Approach Retirement Advisors, LLC: 13F holdings
CIK 21069482026Q2
| Positions | 82 |
|---|---|
| Reported value | $137.7m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 526,067 | $23.3m | 16.9% |
| AFL AFLAC INC | 106,635 | $12.5m | 9.1% |
| DFCF DIMENSIONAL ETF TRUST | 214,289 | $9.0m | 6.6% |
| AVUS AMERICAN CENTY ETF TR | 59,933 | $7.7m | 5.6% |
| DFSD DIMENSIONAL ETF TRUST | 151,303 | $7.2m | 5.2% |
| DFIC DIMENSIONAL ETF TRUST | 115,422 | $4.3m | 3.1% |
| DFAI DIMENSIONAL ETF TRUST | 93,290 | $3.8m | 2.8% |
| AVDE AMERICAN CENTY ETF TR | 38,255 | $3.4m | 2.5% |
| STIP ISHARES TR | 33,043 | $3.4m | 2.5% |
| VUSB VANGUARD BD INDEX FDS | 57,989 | $2.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2106948")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.