Apeiron Ria LLC
CIK:0001801846
Investment Adviser
$695M AUM
210 holdings
Dallas, TX, USA
Apeiron Planning Partners (former or current business name for APEIRON RIA LLC) is a Dallas-based fiduciary advisory firm specializing in comprehensive financial planning, wealth management, and retirement planning for individuals and families. The firm emphasizes a client-first philosophy, personalized advice, and a holistic approach to financial success, including investment management, tax, and estate planning.
Investment Strategy
Comprehensive, goals-based financial planning and wealth management, including investment selection, tax optimization, retirement and legacy planning. The firm emphasizes long-term growth, capital preservation, and custom solutions tailored to client life stages and objectives.
Top Buys
D
DYNFBLACKROCK ETF TRUST+$8.2M
I
IVEISHARES TR+$5.6M
I
IVVISHARES TR+$4.7M
Q
QUALISHARES TR+$4.3M
I
IVWISHARES TR+$4.0M
Top Sells
E
EFGISHARES TR-$2.7M
I
IYWISHARES TR-$2.1M
E
EMXCISHARES INC-$971.3K
S
SPLGSPDR SERIES TRUST-$929.0K
C
CLCOLGATE PALMOLIVE CO-$666.0K
Top Holdings
Q
QUALISHARES TR+4.1%$18.3M
D
DYNFBLACKROCK ETF TRUST+3.7%$16.6M
D
DFIVDIMENSIONAL ETF TRUST+3.4%$15.3M
E
EFVISHARES TR+3.3%$14.7M
A
AVUVAMERICAN CENTY ETF TR+3.0%$13.4M
Equity Positions (204)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 4.12% | $18.3M | 94,754 | $163.85 | $194.50 | +$4.3M |
D DYNF | BLACKROCK ETF TRUST | 3.74% | $16.6M | 282,891 | $52.66 | $59.20 | +$8.2M |
D DFIV | DIMENSIONAL ETF TRUST | 3.44% | $15.3M | 336,537 | $30.84 | $46.12 | +$829.0K |
E EFV | ISHARES TR | 3.31% | $14.7M | 218,780 | $55.49 | $67.83 | -$170.0K |
A AVUV | AMERICAN CENTY ETF TR | 3.02% | $13.4M | 137,423 | $83.82 | $99.53 | +$1.3M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+3.2%
SEMICONDUCTORS & RELATED DEVICES
+1.4%
SERVICES-PREPACKAGED SOFTWARE
+1.4%
ELECTRONIC COMPUTERS
+0.9%
PETROLEUM REFINING
+0.7%