Managed by Approach Retirement Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $23.3M | 526.1K | 0.00% | — |
| 2 | ? N/A — | $20.1M | 506.8K | 0.00% | — |
| 3 | ? N/A — | $20M | 515.4K | 0.00% | — |
| 4 | A AFL — | $12.5M | 106.6K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
A AFL — |
| $11.8M |
| 106.6K |
| 0.00% |
| — |
| 6 | A AFL — | $11.7M | 106.6K | 0.00% | — |
| 7 | ? N/A — | $9M | 214.3K | 0.00% | — |
| 8 | ? N/A — | $7.7M | 59.9K | 0.00% | — |
| 9 | ? N/A — | $7.4M | 175.2K | 0.00% | — |
| 10 | ? N/A — | $7.2M | 151.3K | 0.00% | — |
| 11 | ? N/A — | $6.5M | 136.4K | 0.00% | — |
| 12 | ? N/A — | $6.5M | 136.4K | 0.00% | — |
| 13 | ? N/A — | $6.5M | 152.9K | 0.00% | — |
| 14 | A AEP — | $6.4M | 57.4K | 0.00% | — |
| 15 | A AEP — | $6.3M | 56.3K | 0.00% | — |
| 16 | ? N/A — | $4.3M | 115.4K | 0.00% | — |
| 17 | H | $3.9M | 110.7K | 0.00% | — |
| 18 | ? N/A — | $3.8M | 93.3K | 0.00% | — |
| 19 | H | $3.8M | 111.1K | 0.00% | — |
| 20 | A ATI — | $3.4M | 87.8K | 0.00% | — |