B.O.S.S. Retirement Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BR B.O.S.S. Retirement Advisors, LLC | Institutional Filer | ▲ 3.26% | $328.1M | 174 |
Current Portfolio Holdings
Showing all 174 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | — | 708K | $55.9M | 17.05% |
| 2 | VOO | VANGUARD INDEX FDS | — | 34K | $20.5M | 6.23% |
| 3 | VXUS | VANGUARD STAR FDS | — | 199K | $15.3M | 4.68% |
| 4 | COST | Costco Wholesale Corporation | Consumer Defensive | 13K | $13.1M | 3.98% |
| 5 | SPYM | SPDR SERIES TRUST | — | 162K | $12.4M | 3.77% |
| 6 | IVE | ISHARES TR | — | 36K | $7.5M | 2.30% |
| 7 | DYNF | BLACKROCK ETF TRUST | — | 125K | $7.3M | 2.22% |
| 8 | CORO | BLACKROCK ETF TRUST | — | 222K | $7.2M | 2.18% |
| 9 | IVW | ISHARES TR | — | 58K | $6.6M | 2.01% |
| 10 | SIXO | AIM ETF PRODUCTS TRUST | — | 185K | $6.2M | 1.90% |
| 11 | NVDA | NVIDIA Corporation | Technology | 35K | $6.0M | 1.84% |
| 12 | BND | VANGUARD BD INDEX FDS | — | 75K | $5.6M | 1.69% |
| 13 | AAPL | Apple Inc. | Technology | 19K | $4.9M | 1.49% |
| 14 | QUAL | ISHARES TR | — | 25K | $4.7M | 1.44% |
| 15 | MSFT | Microsoft Corporation | Technology | 12K | $4.3M | 1.32% |
Showing 1 to 15 of 174 holdings