Institutions / Approach Retirement Advisors, LLC

Approach Retirement Advisors, LLC

CIK 2106948 · Institution · as of Dec 31, 2025

Portfolio value

$116.08M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 78 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$20.06M	506,806	17.3%
Aflac Inc	—	$11.76M	106,635	10.1%
Dimensional ETF Trust	—	$6.54M	136,439	5.6%
Dimensional ETF Trust	—	$6.51M	152,888	5.6%
American Centy ETF Tr	—	$6.30M	56,317	5.4%
Dimensional ETF Trust	—	$3.83M	111,106	3.3%
Dimensional ETF Trust	—	$3.19M	83,672	2.7%
American Centy ETF Tr	—	$2.99M	36,362	2.6%
Dimensional ETF Trust	—	$2.42M	63,749	2.1%
American Centy ETF Tr	—	$2.38M	56,867	2.1%
iShares MSCI UAE ETF	—	$2.24M	21,883	1.9%
Vanguard Malvern Fds	—	$2.22M	44,950	1.9%
American Centy ETF Tr	—	$2.13M	45,291	1.8%
Warren E. Buffett	—	$2.10M	4,182	1.8%
Vanguard Bd Index Fds	—	$2.09M	41,889	1.8%
Dimensional ETF Trust	—	$2.00M	60,930	1.7%
Dimensional ETF Trust	—	$1.57M	47,606	1.4%
American Centy ETF Tr	—	$1.52M	20,092	1.3%
Dimensional ETF Trust	—	$1.47M	45,096	1.3%
American Centy ETF Tr	—	$1.43M	14,053	1.2%
SPDR S&P 500 ETF Tr	—	$1.42M	2,086	1.2%
Vanguard Specialized Funds	—	$1.23M	5,584	1.1%
Dimensional ETF Trust	—	$1.11M	29,182	1.0%
Dimensional ETF Trust	—	$1.09M	21,923	0.9%
Vanguard Index Fds	—	$1.08M	5,632	0.9%

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.