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

Portfolio Manager
B.O.S.S. Retirement Advisors, LLC
Performance
-3.69% (2026 Q1)
AUM (13F)
$328.07M
# of Holdings
174
Performance Rank
Allocation (Top 20)
59.87%

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

Top 50 B.O.S.S. Retirement Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPTM
SPDR SERIES TRUST
17.05%707.5K$55.9M
+25.15%(+142.21K)
2025-Q1: 0 shares2025-Q2: 580.0K shares2025-Q3: 618.2K shares2025-Q4: 565.3K shares2026-Q1: 707.5K shares
$73.48(+22.33%)
2026-03-31
VOO
VANGUARD INDEX FDS
6.23%34.2K$20.5M
-1.60%(-558)
2025-Q1: 75.9K shares2025-Q2: 76.2K shares2025-Q3: 82.5K shares2025-Q4: 34.8K shares2026-Q1: 34.2K shares
$526.77(+29.55%)
2026-03-31
VXUS
VANGUARD STAR FDS
4.68%199.1K$15.3M
+21.26%(+34.90K)
2025-Q1: 166.6K shares2025-Q2: 174.5K shares2025-Q3: 184.4K shares2025-Q4: 164.2K shares2026-Q1: 199.1K shares
$64.52(+31.86%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.98%13.1K$13.1M
+127.01%(+7.33K)
2025-Q1: 12.7K shares2025-Q2: 12.6K shares2025-Q3: 5.5K shares2025-Q4: 5.8K shares2026-Q1: 13.1K shares
$900.14(+14.77%)
2026-03-31
SPYM
SPDR SERIES TRUST
3.77%161.5K$12.4M
+12.62%(+18.09K)
2025-Q1: 277.0K shares2025-Q2: 279.2K shares2025-Q3: 229.9K shares2025-Q4: 143.4K shares2026-Q1: 161.5K shares
$67.53(+29.38%)
2026-03-31
IVE
ISHARES TR
2.3%35.7K$7.5M
-1.42%(-514)
2025-Q1: 0 shares2025-Q2: 4.7K shares2025-Q3: 10.5K shares2025-Q4: 36.2K shares2026-Q1: 35.7K shares
$205.71(+9.20%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
2.22%125.2K$7.3M
-4.93%(-6.49K)
2025-Q1: 0 shares2025-Q2: 20.2K shares2025-Q3: 52.9K shares2025-Q4: 131.7K shares2026-Q1: 125.2K shares
$57.88(+14.80%)
2026-03-31
CORO
BLACKROCK ETF TRUST
2.18%222.4K$7.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 222.4K shares
$31.61(+13.43%)
2026-03-31
IVW
ISHARES TR
2.01%58.2K$6.6M
+2.87%(+1.62K)
2025-Q1: 3.6K shares2025-Q2: 12.2K shares2025-Q3: 23.8K shares2025-Q4: 56.6K shares2026-Q1: 58.2K shares
$114.40(+19.98%)
2026-03-31
SIXO
AIM ETF PRODUCTS TRUST
1.9%184.6K$6.2M
-8.21%(-16.51K)
2025-Q1: 306.2K shares2025-Q2: 309.1K shares2025-Q3: 6.1K shares2025-Q4: 201.1K shares2026-Q1: 184.6K shares
$34.25(+3.55%)
2026-03-31

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