Institutions / B.O.S.S. Retirement Advisors, LLC

B.O.S.S. Retirement Advisors, LLC

CIK 1964810 · Institution · as of Dec 31, 2025
Portfolio value
$317.73M
Positions
171
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 171 →
CompanyClassValueShares% of portfolio
SPDR Series Trust$46.64M565,32214.7%
Vanguard Index Fds$21.81M34,7826.9%
Vanguard Star Fds$12.38M164,1573.9%
SPDR Series Trust$11.50M143,4103.6%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$8.01M131,7142.5%
iShares Tr$7.68M36,2302.4%
NVIDIA Corp$7.20M38,6032.3%
Aim ETF Products Trust$6.98M201,0882.2%
iShares Tr$6.97M56,5672.2%
iShares Inc$6.67M99,1612.1%
Microsoft Corp$5.96M12,3251.9%
iShares Tr$5.44M15,8481.7%
Vanguard Bd Index Fds$5.20M70,1801.6%
Costco Wholesale Corp /New$4.98M5,7731.6%
iShares MSCI UAE ETF$4.80M24,1501.5%
Schwab Strategic Tr$4.52M187,9841.4%
Aim ETF Products Trust$4.50M115,5101.4%
Apple Inc.$4.50M16,5691.4%
Tesla Inc$4.11M9,1481.3%
Aim ETF Products Trust$4.03M126,1991.3%
iShares Tr$3.99M85,7341.3%
Amazon.com Inc$3.97M17,1961.2%
iShares Tr$3.88M5,6711.2%
iShares Tr$3.63M13,1091.1%
iShares MSCI UAE ETF$3.41M13,6151.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.