RETIREMENT INCOME SOLUTIONS, INC

Q4 2024 13F Holdings

  • Location
    ann arbor, MI
  • Num holdings

    149

  • Value ($000)

    $495,576

  • Date Filed
    01/31/2025
  • Form type
    13F-HR
  • CIK
    0001730386
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$162.44 M
33 %

275,946

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$54.51 M
11 %

874,842

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$42.61 M
9 %

72,704

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$30.96 M
6 %

449,041

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$19.05 M
4 %

47,432

SPMD
SPMD

SPDR SER TR

PORTFOLIO S&P400
78464A847
$11.86 M
2 %

216,775

KRE
KRE

SPDR SER TR

SPDR S&P 500 ETF
78468R796
$9.51 M
2 %

197,562

ESGU
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$9.06 M
2 %

70,313

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$7.48 M
2 %

14,628

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$6.95 M
1 %

133,659

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