Main Line Retirement Advisors, LLC 13F Holdings
CIK 0001809416 · RADNOR, PA
As of Sep 30, 2025, Main Line Retirement Advisors, LLC reported 45 positions worth
CIK 0001809416 · RADNOR, PA
As of Sep 30, 2025, Main Line Retirement Advisors, LLC reported 45 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 515,911 | $21.7M | 11.13% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 253,007 | $21.4M | 11.00% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 661,367 | 9.6M | 10.05% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 439,373 | 9.3M | 9.90% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 841,468 | 9.1M | 9.81% |
| CAPITAL GROUP US SMALL AND MID CAP ETF | CGMM | — | 517,395 | 4.7M | 7.54% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 25,994 | 2.5M | 6.40% |
| VANGUARD VALUE INDEX FUND | VTV | — | 55,776 | 0.4M | 5.34% |
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 350,095 | $9.7M | 4.99% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 129,451 | $9.6M | 4.94% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 240,113 | $7.0M | 3.61% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 64,964 | $4.6M | 2.36% |
| JPMORGAN FLEXIBLE DEBT ETF | JFLX | — | 67,718 | $3.4M | 1.75% |
| FIRST TRUST MANAGED MUNICIPAL ETF | FMB | — | 51,874 | $2.6M | 1.35% |
| CAPITAL GROUP MUNICIPAL INCOME ETF | CGMU | — | 82,222 | $2.2M | 1.15% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 14,767 | .6M | 0.81% |
| MICROSOFT CORP | MSFT | Technology | 2,775 | .4M | 0.74% |
| FIRST TRUST BUYWRITE INCOME ETF | FTHI | — | 41,800 | $991.1K | 0.51% |
| TORONTO DOMINION BANK | TD | Financial Services | 12,043 | $962.8K | 0.49% |
| EXXON MOBIL CORP | XOM | Energy | 8,486 | $956.9K | 0.49% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 16,580 | $946.7K | 0.49% |
| CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | CGIC | — | 30,378 | $935.9K | 0.48% |
| NVIDIA CORP | NVDA | Technology | 4,697 | $876.3K | 0.45% |
| APPLE INC | AAPL | Technology | 3,263 | $830.8K | 0.43% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 16,612 | $768.1K | 0.39% |