B.O.S.S. Retirement Advisors, LLC
175 holdingsFiling period: 2026-03-31Current AUM: $362.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 707.5K | $55.9M | $64.2M | 17.69% | +142.2K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 34.2K | $20.4M | $23.5M | 6.48% | -558 | 2026-03-31 |
| 3 | VXUS | VANGUARD STAR FDS | 199.1K | $15.3M | $16.8M | 4.64% | +34.9K | 2026-03-31 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 13.1K | $13.1M | $12.5M | 3.44% | +7.3K | 2026-03-31 |
| 5 | SPYM | SPDR SERIES TRUST | 161.5K | $12.4M | $14.2M | 3.91% | +18.1K | 2026-03-31 |
| 6 | IVE | ISHARES TR | 35.7K | $7.5M | $8.3M | 2.28% | -514 | 2026-03-31 |
| 7 | DYNF | BLACKROCK ETF TRUST | 125.2K | $7.3M | $8.4M | 2.33% | -6,492 | 2026-03-31 |
| 8 | CORO | BLACKROCK ETF TRUST | 222.4K | $7.2M | $7.9M | 2.19% | -- | 2026-03-31 |
| 9 | IVW | ISHARES TR | 58.2K | $6.6M | $7.9M | 2.17% | +1.6K | 2026-03-31 |
| 10 | SIXO | AIM ETF PRODUCTS TRUST | 184.6K | $6.2M | $6.7M | 1.84% | -16,509 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 34.5K | $6.0M | $6.9M | 1.91% | -4,062 | 2026-03-31 |
| 12 | BND | VANGUARD BD INDEX FDS | 75.5K | $5.6M | $5.5M | 1.50% | +5.3K | 2026-03-31 |
| 13 | AAPL | APPLE INC | 19.3K | $4.9M | $6.0M | 1.64% | +2.7K | 2026-03-31 |
| 14 | QUAL | ISHARES TR | 24.6K | $4.7M | $5.4M | 1.48% | +410 | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 11.7K | $4.3M | $5.4M | 1.49% | -664 | 2026-03-31 |
| 16 | IUSB | ISHARES TR | 89.0K | $4.1M | $4.0M | 1.11% | +3.3K | 2026-03-31 |
| 17 | OCTW | AIM ETF PRODUCTS TRUST | 106.6K | $4.1M | $4.4M | 1.21% | -8,918 | 2026-03-31 |
| 18 | SEPW | AIM ETF PRODUCTS TRUST | 118.3K | $3.7M | $4.0M | 1.10% | -7,849 | 2026-03-31 |
| 19 | IEMG | ISHARES INC | 51.7K | $3.6M | $4.0M | 1.11% | -47,421 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 16.3K | $3.4M | $4.4M | 1.22% | -936 | 2026-03-31 |
| 21 | MTUM | ISHARES TR | 14.1K | $3.4M | $4.2M | 1.16% | +471 | 2026-03-31 |
| 22 | TSLA | TESLA INC | 9.0K | $3.3M | $2.8M | 0.77% | -192 | 2026-03-31 |
| 23 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 109.6K | $3.3M | $3.0M | 0.82% | +4.1K | 2026-03-31 |
| 24 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 135.3K | $3.2M | $3.2M | 0.87% | +10.1K | 2026-03-31 |
| 25 | JULW | AIM ETF PRODUCTS TRUST | 81.2K | $3.2M | $3.3M | 0.92% | -5,617 | 2026-03-31 |
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