SEC Form 13F

Approach Retirement Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$137,712,493
Positions82

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$23,336,344526,067
AFLAC INCAFLCOM$12,502,972106,635
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$9,045,145214,289
AMERICAN CENTY ETF TRAVUSUS EQT ETF$7,676,28459,933
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$7,224,738151,303
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$4,300,659115,422
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$3,848,24393,290
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$3,412,35838,255
ISHARES TRSTIP0-5 YR TIPS ETF$3,375,67333,043
VANGUARD BD INDEX FDSVUSBVANGUARD ULTRA$2,886,69857,989

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page