Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Global Retirement Partners, LLC INSTITUTION : Global Retirement Partners, LLC
Global Retirement Partners, LLC Portfolio (reported on 2020-07-13)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
GALLAGHER ARTHUR J & CO    (COM) AJG 53,824,000 552,093 8.58%
ISHARES TR    (CORE MSCI EAFE) IEFA 16,483,000 288,365 2.62%
INVESCO QQQ TR    (UNIT SER 1) 14,615,000 59,025 2.33%
MICROSOFT CORP    (COM) MSFT 13,032,000 64,038 2.07%
APPLE INC    (COM) AAPL 12,694,000 34,798 2.02%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 12,474,000 40,453 1.99%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 10,780,000 68,868 1.71%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 10,459,000 36,902 1.66%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 9,542,000 100,298 1.52%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 9,135,000 103,411 1.45%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 8,416,000 41,645 1.34%
AMAZON COM INC    (COM) AMZN 7,681,000 2,784 1.22%
ISHARES TR    (CORE S&P SCP ETF) IJR 7,162,000 104,880 1.14%
ISHARES INC    (CORE MSCI EMKT) IEMG 7,114,000 149,448 1.13%
ISHARES TR    (CORE S&P500 ETF) IVV 6,956,000 22,461 1.10%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 6,823,000 205,384 1.08%
ISHARES TR    (CORE S&P MCP ETF) IJH 6,801,000 38,246 1.08%
VANGUARD INDEX FDS    (VALUE ETF) VTV 6,272,000 62,982 1.00%
JOHN HANCOCK EXCHANGE TRADED    (MULTIFACTOR MI) 5,960,000 169,705 0.95%
ISHARES TR    (CORE S&P US GWT) IWZ 5,897,000 82,036 0.94%
ISHARES TR    (RUS 1000 GRW ETF) IWF 5,888,000 30,673 0.93%
ISHARES TR    (USA QUALITY FCTR) QUAL 5,833,000 60,807 0.93%
ISHARES TR    (MBS ETF) MBB 5,699,000 51,483 0.90%
ISHARES TR    (CORE US AGGBD ET) AGG 5,688,000 48,121 0.90%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 5,675,000 56,474 0.90%
ISHARES TR    (RUSSELL 2000 ETF) IWM 5,406,000 37,756 0.86%
ISHARES TR    (MSCI MIN VOL ETF) USMV 5,194,000 85,667 0.82%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 4,674,000 56,549 0.74%
SPDR GOLD TR    (GOLD SHS) GLD 4,631,000 27,669 0.73%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 4,588,000 41,118 0.73%
HOME DEPOT INC    (COM) HD 4,087,000 16,316 0.65%
BK OF AMERICA CORP    (COM) BAC 4,079,000 171,745 0.65%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 4,031,000 51,165 0.64%
ISHARES TR    (CORE S&P US VLU) IWW 3,956,000 75,737 0.63%
BLACKSTONE GROUP INC    (COM CL A) 3,678,000 64,910 0.58%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 3,588,000 30,621 0.57%
ALPHABET INC    (CAP STK CL A) GOOGL 3,552,000 2,505 0.56%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 3,474,000 23,840 0.55%
VISA INC    (COM CL A) V 3,211,000 16,623 0.51%
SERVICENOW INC    (COM) NOW 3,141,000 7,755 0.50%
INVESCO EXCH TRADED FD TR II    (PFD ETF) 2,929,000 207,425 0.46%
ISHARES SILVER TR    (ISHARES) SLV 2,885,000 169,608 0.46%
SPDR SER TR    (PORTFOLI S&P1500) TMW 2,845,000 75,313 0.45%
UNITEDHEALTH GROUP INC    (COM) UNH 2,789,000 9,455 0.44%
JPMORGAN CHASE & CO    (COM) JPM 2,772,000 29,474 0.44%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 2,768,000 22,716 0.44%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 2,724,000 68,778 0.43%
ISHARES TR    (S&P 500 GRWT ETF) IVW 2,712,000 13,071 0.43%
DISNEY WALT CO    (COM DISNEY) DIS 2,684,000 24,073 0.42%
ISHARES TR    (SELECT DIVID ETF) DVY 2,660,000 32,957 0.42%
ADOBE INC    (COM) ADBE 2,509,000 5,764 0.40%
JOHNSON & JOHNSON    (COM) JNJ 2,500,000 17,778 0.39%
ISHARES TR    (BROAD USD HIGH) 2,454,000 64,211 0.39%
ISHARES TR    (NATIONAL MUN ETF) MUB 2,440,000 21,144 0.38%
WELLS FARGO CO NEW    (COM) WFC 2,298,000 89,763 0.36%
ISHARES TR    (CORE DIV GRWTH) DGRO 2,233,000 59,385 0.35%
COSTCO WHSL CORP NEW    (COM) COST 2,157,000 7,113 0.34%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 2,130,000 20,383 0.33%
VANGUARD INDEX FDS    (MID CAP ETF) VO 1,994,000 12,166 0.31%
CISCO SYS INC    (COM) CSCO 1,989,000 42,640 0.31%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 1,976,000 71,557 0.31%
PFIZER INC    (COM) PFE 1,930,000 59,020 0.30%
ISHARES TR    (TIPS BD ETF) TIP 1,905,000 15,485 0.30%
AMERICAN TOWER CORP NEW    (COM) AMT 1,886,000 7,294 0.30%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 1,886,000 32,669 0.30%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 1,877,000 48,382 0.29%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,874,000 33,991 0.29%
ISHARES TR    (JPMORGAN USD EMG) EMB 1,831,000 16,766 0.29%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,827,000 5,043 0.29%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 1,772,000 28,303 0.28%
PROCTER AND GAMBLE CO    (COM) PG 1,752,000 14,655 0.27%
FIRST TRUST PORTFOLIOS LP    (SHS) QTEC 1,746,000 16,002 0.27%
ADVANCED MICRO DEVICES INC    (COM) AMD 1,730,000 32,874 0.27%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,714,000 12,747 0.27%
WALMART INC    (COM) WMT 1,698,000 14,176 0.27%
BOEING CO    (COM) BA 1,694,000 9,242 0.27%
COCA COLA CO    (COM) KO 1,693,000 37,889 0.27%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 1,670,000 25,275 0.26%
MCDONALDS CORP    (COM) MCD 1,667,000 9,035 0.26%
ALPHABET INC    (CAP STK CL C) GOOG 1,653,000 1,169 0.26%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,645,000 14,604 0.26%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 1,639,000 28,875 0.26%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,624,000 20,678 0.25%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 1,612,000 15,852 0.25%
ISHARES TR    (MRGSTR MD CP ETF) JKG 1,572,000 8,527 0.25%
ABBVIE INC    (COM) ABBV 1,561,000 15,902 0.24%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,554,000 8,706 0.24%
ALTRIA GROUP INC    (COM) MO 1,553,000 39,568 0.24%
LILLY ELI & CO    (COM) LLY 1,548,000 9,429 0.24%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 1,525,000 4,700 0.24%
ISHARES TR    (EAFE SML CP ETF) SCZ 1,524,000 28,427 0.24%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 1,508,000 26,725 0.24%
PROLOGIS INC.    (COM) PLD 1,494,000 16,007 0.23%
AMERICAN INTL GROUP INC    (COM NEW) AIG 1,465,000 46,977 0.23%
ORACLE CORP    (COM) ORCL 1,457,000 26,357 0.23%
ISHARES TR    (CORE S&P TTL STK) ISI 1,452,000 20,916 0.23%
ISHARES TR    (MRGSTR SM CP GR) JKK 1,429,000 6,465 0.22%
EQUINIX INC    (COM) EQIX 1,428,000 2,033 0.22%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 1,419,000 28,633 0.22%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 1,374,000 64,292 0.21%
FIRST TR NASDAQ-100 TECH IND    (DJ INTERNT IDX) FDN 1,373,000 8,051 0.21%
CHEVRON CORP NEW    (COM) CVX 1,369,000 15,347 0.21%
ISHARES TR    (RUS MDCP VAL ETF) IWS 1,351,000 17,657 0.21%
FACEBOOK INC    (CL A) FB 1,350,000 5,944 0.21%
ZOETIS INC    (CL A) ZTS 1,348,000 9,834 0.21%
CITIGROUP INC    (COM NEW) C 1,346,000 26,337 0.21%
TRUIST FINL CORP    (COM) 1,339,000 35,665 0.21%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 1,339,000 62,923 0.21%
GENERAL ELECTRIC CO    (COM) GE 1,282,000 187,675 0.20%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 1,268,000 12,669 0.20%
AT&T INC    (COM) T 1,258,000 41,602 0.20%
NIKE INC    (CL B) NKE 1,236,000 12,604 0.19%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 1,227,000 40,461 0.19%
HONEYWELL INTL INC    (COM) HON 1,216,000 8,408 0.19%
DOMINION ENERGY INC    (COM) D 1,207,000 14,863 0.19%
ISHARES TR    (MSCI EAFE ETF) EFA 1,202,000 19,752 0.19%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 1,200,000 26,711 0.19%
PEPSICO INC    (COM) PEP 1,198,000 9,056 0.19%
IQVIA HLDGS INC    (COM) 1,182,000 8,332 0.18%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,181,000 4,236 0.18%
LOWES COS INC    (COM) LOW 1,176,000 8,701 0.18%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 1,176,000 53,907 0.18%
PRINCIPAL FINANCIAL GROUP IN    (COM) PFG 1,159,000 27,902 0.18%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHT MUNCPL) 1,144,000 22,451 0.18%
CVS HEALTH CORP    (COM) CVS 1,117,000 17,191 0.17%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 1,101,000 21,710 0.17%
ROCKWELL AUTOMATION INC    (COM) ROK 1,080,000 5,071 0.17%
ROSS STORES INC    (COM) ROST 1,067,000 12,513 0.17%
VANECK VECTORS ETF TR    (EMERGING MKTS HI) 1,035,000 46,467 0.16%
DOLLAR GEN CORP NEW    (COM) DG 1,032,000 5,417 0.16%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,017,000 4,713 0.16%
ISHARES TR    (MRNGSTR LG-CP GR) JKE 1,001,000 4,271 0.15%
DUKE ENERGY CORP NEW    (COM NEW) DUK 989,000 12,384 0.15%
RAYTHEON TECHNOLOGIES CORP    (COM) 983,000 15,945 0.15%
MERCK & CO. INC    (COM) MRK 974,000 12,602 0.15%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 966,000 33,323 0.15%
SSGA ACTIVE ETF TR    (BLKSTN GSOSRLN) SRLN 942,000 21,719 0.15%
MASTERCARD INCORPORATED    (CL A) MA 933,000 3,154 0.14%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 933,000 15,000 0.14%
TESLA INC    (COM) TSLA 929,000 860 0.14%
SELECT SECTOR SPDR TR    (ENERGY) XLE 925,000 24,431 0.14%
STARBUCKS CORP    (COM) SBUX 912,000 12,395 0.14%
EDWARDS LIFESCIENCES CORP    (COM) EW 908,000 13,133 0.14%
EXXON MOBIL CORP    (COM) XOM 890,000 19,900 0.14%
COMCAST CORP NEW    (CL A) CMCSA 885,000 22,694 0.14%
ROPER TECHNOLOGIES INC    (COM) ROP 877,000 2,258 0.13%
TEXAS INSTRS INC    (COM) TXN 875,000 6,889 0.13%
CHUBB LIMITED    (COM) CB 868,000 6,858 0.13%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 858,000 10,325 0.13%
US BANCORP DEL    (COM NEW) USB 851,000 23,104 0.13%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 846,000 19,959 0.13%
ISHARES TR    (20 YR TR BD ETF) TLT 831,000 5,067 0.13%
TRANSAMERICA ETF TR    (DELTASHS S&P 500) 828,000 14,405 0.13%
ISHARES TR    (3 7 YR TREAS BD) IEI 826,000 6,180 0.13%
ISHARES TR    (1 3 YR TREAS BD) SHY 821,000 9,481 0.13%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 800,000 13,604 0.12%
HCA HEALTHCARE INC    (COM) HCA 799,000 8,235 0.12%
ISHARES TR    (FLTG RATE NT ETF) FLOT 798,000 15,777 0.12%
TARGA RES CORP    (COM) TRGP 797,000 39,733 0.12%
INTEL CORP    (COM) INTC 796,000 13,300 0.12%
PHILIP MORRIS INTL INC    (COM) PM 791,000 11,297 0.12%
SPDR SER TR    (SPDR BLOOMBERG) 784,000 8,563 0.12%
UNITED PARCEL SERVICE INC    (CL B) UPS 784,000 7,051 0.12%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 779,000 15,068 0.12%
ISHARES TR    (IBOXX HI YD ETF) HYG 773,000 9,470 0.12%
ISHARES TR    (MRNGSTR LG-CP ET) JKD 772,000 4,425 0.12%
AMGEN INC    (COM) AMGN 766,000 3,248 0.12%
DANAHER CORPORATION    (COM) DHR 765,000 4,327 0.12%
ISHARES TR    (MSCI EMG MKT ETF) EEM 756,000 18,913 0.12%
UNION PAC CORP    (COM) UNP 747,000 4,416 0.11%
ISHARES TR    (US HLTHCARE ETF) IYH 747,000 3,465 0.11%
CINTAS CORP    (COM) CTAS 746,000 2,799 0.11%
ISHARES TR    (RUS 2000 VAL ETF) IWN 743,000 7,623 0.11%
DOMINOS PIZZA INC    (COM) DPZ 736,000 1,993 0.11%
ISHARES TR    (US TREAS BD ETF) GOVT 730,000 26,072 0.11%
TARGET CORP    (COM) TGT 727,000 6,058 0.11%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 720,000 29,559 0.11%
AMERICAN EXPRESS CO    (COM) AXP 718,000 7,539 0.11%
FIRST TR NASDAQ-100 TECH IND    (CAP STRENGTH ETF) FDV 710,000 12,157 0.11%
NVIDIA CORPORATION    (COM) NVDA 695,000 1,829 0.11%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 693,000 4,654 0.11%
NEXTERA ENERGY INC    (COM) NEE 682,000 2,841 0.10%
CATERPILLAR INC DEL    (COM) CAT 681,000 5,381 0.10%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 681,000 5,335 0.10%
BROADCOM INC    (COM) 670,000 2,124 0.10%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 667,000 18,258 0.10%
PROSHARES TR    (LARGE CAP CRE) CSM 660,000 9,304 0.10%
ENBRIDGE INC    (COM) ENB 657,000 21,593 0.10%
SALESFORCE COM INC    (COM) CRM 627,000 3,347 0.10%
CROWN CASTLE INTL CORP NEW    (COM) CCI 626,000 3,742 0.09%
LOCKHEED MARTIN CORP    (COM) LMT 619,000 1,696 0.09%
YORK WTR CO    (COM) YORW 603,000 12,567 0.09%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 602,000 8,933 0.09%
ISHARES TR    (GLOB HLTHCRE ETF) IXJ 599,000 8,704 0.09%
ISHARES TR    (SH TR CRPORT ETF) CSJ 597,000 10,921 0.09%
MEDTRONIC PLC    (SHS) MDT 596,000 6,497 0.09%
PNC FINL SVCS GROUP INC    (COM) PNC 595,000 5,651 0.09%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 595,000 5,862 0.09%
UBER TECHNOLOGIES INC    (COM) 592,000 19,034 0.09%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 577,000 7,781 0.09%
1 2 3 4 5 6 7 8 9 Next >Full Portfolio View
Total Value As 2020-06-30: 626,806,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
Global Retirement Partners, LLC

Matching performance of Global Retirement Partners, LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*