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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Retirement Investment Advisors, Inc.

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001957886-25-000003

Total Value
$987.7M
Positions
60
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (60)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Value ETF9229087441,246,964$215.4M21.81%
2Vanguard Growth ETF922908736504,337$187.0M18.93%
3iShares Core MSCI EAFE ETF46432F8421,943,762$147.0M14.89%
4Vanguard Intermediate-Term Bond ETF9219378191,561,229$119.5M12.10%
5iShares Core MSCI Emerging Markets ETF46434G1031,292,379$69.7M7.06%
6Vanguard Small-Cap Value ETF922908611354,102$66.0M6.68%
7Vanguard Total International Bond ETF92203J407866,556$42.3M4.28%
8iShares National Muni Bond ETF464288414317,807$33.5M3.39%
9iShares J.P. Morgan USD Emerging Markets Bond ETF464288281257,527$23.3M2.36%
10Xtrackers USD High Yield Corporate Bond ETF233051432482,249$17.4M1.76%
11Vanguard Small-Cap Growth ETF92290859558,472$14.7M1.49%
12VanEck High Yield Muni ETF92189H409109,176$5.6M0.57%
13Vanguard Tax-Exempt Bond Index ETF92290774695,301$4.7M0.48%
14Exxon Mobil CorpXOM35,397$4.2M0.43%
15Schwab U.S. Large-Cap Value ETF808524409144,219$3.8M0.39%
16Invesco QQQ Trust Series 1IVZ7,011$3.3M0.33%
17SPDR S&P Dividend ETF78464A76316,270$2.2M0.22%
18Vanguard FTSE Developed Markets ETF92194385835,645$1.8M0.18%
19Vanguard Total International Stock ETF92190976827,515$1.7M0.17%
20Berkshire Hathaway IncBRK-A3,045$1.6M0.16%
21iShares Core S&P Small-Cap ETF46428780414,909$1.6M0.16%
22ONEOK IncOKE14,335$1.4M0.14%
23Apple IncAAPL6,380$1.4M0.14%
24Vanguard Short-Term Corporate Bond ETF92206C40917,180$1.4M0.14%
25Vanguard FTSE Emerging Markets ETF92204285827,379$1.2M0.13%
26Texas Instruments Inc8825081046,709$1.2M0.12%
27SPDR S&P 500 ETF TrustSPY2,076$1.2M0.12%
28Invesco S&P 500 Equal Weight ETFIVZ6,537$1.1M0.11%
29NVIDIA CorpNVDA9,159$992,6520.10%
30International Business Machines CorpINTR3,750$932,4750.09%
31Phillips 66PSX6,687$825,7110.08%
32Tesla IncTSLA2,958$766,5950.08%
33ConocoPhillipsCOP6,383$670,3430.07%
34OGE Energy CorpOGE13,531$621,8850.06%
35iShares Russell 2000 Value ETF4642876304,103$619,4710.06%
36Invesco Large Cap Value ETFIVZ10,401$618,9640.06%
37Vanguard Total Stock Market ETF9229087691,929$530,1660.05%
38Walmart IncWMT5,916$519,3660.05%
39iShares Russell 2000 ETF4642876552,378$474,3870.05%
40iShares Core International Aggregate Bond ETF46435G6728,521$425,9650.04%
41iShares 0-3 Month Treasury Bond ETF46436E7183,540$356,3720.04%
42WisdomTree U.S. Quality Dividend Growth FundWT4,451$355,4570.04%
43Energy Transfer LPET-PI18,507$344,0450.03%
44Simmons First National Corp82873020015,000$307,9500.03%
45McDonald's CORPMCD974$304,2480.03%
46Williams Cos Inc/The9694571004,964$296,6490.03%
47Thomson Reuters CorpTMSOF1,573$271,7830.03%
48SPDR Portfolio Developed World ex-US ETF78463X8896,905$251,4110.03%
49Johnson & JohnsonJNJ1,421$235,6590.02%
50SPDR Nuveen S&P High Yield Municipal Bond ETF78464A2849,290$234,2940.02%
51Shell PLCRYDAF2,943$229,3660.02%
52Vanguard Information Technology ETF92204A702394$213,6980.02%
53BancFirst CorpBANFP1,902$208,9730.02%
54Royal Caribbean Cruises LtdV7780T1031,000$205,4400.02%
55Ford Motor Co34537086020,029$200,8910.02%
56Microsoft CORPMSFT534$200,4580.02%
57CannaSys Inc13765120420,000$90.00%
58Medical Marijuana Inc58463A10520,000$60.00%
59OWC Pharmaceutical Research Corp67109N10825,000$00.00%
60Hemp Inc42370320610,000$00.00%