Approach Retirement Advisors, LLC

Est. AUM

$120.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$20.0M	515428	16.66%	SOLE
2	AFLAC INC	COM	$11.7M	106635	9.73%	SOLE
3	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.4M	175206	6.15%	SOLE
4	DIMENSIONAL ETF TRUST	SHORT DURATION F	$6.5M	136406	5.43%	SOLE
5	AMERICAN CENTY ETF TR	US EQT ETF	$6.4M	57446	5.31%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.9M	110728	3.27%	SOLE
7	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.4M	87810	2.85%	SOLE
8	AMERICAN CENTY ETF TR	INTL EQT ETF	$3.0M	35670	2.52%	SOLE
9	ISHARES TR	0-5 YR TIPS ETF	$2.7M	25721	2.21%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$2.5M	60203	2.08%	SOLE
11	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.4M	48698	2.02%	SOLE
12	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.4M	64636	1.98%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4763	1.90%	SOLE
14	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.3M	45564	1.89%	SOLE
15	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$2.1M	45404	1.77%	SOLE
16	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.0M	56447	1.65%	SOLE
17	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.8M	53059	1.49%	SOLE
18	AMERICAN CENTY ETF TR	US SML CP VALU	$1.7M	15132	1.39%	SOLE
19	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.6M	46821	1.35%	SOLE
20	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.6M	19772	1.33%	SOLE
21	EXXON MOBIL CORP	COM	$1.5M	8891	1.26%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	2032	1.10%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	5592	1.00%	SOLE
24	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.2M	14568	0.98%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$1.2M	5931	0.97%	SOLE
26	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.2M	29412	0.96%	SOLE
27	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	21923	0.96%	SOLE
28	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$986K	30604	0.82%	SOLE
29	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$895K	13964	0.74%	SOLE
30	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$893K	14342	0.74%	SOLE
31	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$809K	22649	0.67%	SOLE
32	PROCTER & GAMBLE CO	COM	$775K	5366	0.64%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$760K	2370	0.63%	SOLE
34	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$755K	16742	0.63%	SOLE
35	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$752K	31815	0.63%	SOLE
36	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$719K	9510	0.60%	SOLE
37	DIMENSIONAL ETF TRUST	US TARGETED VLU	$674K	10787	0.56%	SOLE
38	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$626K	4527	0.52%	SOLE
39	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$608K	1800	0.51%	SOLE
40	INTERNATIONAL BUSINESS MACHS	COM	$605K	2497	0.50%	SOLE
41	VANGUARD INDEX FDS	GROWTH ETF	$582K	1332	0.48%	SOLE
42	SOUTHERN CO	COM	$565K	5851	0.47%	SOLE
43	COCA COLA CO	COM	$547K	7189	0.45%	SOLE
44	INVESCO QQQ TR	UNIT SER 1	$513K	888	0.43%	SOLE
45	MICROSOFT CORP	COM	$480K	1296	0.40%	SOLE
46	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$478K	14057	0.40%	SOLE
47	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$467K	6562	0.39%	SOLE
48	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$456K	9408	0.38%	SOLE
49	DUKE ENERGY CORP NEW	COM NEW	$416K	3179	0.35%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$412K	7624	0.34%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.