RETIREMENT FINANCIAL SOLUTIONS, LLC

Q4 2024 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    37

  • Value ($000)

    $185,451

  • Date Filed
    01/31/2025
  • Form type
    13F-HR
  • CIK
    0001962532
  • 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
KRE
KRE

SPDR SER TR

PORTFOLIO S&P600
78468R853
$19.56M
11 %

435,382

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$19.46M
11 %

73,688

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$19.42M
11 %

97,990

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$19.32M
10 %

280,258

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$15.58M
8 %

74,008

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$14.14M
8 %

152,983

EEM
EEM

ISHARES TR

MSCI EMG MKT ETF
464287234
$12.65M
7 %

302,451

HEDJ
HEDJ

WISDOMTREE TR

EUROPE HEDGED EQ
97717X701
$9.81M
5 %

224,288

SHYG
SHYG

ISHARES TR

0-5YR HI YL CP
46434V407
$9.29M
5 %

217,927

TLT
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$8.07M
4 %

92,466

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