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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 Q4 2025 · Filed January 21, 2026 · Accession 0001957886-26-000005

Total Value
$1.24B
Positions
66
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (66)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087441,375,849$262.8M21.18%
2VANGUARD INDEX FDS922908736526,861$257.0M20.71%
3ISHARES TR46432F8422,083,353$186.4M15.02%
4VANGUARD BD INDEX FDS9219378191,716,738$133.7M10.77%
5ISHARES INC46434G1031,382,686$92.9M7.49%
6VANGUARD INDEX FDS922908611393,715$83.4M6.72%
7VANGUARD CHARLOTTE FDS92203J407995,929$48.1M3.88%
8ISHARES TR464288414422,852$45.3M3.65%
9ISHARES TR464288281291,358$28.1M2.26%
10DBX ETF TR233051432529,159$19.5M1.57%
11VANGUARD INDEX FDS92290859562,479$18.9M1.52%
12VANECK ETF TRUST92189H409144,805$7.4M0.60%
13VANGUARD MUN BD FDS922907746111,552$5.6M0.45%
14SCHWAB STRATEGIC TR808524409155,871$4.6M0.37%
15EXXON MOBIL CORPXOM36,842$4.4M0.36%
16INVESCO QQQ TRIVZ6,757$4.2M0.33%
17ISHARES TR4642872004,395$3.0M0.24%
18VANGUARD TAX-MANAGED FDS92194385841,663$2.6M0.21%
19SPDR SER TR78464A76315,460$2.2M0.17%
20VANGUARD STAR FDS92190976826,193$2.0M0.16%
21APPLE INCAAPL6,466$1.8M0.14%
22ISHARES TR46428780414,098$1.7M0.14%
23SPDR S&P 500 ETF TRSPY2,477$1.7M0.14%
24BERKSHIRE HATHAWAY INC DELBRK-A3,278$1.6M0.13%
25VANGUARD INTL EQUITY INDEX F92204285826,399$1.4M0.11%
26NVIDIA CORPORATIONNVDA7,344$1.4M0.11%
27VANGUARD SCOTTSDALE FDS92206C40916,034$1.3M0.10%
28INVESCO EXCHANGE TRADED FD TIVZ5,980$1.1M0.09%
29INTERNATIONAL BUSINESS MACHSINTR3,750$1.1M0.09%
30TESLA INCTSLA2,449$1.1M0.09%
31ISHARES TR4642871506,036$897,4930.07%
32BLACKROCK ETF TRUST4642876304,934$894,0900.07%
33WALMART INCWMT7,961$886,9350.07%
34ONEOK INC NEWOKE12,005$882,3680.07%
35PHILLIPS 66PSX6,687$862,8900.07%
36INVESCO EXCHANGE TRADED FD TIVZ10,267$682,9610.06%
37VANGUARD INDEX FDS9229087691,929$646,7350.05%
38OGE ENERGY CORPOGE13,531$577,7740.05%
39TEXAS INSTRS INC8825081043,317$575,4660.05%
40ISHARES TR4642876552,177$535,8900.04%
41CONOCOPHILLIPSCOP5,459$511,0170.04%
42ISHARES TR46435G6728,672$433,6870.03%
43MICROSOFT CORPMSFT757$366,1000.03%
44VANGUARD WORLD FD92204A702469$353,5230.03%
45ISHARES TR46436E7183,453$346,6120.03%
46JOHNSON & JOHNSONJNJ1,611$333,3960.03%
47MCDONALDS CORPMCD1,003$306,5470.02%
48WILLIAMS COS INC9694571004,964$298,3860.02%
49UNITED THERAPEUTICS CORP DELUTHR600$292,3500.02%
50ENERGY TRANSFER L PET-PI17,665$291,2960.02%
51SIMMONS 1ST NATL CORP82873020015,000$282,7500.02%
52SPDR INDEX SHS FDS78463X8896,286$279,1610.02%
53RTX CORPORATIONRTX1,452$266,2970.02%
54FORD MTR CO DEL34537086019,973$262,0460.02%
55ALPHABET INCGOOG784$246,0190.02%
56ROYAL CARIBBEAN GROUPV7780T103800$223,1360.02%
57AMAZON COM INCAMZN960$221,5870.02%
58ALPHABET INCGOOG704$220,3520.02%
59SPDR SER TR78464A2848,718$217,4270.02%
60SHELL PLCRYDAF2,943$216,2520.02%
61ROCKWELL AUTOMATION INCROK548$213,2100.02%
62MERCK & CO INCMRK2,023$212,9410.02%
63WISDOMTREE TRWT2,321$207,5670.02%
64THOMSON REUTERS CORP.TMSOF1,573$207,4630.02%
65COHERENT CORPCOHR1,121$206,9030.02%
66ENERGY TRANSFER L PET-PI10,548$173,9370.01%