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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 Q2 2025 · Filed August 7, 2025 · Accession 0001957886-25-000004

Total Value
$1.11B
Positions
61
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (61)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Growth ETF922908736529,933$232.3M20.90%
2Vanguard Value ETF9229087441,312,143$231.9M20.86%
3iShares Core MSCI EAFE ETF46432F8422,022,669$168.9M15.19%
4Vanguard Intermediate-Term Bond ETF9219378191,630,295$126.1M11.34%
5iShares Core MSCI Emerging Markets ETF46434G1031,351,515$81.1M7.30%
6Vanguard Small-Cap Value ETF922908611379,601$74.0M6.66%
7Vanguard Total International Bond ETF92203J407917,482$45.4M4.09%
8iShares National Muni Bond ETF464288414354,160$37.0M3.33%
9iShares J.P. Morgan USD Emerging Markets Bond ETF464288281273,407$25.3M2.28%
10Xtrackers USD High Yield Corporate Bond ETF233051432508,003$18.8M1.69%
11Vanguard Small-Cap Growth ETF92290859559,263$16.4M1.48%
12VanEck High Yield Muni ETF92189H409122,317$6.1M0.55%
13Vanguard Tax-Exempt Bond Index ETF92290774693,234$4.6M0.41%
14Schwab U.S. Large-Cap Value ETF808524409144,749$4.0M0.36%
15Invesco QQQ Trust Series 1IVZ7,003$3.9M0.35%
16Exxon Mobil CorpXOM35,397$3.8M0.34%
17Vanguard FTSE Developed Markets ETF92194385842,173$2.4M0.22%
18SPDR S&P Dividend ETF78464A76316,269$2.2M0.20%
19Vanguard Total International Stock ETF92190976827,223$1.9M0.17%
20iShares Core S&P Small-Cap ETF46428780414,902$1.6M0.15%
21Berkshire Hathaway IncBRK-A3,104$1.5M0.14%
22NVIDIA CorpNVDA9,159$1.4M0.13%
23Texas Instruments Inc8825081046,709$1.4M0.13%
24Vanguard Short-Term Corporate Bond ETF92206C40917,065$1.4M0.12%
25Vanguard FTSE Emerging Markets ETF92204285827,291$1.3M0.12%
26SPDR S&P 500 ETF TrustSPY1,964$1.2M0.11%
27Apple IncAAPL5,869$1.2M0.11%
28ONEOK IncOKE14,335$1.2M0.11%
29International Business Machines CorpINTR3,750$1.1M0.10%
30Invesco S&P 500 Equal Weight ETFIVZ5,980$1.1M0.10%
31Tesla IncTSLA2,670$848,1520.08%
32Phillips 66PSX6,687$797,7590.07%
33iShares Russell 2000 Value ETF4642876304,183$659,9100.06%
34Invesco Large Cap Value ETFIVZ10,393$645,8210.06%
35OGE Energy CorpOGE13,531$600,5060.05%
36Vanguard Total Stock Market ETF9229087691,929$586,2810.05%
37Walmart IncWMT5,916$578,4660.05%
38ConocoPhillipsCOP6,383$572,8100.05%
39iShares Russell 2000 ETF4642876552,318$500,2010.04%
40Energy Transfer LPET-PI26,603$482,3120.04%
41iShares Core International Aggregate Bond ETF46435G6728,471$432,7830.04%
42WisdomTree U.S. Quality Dividend Growth FundWT4,451$372,7270.03%
43iShares 0-3 Month Treasury Bond ETF46436E7183,492$351,6090.03%
44Thomson Reuters CorpTMSOF1,573$316,3770.03%
45Williams Cos Inc/The9694571004,964$311,7890.03%
46McDonald's CORPMCD974$284,5740.03%
47Simmons First National Corp82873020015,000$284,4000.03%
48SPDR Portfolio Developed World ex-US ETF78463X8896,905$279,5830.03%
49Microsoft CORPMSFT534$265,6170.02%
50Vanguard Information Technology ETF92204A702394$261,3320.02%
51Royal Caribbean Cruises LtdV7780T103800$250,5120.02%
52BancFirst CorpBANFP1,902$235,1250.02%
53SPDR Nuveen S&P High Yield Municipal Bond ETF78464A2849,263$229,5370.02%
54Shell PLCRYDAF3,130$220,3830.02%
55Johnson & JohnsonJNJ1,421$217,0580.02%
56Ford Motor Co34537086019,973$216,7070.02%
57Amazon.com IncAMZN960$210,6140.02%
58CannaSys Inc13765120420,000$90.00%
59Medical Marijuana Inc58463A10520,000$50.00%
60Hemp Inc42370320610,000$00.00%
61OWC Pharmaceutical Research Corp67109N10825,000$00.00%