FFG RETIREMENT ADVISORS LLC

data from 31/12/2025

Capitalization

$ 161.232 M 0.05 %

Average holding period

8 ans

Performance

$ 36.639 M 27.18 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FFG RETIREMENT ADVISORS LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 SCHWAB STRATEGIC TR 5.30% 8.552 M $ 365927 2022/12/31 -36.920 K $ -0.43 %
2025/12/31 SPDR SERIES TRUST 4.94% 7.967 M $ 99309 2022/12/31 184.142 K $ 2.40 %
2025/12/31 ISHARES TR 4.89% 7.887 M $ 169464 2022/12/31 -29.242 K $ -0.36 %
2025/12/31 JOHN HANCOCK EXCHANGE TRADED 4.48% 7.223 M $ 325944 2024/12/31 9.741 K $ 0.14 %
2025/12/31 VANGUARD WHITEHALL FDS 4.13% 6.654 M $ 46361 2022/12/31 120.607 K $ 1.82 %
2025/12/31 BONDBLOXX ETF TRUST 4.05% 6.538 M $ 141451 2025/03/31 -57.564 K $ -0.88 %
2025/12/31 WISDOMTREE TR 3.98% 6.414 M $ 75562 2022/12/31 67.627 K $ 1.05 %
2025/12/31 WISDOMTREE TR 3.79% 6.110 M $ 68317 2022/12/31 32.107 K $ 0.53 %
2025/12/31 BLACKROCK ETF TRUST 3.60% 5.810 M $ 95543 2024/03/31 148.594 K $ 2.72 %
2025/12/31 BLACKROCK ETF TRUST II 3.40% 5.489 M $ 104010 2024/03/31 -48.200 K $ -0.88 %
2025/12/31 ISHARES TR 3.40% 5.484 M $ 27612 2023/06/30 134.806 K $ 2.12 %
2025/12/31 ISHARES TR 3.31% 5.336 M $ 43287 2023/09/30 107.962 K $ 2.10 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 3.12% 5.024 M $ 84754 2025/03/31 104.589 K $ 3.06 %
2025/12/31 ISHARES TR 2.81% 4.528 M $ 21351 2024/03/31 117.883 K $ 2.69 %
2025/12/31 WISDOMTREE TR 2.69% 4.343 M $ 42653 2023/03/31 46.053 K $ 1.06 %
2025/12/31 ISHARES TR 2.69% 4.340 M $ 60779 2022/12/31 296.774 K $ 5.28 %
2025/12/31 WISDOMTREE TR 2.66% 4.282 M $ 98335 2022/12/31 174.417 K $ 4.16 %
2025/12/31 ISHARES TR 2.50% 4.032 M $ 80615 2025/06/30 -97.481 K $ -2.38 %
2025/12/31 JOHN HANCOCK EXCHANGE TRADED 2.41% 3.885 M $ 170131 2025/09/30 -56.362 K $ -1.42 %
2025/12/31 ISHARES INC 2.16% 3.482 M $ 51794 2023/03/31 75.130 K $ 1.97 %
2025/12/31 ISHARES TR 2.03% 3.273 M $ 142132 2022/12/31 -12.783 K $ -0.39 %
2025/12/31 GRAHAM CORP 1.99% 3.212 M $ 50000 2022/12/31 466.500 K $ 16.99 %
2025/12/31 ETF SER SOLUTIONS 1.97% 3.180 M $ 116044 2025/09/30 59.992 K $ 1.90 %
2025/12/31 ISHARES TR 1.67% 2.698 M $ 26348 2025/06/30 -25.509 K $ -0.94 %
2025/12/31 TOUCHSTONE ETF TRUST 1.67% 2.693 M $ 103761 2025/06/30 -39.599 K $ -1.44 %
2025/12/31 BLACKROCK ETF TRUST 1.64% 2.647 M $ 68656 2025/06/30 47.368 K $ 1.85 %
2025/12/31 VANGUARD WORLD FD 1.60% 2.579 M $ 13937 2022/12/31 -62.967 K $ -2.31 %
2025/12/31 VANGUARD WORLD FD 1.46% 2.358 M $ 11164 2022/12/31 -28.024 K $ -1.17 %
2025/12/31 BLACKROCK ETF TRUST 1.46% 2.346 M $ 70446 2025/06/30 -40.129 K $ -2.52 %
2025/12/31 ISHARES TR 1.40% 2.253 M $ 23405 2022/12/31 25.410 K $ 1.15 %
2025/12/31 ISHARES TR 1.39% 2.248 M $ 22819 2023/09/30 -35.529 K $ -1.55 %
2025/12/31 WISDOMTREE TR 1.21% 1.953 M $ 34127 2022/12/31 4.846 K $ 0.25 %
2025/12/31 JOHN HANCOCK EXCHANGE TRADED 1.18% 1.907 M $ 45919 2024/06/30 72.521 K $ 3.88 %
2025/12/31 WISDOMTREE TR 1.18% 1.898 M $ 40630 2022/12/31 29.573 K $ 1.57 %
2025/12/31 WISDOMTREE TR 1.11% 1.797 M $ 34826 2023/12/31 -24.392 K $ -1.34 %
2025/12/31 RBB FUND TRUST 1.04% 1.680 M $ 34734 2025/06/30 79.007 K $ 4.86 %
2025/12/31 WISDOMTREE TR 1.03% 1.663 M $ 49719 2022/12/31 -11.468 K $ -0.68 %
2025/12/31 INVESCO EXCH TRADED FD TR II 1.01% 1.626 M $ 13628 2025/03/31 -23.803 K $ -1.44 %
2025/12/31 TOUCHSTONE ETF TRUST 0.94% 1.512 M $ 59664 2024/12/31 -1.205 K $ -0.08 %
2025/12/31 GLOBAL X FDS 0.89% 1.432 M $ 22095 2025/09/30 -40.831 K $ -7.76 %
2025/12/31 PGIM ETF TR 0.70% 1.130 M $ 31842 2025/03/31 -8.635 K $ -0.76 %
2025/12/31 AMERICAN CENTY ETF TR 0.61% 975.766 K $ 12669 2025/09/30 8.400 K $ 2.54 %
2025/12/31 ISHARES TR 0.30% 487.805 K $ 4282 2022/12/31 619.000 $ 0.04 %
2025/12/31 VANGUARD BD INDEX FDS 0.19% 308.483 K $ 3961 2023/12/31 -831.000 $ -0.27 %
2025/12/31 IYW ISHARES TR 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %