174
OCTW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF 0.03 4.64 1.24 10.27 0.7366 0.0141
COHR / Coherent Corp. 0.01 -0.43 1.23 36.75 0.7323 0.1532
DE / Deere & Company 0.00 -2.83 1.22 5.25 0.7288 -0.0199
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF 0.05 11.50 1.22 0.75 0.7257 -0.0535
EA / Electronic Arts Inc. 0.01 -11.08 1.18 -1.67 0.7038 -0.0708
LEN / Lennar Corporation 0.01 27.85 1.14 23.11 0.6799 0.0831
SPG / Simon Property Group, Inc. 0.01 -0.14 1.13 -3.35 0.6711 -0.0798
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF 0.03 8.59 1.11 16.16 0.6602 0.0453
RSSE / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - September 0.05 -9.87 1.10 -6.92 0.6577 -0.1063
LLY / Eli Lilly and Company 0.00 1.10 0.6574 0.6574
USB / U.S. Bancorp 0.02 -14.55 1.10 -8.40 0.6563 -0.1187
JCI / Johnson Controls International plc 0.01 -1.99 1.04 29.32 0.6206 0.1012
AMGN / Amgen Inc. 0.00 2.10 1.02 -8.45 0.6074 -0.1104
RTX / RTX Corporation 0.01 1.02 0.6058 0.6058
GM / General Motors Company 0.02 -2.72 1.00 1.83 0.5984 -0.0374
SCHW / The Charles Schwab Corporation 0.01 -6.89 1.00 8.45 0.5971 0.0021
MRK / Merck & Co., Inc. 0.01 0.99 0.5899 0.5899
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Buffer ETF - June 0.04 3.29 0.99 11.53 0.5886 0.0176
GNRC / Generac Holdings Inc. 0.01 -0.72 0.98 12.26 0.5845 0.0214
ISEP / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - September 0.03 2.66 0.96 10.25 0.5709 0.0114
PANW / Palo Alto Networks, Inc. 0.00 -9.93 0.95 8.04 0.5687 -0.0007
CP / Canadian Pacific Kansas City Limited 0.01 -0.45 0.93 12.39 0.5572 0.0210
BKR / Baker Hughes Company 0.02 -0.77 0.93 -13.44 0.5569 -0.1389
NOCT / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - October 0.02 2.14 0.90 12.02 0.5389 0.0183
NDEC / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - December 0.03 2.05 0.89 11.81 0.5307 0.0175
MTCH / Match Group, Inc. 0.03 -1.43 0.89 -2.43 0.5279 -0.0571
NTR / Nutrien Ltd. 0.01 -0.92 0.84 16.14 0.5022 0.0347
OEC / Orion S.A. 0.08 1.00 0.81 -18.03 0.4822 -0.1543
TEX / Terex Corporation 0.02 -0.42 0.81 23.05 0.4805 0.0582
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.01 -3.02 0.80 7.82 0.4771 -0.0012
AAAU / Goldman Sachs Physical Gold ETF 0.02 -17.79 0.77 -13.03 0.4615 -0.1122
EOCT / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - October 0.03 1.70 0.77 7.95 0.4613 -0.0011
BGLD / First Trust Exchange-Traded Fund - FT Vest Gold Strategy Quarterly Buffer ETF 0.04 1.13 0.76 3.26 0.4539 -0.0212
TEL / TE Connectivity plc 0.00 -1.33 0.75 17.84 0.4490 0.0367
NVBU / AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF 0.03 1.97 0.74 9.28 0.4425 0.0044
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF 0.01 -3.96 0.70 -5.18 0.4146 -0.0582
T / AT&T Inc. 0.02 0.66 0.3913 0.3913
BCD / abrdn ETFs - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 0.02 -20.71 0.62 -22.92 0.3707 -0.1499
HPE / Hewlett Packard Enterprise Company 0.03 -5.71 0.58 25.16 0.3440 0.0463
PLTR / Palantir Technologies Inc. 0.00 0.52 0.3103 0.3103
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.01 -49.94 0.41 -49.94 0.2470 -0.2861
ZBH / Zimmer Biomet Holdings, Inc. 0.00 0.41 0.2460 0.2460
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0.00 -4.50 0.37 4.27 0.2184 -0.0085
PEP / PepsiCo, Inc. 0.00 41.83 0.37 25.00 0.2179 0.0292
VZ / Verizon Communications Inc. 0.01 14.88 0.29 9.89 0.1724 0.0023
TXN / Texas Instruments Incorporated 0.00 7.18 0.29 24.14 0.1719 0.0218
MO / Altria Group, Inc. 0.00 15.26 0.27 12.40 0.1626 0.0064
LMT / Lockheed Martin Corporation 0.00 -5.94 0.26 -2.22 0.1573 -0.0171
GLD / SPDR Gold Trust 0.00 -26.60 0.26 -22.22 0.1544 -0.0606
HD / The Home Depot, Inc. 0.00 -11.50 0.25 -11.31 0.1497 -0.0332
SIXJ / AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF 0.01 0.24 0.1457 0.1457
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund 0.00 -24.65 0.24 -18.64 0.1434 -0.0472
KO / The Coca-Cola Company 0.00 0.23 0.1381 0.1381
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund 0.00 -91.53 0.22 -91.24 0.1341 -1.5152
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -15.62 0.22 -0.46 0.1298 -0.0109
BMY / Bristol-Myers Squibb Company 0.00 18.55 0.22 -10.00 0.1291 -0.0261
EOG / EOG Resources, Inc. 0.00 0.22 0.1284 0.1284
ABBV / AbbVie Inc. 0.00 -3.32 0.21 -14.29 0.1256 -0.0330
COP / ConocoPhillips 0.00 0.21 0.1233 0.1233
F / Ford Motor Company 0.02 14.33 0.16 24.24 0.0978 0.0123
AMCR / Amcor plc 0.01 0.11 0.0664 0.0664
ANET / Arista Networks Inc 0.00 -100.00 0.00 0.0000
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.00 -100.00 0.00 0.0000
XOM / Exxon Mobil Corporation 0.00 -100.00 0.00 0.0000
AON / Aon plc 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. 0.00 -100.00 0.00 0.0000
CMI / Cummins Inc. 0.00 -100.00 0.00 0.0000
WFC / Wells Fargo & Company 0.00 -100.00 0.00 0.0000
SPGI / S&P Global Inc. 0.00 -100.00 0.00 0.0000
KMB / Kimberly-Clark Corporation 0.00 -100.00 0.00 0.0000
BLK / BlackRock, Inc. 0.00 -100.00 0.00 0.0000
CRM / Salesforce, Inc. 0.00 -100.00 0.00 0.0000
COST / Costco Wholesale Corporation 0.00 -100.00 0.00 0.0000
LOW / Lowe's Companies, Inc. 0.00 -100.00 0.00 0.0000