• 13F History

NFP Retirement, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$1.27B
Signature - Title
Brian J. Yu - Chief Compliance Officer
Location
Aliso Viejo, CA
Summary
This page shows a list of all the recent 13F filings made by NFP Retirement, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NFP Retirement, Inc. reported 291 stock holdings with total value $1.27B as of Q4 2024. Top holdings included IVV, SHV, AGG, IDEV, and ONEQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 291 $1.27B +$94M -$12.8M +$81.2M IVV, SHV, AGG, IDEV, ONEQ 13F-HR 2/13/2025, 02:04 PM
Q3 2024 284 $1.24B +$29.2M -$47.7M -$18.6M IVV, SHV, AGG, IDEV, SCHD 13F-HR 2/13/2025, 02:04 PM
Q2 2024 277 $1.19B +$41.8M -$21.1M +$20.7M IVV, SHV, AGG, IDEV, SPLG 13F-HR 2/13/2025, 02:03 PM
Q1 2024 279 $1.16B +$573M -$37.6M +$535M IVV, SHV, AGG, IDEV, SPLG 13F-HR 2/13/2025, 02:03 PM
Q4 2023 244 $590M +$40.4M -$19.5M +$20.9M SPLG, SCHD, VONG, AGG, IDEV 13F-HR 2/13/2025, 02:03 PM
Q3 2023 226 $524M +$60M -$37.5M +$22.5M SPLG, VONG, SCHD, AGG, QQQ 13F-HR 2/13/2025, 02:03 PM
Q2 2023 230 $536M +$42.3M -$27.6M +$14.7M SPLG, IDEV, AGG, VONG, SCHD 13F-HR 2/13/2025, 02:03 PM
Q1 2023 243 $501M +$44.9M -$17.3M +$27.6M SPLG, IDEV, AGG, SCHD, VONG 13F-HR 2/13/2025, 02:03 PM
Q4 2022 240 $454M +$101M -$77.9M +$23.4M SPLG, IDEV, AGG, SCHD, FBND 13F-HR 2/13/2025, 02:02 PM
Q3 2022 219 $405M +$56.2M -$21.1M +$35.1M SCHX, SCHZ, SCHD, FBND, SPLG 13F-HR 2/13/2025, 02:02 PM
Q2 2022 231 $395M +$45.8M -$20.1M +$25.7M SCHX, SCHZ, SCHD, SCHF, FBND 13F-HR 2/13/2025, 02:02 PM
Q1 2022 223 $422M +$182M -$4.14M +$178M SCHX, SCHZ, SCHF, VOO, SCHD 13F-HR 2/13/2025, 02:02 PM
Q4 2021 148 $279M +$26.5M -$4.82M +$21.7M SCHX, SCHZ, SCHF, VOO, FBND 13F-HR 2/13/2025, 02:02 PM
Q3 2021 138 $246M +$10.3M -$20.6M -$10.3M SCHX, SCHZ, SCHF, VOO, FBND 13F-HR 2/13/2025, 02:01 PM
Q2 2021 135 $259M +$59.6M -$39.2M +$20.4M SCHX, SCHZ, SCHF, VOO, FBND 13F-HR 2/13/2025, 02:01 PM
Q1 2021 124 $230M +$68.9M -$5.33M +$63.6M SCHX, SCHZ, SCHG, VOO, VYM 13F-HR 2/13/2025, 02:00 PM
Q4 2020 115 $162M +$21.2M -$24.2M -$2.98M SCHX, VOO, SCHF, SCHZ, CWB 13F-HR 2/13/2025, 02:00 PM
Q3 2020 111 $152M +$22.6M -$12.4M +$10.2M SCHX, BSJL, SCHZ, CWB, VOO 13F-HR 2/13/2025, 02:00 PM
Q2 2020 101 $137M +$26.3M -$4.49M +$21.8M SCHX, BSJL, AGG, SCHZ, CWB 13F-HR 2/13/2025, 02:00 PM
Q1 2020 83 $102M +$17.9M -$5M +$12.9M SCHX, BSJL, AGG, SCHZ, SCHF 13F-HR 2/13/2025, 02:00 PM
Q4 2019 87 $108M $0 $0 SCHX, AGG, SCHZ, SCHF, CWB 13F-HR 2/13/2025, 01:59 PM