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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 Q3 2025 · Filed October 28, 2025 · Accession 0001957886-25-000007

Total Value
$1.20B
Positions
65
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (65)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Growth ETF922908736528,530$253.5M21.07%
2Vanguard Value ETF9229087441,347,967$251.4M20.90%
3iShares Core MSCI EAFE ETF46432F8422,057,999$179.7M14.94%
4Vanguard Intermediate-Term Bond ETF9219378191,679,792$131.2M10.90%
5iShares Core MSCI Emerging Markets ETF46434G1031,373,436$90.5M7.53%
6Vanguard Small-Cap Value ETF922908611386,047$80.6M6.70%
7Vanguard Total International Bond ETF92203J407957,023$47.3M3.93%
8iShares National Muni Bond ETF464288414392,035$41.7M3.47%
9iShares J.P. Morgan USD Emerging Markets Bond ETF464288281282,595$26.9M2.24%
10Xtrackers USD High Yield Corporate Bond ETF233051432518,245$19.2M1.60%
11Vanguard Small-Cap Growth ETF92290859560,982$18.1M1.51%
12VanEck High Yield Muni ETF92189H409134,974$6.9M0.57%
13Vanguard Tax-Exempt Bond Index ETF92290774697,394$4.9M0.41%
14Schwab U.S. Large-Cap Value ETF808524409144,540$4.2M0.35%
15Invesco QQQ Trust Series 1IVZ6,958$4.2M0.35%
16Exxon Mobil CorpXOM36,842$4.2M0.35%
17iShares Core S&P 500 ETF4642872004,348$2.9M0.24%
18Vanguard FTSE Developed Markets ETF92194385842,213$2.5M0.21%
19SPDR S&P Dividend ETF78464A76316,326$2.3M0.19%
20Vanguard Total International Stock ETF92190976827,196$2.0M0.17%
21NVIDIA CorpNVDA9,361$1.7M0.15%
22iShares Core S&P Small-Cap ETF46428780414,664$1.7M0.14%
23Apple IncAAPL6,501$1.7M0.14%
24SPDR S&P 500 ETF TrustSPY2,417$1.6M0.13%
25Berkshire Hathaway IncBRK-A3,139$1.6M0.13%
26Vanguard FTSE Emerging Markets ETF92204285827,145$1.5M0.12%
27Vanguard Short-Term Corporate Bond ETF92206C40917,065$1.4M0.11%
28Texas Instruments Inc8825081046,450$1.2M0.10%
29Tesla IncTSLA2,660$1.2M0.10%
30Invesco S&P 500 Equal Weight ETFIVZ5,980$1.1M0.09%
31International Business Machines CorpINTR3,750$1.1M0.09%
32ONEOK IncOKE14,335$1.0M0.09%
33Phillips 66PSX6,687$909,5660.08%
34iShares Core S&P Total US Stock Market ETF4642871506,036$879,1430.07%
35Walmart IncWMT7,961$820,4610.07%
36iShares Russell 2000 Value ETF4642876304,183$739,5960.06%
37Invesco Large Cap Value ETFIVZ10,393$677,7280.06%
38Vanguard Total Stock Market ETF9229087691,929$633,0400.05%
39OGE Energy CorpOGE13,531$626,0790.05%
40iShares Russell 2000 ETF4642876552,318$560,8630.05%
41ConocoPhillipsCOP5,459$516,3670.04%
42iShares Core International Aggregate Bond ETF46435G6728,769$449,2360.04%
43Vanguard Information Technology ETF92204A702469$350,1690.03%
44iShares 0-3 Month Treasury Bond ETF46436E7183,453$347,7170.03%
45Microsoft CorpMSFT622$322,1650.03%
46McDonald's CORPMCD1,050$319,0850.03%
47Williams Cos Inc/The9694571004,964$314,4690.03%
48Johnson & JohnsonJNJ1,611$298,7120.02%
49SPDR Portfolio Developed World ex-US ETF78463X8896,905$295,4650.02%
50Simmons First National Corp82873020015,000$287,5500.02%
51ENERGY TRANSFER OPERATING LPET-PI16,055$275,5040.02%
52Royal Caribbean Cruises LtdV7780T103800$258,8640.02%
53United Therapeutics CorpUTHR600$251,5260.02%
54Thomson Reuters CorpTMSOF1,573$244,3340.02%
55BancFirst CorpBANFP1,902$240,5080.02%
56Ford Motor Co34537086019,973$238,8770.02%
57SPDR Nuveen S&P High Yield Municipal Bond ETF78464A2849,264$230,9520.02%
58Shell PLCRYDAF3,130$223,8890.02%
59Amazon.com Inc231351060960$210,7870.02%
60RTX CorpRTX1,235$206,6530.02%
61WisdomTree U.S. Quality Dividend Growth FundWT2,321$206,4760.02%
62CannaSys Inc13765120420,000$90.00%
63Medical Marijuana Inc58463A10520,000$40.00%
64Hemp Inc42370320610,000$00.00%
65OWC Pharmaceutical Research Corp67109N10825,000$00.00%