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Phillip B. Walker

Approach Retirement Advisors, Llc

Assets Managed
$137.712M
Holdings
82
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.55%(2Q avg: 9.06%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Approach Retirement Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Approach Retirement Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 137.712M in assets, with a quarterly growth rate of 14.55% and a 2-quarter average growth rate of 9.06%. The portfolio is managed by Phillip B. Walker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.07%
16.95%
$23.336M
526,067 shares@ $44.37 avg price
AFL
Aflac Inc
Recent Activity
9.08%
$12.503M
106,635 shares@ $117.26 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 22.31%
6.57%
$9.045M
214,289 shares@ $42.22 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 4.33%
5.58%
$7.676M
59,933 shares@ $128.09 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 10.93%
5.25%
$7.225M
151,303 shares@ $47.76 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.24%
3.13%
$4.301M
115,422 shares@ $37.27 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 6.25%
2.8%
$3.848M
93,290 shares@ $41.26 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 7.25%
2.48%
$3.412M
38,255 shares@ $89.21 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 28.47%
2.46%
$3.376M
33,043 shares@ $102.17 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 19.08%
2.1%
$2.887M
57,989 shares@ $49.79 avg price

1-10 of 82