Approach Retirement Advisors, LLC - Portfolio overview

Approach Retirement Advisors, LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 16.66%
2. AFL - AFLAC INC, 9.73%
3. DFCF - DIMENSIONAL ETF TRUST, 6.15%

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

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