Filer Name: RETIREMENT INCOME SOLUTIONS, INC
CIK: 1730386
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 149
Portfolio Value: $0.50B

Retirement Income Solutions, Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 275,946 $162M 32.78% 23.2% -
IJH US ISHARES CORE S&P MIDCAP ETF 874,842 $55M 11.00% 27.3% -
SPY US SPDR S&P 500 ETF TRUST 72,704 $43M 8.60% -2.7% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 449,041 $31M 6.25% 17.3% -
IWF US ISHARES RUSSELL 1000 GROWTH 47,432 $19M 3.84% -2.8% -
SPMD US SPDR PORTFOLIO S&P 400 MID C 216,775 $12M 2.39% 12.1% -
SPYX US SPDR S&P 500 FOSSIL FUEL RES 197,562 $10M 1.92% -0.8% -
ESGU US ISHARES ESG AWARE MSCI USA 70,313 $9M 1.83% 37.8% -
QQQ US INVESCO QQQ TRUST SERIES 1 14,628 $7M 1.51% -3.6% -
GLDM US SPDR GOLD MINISHARES TRUST 133,659 $7M 1.40% 0.3% -
IWD US ISHARES RUSSELL 1000 VALUE E 35,833 $7M 1.34% -4.2% -
IWB US ISHARES RUSSELL 1000 ETF 20,301 $7M 1.32% -2.2% -
MDY US SPDR S&P MIDCAP 400 ETF TRST 10,751 $6M 1.24% -0.1% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 35,172 $6M 1.24% 12.8% -
AAPL US APPLE INC 21,444 $5M 1.08% 4.6% -
FESM US FIDELITY ENHNCD SMLL CP ETF 151,762 $5M 0.99% 100.0% -
ACWI US ISHARES MSCI ACWI ETF 40,754 $5M 0.97% 2.9% -
VO US VANGUARD MID-CAP ETF 17,666 $5M 0.94% -9.8% -
AMZN US AMAZON.COM INC 19,106 $4M 0.85% -1.3% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 46,636 $4M 0.83% -4.4% -
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