Sponsored

The Analysis of Retirement Investment Advisors, Inc.'s Holdings & P&L

Currently, Retirement Investment Advisors, Inc. holds 67 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+434 shares, valued at $266.4K), EPD (+6.8K shares, valued at $254.9K), IEFA (+2.2K shares, valued at $197.7K); initiated new positions in N/A (+434 shares, valued at $266.4K), EPD (+6.8K shares, valued at $254.9K).

1M P&L

+38.6M+2.99%

3M P&L

-1.2B-47.22%

HY P&L

-1.1B-46.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.2B

98.5%

2Oil & Gas Integrated4.7M

0.4%

3Oil & Gas Midstream2.1M

0.2%

Top Industries by Stock Count

1N/A33 stocks

56.9%

2Oil & Gas Midstream4 stocks

6.9%

3Auto Manufacturers2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS1.4M shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS526.9K shares0.01%2026-03-312026-04-15

IEFA ISHARES TR2.1M shares0.11%2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS1.7M shares0.00%2026-03-312026-04-15

IEMG ISHARES INC1.4M shares0.13%2026-03-312026-04-15

VBR VANGUARD INDEX FDS394.0K shares0.06%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS995.9K shares0.00%2026-03-312026-04-15

MUB ISHARES TR424.1K shares0.30%2026-03-312026-04-15

Sponsored

EMB ISHARES TR291.4K shares0.02%2026-03-312026-04-15

HYLB DBX ETF TR529.2K shares0.00%2026-03-312026-04-15

VBK VANGUARD INDEX FDS62.6K shares0.21%2026-03-312026-04-15

HYD VANECK ETF TRUST147.4K shares1.79%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS111.6K shares0.00%2026-03-312026-04-15

SCHV SCHWAB STRATEGIC TR155.9K shares0.00%2026-03-312026-04-15

XOM EXXON MOBIL CORP36.8K shares0.00%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR6.8K shares0.52%2026-03-312026-04-15

Sponsored

IVV ISHARES TR4.4K shares0.00%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS42.5K shares1.98%2026-03-312026-04-15

SDY BLACKROCK ETF TRUST15.5K shares0.25%2026-03-312026-04-15

VXUS VANGUARD STAR FDS26.2K shares0.19%2026-03-312026-04-15

AAPL APPLE INC6.5K shares0.00%2026-03-312026-04-15

IJR ISHARES TR14.2K shares0.45%2026-03-312026-04-15

SPY SPDR S&P 500 ETF TR2.5K shares0.00%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares0.00%2026-03-312026-04-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F26.4K shares0.11%2026-03-312026-04-15

NVDA NVIDIA CORPORATION7.3K shares0.00%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS16.0K shares0.00%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS3.8K shares0.00%2026-03-312026-04-15

TSLA TESLA INC2.4K shares0.00%2026-03-312026-04-15

OKE ONEOK INC NEW13.2K shares10.17%2026-03-312026-04-15

ITOT ISHARES TR6.0K shares0.00%2026-03-312026-04-15

Sponsored

IWN ISHARES TR4.9K shares0.00%2026-03-312026-04-15

WMT WALMART INC8.0K shares0.00%2026-03-312026-04-15

PSX PHILLIPS 666.7K shares0.00%2026-03-312026-04-15

PWV INVESCO EXCHANGE TRADED FD T10.4K shares1.01%2026-03-312026-04-15

VTI VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-15

OGE OGE ENERGY CORP13.5K shares0.00%2026-03-312026-04-15

TXN TEXAS INSTRS INC3.3K shares0.00%2026-03-312026-04-15

IWM ISHARES TR2.2K shares0.00%2026-03-312026-04-15

Sponsored

ET ENERGY TRANSFER L P28.2K shares0.00%2026-03-312026-04-15

COP CONOCOPHILLIPS5.5K shares0.00%2026-03-312026-04-15

IAGG ISHARES TR8.7K shares0.00%2026-03-312026-04-15

MSFT MICROSOFT CORP757 shares0.00%2026-03-312026-04-15

VGT VANGUARD WORLD FD469 shares0.00%2026-03-312026-04-15

SGOV ISHARES TR3.5K shares0.00%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON1.6K shares0.00%2026-03-312026-04-15

MCD MCDONALDS CORP1.0K shares0.00%2026-03-312026-04-15

Sponsored

WMB WILLIAMS COS INC5.0K shares0.00%2026-03-312026-04-15

UTHR UNITED THERAPEUTICS CORP DEL600 shares0.00%2026-03-312026-04-15

SFNC SIMMONS 1ST NATL CORP15.0K shares0.00%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS6.3K shares0.81%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS434 sharesnew addition2026-03-312026-04-15

RTX RTX CORPORATION1.5K shares0.00%2026-03-312026-04-15

F FORD MTR CO DEL20.0K shares0.00%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L6.8K sharesnew addition2026-03-312026-04-15

Sponsored

ALPHABET INC ALPHABET INC784 shares0.00%2026-03-312026-04-15

SHEL SHELL PLC3.1K shares6.35%2026-03-312026-04-15

RCL ROYAL CARIBBEAN GROUP800 shares0.00%2026-03-312026-04-15

AMZN AMAZON COM INC960 shares0.00%2026-03-312026-04-15

HYMB SPDR SER TR8.9K shares1.55%2026-03-312026-04-15

ALPHABET INC ALPHABET INC704 shares0.00%2026-03-312026-04-15

ROK ROCKWELL AUTOMATION INC548 shares0.00%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC2.0K shares0.00%2026-03-312026-04-15

Sponsored

DGRW WISDOMTREE TR2.3K shares0.00%2026-03-312026-04-15

THOMSON REUTERS CORP. THOMSON REUTERS CORP.1.6K shares0.00%2026-03-312026-04-15

COHERENT CORP COHERENT CORP1.1K shares0.00%2026-03-312026-04-15

VTV

VANGUARD INDEX FDS

0.00%

Shares1.4M

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

0.01%

Shares526.9K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

0.11%

Shares2.1M

Event2026-03-31

Filed2026-04-15

BIV

VANGUARD BD INDEX FDS

0.00%

Shares1.7M

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

0.13%

Shares1.4M

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

0.06%

Shares394.0K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares995.9K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

0.30%

Shares424.1K

Event2026-03-31

Filed2026-04-15

EMB

ISHARES TR

0.02%

Shares291.4K

Event2026-03-31

Filed2026-04-15

HYLB

DBX ETF TR

0.00%

Shares529.2K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

0.21%

Shares62.6K

Event2026-03-31

Filed2026-04-15

HYD

VANECK ETF TRUST

1.79%

Shares147.4K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

0.00%

Shares111.6K

Event2026-03-31

Filed2026-04-15

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares155.9K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

0.00%

Shares36.8K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

0.52%

Shares6.8K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

1.98%

Shares42.5K

Event2026-03-31

Filed2026-04-15

SDY

BLACKROCK ETF TRUST

0.25%

Shares15.5K

Event2026-03-31

Filed2026-04-15

VXUS

VANGUARD STAR FDS

0.19%

Shares26.2K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

0.45%

Shares14.2K

Event2026-03-31

Filed2026-04-15

SPY

SPDR S&P 500 ETF TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

0.11%

Shares26.4K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-15

OKE

ONEOK INC NEW

10.17%

Shares13.2K

Event2026-03-31

Filed2026-04-15

ITOT

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-15

IWN

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-15

PSX

PHILLIPS 66

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-15

PWV

INVESCO EXCHANGE TRADED FD T

1.01%

Shares10.4K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-15

OGE

OGE ENERGY CORP

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-15

TXN

TEXAS INSTRS INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-15

ENERGY TRANSFER L P

0.00%

Shares28.2K

Event2026-03-31

Filed2026-04-15

COP

CONOCOPHILLIPS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-15

IAGG

ISHARES TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

0.00%

Shares757

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

0.00%

Shares469

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-15

WMB

WILLIAMS COS INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-15

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares600

Event2026-03-31

Filed2026-04-15

SFNC

SIMMONS 1ST NATL CORP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-15

SPDW

SPDR INDEX SHS FDS

0.81%

Shares6.3K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

New

Shares434

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

FORD MTR CO DEL

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-15

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares6.8K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.00%

Shares784

Event2026-03-31

Filed2026-04-15

SHEL

SHELL PLC

6.35%

Shares3.1K

Event2026-03-31

Filed2026-04-15

RCL

ROYAL CARIBBEAN GROUP

0.00%

Shares800

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

0.00%

Shares960

Event2026-03-31

Filed2026-04-15

HYMB

SPDR SER TR

1.55%

Shares8.9K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.00%

Shares704

Event2026-03-31

Filed2026-04-15

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares548

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-15

DGRW

WISDOMTREE TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-15

THOMSON REUTERS CORP.

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-15

COHERENT CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available