Great Lakes Retirement, Inc. 13F Holdings
CIK 0001801667 · SANDUSKY, OH
As of Sep 30, 2025, Great Lakes Retirement, Inc. reported 199 positions worth $916.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 2,206,743 | $57.0M | 6.23% |
| NVIDIA CORP | NVDA | Technology | 254,977 | $47.6M | 5.19% |
| GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | GSEW | — | 410,398 | $34.9M | 3.81% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 374,003 | $31.5M | 3.43% |
| ALPHABET INC | GOOGL | Equity | 123,869 | $30.1M | 3.29% |
| MICROSOFT CORP | MSFT | Technology | 53,896 | $27.9M | 3.05% |
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | FIXD | — | 612,143 | $27.2M | 2.97% |
| AMAZON.COM INC | AMZN | Equity | 117,533 | $25.8M | 2.82% |
| APPLE INC | AAPL | Technology | 100,402 | $25.6M | 2.79% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 899,223 | $23.1M | 2.52% |
| FIDELITY COVINGTON TRUST | FDMO | — | 227,562 |