0001957886-23-000002.txt : 20230215 0001957886-23-000002.hdr.sgml : 20230215 20230214194647 ACCESSION NUMBER: 0001957886-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Retirement Investment Advisors, Inc. CENTRAL INDEX KEY: 0001957886 IRS NUMBER: 731394254 STATE OF INCORPORATION: OK FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23100 FILM NUMBER: 23632971 BUSINESS ADDRESS: STREET 1: 2925 UNITED FOUNDERS BLVD CITY: OKLAHOMA CITY STATE: OK ZIP: 73112 BUSINESS PHONE: 405-842-3443 MAIL ADDRESS: STREET 1: 2925 UNITED FOUNDERS BLVD CITY: OKLAHOMA CITY STATE: OK ZIP: 73112 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001957886 XXXXXXXX 12-31-2022 12-31-2022 Retirement Investment Advisors, Inc.
2925 UNITED FOUNDERS BLVD OKLAHOMA CITY OK 73112
13F HOLDINGS REPORT 028-23100 000106316 N
Brenda Bolander EVP / CCO 4058423443 Brenda Bolander Oklahoma City OK 02-14-2023 0 50 154504818 false
INFORMATION TABLE 2 form13f_2022-12.XML RIA FORM 13F 2022-12 Vanguard Growth ETF ETF 922908736 27201574 127641 SH SOLE 0 0 127641 Vanguard Value ETF ETF 922908744 22707093 161766 SH SOLE 0 0 161766 iShares Core MSCI EAFE ETF ETF 46432F842 16198191 262787 SH SOLE 0 0 262787 iShares National Muni Bond ETF ETF 464288414 11321241 107290 SH SOLE 0 0 107290 Vanguard Intermediate-Term Bond ETF ETF 921937819 9461010 127301 SH SOLE 0 0 127301 iShares Core MSCI Emerging Markets ETF ETF 46434G103 8010685 171535 SH SOLE 0 0 171535 SPDR S&P DIVIDEND ETF (MKT) ETF 78464A763 7665865 61273 SH SOLE 0 0 61273 Vanguard Small-Cap Value ETF ETF 922908611 6033130 37992 SH SOLE 0 0 37992 Invesco QQQ Trust Series 1 ETF 46090E103 5100327 19154 SH SOLE 0 0 19154 Vanguard Total International Bond ETF ETF 92203J407 4973700 104864 SH SOLE 0 0 104864 ISHARES CORE S&P SMALL-CAP (MKT) ETF 464287804 4521521 47776 SH SOLE 0 0 47776 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES ETF 921909768 4140910 80064 SH SOLE 0 0 80064 VanEck High Yield Muni ETF ETF 92189H409 1794929 35508 SH SOLE 0 0 35508 VanEck J. P. Morgan EM Local Currency Bond ETF ETF 92189H300 1648997 68056 SH SOLE 0 0 68056 Vanguard Small-Cap Growth ETF ETF 922908595 1633198 8144 SH SOLE 0 0 8144 iShares JP Morgan USD Emerging Markets Bond ETF ETF 464288281 1613554 19075 SH SOLE 0 0 19075 Xtrackers USD High Yield Corporate Bond ETF ETF 233051432 1548165 45926 SH SOLE 0 0 45926 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 1518387 20194 SH SOLE 0 0 20194 CONOCOPHILLIPS STOCK 20825C104 1417770 12015 SH SOLE 0 0 12015 ONEOK Inc STOCK 682680103 1342580 20435 SH SOLE 0 0 20435 VANGUARD EMERGING MARKETS STOCK IDX ETF (MKT) ETF 922042858 1294955 33221 SH SOLE 0 0 33221 Apple Inc STOCK 037833100 1218743 9380 SH SOLE 0 0 9380 PHILLIPS 66 STOCK 718546104 1067340 10255 SH SOLE 0 0 10255 Vanguard Total International Stock ETF ETF 921909768 976163 18874 SH SOLE 0 0 18874 Invesco S&P 500 Equal Weight ETF ETF 46137V357 946093 6698 SH SOLE 0 0 6698 Simmons First National Corp STOCK 828730200 776880 36000 SH SOLE 0 0 36000 Berkshire Hathaway Inc STOCK 084670702 772250 2500 SH SOLE 0 0 2500 SPDR S&P 500 ETF Trust ETF 78462F103 758359 1983 SH SOLE 0 0 1983 INVESCO DYNAMIC LG CP VALUE ETF 46137V738 615451 13078 SH SOLE 0 0 13078 Exxon Mobil Corp STOCK 30231G102 605437 5489 SH SOLE 0 0 5489 OGE Energy Corp STOCK 670837103 605075 15299 SH SOLE 0 0 15299 Schwab US Large-Cap ETF ETF 808524201 596070 13202 SH SOLE 0 0 13202 SPDR PORTFOLIO DEVLPD WORLD EX US ETF ETF 78463X889 569840 19193 SH SOLE 0 0 19193 Vanguard FTSE Developed Markets ETF ETF 921943858 548926 13079 SH SOLE 0 0 13079 AT&T INC STOCK 00206R102 533761 28993 SH SOLE 0 0 28993 Vanguard Tax-Exempt Bond Index ETF ETF 922907746 396811 8018 SH SOLE 0 0 8018 Tesla Inc STOCK 88160R101 343056 2785 SH SOLE 0 0 2785 FORD MOTOR COMPANY STOCK 345370860 333839 28705 SH SOLE 0 0 28705 Vanguard Total Bond Market ETF ETF 921937835 300507 4183 SH SOLE 0 0 4183 International Business Machines Corp STOCK 459200101 297278 2110 SH SOLE 0 0 2110 Walmart Inc STOCK 931142103 294498 2077 SH SOLE 0 0 2077 Vanguard 500 Index Fund ETF 922908710 259490 733 SH SOLE 0 0 733 ENERGY TRANSFER OPERATING LP STOCK 29273V100 225221 18974 SH SOLE 0 0 18974 AT&T Inc STOCK 00206R102 218766 11883 SH SOLE 0 0 11883 SUNCOKE ENERGY INC STOCK 86722A103 97044 11245 SH SOLE 0 0 11245 Medical Marijuana Inc STOCK 58463A105 122 20000 SH SOLE 0 0 20000 CannaSys Inc STOCK 137651204 9 20000 SH SOLE 0 0 20000 Hemp Inc STOCK 423703206 4 10000 SH SOLE 0 0 10000 OWC Pharmaceutical Research Corp STOCK 67109N108 3 25000 SH SOLE 0 0 25000 Nautilus Minerals Inc STOCK 639097104 0 17789 SH SOLE 0 0 17789