Virginia Estate & Retirement Planning Advisors Inc. - Portfolio overview

Virginia Estate & Retirement Planning Advisors Inc. has 159 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GOVT - ISHARES TR, 60.26%
2. SGOV - ISHARES TR, 25.55%
3. AAPL - APPLE INC, 2.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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