B.O.S.S. Retirement Advisors, LLC - Portfolio overview

B.O.S.S. Retirement Advisors, LLC has 232 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 13.81%
2. VOO - VANGUARD INDEX FDS, 5.05%
3. SPLG - SPDR SERIES TRUST, 4.45%

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

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